22 institutions reported holding $322.6M of 2023 ETF Series Trust Eagle Ca (EAGL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sendero Wealth Management, LLC ($93.0M), Red Door Wealth Management, LLC ($38.7M), BCS Private Wealth Management, Inc. ($31.0M), Sageworth Trust Co ($29.9M), BURKETT FINANCIAL SERVICES, LLC ($20.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sendero Wealth Management, LLC | $93.0M | 2.9M | Added |
| 2 | Red Door Wealth Management, LLC | $38.7M | 1.2M | Added |
| 3 | BCS Private Wealth Management, Inc. | $31.0M | 963,385 | Trimmed |
| 4 | Sageworth Trust Co | $29.9M | 928,999 | New |
| 5 | BURKETT FINANCIAL SERVICES, LLC | $20.8M | 647,552 | Hold |
| 6 | LOWE BROCKENBROUGH & CO INC | $17.5M | 545,058 | Hold |
| 7 | SENTINEL TRUST CO LBA | $15.9M | 493,735 | Hold |
| 8 | Summit Wealth Group, LLC | $11.8M | 365,626 | Hold |
| 9 | Commerce Advisors, LLC | $11.5M | 357,737 | Trimmed |
| 10 | YHB Investment Advisors, Inc. | $11.2M | 347,395 | Added |
| 11 | Prodigy Asset Management LLC | $10.3M | 320,634 | Hold |
| 12 | GC Wealth Management RIA, LLC | $7.0M | 217,728 | Trimmed |
| 13 | SIMON QUICK ADVISORS, LLC | $6.7M | 207,137 | New |
| 14 | Fiduciary Alliance LLC | $4.0M | 125,365 | Added |
| 15 | Triangle Securities Wealth Management | $3.4M | 105,000 | Trimmed |
| 16 | ACT Advisors, LLC. | $3.0M | 94,398 | Hold |
| 17 | Sepio Capital, LP | $2.5M | 78,643 | Added |
| 18 | ASPIRIANT, LLC | $1.9M | 58,062 | New |
| 19 | Sageworth Trust Co of South Dakota | $1.0M | 32,488 | New |
| 20 | XP Advisory US, Inc. | $753,486 | 23,422 | New |
| 21 | HB Wealth Management, LLC | $523,084 | 16,260 | Hold |
| 22 | LAVELLE CAPITAL LP | $270,092 | 8,396 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30