9 institutions reported holding $152.7M of 2023 ETF SERIES TRUST (TALV) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($98.0M), GOLDMAN SACHS GROUP INC ($44.3M), BlackRock, Inc. ($8.1M), Prosperity Financial Group, Inc. ($1.3M), LPL Financial LLC ($333,728). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $98.0M | 3.6M | Hold |
| 2 | GOLDMAN SACHS GROUP INC | $44.3M | 1.6M | Hold |
| 3 | BlackRock, Inc. | $8.1M | 294,527 | Hold |
| 4 | Prosperity Financial Group, Inc. | $1.3M | 47,852 | Added |
| 5 | LPL Financial LLC | $333,728 | 12,130 | New |
| 6 | GTS SECURITIES LLC | $320,692 | 11,656 | Added |
| 7 | Stratos Wealth Partners, LTD. | $240,047 | 8,725 | New |
| 8 | Royal Bank of Canada | $28,000 | 1,000 | New |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5,503 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30