Who Owns 2023 ETF SERIES TRUST II (QLTY)? -- Institutional Holders (2026-06-30)

166 institutions reported holding $3.86B of 2023 ETF SERIES TRUST II (QLTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: AIA Group Ltd ($630.5M), BROWN BROTHERS HARRIMAN & CO ($434.1M), Merit Financial Group, LLC ($351.7M), HB Wealth Management, LLC ($271.3M), Allworth Financial LP ($253.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AIA Group Ltd	$630.5M	15.1M	Added
2	BROWN BROTHERS HARRIMAN & CO	$434.1M	10.4M	Added
3	Merit Financial Group, LLC	$351.7M	8.4M	Added
4	HB Wealth Management, LLC	$271.3M	6.7M	Added
5	Allworth Financial LP	$253.8M	6.1M	Trimmed
6	Trustees of Dartmouth College	$160.1M	3.8M	Added
7	Legacy Advisors, LLC	$143.1M	3.4M	Trimmed
8	LAZARD ASSET MANAGEMENT LLC	$120.2M	2.9M	Added
9	LPL Financial LLC	$106.0M	2.5M	Added
10	Focus Partners Wealth	$103.3M	2.5M	Added
11	Modern Wealth Management, LLC	$83.4M	2.0M	Added
12	Crestwood Advisors Group, LLC	$82.1M	2.0M	Added
13	FFT WEALTH MANAGEMENT LLC	$75.4M	1.8M	Added
14	Perigon Wealth Management, LLC	$73.7M	1.8M	Added
15	Alvarez & Marsal Private Wealth Partners, LLC	$71.2M	1.7M	Trimmed
16	Atria Investments, Inc	$70.9M	1.7M	Added
17	Prodigy Asset Management LLC	$51.4M	1.2M	Added
18	MONETA GROUP INVESTMENT ADVISORS LLC	$43.0M	1.0M	Added
19	RAYMOND JAMES FINANCIAL INC	$40.4M	969,941	Added
20	Auxano Advisors, LLC	$39.6M	950,941	Trimmed
21	CENTRAL TRUST Co	$33.7M	808,861	Trimmed
22	PINNACLE ASSOCIATES LTD	$33.5M	805,822	Trimmed
23	MML INVESTORS SERVICES, LLC	$26.3M	632,609	Trimmed
24	New Republic Capital, LLC	$22.4M	536,075	Added
25	Colony Family Offices, LLC	$21.3M	512,289	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30