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Disclosery

BINV 2023 ETF SERIES TRUST

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ETF (fund)

43 managers (43 13F filers) reported a position in BINV shares at 2026-06-30, 9,788,339 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
26
Reduced
9
Sold out
6
Shares held by filers
9,788,339

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HANTZ FINANCIAL SERVICES, INC.4,012,177$168M2.28%-103,57413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,308,782$54.9M0.5%+5,58313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.721,306$30.3M0.04%+236,70413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP369,953$15.5M0.02%+340,04213F-HRTimelineGroup
Nvest Wealth Strategies, Inc.329,409$13.8M8.69%+16,13013F-HRTimeline
SCOTIA CAPITAL INC.304,125$12.8M0.05%+2,68513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC267,918$11.2M<0.01%+166,49613F-HRTimelineGroup
Security National Bank256,388$10.8M1.28%+30,07813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP237,501$9.97M0.01%+73,54113F-HRTimelineGroup
Balance Wealth Partners LLC193,680$8.13M2.16%+11,80513F-HRTimeline
KELLEHER FINANCIAL ADVISORS191,105$8.02M1.14%new13F-HRTimeline
Nuveen, LLCin group TIAA178,319$7.48M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC153,070$6.42M<0.01%-237,00313F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC150,631$6.32M0.39%+4,73713F-HRTimeline
LPL Financial LLC132,071$5.54M<0.01%-5,01613F-HRTimeline
Horizon Family Wealth, Inc.106,501$4.47M2.04%+7,41913F-HRTimeline
Farther Finance Advisors, LLC102,531$4.3M0.03%new13F-HRTimeline
Fjell Capital, LLC101,976$4.28M2.92%+19,67813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC99,041$4.16M0.01%+20,73213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC85,134$3.57M0.04%+6,27313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…80,936$3.4M0.01%+14,40613F-HRTimelineGroup
Ironsides Asset Advisors, LLC67,480$2.83M0.66%+6,80313F-HRTimeline
Integrated Wealth Concepts LLC60,350$2.53M0.01%-97413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,084$1.77M<0.01%+5,60813F-HRTimeline
Sanctuary Advisors, LLC35,170$1.48M0.01%+3,61613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,918$1.38M<0.01%-10,77913F-HRTimelineGroup
HighTower Advisors, LLC31,541$1.32M<0.01%+3,25913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,101$1.18M<0.01%+12,41313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.21,026$889K0.05%-15013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,925$753K<0.01%+8,85513F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,985$629K<0.01%+2,49013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,750$535K<0.01%-2,91913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,616$487K<0.01%+1,15013F-HRTimelineGroup
SMITH, MOORE & CO.9,852$413K0.03%+38913F-HRTimeline
&PARTNERS6,422$269K<0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.6,353$267K<0.01%new13F-HRTimeline
MANCHESTER FINANCIAL INC5,251$220K0.04%+20513F-HRTimeline
Allworth Financial LP857$36K<0.01%+113F-HRTimeline
UBS Group AGgroup of 2 filers holding609$25.6K-617Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/545$22.9K<0.01%013F-HRTimelineGroup
Forum Finance Group S.A.540$18K0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC307$12.9K0.01%-113F-HRTimeline
Blue Trust, Inc.103$4.34K<0.01%new13F-HRTimeline