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BINV 2023 ETF SERIES TRUST

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ETF (fund)

30 managers (30 13F filers) reported a position in BINV shares at 2025-09-30, 6,749,050 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
30
13F filers
30
New
11
Added
11
Reduced
5
Sold out
4
Shares held by filers
6,749,050

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.4,511,134$173M2.62%+110,99013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SCOTIA CAPITAL INC.613,762$23.6M0.1%+121,80113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.511,006$19.6M0.03%+50,02413F-HRTimelineGroup
Balance Wealth Partners LLC194,607$7.48M1.85%+45,85213F-HRTimeline
LPL Financial LLC154,461$5.93M<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC96,576$3.71M<0.01%+86,72313F-HRTimelineGroup
FLOW TRADERS U.S. LLC87,952$3.38M0.14%-104,40313F-HRTimeline
Horizon Family Wealth, Inc.78,894$3.03M1.74%new13F-HRTimeline
Fjell Capital, LLC75,685$2.91M2.56%+14113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,600$2.67M<0.01%-35513F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC69,155$2.66M0.03%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC53,681$2.06M0.02%+11,42313F-HRTimeline
Curtis Advisory Group, LLC50,989$1.96M0.44%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,106$1.81M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,926$1.5M<0.01%+19,47513F-HRTimelineGroup
Brooklyn Investment Group21,433$764K0.1%013F-HR/ATimeline
Sanctuary Advisors, LLC13,362$513K<0.01%+5,20113F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,640$447K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC8,869$341K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,817$339K<0.01%-43,30613F-HRTimelineGroup
SMITH, MOORE & CO.8,005$308K0.02%-16,99513F-HRTimeline
Cambridge Investment Research Advisors,…6,766$260K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,372$246K<0.01%new13F-HRTimeline
Mills Wealth Advisors LLC5,610$216K0.09%+313F-HRTimeline
Steward Partners Investment Advisory, L…2,685$103K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO668$25.7K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG461$17.7K<0.01%-1,68913F-HRTimelineGroup
Allworth Financial LP443$17K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC227$8.72K0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC158$6K<0.01%new13F-HRTimelineGroup