Skip to content
Disclosery

BINV 2023 ETF SERIES TRUST

Follow

ETF (fund)

37 managers (37 13F filers) reported a position in BINV shares at 2025-12-31, 8,303,482 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
37
13F filers
37
New
10
Added
14
Reduced
9
Sold out
5
Shares held by filers
8,303,482

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.4,676,626$188M2.77%+165,49213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC779,674$31.3M0.35%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.602,945$24.2M0.1%-10,81713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.547,701$22M0.03%+36,69513F-HRTimelineGroup
Nvest Wealth Strategies, Inc.263,609$10.6M7.82%13F-HRTimeline
Security National Bank211,795$8.5M1.22%new13F-HRTimeline
Balance Wealth Partners LLC183,660$7.37M2.37%-10,94713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC149,665$6.01M0.36%13F-HRTimeline
LPL Financial LLC144,577$5.8M<0.01%-9,88413F-HRTimeline
Brooklyn Investment Group136,702$5.53M0.25%+115,26913F-HRTimeline
Horizon Family Wealth, Inc.96,739$3.88M2.07%+17,84513F-HRTimeline
Fjell Capital, LLC79,107$3.18M2.43%+3,42213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC64,950$2.61M0.03%-4,20513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,629$2.39M<0.01%+50,81213F-HRTimelineGroup
Curtis Advisory Group, LLC56,837$2.28M0.48%+5,84813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,881$1.84M<0.01%+6,95513F-HRTimelineGroup
Avior Wealth Management, LLC38,247$1.54M0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,667$1.21M<0.01%+23,29513F-HRTimeline
HighTower Advisors, LLC21,800$875K<0.01%+12,93113F-HRTimeline
Sanctuary Advisors, LLC15,713$631K<0.01%+2,35113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,143$528K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,640$467K<0.01%013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…11,543$463K<0.01%+4,77713F-HRTimeline
SMITH, MOORE & CO.9,883$397K0.03%+1,87813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,680$389K<0.01%-37,42613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,064$364K<0.01%new13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,524$302K<0.01%-62,07613F-HRTimelineGroup
Mills Wealth Advisors LLC5,597$225K0.09%-1313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,158$207K<0.01%new13F-HRTimelineGroup
MANCHESTER FINANCIAL INC5,141$206K0.04%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,751$151K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,685$108K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,287$92K<0.01%new13F-HRTimelineGroup
Allworth Financial LP331$13.3K<0.01%-11213F-HRTimeline
Principia Wealth Advisory, LLC303$12.1K0.01%+7613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/205$8.26K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC23$1K<0.01%-13513F-HRTimelineGroup