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Disclosery

BINV 2023 ETF SERIES TRUST

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ETF (fund)

43 managers (44 13F filers) reported a position in BINV shares at 2026-03-31, 8,944,187 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
44
New
10
Added
23
Reduced
9
Sold out
3
Shares held by filers
8,944,187

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.4,115,751$170M2.59%-560,87513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,303,199$53.7M0.53%+523,52513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.484,602$20M0.03%-63,09913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC390,073$16.1M0.02%+330,44413F-HRTimelineGroup
Nvest Wealth Strategies, Inc.313,279$12.9M9.09%+49,67013F-HRTimeline
SCOTIA CAPITAL INC.301,440$12.4M0.05%-301,50513F-HRTimeline
Security National Bank226,310$9.33M1.36%+14,51513F-HRTimeline
Balance Wealth Partners LLC181,875$7.5M2.33%-1,78513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,960$6.76M0.01%+118,07913F-HRTimelineGroup
Brooklyn Investment Group155,337$6.4M0.2%+18,63513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC145,894$6.01M0.32%-3,77113F-HRTimeline
LPL Financial LLC137,087$5.65M<0.01%-7,49013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC101,422$4.18M<0.01%+93,89813F-HRTimelineGroup
Horizon Family Wealth, Inc.99,082$4.08M2.16%+2,34313F-HRTimeline
Avior Wealth Management, LLC97,670$4.03M0.11%+59,42313F-HRTimeline
Fjell Capital, LLC82,298$3.39M2.61%+3,19113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC78,861$3.25M0.04%+13,91113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC78,309$3.23M<0.01%+65,16613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,530$2.74M<0.01%+57,46613F-HRTimelineGroup
Integrated Wealth Concepts LLC61,324$2.53M0.02%new13F-HRTimeline
Ironsides Asset Advisors, LLC60,677$2.5M0.63%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,697$1.8M<0.01%+34,01713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,476$1.47M<0.01%+5,80913F-HRTimeline
Sanctuary Advisors, LLC31,554$1.3M0.01%+15,84113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,911$1.23M<0.01%+24,75313F-HRTimelineGroup
HighTower Advisors, LLC28,282$1.17M<0.01%+6,48213F-HRTimeline
B. Riley Wealth Advisors, Inc.21,176$849K0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,688$647K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,669$646K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,495$515K<0.01%+95213F-HRTimeline
GTS SECURITIES LLC12,164$501K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,466$431K<0.01%+6,71513F-HRTimelineGroup
Curtis Advisory Group, LLC9,591$395K0.09%-47,24613F-HRTimeline
SMITH, MOORE & CO.9,463$390K0.03%-42013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,070$374K<0.01%+6,78313F-HRTimelineGroup
Mills Wealth Advisors LLC5,597$231K0.08%013F-HRTimeline
MANCHESTER FINANCIAL INC5,046$208K0.04%-9513F-HRTimeline
UBS Group AGgroup of 2 filers holding1,226$50.5KnewTimeline
MORGAN STANLEYin group MORGAN STANLEY904$37.3K<0.01%new13F-HRTimelineGroup
Allworth Financial LP856$35.3K<0.01%+52513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/545$22.5K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC308$12.4K0.01%+513F-HRTimeline
CWM, LLCin group CWM, LLC23$948<0.01%013F-HRTimelineGroup