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Disclosery

EAGL 2023 ETF SERIES TRUST

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CMN (fund)

57 managers (57 13F filers) reported a position in EAGL shares at 2026-03-31, 51,877,758 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
57
13F filers
57
New
9
Added
26
Reduced
9
Sold out
2
Shares held by filers
51,877,758

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
BROWN ADVISORY INCin group BROWN ADVISORY INC11,607,059$353M0.58%+4,834,45113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,215,230$250M1.34%+5,819,02913F-HRTimelineGroup
Rector, Church-Wardens & Vestrymen of T…5,774,371$176M40.72%+1,536,27913F-HRTimeline
Cresset Asset Management, LLC3,789,859$115M0.5%-8,18313F-HRTimeline
Sendero Wealth Management, LLC2,729,468$83M9.18%+380,15413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,668,731$81.2M0.06%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,942,324$59.1M0.29%+191,02413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,475,696$44.9M0.07%+346,15313F-HRTimelineGroup
BCS Private Wealth Management, Inc.1,332,608$40.5M12.32%+323,04813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,372,555$40.5M<0.01%-94613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,160,804$35.3M<0.01%+1,024,20413F-HRTimelineGroup
Red Door Wealth Management, LLC1,130,228$34.4M3.58%+64,78313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK806,994$24.5M0.12%+23,76413F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC647,552$19.7M6.75%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…612,696$18.6M0.26%013F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC576,446$17.5M3.77%+5,63213F-HRTimeline
LOWE BROCKENBROUGH & CO INC545,058$16.6M0.83%013F-HRTimeline
SENTINEL TRUST CO LBA493,735$15M1.49%013F-HRTimeline
UMB Bank, n.a.365,626$11.1M0.16%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Wealth Group, LLC365,626$11.1M2.55%-35013F-HRTimeline
Commerce Advisors, LLC363,640$11.1M9.3%13F-HRTimeline
Prodigy Asset Management LLC320,634$9.75M3.26%013F-HRTimeline
YHB Investment Advisors, Inc.318,518$9.69M0.69%013F-HRTimeline
UBS Group AGin group UBS Group AG300,343$9.14M<0.01%+8,00613F-HRTimelineGroup
Permanens Capital L.P.299,137$9.1M1.17%-501,53413F-HRTimeline
GC Wealth Management RIA, LLC249,622$7.59M0.31%+35,56613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP238,090$7.24M0.01%+86,37013F-HRTimelineGroup
Clearstead Advisors, LLC221,294$6.73M0.06%+19,09913F-HRTimeline
Greenspring Advisors, LLC169,884$5.17M0.31%-181,78413F-HRTimeline
HighTower Advisors, LLC166,592$5.07M0.01%+50513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP158,141$4.81M0.19%+1,55713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.156,000$4.75M0.01%13F-HRTimelineGroup
Fiduciary Alliance LLC119,941$3.87M0.23%+7,34513F-HRTimeline
Piedmont Capital Management, LLC/NC117,065$3.56M2.38%-8,60013F-HRTimeline
Fund Evaluation Group, LLC112,990$3.44M0.11%new13F-HRTimeline
Triangle Securities Wealth Management106,500$3.24M0.74%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,129$3.17M<0.01%+20,73213F-HRTimelineGroup
ACT Advisors, LLC.94,398$2.87M1.22%new13F-HRTimeline
Wind River Trust Co89,366$2.72M1.03%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC84,331$2.57M0.19%-1,36413F-HRTimelineGroup
Sepio Capital, LP78,350$2.38M0.13%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP72,689$2.21M<0.01%+3,17113F-HRTimelineGroup
Morse Asset Management, Inc63,100$1.92M0.4%-2,70013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,572$1.63M<0.01%+50,96713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,634$1.36M<0.01%+2,45713F-HRTimelineGroup
Haverford Trust Co34,148$1.04M0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,302$1.01M<0.01%+12,99913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,753$723K<0.01%-4,08513F-HRTimelineGroup
National Philanthropic Trust19,852$604K0.01%+4,47213F-HRTimeline
HB Wealth Management, LLC16,260$495K<0.01%+4,01013F-HRTimeline
LAVELLE CAPITAL LP8,396$255K0.16%013F-HRTimeline
LPL Financial LLC8,150$248K<0.01%013F-HRTimeline
&PARTNERS7,231$220K<0.01%+47713F-HRTimeline
MSA Advisors, LLC5,050$154K0.05%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,167$96.3K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.673$20.5K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.150$4.56K<0.01%new13F-HRTimeline