TABD 2023 ETF SERIES TRUST
FollowCMN (fund)
7 managers (7 13F filers) reported a position in TABD shares at 2026-06-30, 4,955,877 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 4,955,877
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 3,305,943 | $82.8M | <0.01% | 0 | 13F-HRTimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 1,224,105 | $30.6M | <0.01% | 0 | 13F-HRTimelineGroup |
| BlackRock, Inc.in group BlackRock, Inc. | 302,812 | $7.56M | <0.01% | 0 | 13F-HRTimelineGroup |
| Summit Financial, LLC | 63,505 | $1.59M | 0.02% | -6,732 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 39,734 | $992K | <0.01% | +31,245 | 13F-HRTimelineGroup |
| Huntleigh Advisors, Inc. | 18,778 | $469K | 0.07% | +6,587 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 1,000 | $25K | <0.01% | new | 13F-HRTimelineGroup |