PQUS 2023 ETF Series Trust: institutional ownership and insider trading
12 funds reported holding $94.9M of 2023 ETF Series Trust in their latest 13F filings; in Q2 2026 funds net bought $2.60M, with 2 new positions and 1 funds selling out; over the last 12 months insiders bought $100M and sold $0 on the open market.
Largest institutional holders of PQUS
- BANQUE PICTET & CIE SA — $70.5M
- HERITAGE OAK WEALTH ADVISORS LLC — $9.77M
- Atria Investments, Inc — $7.89M
- Balefire, LLC — $1.29M
- SWMG, LLC — $1.29M
- Legacy Wealth Partners, LLC — $1.03M
- Fulcrum Equity Management — $953K
- Hutchens & Kramer Investment Management Group, LLC — $822K
- Concurrent Investment Advisors, LLC — $765K
- Legacy Capital Wealth Partners, LLC — $407K
Recent PQUS insider trades
- Aug 4, 2026: Harrison Street Real Assets Fund LLC bought 372,856 shares ($10.00M)
- Mar 4, 2026: Frazier Casey Ryan bought 66 shares ($1.80K)
- Feb 27, 2026: Goncu Hasan Ali bought 800 shares ($22.2K)
- Feb 27, 2026: Becker Robert bought 1,000 shares ($27.8K)
5%+ owners
- Harrison Street Private Wealth LLC: 97.2% (Schedule 13D/A, filed Aug 7, 2026)
- BlackRock Portfolio Management LLC: 5.1% (Schedule 13G/A, filed May 6, 2026)