TABD 2023 ETF Series Trust: institutional ownership and insider trading
8 funds reported holding $125M of 2023 ETF Series Trust in their latest 13F filings; in Q2 2026 funds net bought $801K, with 1 new positions and 0 funds selling out; over the last 12 months insiders bought $100M and sold $0 on the open market.
Largest institutional holders of TABD
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $82.8M
- GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $30.6M
- BlackRock, Inc. (BLK) — $7.56M
- Summit Financial, LLC — $1.59M
- Cyndeo Wealth Partners, LLC — $1.34M
- JANE STREET GROUP, LLC — $992K
- Huntleigh Advisors, Inc. — $469K
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $25.0K
Recent TABD 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
- BlackRock Portfolio Management LLC: 5.1% (Schedule 13G/A, filed May 6, 2026)