TALV 2023 ETF Series Trust: institutional ownership and insider trading
9 funds reported holding $153M of 2023 ETF Series Trust in their latest 13F filings; in Q2 2026 funds net bought $721K, with 3 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 TALV
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $98.0M
- GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $44.3M
- BlackRock, Inc. (BLK) — $8.10M
- Prosperity Financial Group, Inc. — $1.32M
- LPL Financial LLC — $334K
- GTS SECURITIES LLC — $321K
- Stratos Wealth Partners, LTD. — $240K
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $28.0K
- CREATIVE FINANCIAL DESIGNS INC /ADV — $5.50K
Recent TALV 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 Apr 7, 2026)