Eagle Capital Select EqtyEAGLETF
13F holders, Q2 2026 (June 30)69holders +12
14new positions
2sold out
1famous investor
$32.17avg. 13F price*
At the end of Q2 2026, 69 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings, up 12 from Q1 2026. 14 opened new positions and 2 sold out. The largest holders were Brown Advisory Inc. ($414.5M), Brown Brothers Harriman & Co. ($322.7M) and Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York ($185.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eagle Capital Select Eqty
- Filed as
- 2023 ETF SERIES TRUST (Q2 2026)
- CUSIP
- 88339Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $59.7M |
| Exits | 2 | $876K |
All 13F filers, Q1 2026 → Q2 2026: 6,617,420 shares bought and 2,734,039 shares sold, net +3,883,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Brown Advisory Inc. | 0.64% | Add +11.0% | 12,883,772 | $414.5M |
| Brown Brothers Harriman & Co. | 1.41% | Add +22.1% | 10,030,295 | $322.7M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 42.67% | No change | 5,774,371 | $185.8M |
| Cresset Asset Management, LLC | 0.44% | Reduce -0.0% | 3,788,691 | $121.9M |
| Sendero Wealth Management, LLC | 9.26% | Add +5.9% | 2,890,417 | $93.0M |
| Glenmede Trust Co. NA | 0.27% | Reduce -1.3% | 1,916,536 | $61.7M |
| Lazard Asset Management LLC | 0.08% | Add +12.1% | 1,654,534 | $53.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 1,421,742 | $45.6M |
| Morgan Stanley | 0.00% | Add +6.3% | 1,234,503 | $39.7M |
| Red Door Wealth Management, LLC | 3.53% | Add +6.4% | 1,202,085 | $38.7M |
| BCS Private Wealth Management, Inc. | 9.35% | Reduce -27.7% | 963,385 | $31.0M |
| Sageworth Trust Co | 1.18% | New | 928,999 | $29.9M |
| Commerce Bank | 0.12% | Add +4.0% | 839,112 | $27.0M |
| Burkett Financial Services, LLC | 6.52% | No change | 647,552 | $20.8M |
| Citizens Financial Group Inc. | 0.23% | Reduce -4.0% | 588,234 | $18.9M |
| UBS Group AG | 0.00% | Add +92.4% | 577,899 | $18.6M |
| Atlanta Consulting Group Advisors, LLC | 2.88% | Reduce -1.9% | 565,484 | $18.2M |
| Lowe Brockenbrough & Co. Inc. | 0.78% | No change | 545,058 | $17.5M |
| Sentinel Trust Co. Lba | 1.41% | No change | 493,735 | $15.9M |
| Bank of America Corp. | 0.00% | Add +808.4% | 486,636 | $15.7M |
| Citadel Advisors | 0.01% | Reduce -82.7% | 462,995 | $14.9M |
| Summit Wealth Group, LLC | 2.40% | No change | 365,626 | $11.8M |
| UMB Bank, n.a. | 0.15% | No change | 365,626 | $11.8M |
| Commerce Advisors, LLC | 6.25% | Reduce -1.6% | 357,737 | $11.5M |
| Permanens Capital L.P. | 1.18% | Add +19.2% | 356,498 | $11.5M |
| YHB Investment Advisors, Inc. | 0.72% | Add +9.1% | 347,395 | $11.2M |
| Prodigy Asset Management LLC | 3.11% | No change | 320,634 | $10.3M |
| CIBC Bancorp USA Inc. | 0.01% | Add +83.3% | 285,999 | $9.2M |
| Two Sigma Investments, LP | 0.01% | New | 266,740 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 244,283 | $7.9M |
| Clearstead Advisors, LLC | 0.07% | Add +3.8% | 229,801 | $7.4M |
| Wind River Trust Co | 2.37% | Add +144.5% | 218,463 | $7.0M |
| GC Wealth Management RIA, LLC | 0.40% | Reduce -12.8% | 217,728 | $7.0M |
| Simon Quick Advisors, LLC | 0.27% | New | 207,137 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 173,961 | $5.6M |
| Greenspring Advisors, LLC | 0.30% | No change | 169,884 | $5.5M |
| Klingenstein Fields & Co. LP | 0.19% | Add +4.3% | 164,998 | $5.3M |
| Fiduciary Alliance LLC | 0.27% | Add +4.5% | 125,365 | $4.0M |
| Piedmont Capital Management, LLC | 2.38% | Add +3.7% | 121,415 | $3.9M |
| Fund Evaluation Group, LLC | 0.10% | No change | 112,990 | $3.6M |
| Triangle Securities Wealth Management | 0.67% | Reduce -1.4% | 105,000 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 95,626 | $3.1M |
| ACT Advisors, LLC. | 1.01% | No change | 94,398 | $3.0M |
| Cambridge Associates LLC /Ma/ | 0.04% | New | 84,697 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 83,902 | $2.7M |
| Sepio Capital, LP | 0.13% | Add +0.4% | 78,643 | $2.5M |
| Advisor OS, LLC | 0.16% | Reduce -9.4% | 76,400 | $2.5M |
| Northern Trust Corp. | 0.00% | No change | 72,689 | $2.3M |
| Royal Bank of Canada | 0.00% | New | 61,585 | $2.0M |
| Aspiriant, LLC | 0.05% | New | 58,062 | $1.9M |
| Quantinno Capital Management LP | 0.00% | New | 56,813 | $1.8M |
| Morse Asset Management, Inc | 0.30% | Reduce -11.8% | 55,650 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.0% | 42,418 | $1.3M |
| Haverford Trust Co | 0.01% | Add +9.2% | 37,278 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 33,302 | $1.1M |
| Sageworth Trust Co of South Dakota | 0.64% | New | 32,488 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | New | 26,664 | $858K |
| XP Advisory US, Inc. | 0.41% | — | 23,422 | $753K |
| National Philanthropic Trust | 0.01% | No change | 19,852 | $639K |
| HB Wealth Management, LLC | 0.00% | No change | 16,260 | $523K |
| Flow Traders U.S. LLC | 0.02% | New | 15,570 | $501K |
| Marshall Wace, LLP | 0.00% | New | 14,871 | $478K |
| Susquehanna International Group, LLP | 0.00% | New | 14,072 | $453K |
| &partners | 0.00% | Add +48.7% | 10,751 | $346K |
| Lavelle Capital LP | 0.14% | No change | 8,396 | $270K |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 7,650 | $246K |
| Wells Fargo & Company | 0.00% | Add +56.7% | 4,964 | $160K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,000 | $129K |
| Osaic Holdings, Inc. | 0.00% | No change | 673 | $22K |
"% of holder's portfolio" is EAGL's weight in each manager's 13F, not the share of Eagle Capital Select Eqty the manager owns.