Eagle Capital Select EqtyEAGLETF
13F holders, Q1 2024 (March 31)8holders
$25.24avg. 13F price*
At the end of Q1 2024, 8 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings. The largest holders were Commerce Bank ($17.3M), Sendero Wealth Management, LLC ($11.5M) and Summit Wealth Group, LLC ($10.3M).
- Company
- Eagle Capital Select Eqty
- Filed as
- 2023 ETF SERIES TRUST (Q1 2024)
- CUSIP
- 88339Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $59.4M |
| Exits | 0 | $0 |
Ownership 8 holders
| Commerce Bank | 0.11% | New | 686,710 | $17.3M |
| Sendero Wealth Management, LLC | 1.97% | New | 454,656 | $11.5M |
| Summit Wealth Group, LLC | 6.98% | New | 406,381 | $10.3M |
| YHB Investment Advisors, Inc. | 0.72% | New | 319,608 | $8.1M |
| Advisor OS, LLC | 0.62% | New | 214,202 | $5.4M |
| Northern Trust Corp. | 0.00% | New | 174,956 | $4.4M |
| Corient Private Wealth LP | 0.00% | New | 89,805 | $2.3M |
| Bison Wealth, LLC | 0.04% | New | 8,829 | $223K |
"% of holder's portfolio" is EAGL's weight in each manager's 13F, not the share of Eagle Capital Select Eqty the manager owns.