Eagle Capital Select EqtyEAGLETF
13F holders, Q2 2024 (June 30)17holders +9
9new positions
0sold out
$26.49avg. 13F price*
At the end of Q2 2024, 17 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings, up 9 from Q1 2024. 9 opened new positions and 0 sold out. The largest holders were Commerce Bank ($20.7M), Sentinel Trust Co. Lba ($13.1M) and Sendero Wealth Management, LLC ($12.0M).
- Company
- Eagle Capital Select Eqty
- Filed as
- 2023 ETF SERIES TRUST (Q2 2024)
- CUSIP
- 88339Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $54.5M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 2,150,638 shares bought and 15,379 shares sold, net +2,135,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Commerce Bank | 0.13% | Add +14.1% | 783,230 | $20.7M |
| Sentinel Trust Co. Lba | 1.61% | New | 493,735 | $13.1M |
| Sendero Wealth Management, LLC | 2.02% | No change | 454,656 | $12.0M |
| Red Door Wealth Management, LLC | 1.97% | New | 422,564 | $11.2M |
| CIBC Private Wealth Group LLC | 0.02% | New | 412,587 | $11.0M |
| Summit Wealth Group, LLC | 3.23% | Add +0.0% | 406,401 | $10.8M |
| UMB Bank, n.a. | 0.18% | New | 406,381 | $10.8M |
| YHB Investment Advisors, Inc. | 0.71% | Reduce -2.4% | 312,008 | $8.3M |
| Advisor OS, LLC | 0.60% | Reduce -3.6% | 206,423 | $5.5M |
| Northern Trust Corp. | 0.00% | No change | 174,956 | $4.6M |
| HighTower Advisors, LLC | 0.01% | New | 154,606 | $4.1M |
| Permanens Capital L.P. | 0.32% | New | 118,055 | $3.1M |
| Corient Private Wealth LP | 0.00% | No change | 89,805 | $2.4M |
| Flow Traders U.S. LLC | 0.02% | New | 17,656 | $467K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | New | 14,880 | $394K |
| Klingenstein Fields & Co. LP | 0.01% | New | 13,634 | $361K |
| Bison Wealth, LLC | 0.04% | No change | 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.