Eagle Capital Select EqtyEAGLETF
13F holders, Q1 2025 (March 31)39holders +6
8new positions
2sold out
$27.91avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings, up 6 from Q4 2024. 8 opened new positions and 2 sold out. The largest holders were Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York ($40.2M), Sendero Wealth Management, LLC ($32.5M) and Brown Advisory Inc. ($26.7M).
- Company
- Eagle Capital Select Eqty
- Filed as
- 2023 ETF SERIES TRUST (Q1 2025)
- CUSIP
- 88339Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $44.2M |
| Exits | 2 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,562,667 shares bought and 100,593 shares sold, net +4,462,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 18.28% | New | 1,435,235 | $40.2M |
| Sendero Wealth Management, LLC | 4.51% | Add +74.8% | 1,161,461 | $32.5M |
| Brown Advisory Inc. | 0.04% | Add +142.5% | 952,170 | $26.7M |
| Commerce Bank | 0.14% | No change | 783,230 | $21.9M |
| Burkett Financial Services, LLC | 7.35% | No change | 644,021 | $18.0M |
| Atlanta Consulting Group Advisors, LLC | 4.89% | Add +4534.5% | 598,218 | $16.8M |
| Permanens Capital L.P. | 2.53% | Add +99.2% | 497,280 | $13.9M |
| Sentinel Trust Co. Lba | 1.63% | No change | 493,735 | $13.8M |
| Glenmede Trust Co. NA | 0.07% | Add +114.1% | 487,203 | $13.6M |
| Red Door Wealth Management, LLC | 1.89% | Add +5.4% | 456,175 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1080.0% | 450,858 | $12.6M |
| CIBC Private Wealth Group LLC | 0.02% | No change | 412,587 | $10.4M |
| Summit Wealth Group, LLC | 3.00% | Add +0.0% | 365,972 | $10.3M |
| UMB Bank, n.a. | 0.17% | No change | 365,626 | $10.2M |
| Prodigy Asset Management LLC | 7.22% | Add +0.2% | 318,889 | $8.9M |
| YHB Investment Advisors, Inc. | 0.73% | No change | 312,008 | $8.7M |
| Lazard Asset Management LLC | 0.01% | Add +285.6% | 227,047 | $6.4M |
| Wealthstream Advisors, Inc. | 1.01% | Reduce -3.5% | 192,018 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 189,495 | $5.3M |
| Triangle Securities Wealth Management | 1.00% | Reduce -1.0% | 139,000 | $3.9M |
| UBS Group AG | 0.00% | Add +256.2% | 130,497 | $3.7M |
| Clearstead Advisors, LLC | 0.05% | Add +111.6% | 108,069 | $3.0M |
| Advisor OS, LLC | 0.32% | Reduce -9.6% | 101,037 | $2.8M |
| Northern Trust Corp. | 0.00% | No change | 69,518 | $1.9M |
| Fiduciary Alliance LLC | 0.17% | Add +18.1% | 60,113 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.03% | New | 50,339 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +280.2% | 49,510 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 39,137 | $1.1M |
| Klingenstein Fields & Co. LP | 0.05% | Add +209.3% | 38,351 | $1.1M |
| Lido Advisors, LLC | 0.01% | New | 34,917 | $978K |
| Neuberger Berman Group LLC | 0.00% | No change | 18,663 | $523K |
| National Philanthropic Trust | 0.01% | Add +52.8% | 14,456 | $405K |
| HB Wealth Management, LLC | 0.00% | No change | 12,250 | $343K |
| MSA Advisors, LLC | 0.08% | Add +22.2% | 11,000 | $308K |
| LPL Financial LLC | 0.00% | New | 9,350 | $262K |
| Stifel Financial Corp. | 0.00% | New | 8,164 | $229K |
| Flow Traders U.S. LLC | 0.01% | Reduce -81.7% | 7,801 | $219K |
| Jones Financial Companies LLLP | 0.00% | New | 1,703 | $48K |
| Morgan Stanley | 0.00% | New | 267 | $7K |
"% of holder's portfolio" is EAGL's weight in each manager's 13F, not the share of Eagle Capital Select Eqty the manager owns.