Eagle Capital Select EqtyEAGLETF
13F holders, Q2 2025 (June 30)40holders +1
5new positions
5sold out
$30.18avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings, up 1 from Q1 2025. 5 opened new positions and 5 sold out. The largest holders were Cresset Asset Management, LLC ($112.3M), Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York ($103.1M) and Brown Advisory Inc. ($75.4M).
- Company
- Eagle Capital Select Eqty
- Filed as
- 2023 ETF SERIES TRUST (Q2 2025)
- CUSIP
- 88339Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $140.4M |
| Exits | 5 | $12.3M |
All 13F filers, Q1 2025 → Q2 2025: 10,106,025 shares bought and 557,775 shares sold, net +9,548,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Cresset Asset Management, LLC | 0.56% | New | 3,722,566 | $112.3M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 69.91% | Add +138.0% | 3,416,405 | $103.1M |
| Brown Advisory Inc. | 0.10% | Add +162.6% | 2,499,969 | $75.4M |
| Sendero Wealth Management, LLC | 6.00% | Add +37.2% | 1,593,833 | $48.1M |
| JPMorgan Chase & Co. | 0.00% | Add +156.1% | 1,154,552 | $34.8M |
| BCS Private Wealth Management, Inc. | 11.56% | — | 1,017,763 | $30.7M |
| Glenmede Investment Management, LP | 0.15% | — | 991,058 | $29.9M |
| Commerce Bank | 0.14% | No change | 783,230 | $23.6M |
| Permanens Capital L.P. | 3.13% | Add +52.9% | 760,077 | $22.9M |
| Burkett Financial Services, LLC | 7.00% | No change | 644,021 | $19.4M |
| Atlanta Consulting Group Advisors, LLC | 4.75% | Reduce -3.9% | 574,844 | $17.3M |
| Lazard Asset Management LLC | 0.02% | Add +137.5% | 539,338 | $16.3M |
| Red Door Wealth Management, LLC | 1.84% | Add +11.7% | 509,526 | $15.4M |
| Sentinel Trust Co. Lba | 1.62% | No change | 493,735 | $14.9M |
| Lowe Brockenbrough & Co. Inc. | 0.81% | New | 479,808 | $14.5M |
| Brown Brothers Harriman & Co. | 0.08% | New | 401,880 | $12.1M |
| Summit Wealth Group, LLC | 2.84% | No change | 365,972 | $11.0M |
| UMB Bank, n.a. | 0.17% | No change | 365,626 | $11.0M |
| Prodigy Asset Management LLC | 6.30% | No change | 318,889 | $9.6M |
| YHB Investment Advisors, Inc. | 0.73% | No change | 312,008 | $9.4M |
| Wealthstream Advisors, Inc. | 0.88% | Reduce -8.4% | 175,834 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.3% | 168,102 | $5.1M |
| Triangle Securities Wealth Management | 1.03% | No change | 139,000 | $4.2M |
| UBS Group AG | 0.00% | Add +4.5% | 136,325 | $4.1M |
| Clearstead Advisors, LLC | 0.05% | Add +10.1% | 118,948 | $3.6M |
| Fiduciary Alliance LLC | 0.21% | Add +58.0% | 94,947 | $2.9M |
| Advisor OS, LLC | 0.26% | Reduce -13.9% | 86,988 | $2.6M |
| Northern Trust Corp. | 0.00% | No change | 69,518 | $2.1M |
| Klingenstein Fields & Co. LP | 0.08% | Add +71.5% | 65,782 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +26.7% | 62,747 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 50,339 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +405.4% | 41,262 | $1.2M |
| Morse Asset Management, Inc | 0.24% | New | 36,500 | $1.1M |
| Lido Advisors, LLC | 0.01% | No change | 34,917 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +1385.0% | 25,289 | $762K |
| Neuberger Berman Group LLC | 0.00% | No change | 18,663 | $563K |
| National Philanthropic Trust | 0.01% | No change | 14,456 | $436K |
| Bank of America Corp. | 0.00% | New | 12,704 | $383K |
| Morgan Stanley | 0.00% | Add +3820.2% | 10,467 | $316K |
| LPL Financial LLC | 0.00% | No change | 9,350 | $282K |
"% of holder's portfolio" is EAGL's weight in each manager's 13F, not the share of Eagle Capital Select Eqty the manager owns.