Eagle Capital Select EqtyEAGLETF
13F holders, Q3 2025 (September 30)49holders +9
10new positions
2sold out
$30.47avg. 13F price*
At the end of Q3 2025, 49 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings, up 9 from Q2 2025. 10 opened new positions and 2 sold out. The largest holders were Brown Advisory Inc. ($140.8M), Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York ($132.5M) and Cresset Asset Management, LLC ($118.1M).
- Company
- Eagle Capital Select Eqty
- Filed as
- 2023 ETF SERIES TRUST (Q3 2025)
- CUSIP
- 88339Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $27.0M |
| Exits | 2 | $2.6M |
All 13F filers, Q2 2025 → Q3 2025: 6,298,181 shares bought and 132,080 shares sold, net +6,166,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Brown Advisory Inc. | 0.18% | Add +80.2% | 4,503,764 | $140.8M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 56.62% | Add +24.1% | 4,238,092 | $132.5M |
| Cresset Asset Management, LLC | 0.52% | Add +1.5% | 3,777,876 | $118.1M |
| Sendero Wealth Management, LLC | 6.69% | Add +14.6% | 1,827,062 | $57.1M |
| Glenmede Investment Management, LP | 0.21% | Add +42.4% | 1,411,288 | $44.1M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 1,267,812 | $39.6M |
| Brown Brothers Harriman & Co. | 0.20% | Add +164.7% | 1,063,701 | $33.3M |
| BCS Private Wealth Management, Inc. | 11.30% | Reduce -0.8% | 1,009,560 | $31.6M |
| Red Door Wealth Management, LLC | 3.09% | Add +82.6% | 930,288 | $29.1M |
| Commerce Bank | 0.14% | No change | 783,230 | $24.5M |
| Permanens Capital L.P. | 3.56% | Add +0.5% | 764,024 | $23.9M |
| Ehrenkranz Partners L.P. | 20.40% | — | 744,416 | $23.3M |
| Burkett Financial Services, LLC | 6.94% | No change | 644,021 | $20.1M |
| Atlanta Consulting Group Advisors, LLC | 4.41% | Add +0.3% | 576,689 | $18.0M |
| Lowe Brockenbrough & Co. Inc. | 0.88% | Add +13.6% | 545,058 | $17.0M |
| Citizens Financial Group Inc. | 0.23% | New | 540,739 | $16.9M |
| Sentinel Trust Co. Lba | 1.57% | No change | 493,735 | $15.4M |
| Summit Wealth Group, LLC | 2.77% | Add +0.0% | 365,976 | $11.4M |
| UMB Bank, n.a. | 0.17% | No change | 365,626 | $11.4M |
| Prodigy Asset Management LLC | 4.50% | No change | 318,889 | $10.0M |
| YHB Investment Advisors, Inc. | 0.71% | No change | 312,008 | $9.8M |
| Clearstead Advisors, LLC | 0.08% | Add +50.4% | 178,839 | $5.6M |
| Wealthstream Advisors, Inc. | 0.83% | No change | 175,834 | $5.5M |
| GC Wealth Management RIA, LLC | 0.17% | New | 169,543 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.0% | 168,137 | $5.3M |
| UBS Group AG | 0.00% | Add +20.5% | 164,229 | $5.1M |
| Klingenstein Fields & Co. LP | 0.18% | Add +134.0% | 153,935 | $4.8M |
| Triangle Securities Wealth Management | 0.75% | Reduce -23.4% | 106,500 | $3.3M |
| Fiduciary Alliance LLC | 0.22% | Add +9.0% | 103,507 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +134.6% | 96,795 | $3.0M |
| Morgan Stanley | 0.00% | Add +779.1% | 92,019 | $2.9M |
| Advisor OS, LLC | 0.23% | Reduce -1.1% | 86,017 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +28.0% | 80,337 | $2.5M |
| Northern Trust Corp. | 0.00% | No change | 69,518 | $2.2M |
| Morse Asset Management, Inc | 0.43% | Add +87.0% | 68,245 | $2.1M |
| Lazard Asset Management LLC | 0.00% | Add +46.4% | 789,479 | $1.6M |
| Captrust Financial Advisors | 0.00% | New | 45,300 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +43.9% | 36,397 | $1.1M |
| Haverford Trust Co | 0.01% | New | 34,148 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 27,327 | $854K |
| Jane Street Group, LLC | 0.00% | New | 18,681 | $584K |
| Neuberger Berman Group LLC | 0.00% | No change | 18,663 | $583K |
| National Philanthropic Trust | 0.01% | No change | 14,456 | $452K |
| HB Wealth Management, LLC | 0.00% | New | 12,250 | $383K |
| LPL Financial LLC | 0.00% | No change | 9,350 | $292K |
| Bank of America Corp. | 0.00% | Reduce -40.5% | 7,554 | $236K |
| Bank of Montreal | 0.00% | New | 6,965 | $218K |
| Susquehanna International Group, LLP | 0.00% | New | 6,876 | $215K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,000 | $94K |
"% of holder's portfolio" is EAGL's weight in each manager's 13F, not the share of Eagle Capital Select Eqty the manager owns.