Eagle Capital Select EqtyEAGLETF

13F holders, Q4 2025 (December 31)
48holders −1
3new positions
5sold out
$32.46avg. 13F price*

At the end of Q4 2025, 48 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings, down 1 from Q3 2025. 3 opened new positions and 5 sold out. The largest holders were Brown Advisory Inc. ($219.8M), Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York ($137.6M) and Cresset Asset Management, LLC ($123.3M).

Company
Eagle Capital Select Eqty
Filed as
2023 ETF SERIES TRUST (Q4 2025)
CUSIP
88339Y102
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 8Q1 2024Q2 2024: 17Q2 2024Q3 2024: 27Q3 2024Q4 2024: 33Q4 2024Q1 2025: 39Q1 2025Q2 2025: 40Q2 2025Q3 2025: 49Q3 2025Q4 2025: 48Q4 2025Q1 2026: 57Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$12.3M
Exits5$26.2M

All 13F filers, Q3 2025 → Q4 2025: 5,551,929 shares bought and 855,936 shares sold, net +4,695,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Brown Advisory Inc. 0.31% Add +50.4% 6,772,608 $219.8M
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York 56.97% No change 4,238,092 $137.6M
Cresset Asset Management, LLC 0.52% Add +0.5% 3,798,042 $123.3M
Brown Brothers Harriman & Co. 0.42% Add +125.3% 2,396,201 $77.8M
Sendero Wealth Management, LLC 8.45% Add +28.6% 2,349,314 $76.3M
Glenmede Trust Co. NA 0.27% — 1,751,300 $56.8M
JPMorgan Chase & Co. 0.00% Add +8.3% 1,373,501 $44.6M
Lazard Asset Management LLC 0.06% Add +43.1% 1,129,543 $36.7M
Red Door Wealth Management, LLC 3.60% Add +14.5% 1,065,445 $34.6M
BCS Private Wealth Management, Inc. 11.21% No change 1,009,560 $32.8M
Permanens Capital L.P. 3.39% Add +4.8% 800,671 $26.0M
Commerce Bank 0.14% No change 783,230 $25.4M
Burkett Financial Services, LLC 7.17% Add +0.6% 647,552 $21.0M
Citizens Financial Group Inc. 0.27% Add +13.3% 612,696 $19.9M
Atlanta Consulting Group Advisors, LLC 4.20% Reduce -1.0% 570,814 $18.5M
Lowe Brockenbrough & Co. Inc. 0.87% No change 545,058 $17.7M
Sentinel Trust Co. Lba 1.58% No change 493,735 $16.0M
Summit Wealth Group, LLC 2.77% No change 365,976 $11.9M
UMB Bank, n.a. 0.16% No change 365,626 $11.9M
Greenspring Advisors, LLC 0.70% New 351,668 $11.4M
Prodigy Asset Management LLC 3.65% Add +0.6% 320,634 $10.4M
YHB Investment Advisors, Inc. 0.71% Add +2.1% 318,518 $10.3M
UBS Group AG 0.00% Add +78.0% 292,337 $9.5M
GC Wealth Management RIA, LLC 0.26% Add +26.3% 214,056 $6.9M
Clearstead Advisors, LLC 0.08% Add +13.1% 202,195 $6.6M
HighTower Advisors, LLC 0.01% Reduce -1.2% 166,087 $5.4M
Klingenstein Fields & Co. LP 0.19% Add +1.7% 156,584 $5.1M
Stifel Financial Corp. 0.00% Add +56.7% 151,720 $4.9M
Morgan Stanley 0.00% Add +48.5% 136,600 $4.4M
Piedmont Capital Management, LLC 2.68% — 125,665 $4.1M
Fiduciary Alliance LLC 0.24% Add +8.8% 112,596 $3.7M
Triangle Securities Wealth Management 0.73% No change 106,500 $3.5M
Advisor OS, LLC 0.22% Reduce -0.4% 85,695 $2.8M
Raymond James Financial Inc. 0.00% Add +3.8% 83,397 $2.7M
Northern Trust Corp. 0.00% No change 69,518 $2.3M
Morse Asset Management, Inc 0.43% Reduce -3.6% 65,800 $2.1M
Jones Financial Companies LLLP 0.00% Add +21.4% 44,177 $1.4M
Haverford Trust Co 0.01% No change 34,148 $1.1M
Jane Street Group, LLC 0.00% Add +49.0% 27,838 $904K
Rockefeller Capital Management L.P. 0.00% New 20,303 $659K
National Philanthropic Trust 0.00% Add +6.4% 15,380 $499K
HB Wealth Management, LLC 0.00% No change 12,250 $398K
Lavelle Capital LP 0.17% — 8,396 $273K
LPL Financial LLC 0.00% Reduce -12.8% 8,150 $265K
Bank of Montreal 0.00% No change 6,965 $226K
&partners 0.00% New 6,754 $219K
Susquehanna International Group, LLP 0.00% Reduce -5.7% 6,487 $211K
Bank of America Corp. 0.00% Reduce -65.5% 2,605 $85K

"% of holder's portfolio" is EAGL's weight in each manager's 13F, not the share of Eagle Capital Select Eqty the manager owns.