Eagle Capital Select EqtyEAGLETF
13F holders, Q1 2026 (March 31)57holders +9
9new positions
2sold out
1famous investor
$30.40avg. 13F price*
At the end of Q1 2026, 57 institutions reported holding Eagle Capital Select Eqty (EAGL) in their 13F filings, up 9 from Q4 2025. 9 opened new positions and 2 sold out. The largest holders were Brown Advisory Inc. ($353.1M), Brown Brothers Harriman & Co. ($249.9M) and Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York ($175.7M). One famous investor held it Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Eagle Capital Select Eqty
- Filed as
- 2023 ETF SERIES TRUST (Q1 2026)
- CUSIP
- 88339Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $92.9M |
| Exits | 2 | $437K |
All 13F filers, Q4 2025 → Q1 2026: 17,859,129 shares bought and 722,998 shares sold, net +17,136,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Brown Advisory Inc. | 0.58% | Add +71.4% | 11,607,059 | $353.1M |
| Brown Brothers Harriman & Co. | 1.34% | Add +242.8% | 8,215,230 | $249.9M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 40.72% | Add +36.3% | 5,774,371 | $175.7M |
| Cresset Asset Management, LLC | 0.50% | Reduce -0.2% | 3,789,859 | $115.3M |
| Sendero Wealth Management, LLC | 9.18% | Add +16.2% | 2,729,468 | $83.0M |
| Citadel Advisors | 0.06% | New | 2,668,731 | $81.2M |
| Glenmede Trust Co. NA | 0.29% | Add +10.9% | 1,942,324 | $59.1M |
| Lazard Asset Management LLC | 0.07% | Add +30.6% | 1,475,696 | $44.9M |
| BCS Private Wealth Management, Inc. | 12.32% | Add +32.0% | 1,332,608 | $40.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 1,372,555 | $40.5M |
| Morgan Stanley | 0.00% | Add +749.8% | 1,160,804 | $35.3M |
| Red Door Wealth Management, LLC | 3.58% | Add +6.1% | 1,130,228 | $34.4M |
| Commerce Bank | 0.12% | Add +3.0% | 806,994 | $24.5M |
| Burkett Financial Services, LLC | 6.75% | No change | 647,552 | $19.7M |
| Citizens Financial Group Inc. | 0.26% | No change | 612,696 | $18.6M |
| Atlanta Consulting Group Advisors, LLC | 3.77% | Add +1.0% | 576,446 | $17.5M |
| Lowe Brockenbrough & Co. Inc. | 0.83% | No change | 545,058 | $16.6M |
| Sentinel Trust Co. Lba | 1.49% | No change | 493,735 | $15.0M |
| Summit Wealth Group, LLC | 2.55% | Reduce -0.1% | 365,626 | $11.1M |
| UMB Bank, n.a. | 0.16% | No change | 365,626 | $11.1M |
| Commerce Advisors, LLC | 9.30% | — | 363,640 | $11.1M |
| Prodigy Asset Management LLC | 3.26% | No change | 320,634 | $9.8M |
| YHB Investment Advisors, Inc. | 0.69% | No change | 318,518 | $9.7M |
| UBS Group AG | 0.00% | Add +2.7% | 300,343 | $9.1M |
| Permanens Capital L.P. | 1.17% | Reduce -62.6% | 299,137 | $9.1M |
| GC Wealth Management RIA, LLC | 0.31% | Add +16.6% | 249,622 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +56.9% | 238,090 | $7.2M |
| Clearstead Advisors, LLC | 0.06% | Add +9.4% | 221,294 | $6.7M |
| Greenspring Advisors, LLC | 0.31% | Reduce -51.7% | 169,884 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 166,592 | $5.1M |
| Klingenstein Fields & Co. LP | 0.19% | Add +1.0% | 158,141 | $4.8M |
| CIBC Bancorp USA Inc. | 0.01% | — | 156,000 | $4.7M |
| Fiduciary Alliance LLC | 0.23% | Add +6.5% | 119,941 | $3.9M |
| Piedmont Capital Management, LLC | 2.38% | Reduce -6.8% | 117,065 | $3.6M |
| Fund Evaluation Group, LLC | 0.11% | New | 112,990 | $3.4M |
| Triangle Securities Wealth Management | 0.74% | No change | 106,500 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +24.9% | 104,129 | $3.2M |
| ACT Advisors, LLC. | 1.22% | New | 94,398 | $2.9M |
| Wind River Trust Co | 1.03% | New | 89,366 | $2.7M |
| Advisor OS, LLC | 0.19% | Reduce -1.6% | 84,331 | $2.6M |
| Sepio Capital, LP | 0.13% | New | 78,350 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +4.6% | 72,689 | $2.2M |
| Morse Asset Management, Inc | 0.40% | Reduce -4.1% | 63,100 | $1.9M |
| Bank of America Corp. | 0.00% | Add +1956.5% | 53,572 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +5.6% | 46,634 | $1.4M |
| Haverford Trust Co | 0.01% | No change | 34,148 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +64.0% | 33,302 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -14.7% | 23,753 | $723K |
| National Philanthropic Trust | 0.01% | Add +29.1% | 19,852 | $604K |
| HB Wealth Management, LLC | 0.00% | Add +32.7% | 16,260 | $495K |
| Lavelle Capital LP | 0.16% | No change | 8,396 | $255K |
| LPL Financial LLC | 0.00% | No change | 8,150 | $248K |
| &partners | 0.00% | Add +7.1% | 7,231 | $220K |
| MSA Advisors, LLC | 0.05% | New | 5,050 | $154K |
| Wells Fargo & Company | 0.00% | New | 3,167 | $96K |
| Osaic Holdings, Inc. | 0.00% | New | 673 | $20K |
| Sunbelt Securities, Inc. | 0.00% | New | 150 | $5K |
"% of holder's portfolio" is EAGL's weight in each manager's 13F, not the share of Eagle Capital Select Eqty the manager owns.