Who owns 2023 ETF Series Trust, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Harrison Street Private Wealth LLC: 97.2% · 4,203,172 shares — Harrison Street Real Assets Fund LLC: 97.2% · 4,203,172 shares
BlackRock Portfolio Management LLC: 5.1% · 302,812 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of 2023 ETF Series Trust they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $181M | 6,870,171 | 0.01% | — | June 30, 2026 |
| GOLDMAN SACHS GROUP INC | $74.9M | 2,835,531 | 0.01% | — | June 30, 2026 |
11 more institutional holders behind a free account
See every manager reporting 2023 ETF Series Trust, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| Harrison Street Real Assets Fund LLC | $103M | 4.89% | — | June 30, 2026 |
| Transamerica JPMorgan Asset Allocation - Moderate VP | $90.2M | 2.03% | — | June 30, 2026 |
9 more funds behind a free account
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