2023 ETF SERIES TRUST

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TALV·900934845·US·ETF-13D/G

TALV (2023 ETF SERIES TRUST) is held by 5 institutional investors as of Q2 2026. Largest holders: JPMORGAN CHASE & CO ($98M), GOLDMAN SACHS GROUP INC ($44.3M), BlackRock, Inc. ($8.1M). Net institutional sentiment: Bullish.

5

Holders

$150.8M

Total Value

100% (2)

Consensus

2 buying - 0 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)75

Insider (Form 4)37

Activist (13D/13G)54

Congressional (STOCK Act)29

Holder Quality

66

★★★★★

Elite

12

★★★★

Strong

74

★★★

Solid

32

★★

Below

45

★

Weak

Held by 5 funds

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Apr 7, 2026 · Congress none

ActivistBPBlackRock Portfolio Management LLC5.1%Apr 7, 2026

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Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Unchanged	3.6M	$98M	0.0%	+17.46%	0
GOLDMAN SACHS GROUP INC	Unchanged	1.6M	$44.3M	0.0%	+17.46%	0
BlackRock, Inc.	Unchanged	294,527	$8.1M	0.0%	+17.46%	0
LPL Financial LLC	New	12,130	$333,728	0.0%	+6.86%	33
ROYAL BANK OF CANADA	New	1,000	$28,000	0.0%	+6.86%	30

TALV2023 ETF SERIES TRUST

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer