AB US LC Strategic EQ ETF (LRGC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares711,723 from 788,805

Change-77,082 (-10%)

Value$61.2M (-$4.8M)

Filed 2026-11-06

Northwest Financial Advisors

INCREASED

Shares656,291 from 652,810

Change+3,481 (+1%)

Value$56.4M (+$1.8M)

Filed 2026-10-27

Wagner Wealth Management, LLC

INCREASED

Shares113,575 from 112,354

Change+1,221 (+1%)

Value$9.8M (+$364.4K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares28,236 from 28,022

Change+214 (+1%)

Value$2.4M (+$83.0K)

Filed 2026-11-02

Quantum Private Wealth, LLC

UNCHANGED

Shares14,558 from 14,558

Change0 (0%)

Value$1.3M (+$33.6K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

INCREASED

Shares10,280 from 9,814

Change+466 (+5%)

Value$883.3K (+$62.7K)

Filed 2026-11-02

Creative Planning

NEW

Shares7,405

Change+7,405

Value$636.2K

Filed 2026-11-02

MGO One Seven LLC

DECREASED

Shares5,487 from 5,491

Change-4 (0%)

Value$471.4K (+$12.3K)

Filed 2026-10-28

International Assets Investment Management, LLC

NEW

Shares2,953

Change+2,953

Value$253.5K

Filed 2026-11-02

Valeo Financial Advisors, LLC

UNCHANGED

Shares2,462 from 2,462

Change0 (0%)

Value$211.5K (+$5.7K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

UNCHANGED

Shares763 from 763

Change0 (0%)

Value$65.6K (+$1.8K)

Filed 2026-11-06

Private Trust Co NA

DECREASED

Shares131 from 219

Change-88 (-40%)

Value$11.3K (-$7.1K)

Filed 2026-10-20

WPG Advisers, LLC

NEW

Shares23

Change+23

Value$2.0K

Filed 2026-10-27

Alliancebernstein L.P.

N/A

Shares— from 12,351,473

Change-12,351,473 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 112,297

Change-112,297 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 82,532

Change-82,532 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 72,727

Change-72,727 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 31,406

Change-31,406 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 25,016

Change-25,016 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,450

Change-6,450 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,824

Change-5,824 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,144

Change-5,144 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,478

Change-4,478 (-100%)

Value—

PMG Wealth Management, Inc.

N/A

Shares— from 4,475

Change-4,475 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,548

Change-2,548 (-100%)

Value—

Laraway Financial Advisors Inc

N/A

Shares— from 2,529

Change-2,529 (-100%)

Value—

Avalon Trust Co

N/A

Shares— from 1,229

Change-1,229 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,099

Change-1,099 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 864

Change-864 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 493

Change-493 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 319

Change-319 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	711,723	788,805	-77,082	-10%	$66.0M	$61.2M	-$4.8M	2026-11-06
Northwest Financial Advisors	INCREASED	656,291	652,810	+3,481	+1%	$54.6M	$56.4M	+$1.8M	2026-10-27
Wagner Wealth Management, LLC	INCREASED	113,575	112,354	+1,221	+1%	$9.4M	$9.8M	+$364.4K	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	28,236	28,022	+214	+1%	$2.3M	$2.4M	+$83.0K	2026-11-02
Quantum Private Wealth, LLC	UNCHANGED	14,558	14,558	0	0%	$1.2M	$1.3M	+$33.6K	2026-10-20
Commonwealth Equity Services, LLC	INCREASED	10,280	9,814	+466	+5%	$820.6K	$883.3K	+$62.7K	2026-11-02
Creative Planning	NEW	7,405	—	+7,405	—	—	$636.2K	—	2026-11-02
MGO One Seven LLC	DECREASED	5,487	5,491	-4	0%	$459.1K	$471.4K	+$12.3K	2026-10-28
International Assets Investment Management, LLC	NEW	2,953	—	+2,953	—	—	$253.5K	—	2026-11-02
Valeo Financial Advisors, LLC	UNCHANGED	2,462	2,462	0	0%	$205.8K	$211.5K	+$5.7K	2026-10-08
PNC Financial Services Group, Inc.	UNCHANGED	763	763	0	0%	$63.8K	$65.6K	+$1.8K	2026-11-06
Private Trust Co NA	DECREASED	131	219	-88	-40%	$18.3K	$11.3K	-$7.1K	2026-10-20
WPG Advisers, LLC	NEW	23	—	+23	—	—	$2.0K	—	2026-10-27
Alliancebernstein L.P.	N/A	—	12,351,473	-12,351,473	-100%	$907.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	112,297	-112,297	-100%	$9.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	82,532	-82,532	-100%	$6.9M	—	—	—
Raymond James Financial Inc	N/A	—	72,727	-72,727	-100%	$6.1M	—	—	—
Cresset Asset Management, LLC	N/A	—	31,406	-31,406	-100%	$2.6M	—	—	—
Bank of America Corp	N/A	—	25,016	-25,016	-100%	$2.1M	—	—	—
Private Advisor Group, LLC	N/A	—	6,450	-6,450	-100%	$539.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,824	-5,824	-100%	$486.9K	—	—	—
Citadel Advisors LLC	N/A	—	5,144	-5,144	-100%	$430.1K	—	—	—
Cetera Investment Advisers	N/A	—	4,478	-4,478	-100%	$374.4K	—	—	—
PMG Wealth Management, Inc.	N/A	—	4,475	-4,475	-100%	$374.2K	—	—	—
Morgan Stanley	N/A	—	2,548	-2,548	-100%	$213.0K	—	—	—
Laraway Financial Advisors Inc	N/A	—	2,529	-2,529	-100%	$211.4K	—	—	—
Avalon Trust Co	N/A	—	1,229	-1,229	-100%	$102.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,099	-1,099	-100%	$91.9K	—	—	—
Royal Bank of Canada	N/A	—	864	-864	-100%	$72.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	493	-493	-100%	$41.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	319	-319	-100%	$26.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	61	-61	-100%	$5.1K	—	—	—

Showing 32 of 32 institutions