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Frontier Asset Core Bond ETF (FCBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares796,391 from 795,456
Change+935 (+0%)
Value$19.5M (-$594.9K)
Filed 2026-10-13
Frontier Asset Management, LLC
DECREASED
Shares304,925 from 307,201
Change-2,276 (-1%)
Value$7.5M (-$294.9K)
Filed 2026-10-28
Arete Wealth Advisors, LLC
DECREASED
Shares36,590 from 39,269
Change-2,679 (-7%)
Value$895.7K (-$97.8K)
Filed 2026-11-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares28,476 from 29,448
Change-972 (-3%)
Value$697.1K (-$46.7K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares10,824 from 11,302
Change-478 (-4%)
Value$265.0K (-$20.5K)
Filed 2026-10-08
Assetmark, Inc
CLOSED
Shares0 from 814
Change-814 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-21
JPMorgan Chase & Co
N/A
Shares— from 802,086
Change-802,086 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 399,466
Change-399,466 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 170
Change-170 (-100%)
Value—
UBS Group AG
N/A
Shares— from 147
Change-147 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED796,391795,456+935+0%$20.1M$19.5M-$594.9K2026-10-13
Frontier Asset Management, LLC
DECREASED304,925307,201-2,276-1%$7.8M$7.5M-$294.9K2026-10-28
Arete Wealth Advisors, LLC
DECREASED36,59039,269-2,679-7%$993.5K$895.7K-$97.8K2026-11-09
Signature Estate & Investment Advisors LLC
DECREASED28,47629,448-972-3%$743.8K$697.1K-$46.7K2026-10-13
CoreCap Advisors, LLC
DECREASED10,82411,302-478-4%$285.5K$265.0K-$20.5K2026-10-08
Assetmark, Inc
CLOSED0814-814-100%$20.6K$0-$20.6K2026-10-21
JPMorgan Chase & Co
N/A—802,086-802,086-100%$20.3M———
Envestnet Asset Management Inc
N/A—399,466-399,466-100%$10.1M———
Principal Securities, Inc.
N/A—7,930-7,930-100%$200.3K———
Rockefeller Capital Management L.P.
N/A—170-170-100%$4.3K———
UBS Group AG
N/A—147-147-100%$3.7K———
Global Retirement Partners, LLC
N/A—69-69-100%$1.8K———
Ameriflex Group, Inc.
N/A—33-33-100%$834———
Showing 13 of 13 institutions