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All US EQU Buf10 JUL ETF-Usd (JULT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares110,296 from 123,629
Change-13,333 (-11%)
Value$5.4M (-$523.5K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares67,209 from 68,011
Change-802 (-1%)
Value$3.3M (+$30.8K)
Filed 2026-11-06
JIM Saulnier & Associates, LLC
UNCHANGED
Shares26,872 from 26,872
Change0 (0%)
Value$1.3M (+$27.6K)
Filed 2026-11-04
Grantvest Financial Group LLC
DECREASED
Shares21,311 from 21,411
Change-100 (0%)
Value$1.0M (+$17.1K)
Filed 2026-10-21
Bison Wealth, LLC
UNCHANGED
Shares18,656 from 18,656
Change0 (0%)
Value$922.1K (+$27.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares17,172 from 7,228
Change+9,944 (+138%)
Value$838.1K (+$492.7K)
Filed 2026-11-02
Money Concepts Capital Corp
UNCHANGED
Shares13,499 from 13,499
Change0 (0%)
Value$658.8K (+$13.9K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares12,391 from 6,610
Change+5,781 (+87%)
Value$604.7K (+$288.9K)
Filed 2026-10-29
Aegis Wealth Management, Inc.
INCREASED
Shares12,229 from 5,978
Change+6,251 (+105%)
Value$596.8K (+$311.2K)
Filed 2026-10-26
Founders Financial Securities LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$585.6K (+$12.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,659 from 11,004
Change+655 (+6%)
Value$569.0K (+$43.0K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares8,222 from 8,627
Change-405 (-5%)
Value$401.3K (-$10.9K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares6,939 from 7,926
Change-987 (-12%)
Value$338.7K (-$40.0K)
Filed 2026-10-13
Integrity Alliance, Llc.
UNCHANGED
Shares5,910 from 5,910
Change0 (0%)
Value$288.4K (+$6.1K)
Filed 2026-10-29
Advisory Solutions Group, LLC
UNCHANGED
Shares5,684 from 5,684
Change0 (0%)
Value$277.4K (+$5.8K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares5,498 from 5,748
Change-250 (-4%)
Value$270.7K (-$5.6K)
Filed 2026-10-13
Elevation Wealth Management LLC
UNCHANGED
Shares5,320 from 5,320
Change0 (0%)
Value$259.6K (+$5.5K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares4,513 from 4,369
Change+144 (+3%)
Value$220.3K (+$11.5K)
Filed 2026-11-05
Accurate Wealth Management, LLC
NEW
Shares4,495
Change+4,495
Value$222.2K
Filed 2026-10-20
Greenbush Financial Group, LLC
UNCHANGED
Shares4,440 from 4,440
Change0 (0%)
Value$216.7K (+$4.6K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$80.0K (+$1.7K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares1,201 from 1,220
Change-19 (-2%)
Value$58.6K (+$327)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares633 from 636
Change-3 (0%)
Value$30.9K (+$508)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares102 from 227
Change-125 (-55%)
Value$5.0K (-$6.1K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$47.8K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 90,346
Change-90,346 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 86,318
Change-86,318 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 54,354
Change-54,354 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 37,420
Change-37,420 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 32,207
Change-32,207 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,631
Change-26,631 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,067
Change-15,067 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,282
Change-12,282 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 12,281
Change-12,281 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 9,609
Change-9,609 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,273
Change-9,273 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
UBS Group AG
N/A
Shares— from 863
Change-863 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 498
Change-498 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED110,296123,629-13,333-11%$5.9M$5.4M-$523.5K2026-11-02
LPL Financial LLC
DECREASED67,20968,011-802-1%$3.2M$3.3M+$30.8K2026-11-06
JIM Saulnier & Associates, LLC
UNCHANGED26,87226,87200%$1.3M$1.3M+$27.6K2026-11-04
Grantvest Financial Group LLC
DECREASED21,31121,411-1000%$1.0M$1.0M+$17.1K2026-10-21
Bison Wealth, LLC
UNCHANGED18,65618,65600%$894.4K$922.1K+$27.7K2026-10-13
Kestra Advisory Services, LLC
INCREASED17,1727,228+9,944+138%$345.3K$838.1K+$492.7K2026-11-02
Money Concepts Capital Corp
UNCHANGED13,49913,49900%$644.9K$658.8K+$13.9K2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED12,3916,610+5,781+87%$315.8K$604.7K+$288.9K2026-10-29
Aegis Wealth Management, Inc.
INCREASED12,2295,978+6,251+105%$285.6K$596.8K+$311.2K2026-10-26
Founders Financial Securities LLC
UNCHANGED12,00012,00000%$573.3K$585.6K+$12.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED11,65911,004+655+6%$526.0K$569.0K+$43.0K2026-11-02
Focus Financial Network, Inc.
DECREASED8,2228,627-405-5%$412.2K$401.3K-$10.9K2026-10-14
Independent Financial Group, LLC
DECREASED6,9397,926-987-12%$378.7K$338.7K-$40.0K2026-10-13
Integrity Alliance, Llc.
UNCHANGED5,9105,91000%$282.4K$288.4K+$6.1K2026-10-29
Advisory Solutions Group, LLC
UNCHANGED5,6845,68400%$271.6K$277.4K+$5.8K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED5,4985,748-250-4%$276.3K$270.7K-$5.6K2026-10-13
Elevation Wealth Management LLC
UNCHANGED5,3205,32000%$254.2K$259.6K+$5.5K2026-11-02
Nations Financial Group Inc,
INCREASED4,5134,369+144+3%$208.7K$220.3K+$11.5K2026-11-05
Accurate Wealth Management, LLC
NEW4,495—+4,495——$222.2K—2026-10-20
Greenbush Financial Group, LLC
UNCHANGED4,4404,44000%$212.1K$216.7K+$4.6K2026-10-15
Creative Financial Designs Inc
UNCHANGED1,6391,63900%$78.3K$80.0K+$1.7K2026-11-04
Kingdom Financial Group Llc.
DECREASED1,2011,220-19-2%$58.3K$58.6K+$3272026-11-04
Farther Finance Advisors, LLC
DECREASED633636-30%$30.4K$30.9K+$5082026-10-08
Compass Financial Management LLC
DECREASED102227-125-55%$11.1K$5.0K-$6.1K2026-10-30
AdvisorNet Financial, Inc
CLOSED01,000-1,000-100%$47.8K$0-$47.8K2026-10-15
Osaic Holdings, Inc.
N/A—90,346-90,346-100%$4.3M———
Raymond James Financial Inc
N/A—86,318-86,318-100%$4.1M———
Rothschild Wealth LLC
N/A—54,354-54,354-100%$2.6M———
Cetera Investment Advisers
N/A—37,420-37,420-100%$1.8M———
Envestnet Asset Management Inc
N/A—32,207-32,207-100%$1.5M———
Susquehanna International Group, LLP
N/A—26,631-26,631-100%$1.3M———
MML Investors Services, LLC
N/A—15,067-15,067-100%$719.8K———
Centaurus Financial, Inc.
N/A—12,282-12,282-100%$587.0K———
Nvest Financial, LLC
N/A—12,281-12,281-100%$586.7K———
Old Mission Capital LLC
N/A—9,609-9,609-100%$459.1K———
Jane Street Group, LLC
N/A—9,273-9,273-100%$443.0K———
Harbour Investments, Inc.
N/A—7,851-7,851-100%$375.1K———
Sanctuary Advisors, LLC
N/A—6,832-6,832-100%$326.4K———
Cassady Wealth & Retirement Planning, LLC
N/A—4,723-4,723-100%$225.6K———
JPMorgan Chase & Co
N/A—2,121-2,121-100%$101.3K———
Allianz SE
N/A—1,310-1,310-100%$62.6K———
UBS Group AG
N/A—863-863-100%$41.2K———
AE Wealth Management LLC
N/A—759-759-100%$36.3K———
Morgan Stanley
N/A—498-498-100%$23.8K———
Showing 44 of 44 institutions