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All US EQU Buf10 MAY ETF-Usd (MAYT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lloyd Advisory Services, Llc.
DECREASED
Shares243,710 from 254,388
Change-10,678 (-4%)
Value$9.7M (-$196.1K)
Filed 2026-11-02
FWG Investments, Llc.
INCREASED
Shares150,443 from 144,178
Change+6,265 (+4%)
Value$6.0M (+$380.3K)
Filed 2026-11-03
Wellment Financial
DECREASED
Shares127,420 from 128,454
Change-1,034 (-1%)
Value$5.1M (+$74.9K)
Filed 2026-10-28
Smart Wealth LLC
DECREASED
Shares98,486 from 121,864
Change-23,378 (-19%)
Value$3.9M (-$822.6K)
Filed 2026-11-04
Golden Reserve Retirement LLC
INCREASED
Shares86,868 from 80,779
Change+6,089 (+8%)
Value$3.5M (+$316.0K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
INCREASED
Shares85,051 from 42,862
Change+42,189 (+98%)
Value$3.4M (+$1.7M)
Filed 2026-11-04
Howard Bailey Securities, LLC
DECREASED
Shares70,688 from 74,876
Change-4,188 (-6%)
Value$2.8M (-$99.4K)
Filed 2026-10-27
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares69,921 from 75,504
Change-5,583 (-7%)
Value$2.8M (-$154.5K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares63,413 from 174,606
Change-111,193 (-64%)
Value$2.5M (-$4.3M)
Filed 2026-11-02
Great Lakes Retirement, Inc.
DECREASED
Shares48,534 from 53,491
Change-4,957 (-9%)
Value$1.9M (-$149.4K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares39,517 from 39,673
Change-156 (0%)
Value$1.6M (+$29.6K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares37,924 from 38,737
Change-813 (-2%)
Value$1.5M (+$2.6K)
Filed 2026-11-06
Integrated Wealth Management
DECREASED
Shares34,356 from 35,397
Change-1,041 (-3%)
Value$1.4M (-$9.5K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares31,105 from 32,802
Change-1,697 (-5%)
Value$1.2M (-$38.1K)
Filed 2026-11-04
Centennial Advisors, LLC
DECREASED
Shares29,010 from 31,386
Change-2,376 (-8%)
Value$1.2M (-$66.4K)
Filed 2026-10-21
Aegis Wealth Management, Inc.
DECREASED
Shares26,400 from 64,671
Change-38,271 (-59%)
Value$1.1M (-$1.5M)
Filed 2026-10-26
LifeWealth Investments, LLC
DECREASED
Shares23,502 from 32,732
Change-9,230 (-28%)
Value$937.8K (-$338.7K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares20,134 from 21,136
Change-1,002 (-5%)
Value$803.4K (-$20.9K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,159 from 19,835
Change-676 (-3%)
Value$764.0K (-$10.0K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares16,579 from 17,467
Change-888 (-5%)
Value$661.5K (-$19.6K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares15,455 from 12,835
Change+2,620 (+20%)
Value$616.7K (+$116.1K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares12,435 from 11,929
Change+506 (+4%)
Value$502.2K (+$34.3K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares8,506 from 8,337
Change+169 (+2%)
Value$339.4K (+$14.3K)
Filed 2026-10-08
Kestra Advisory Services, LLC
NEW
Shares8,113
Change+8,113
Value$323.7K
Filed 2026-11-02
Montgomery Financial Services LLC
DECREASED
Shares7,982 from 8,616
Change-634 (-7%)
Value$318.5K (-$17.5K)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares6,434 from 5,152
Change+1,282 (+25%)
Value$258.8K (+$57.9K)
Filed 2026-10-16
Networth Advisors, LLC
INCREASED
Shares5,975 from 5,650
Change+325 (+6%)
Value$238.4K (+$18.1K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares5,764 from 10,615
Change-4,851 (-46%)
Value$230.0K (-$184.0K)
Filed 2026-10-21
Decker Retirement Planning Inc.
INCREASED
Shares4,851 from 4,036
Change+815 (+20%)
Value$193.6K (+$36.2K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares2,277 from 1,791
Change+486 (+27%)
Value$90.9K (+$21.0K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
NEW
Shares725
Change+725
Value$28.9K
Filed 2026-11-04
CoreCap Advisors, LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 2,654,485
Change-2,654,485 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 272,003
Change-272,003 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 78,997
Change-78,997 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 77,932
Change-77,932 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 74,825
Change-74,825 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,083
Change-56,083 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 41,939
Change-41,939 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 41,899
Change-41,899 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,050
Change-39,050 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,407
Change-22,407 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 19,259
Change-19,259 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 332
Change-332 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Lloyd Advisory Services, Llc.
DECREASED243,710254,388-10,678-4%$9.9M$9.7M-$196.1K2026-11-02
FWG Investments, Llc.
INCREASED150,443144,178+6,265+4%$5.6M$6.0M+$380.3K2026-11-03
Wellment Financial
DECREASED127,420128,454-1,034-1%$5.0M$5.1M+$74.9K2026-10-28
Smart Wealth LLC
DECREASED98,486121,864-23,378-19%$4.8M$3.9M-$822.6K2026-11-04
Golden Reserve Retirement LLC
INCREASED86,86880,779+6,089+8%$3.2M$3.5M+$316.0K2026-11-02
Elevated Capital Advisors, LLC
INCREASED85,05142,862+42,189+98%$1.7M$3.4M+$1.7M2026-11-04
Howard Bailey Securities, LLC
DECREASED70,68874,876-4,188-6%$2.9M$2.8M-$99.4K2026-10-27
B.O.S.S. Retirement Advisors, LLC
DECREASED69,92175,504-5,583-7%$2.9M$2.8M-$154.5K2026-10-26
Commonwealth Equity Services, LLC
DECREASED63,413174,606-111,193-64%$6.8M$2.5M-$4.3M2026-11-02
Great Lakes Retirement, Inc.
DECREASED48,53453,491-4,957-9%$2.1M$1.9M-$149.4K2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED39,51739,673-1560%$1.5M$1.6M+$29.6K2026-11-02
LPL Financial LLC
DECREASED37,92438,737-813-2%$1.5M$1.5M+$2.6K2026-11-06
Integrated Wealth Management
DECREASED34,35635,397-1,041-3%$1.4M$1.4M-$9.5K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED31,10532,802-1,697-5%$1.3M$1.2M-$38.1K2026-11-04
Centennial Advisors, LLC
DECREASED29,01031,386-2,376-8%$1.2M$1.2M-$66.4K2026-10-21
Aegis Wealth Management, Inc.
DECREASED26,40064,671-38,271-59%$2.5M$1.1M-$1.5M2026-10-26
LifeWealth Investments, LLC
DECREASED23,50232,732-9,230-28%$1.3M$937.8K-$338.7K2026-10-21
Csenge Advisory Group
DECREASED20,13421,136-1,002-5%$824.3K$803.4K-$20.9K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED19,15919,835-676-3%$774.0K$764.0K-$10.0K2026-11-02
Kingdom Financial Group Llc.
DECREASED16,57917,467-888-5%$681.2K$661.5K-$19.6K2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED15,45512,835+2,620+20%$500.5K$616.7K+$116.1K2026-10-29
Accurate Wealth Management, LLC
INCREASED12,43511,929+506+4%$468.0K$502.2K+$34.3K2026-10-20
First Heartland Consultants, Inc.
INCREASED8,5068,337+169+2%$325.1K$339.4K+$14.3K2026-10-08
Kestra Advisory Services, LLC
NEW8,113—+8,113——$323.7K—2026-11-02
Montgomery Financial Services LLC
DECREASED7,9828,616-634-7%$336.0K$318.5K-$17.5K2026-11-03
Mosley Wealth Management
INCREASED6,4345,152+1,282+25%$200.9K$258.8K+$57.9K2026-10-16
Networth Advisors, LLC
INCREASED5,9755,650+325+6%$220.3K$238.4K+$18.1K2026-11-03
McAdam, LLC
DECREASED5,76410,615-4,851-46%$414.0K$230.0K-$184.0K2026-10-21
Decker Retirement Planning Inc.
INCREASED4,8514,036+815+20%$157.4K$193.6K+$36.2K2026-10-19
Key Capital Management, Inc
INCREASED2,2771,791+486+27%$69.8K$90.9K+$21.0K2026-11-03
EverSource Wealth Advisors, LLC
NEW725—+725——$28.9K—2026-11-04
CoreCap Advisors, LLC
CLOSED0204-204-100%$8.0K$0-$8.0K2026-10-08
AE Wealth Management LLC
N/A—2,654,485-2,654,485-100%$103.5M———
Modern Wealth Management, LLC
N/A—272,003-272,003-100%$10.6M———
Richmond Brothers, Inc.
N/A—78,997-78,997-100%$3.1M———
Osaic Holdings, Inc.
N/A—77,932-77,932-100%$3.0M———
Envestnet Asset Management Inc
N/A—74,825-74,825-100%$2.9M———
Cetera Investment Advisers
N/A—56,083-56,083-100%$2.2M———
Nvest Financial, LLC
N/A—41,939-41,939-100%$1.6M———
FSA Advisors, Inc.
N/A—41,899-41,899-100%$1.6M———
Susquehanna International Group, LLP
N/A—39,050-39,050-100%$1.5M———
Snowden Capital Advisors LLC
N/A—22,407-22,407-100%$873.8K———
Raymond James Financial Inc
N/A—19,259-19,259-100%$751.1K———
GTS Securities LLC
N/A—8,854-8,854-100%$345.3K———
Jane Street Group, LLC
N/A—8,419-8,419-100%$328.3K———
Goldman Sachs Group Inc
N/A—7,381-7,381-100%$287.8K———
Harbour Investments, Inc.
N/A—6,397-6,397-100%$249.5K———
Old Mission Capital LLC
N/A—5,328-5,328-100%$207.8K———
Allianz SE
N/A—5,000-5,000-100%$195.0K———
IFG Advisory, LLC
N/A—3,832-3,832-100%$149.4K———
JPMorgan Chase & Co
N/A—2,688-2,688-100%$104.3K———
BFC Planning, Inc.
N/A—875-875-100%$34.1K———
Northwestern Mutual Wealth Management Co
N/A—332-332-100%$12.9K———
Morgan Stanley
N/A—100-100-100%$3.9K———
Showing 54 of 54 institutions