Allspring Smid Core ETF (ASCE)

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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Crescent Grove Advisors, LLC

INCREASED

Shares488,287 from 335,588

Change+152,699 (+46%)

Value$16.0M (+$4.2M)

Filed 2026-10-21

Horizon Wealth Management, LLC

NEW

Shares486,466

Change+486,466

Value$15.9M

Filed 2026-11-02

VestGen Advisors, LLC

DECREASED

Shares397,909 from 442,067

Change-44,158 (-10%)

Value$13.0M (-$2.5M)

Filed 2026-10-27

LPL Financial LLC

INCREASED

Shares387,315 from 136,401

Change+250,914 (+184%)

Value$12.7M (+$7.9M)

Filed 2026-11-06

Embree Financial Group

INCREASED

Shares110,954 from 101,143

Change+9,811 (+10%)

Value$3.6M (+$85.7K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares100,470 from 108,725

Change-8,255 (-8%)

Value$3.3M (-$523.8K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares51,830 from 28,570

Change+23,260 (+81%)

Value$1.7M (+$695.4K)

Filed 2026-11-04

Meridian Wealth Management, LLC

INCREASED

Shares44,229 from 43,882

Change+347 (+1%)

Value$1.4M (-$90.9K)

Filed 2026-11-05

Truist Financial Corp

DECREASED

Shares37,009 from 46,358

Change-9,349 (-20%)

Value$1.2M (-$414.3K)

Filed 2026-10-30

QTR Family Wealth, LLC

INCREASED

Shares28,254 from 26,081

Change+2,173 (+8%)

Value$925.6K (+$10.4K)

Filed 2026-11-02

Kestra Advisory Services, LLC

NEW

Shares19,437

Change+19,437

Value$636.8K

Filed 2026-11-02

Advisor OS, LLC

NEW

Shares16,167

Change+16,167

Value$529.6K

Filed 2026-11-03

Signature Equity Partners, LLC

NEW

Shares7,738

Change+7,738

Value$253.5K

Filed 2026-10-29

Private Trust Co NA

NEW

Shares1,489

Change+1,489

Value$48.8K

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$6.7K (-$477)

Filed 2026-11-05

Citigroup Inc

CLOSED

Shares0 from 336,000

Change-336,000 (-100%)

Value$0 (-$11.8M)

Filed 2026-11-04

Envestnet Asset Management Inc

N/A

Shares— from 413,388

Change-413,388 (-100%)

Value—

&partners

N/A

Shares— from 281,975

Change-281,975 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 208,361

Change-208,361 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 180,585

Change-180,585 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 147,286

Change-147,286 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 119,572

Change-119,572 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 43,884

Change-43,884 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 16,700

Change-16,700 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,682

Change-11,682 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,754

Change-9,754 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 9,444

Change-9,444 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 8,866

Change-8,866 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,850

Change-3,850 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,783

Change-1,783 (-100%)

Value—

UBS Group AG

N/A

Shares— from 175

Change-175 (-100%)

Value—

	Status
Crescent Grove Advisors, LLC	INCREASED	488,287	335,588	+152,699	+46%	$11.8M	$16.0M	+$4.2M	2026-10-21
Horizon Wealth Management, LLC	NEW	486,466	—	+486,466	—	—	$15.9M	—	2026-11-02
VestGen Advisors, LLC	DECREASED	397,909	442,067	-44,158	-10%	$15.5M	$13.0M	-$2.5M	2026-10-27
LPL Financial LLC	INCREASED	387,315	136,401	+250,914	+184%	$4.8M	$12.7M	+$7.9M	2026-11-06
Embree Financial Group	INCREASED	110,954	101,143	+9,811	+10%	$3.5M	$3.6M	+$85.7K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	100,470	108,725	-8,255	-8%	$3.8M	$3.3M	-$523.8K	2026-11-02
Allspring Global Investments Holdings, LLC	INCREASED	51,830	28,570	+23,260	+81%	$1.0M	$1.7M	+$695.4K	2026-11-04
Meridian Wealth Management, LLC	INCREASED	44,229	43,882	+347	+1%	$1.5M	$1.4M	-$90.9K	2026-11-05
Truist Financial Corp	DECREASED	37,009	46,358	-9,349	-20%	$1.6M	$1.2M	-$414.3K	2026-10-30
QTR Family Wealth, LLC	INCREASED	28,254	26,081	+2,173	+8%	$915.2K	$925.6K	+$10.4K	2026-11-02
Kestra Advisory Services, LLC	NEW	19,437	—	+19,437	—	—	$636.8K	—	2026-11-02
Advisor OS, LLC	NEW	16,167	—	+16,167	—	—	$529.6K	—	2026-11-03
Signature Equity Partners, LLC	NEW	7,738	—	+7,738	—	—	$253.5K	—	2026-10-29
Private Trust Co NA	NEW	1,489	—	+1,489	—	—	$48.8K	—	2026-10-20
Fifth Third Bancorp	UNCHANGED	205	205	0	0%	$7.2K	$6.7K	-$477	2026-11-05
Citigroup Inc	CLOSED	0	336,000	-336,000	-100%	$11.8M	$0	-$11.8M	2026-11-04
Envestnet Asset Management Inc	N/A	—	413,388	-413,388	-100%	$14.5M	—	—	—
&partners	N/A	—	281,975	-281,975	-100%	$9.9M	—	—	—
Raymond James Financial Inc	N/A	—	208,361	-208,361	-100%	$7.3M	—	—	—
Snowden Capital Advisors LLC	N/A	—	180,585	-180,585	-100%	$6.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	147,286	-147,286	-100%	$5.2M	—	—	—
Centaurus Financial, Inc.	N/A	—	119,572	-119,572	-100%	$4.2M	—	—	—
Atlas Wealth LLC	N/A	—	43,884	-43,884	-100%	$1.5M	—	—	—
HighPoint Advisor Group LLC	N/A	—	16,700	-16,700	-100%	$586.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,682	-11,682	-100%	$409.9K	—	—	—
Citadel Advisors LLC	N/A	—	9,754	-9,754	-100%	$342.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	9,444	-9,444	-100%	$331.4K	—	—	—
Cofg Advisors, LLC	N/A	—	8,866	-8,866	-100%	$311.1K	—	—	—
Quantinno Capital Management LP	N/A	—	7,000	-7,000	-100%	$245.6K	—	—	—
Arax Advisory Partners	N/A	—	3,850	-3,850	-100%	$135.1K	—	—	—
JPMorgan Chase & Co	N/A	—	1,783	-1,783	-100%	$61.6K	—	—	—
UBS Group AG	N/A	—	175	-175	-100%	$6.1K	—	—	—

Showing 32 of 32 institutions