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Argent Mid Cap ETF (AMID)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Maia Wealth LLC
INCREASED
Shares88,171 from 82,266
Change+5,905 (+7%)
Value$3.2M (+$203.2K)
Filed 2026-10-19
Krilogy Financial LLC
DECREASED
Shares72,640 from 72,802
Change-162 (0%)
Value$2.7M (+$39.8K)
Filed 2026-10-13
Directional Asset Management
DECREASED
Shares13,415 from 18,040
Change-4,625 (-26%)
Value$487.1K (-$170.4K)
Filed 2026-10-22
Argent Capital Management LLC
UNCHANGED
Shares11,915 from 11,915
Change0 (0%)
Value$432.6K (-$1.6K)
Filed 2026-10-05
Barnes Dennig Private Wealth Management LLC
NEW
Shares327
Change+327
Value$11.9K
Filed 2026-10-30
Lanark Financial, Inc.
NEW
Shares162
Change+162
Value$5.9K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares147
Change+147
Value$5.3K
Filed 2026-11-04
Assetmark, Inc
NEW
Shares6
Change+6
Value$218
Filed 2026-10-21
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,756,927
Change-1,756,927 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 226,977
Change-226,977 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 18,967
Change-18,967 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 175
Change-175 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Maia Wealth LLC
INCREASED88,17182,266+5,905+7%$3.0M$3.2M+$203.2K2026-10-19
Krilogy Financial LLC
DECREASED72,64072,802-1620%$2.7M$2.7M+$39.8K2026-10-13
Directional Asset Management
DECREASED13,41518,040-4,625-26%$657.5K$487.1K-$170.4K2026-10-22
Argent Capital Management LLC
UNCHANGED11,91511,91500%$434.2K$432.6K-$1.6K2026-10-05
Barnes Dennig Private Wealth Management LLC
NEW327—+327——$11.9K—2026-10-30
Lanark Financial, Inc.
NEW162—+162——$5.9K—2026-10-26
Nova Financial LLC
NEW147—+147——$5.3K—2026-11-04
Assetmark, Inc
NEW6—+6——$218—2026-10-21
Moneta Group Investment Advisors LLC
N/A—1,756,927-1,756,927-100%$64.0M———
Orion Porfolio Solutions, LLC
N/A—226,977-226,977-100%$8.3M———
GTS Securities LLC
N/A—18,967-18,967-100%$691.3K———
Raymond James Financial Inc
N/A—14,800-14,800-100%$539.4K———
Global Retirement Partners, LLC
N/A—2,383-2,383-100%$86.8K———
JPMorgan Chase & Co
N/A—1,768-1,768-100%$63.5K———
Osaic Holdings, Inc.
N/A—1,475-1,475-100%$53.8K———
Mpwm Advisory Solutions, LLC
N/A—189-189-100%$6.9K———
Wells Fargo & Company
N/A—175-175-100%$6.4K———
Private Wealth Asset Management, LLC
N/A—170-170-100%$6.2K———
Northwestern Mutual Wealth Management Co
N/A—9-9-100%$328———
Showing 19 of 19 institutions