Mrktdsk FOC US Mmntm ETF (FMTM)

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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San Luis Wealth Advisors LLC

INCREASED

Shares292,515 from 285,414

Change+7,101 (+2%)

Value$11.4M (-$1.0M)

Filed 2026-10-27

Ascentis Independent Advisors

NEW

Shares125,940

Change+125,940

Value$4.9M

Filed 2026-11-03

Englebert Financial Advisers, LLC

NEW

Shares46,195

Change+46,195

Value$1.8M

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares43,854 from 24,561

Change+19,293 (+79%)

Value$1.7M (+$638.8K)

Filed 2026-10-08

Avestar Capital, LLC

DECREASED

Shares43,217 from 43,318

Change-101 (0%)

Value$1.7M (-$204.6K)

Filed 2026-10-28

Andina Capital Management, LLC

INCREASED

Shares26,971 from 20,204

Change+6,767 (+33%)

Value$1.1M (+$170.4K)

Filed 2026-10-21

Money Concepts Capital Corp

INCREASED

Shares21,169 from 21,070

Change+99 (+0%)

Value$825.8K (-$93.7K)

Filed 2026-11-06

Wespac Advisors, LLC

NEW

Shares16,693

Change+16,693

Value$651.2K

Filed 2026-10-26

Goldenstone Wealth Management LLC

INCREASED

Shares14,142 from 11,803

Change+2,339 (+20%)

Value$551.6K (+$36.6K)

Filed 2026-11-04

Patten & Patten Inc

NEW

Shares13,650

Change+13,650

Value$532.5K

Filed 2026-10-26

Compass Ion Advisors, LLC

NEW

Shares12,731

Change+12,731

Value$496.6K

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

NEW

Shares11,899

Change+11,899

Value$464.0K

Filed 2026-11-02

Keeler Thomas Management LLC

INCREASED

Shares10,651 from 9,588

Change+1,063 (+11%)

Value$415.5K (-$2.9K)

Filed 2026-10-29

Foundry Financial LLC

INCREASED

Shares7,712 from 5,974

Change+1,738 (+29%)

Value$300.8K (+$40.1K)

Filed 2026-10-16

StoneX Group Inc.

NEW

Shares5,423

Change+5,423

Value$209.0K

Filed 2026-11-03

Elevated Capital Advisors, LLC

INCREASED

Shares1,109 from 238

Change+871 (+366%)

Value$43.3K (+$32.9K)

Filed 2026-11-04

CoreCap Advisors, LLC

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$5.6K (-$663)

Filed 2026-10-08

Creative Financial Designs Inc

NEW

Shares40

Change+40

Value$1.6K

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$1.4K (-$167)

Filed 2026-10-16

Smart Wealth LLC

CLOSED

Shares0 from 78,391

Change-78,391 (-100%)

Value$0 (-$3.4M)

Filed 2026-11-04

Worth Asset Management, LLC

CLOSED

Shares0 from 4,805

Change-4,805 (-100%)

Value$0 (-$209.7K)

Filed 2026-10-07

Raymond James Financial Inc

N/A

Shares— from 294,933

Change-294,933 (-100%)

Value—

Arrowroot Family Office, LLC

N/A

Shares— from 152,820

Change-152,820 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 123,520

Change-123,520 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 104,181

Change-104,181 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 103,904

Change-103,904 (-100%)

Value—

Steelhead Wealth Management LLC

N/A

Shares— from 61,420

Change-61,420 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 13,186

Change-13,186 (-100%)

Value—

West Michigan Advisors, LLC

N/A

Shares— from 12,652

Change-12,652 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 10,956

Change-10,956 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 8,260

Change-8,260 (-100%)

Value—

Signet Private Wealth LLC

N/A

Shares— from 6,327

Change-6,327 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,118

Change-5,118 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,655

Change-4,655 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,573

Change-1,573 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,265

Change-1,265 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 256

Change-256 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 140

Change-140 (-100%)

Value—

UBS Group AG

N/A

Shares— from 80

Change-80 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
San Luis Wealth Advisors LLC	INCREASED	292,515	285,414	+7,101	+2%	$12.5M	$11.4M	-$1.0M	2026-10-27
Ascentis Independent Advisors	NEW	125,940	—	+125,940	—	—	$4.9M	—	2026-11-03
Englebert Financial Advisers, LLC	NEW	46,195	—	+46,195	—	—	$1.8M	—	2026-10-20
Farther Finance Advisors, LLC	INCREASED	43,854	24,561	+19,293	+79%	$1.1M	$1.7M	+$638.8K	2026-10-08
Avestar Capital, LLC	DECREASED	43,217	43,318	-101	0%	$1.9M	$1.7M	-$204.6K	2026-10-28
Andina Capital Management, LLC	INCREASED	26,971	20,204	+6,767	+33%	$881.7K	$1.1M	+$170.4K	2026-10-21
Money Concepts Capital Corp	INCREASED	21,169	21,070	+99	+0%	$919.5K	$825.8K	-$93.7K	2026-11-06
Wespac Advisors, LLC	NEW	16,693	—	+16,693	—	—	$651.2K	—	2026-10-26
Goldenstone Wealth Management LLC	INCREASED	14,142	11,803	+2,339	+20%	$515.1K	$551.6K	+$36.6K	2026-11-04
Patten & Patten Inc	NEW	13,650	—	+13,650	—	—	$532.5K	—	2026-10-26
Compass Ion Advisors, LLC	NEW	12,731	—	+12,731	—	—	$496.6K	—	2026-10-23
Cambridge Investment Research Advisors, Inc.	NEW	11,899	—	+11,899	—	—	$464.0K	—	2026-11-02
Keeler Thomas Management LLC	INCREASED	10,651	9,588	+1,063	+11%	$418.4K	$415.5K	-$2.9K	2026-10-29
Foundry Financial LLC	INCREASED	7,712	5,974	+1,738	+29%	$260.7K	$300.8K	+$40.1K	2026-10-16
StoneX Group Inc.	NEW	5,423	—	+5,423	—	—	$209.0K	—	2026-11-03
Elevated Capital Advisors, LLC	INCREASED	1,109	238	+871	+366%	$10.4K	$43.3K	+$32.9K	2026-11-04
CoreCap Advisors, LLC	UNCHANGED	143	143	0	0%	$6.2K	$5.6K	-$663	2026-10-08
Creative Financial Designs Inc	NEW	40	—	+40	—	—	$1.6K	—	2026-11-04
IFP Advisors, Inc	UNCHANGED	36	36	0	0%	$1.6K	$1.4K	-$167	2026-10-16
Smart Wealth LLC	CLOSED	0	78,391	-78,391	-100%	$3.4M	$0	-$3.4M	2026-11-04
Worth Asset Management, LLC	CLOSED	0	4,805	-4,805	-100%	$209.7K	$0	-$209.7K	2026-10-07
Raymond James Financial Inc	N/A	—	294,933	-294,933	-100%	$12.9M	—	—	—
Arrowroot Family Office, LLC	N/A	—	152,820	-152,820	-100%	$6.7M	—	—	—
Royal Bank of Canada	N/A	—	123,520	-123,520	-100%	$5.4M	—	—	—
Dakota Wealth Management	N/A	—	104,181	-104,181	-100%	$4.5M	—	—	—
Mutual Advisors, LLC	N/A	—	103,904	-103,904	-100%	$4.5M	—	—	—
Steelhead Wealth Management LLC	N/A	—	61,420	-61,420	-100%	$2.7M	—	—	—
Brown Advisory Inc	N/A	—	13,186	-13,186	-100%	$575.4K	—	—	—
West Michigan Advisors, LLC	N/A	—	12,652	-12,652	-100%	$552.1K	—	—	—
Belpointe Asset Management LLC	N/A	—	10,956	-10,956	-100%	$478.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	8,260	-8,260	-100%	$360.5K	—	—	—
Signet Private Wealth LLC	N/A	—	6,327	-6,327	-100%	$276.1K	—	—	—
Arax Advisory Partners	N/A	—	5,118	-5,118	-100%	$223.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,655	-4,655	-100%	$203.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,573	-1,573	-100%	$68.6K	—	—	—
BFC Planning, Inc.	N/A	—	1,265	-1,265	-100%	$55.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	256	-256	-100%	$11.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	140	-140	-100%	$6.1K	—	—	—
UBS Group AG	N/A	—	80	-80	-100%	$3.5K	—	—	—
Ankerstar Wealth, LLC	N/A	—	50	-50	-100%	$2.2K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	5	-5	-100%	$219	—	—	—

Showing 41 of 41 institutions