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Sarmaya Thematic ETF (LENS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sigma Planning Corp
INCREASED
Shares136,141 from 67,686
Change+68,455 (+101%)
Value$5.8M (+$3.2M)
Filed 2026-10-23
Sugar Maple Asset Management, LLC
INCREASED
Shares107,129 from 9,000
Change+98,129 (+1090%)
Value$4.6M (+$4.2M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares81,119 from 73,443
Change+7,676 (+10%)
Value$3.5M (+$628.7K)
Filed 2026-10-08
Stegent Equity Advisors, Inc.
DECREASED
Shares76,597 from 86,695
Change-10,098 (-12%)
Value$3.3M (-$79.2K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares17,865 from 17,451
Change+414 (+2%)
Value$765.8K (+$88.9K)
Filed 2026-10-30
Nvwm, LLC
INCREASED
Shares15,557 from 15,031
Change+526 (+4%)
Value$666.9K (+$83.9K)
Filed 2026-10-14
Americana Partners, LLC
INCREASED
Shares6,118 from 6,040
Change+78 (+1%)
Value$262.3K (+$28.0K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares805
Change+805
Value$34.5K
Filed 2026-10-09
PNC Financial Services Group, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$26.2K (+$2.5K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares214 from 118
Change+96 (+81%)
Value$9.2K (+$4.6K)
Filed 2026-11-03
Montag A & Associates Inc
NEW
Shares189
Change+189
Value$8.1K
Filed 2026-10-29
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 15,188
Change-15,188 (-100%)
Value$0 (-$589.1K)
Filed 2026-10-15
HighTower Advisors, LLC
N/A
Shares— from 465,559
Change-465,559 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 74,132
Change-74,132 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 11,046
Change-11,046 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Status
Sigma Planning Corp
INCREASED136,14167,686+68,455+101%$2.6M$5.8M+$3.2M2026-10-23
Sugar Maple Asset Management, LLC
INCREASED107,1299,000+98,129+1090%$349.1K$4.6M+$4.2M2026-10-13
Farther Finance Advisors, LLC
INCREASED81,11973,443+7,676+10%$2.8M$3.5M+$628.7K2026-10-08
Stegent Equity Advisors, Inc.
DECREASED76,59786,695-10,098-12%$3.4M$3.3M-$79.2K2026-10-13
Truist Financial Corp
INCREASED17,86517,451+414+2%$676.9K$765.8K+$88.9K2026-10-30
Nvwm, LLC
INCREASED15,55715,031+526+4%$583.0K$666.9K+$83.9K2026-10-14
Americana Partners, LLC
INCREASED6,1186,040+78+1%$234.3K$262.3K+$28.0K2026-10-28
GK Wealth Management LLC
NEW805—+805——$34.5K—2026-10-09
PNC Financial Services Group, Inc.
UNCHANGED61161100%$23.7K$26.2K+$2.5K2026-11-06
Parallel Advisors, LLC
INCREASED214118+96+81%$4.6K$9.2K+$4.6K2026-11-03
Montag A & Associates Inc
NEW189—+189——$8.1K—2026-10-29
Mirae Asset Securities (USA) Inc.
CLOSED015,188-15,188-100%$589.1K$0-$589.1K2026-10-15
HighTower Advisors, LLC
N/A—465,559-465,559-100%$18.1M———
Sanctuary Advisors, LLC
N/A—74,132-74,132-100%$2.9M———
AssuredPartners Investment Advisors, LLC
N/A—11,046-11,046-100%$428.5K———
Susquehanna International Group, LLP
N/A—8,960-8,960-100%$347.5K———
Citadel Advisors LLC
N/A—6,100-6,100-100%$236.6K———
Showing 17 of 17 institutions