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Jlens 500 Jewish Advy US ETF (TOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares103,520 from 103,519
Change+1 (0%)
Value$3.3M (+$73.7K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares15,581
Change+15,581
Value$502.1K
Filed 2026-10-27
Savant Capital, LLC
UNCHANGED
Shares14,155 from 14,155
Change0 (0%)
Value$456.1K (+$10.1K)
Filed 2026-11-06
Tiller Private Wealth, Inc.
UNCHANGED
Shares9,124 from 9,124
Change0 (0%)
Value$294.0K (+$6.5K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$48.7K (+$1.1K)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$12.2K (+$271)
Filed 2026-10-15
Cambridge Associates LLC
N/A
Shares— from 626,403
Change-626,403 (-100%)
Value—
Nepc LLC
N/A
Shares— from 404,606
Change-404,606 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 233,726
Change-233,726 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 33,779
Change-33,779 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,991
Change-14,991 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,304
Change-10,304 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,293
Change-7,293 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 300
Change-300 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100
Change-100 (-100%)
Value—
FMR LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED103,520103,519+10%$3.3M$3.3M+$73.7K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW15,581—+15,581——$502.1K—2026-10-27
Savant Capital, LLC
UNCHANGED14,15514,15500%$446.1K$456.1K+$10.1K2026-11-06
Tiller Private Wealth, Inc.
UNCHANGED9,1249,12400%$287.5K$294.0K+$6.5K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED1,5101,51000%$47.6K$48.7K+$1.1K2026-11-06
Nfsg Corp
UNCHANGED38038000%$12.0K$12.2K+$2712026-10-15
Cambridge Associates LLC
N/A—626,403-626,403-100%$19.7M———
Nepc LLC
N/A—404,606-404,606-100%$12.8M———
Captrust Financial Advisors
N/A—233,726-233,726-100%$7.4M———
Sand Hill Global Advisors, LLC
N/A—33,779-33,779-100%$1.1M———
Citadel Advisors LLC
N/A—14,991-14,991-100%$472.4K———
HighTower Advisors, LLC
N/A—10,304-10,304-100%$324.7K———
Pitcairn Wealth Advisors LLC
N/A—7,293-7,293-100%$229.9K———
Osaic Holdings, Inc.
N/A—2,039-2,039-100%$64.3K———
Morgan Stanley
N/A—2,007-2,007-100%$63.2K———
Rockefeller Capital Management L.P.
N/A—1,913-1,913-100%$60.3K———
JPL Wealth Management, LLC
N/A—430-430-100%$13.6K———
Wells Fargo & Company
N/A—300-300-100%$9.5K———
SOA Wealth Advisors, Llc.
N/A—174-174-100%$5.5K———
Royal Bank of Canada
N/A—100-100-100%$3.0K———
FMR LLC
N/A—54-54-100%$1.7K———
Atlantic Union Bankshares Corp
N/A—12-12-100%$379———
Showing 22 of 22 institutions