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Amer Beac GLG Ntrl Rsrcs ETF (MGNR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Command Advisory Services, Inc.
INCREASED
Shares6,737,769 from 146,016
Change+6,591,753 (+4514%)
Value$332.3M (+$325.2M)
Filed 2026-11-05
Midland Wealth Advisors, LLC
INCREASED
Shares1,495,859 from 1,402,479
Change+93,380 (+7%)
Value$73.8M (+$5.7M)
Filed 2026-10-26
Sendero Wealth Management, LLC
DECREASED
Shares1,378,923 from 1,422,984
Change-44,061 (-3%)
Value$68.0M (-$1.1M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,006,998 from 913,237
Change+93,761 (+10%)
Value$49.7M (+$5.6M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares971,862 from 701,148
Change+270,714 (+39%)
Value$47.9M (+$13.9M)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares758,314 from 735,889
Change+22,425 (+3%)
Value$37.4M (+$1.7M)
Filed 2026-10-26
CapWealth Advisors, LLC
INCREASED
Shares614,101 from 611,336
Change+2,765 (+0%)
Value$30.3M (+$607.1K)
Filed 2026-10-05
Woodard & Co Asset Management Group Inc
INCREASED
Shares493,462 from 372,259
Change+121,203 (+33%)
Value$24.3M (+$6.3M)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares275,631 from 198,958
Change+76,673 (+39%)
Value$13.6M (+$3.9M)
Filed 2026-11-04
Quadcap Wealth Management, LLC
INCREASED
Shares110,638 from 104,111
Change+6,527 (+6%)
Value$5.5M (+$402.1K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares107,606 from 101,445
Change+6,161 (+6%)
Value$5.3M (+$382.0K)
Filed 2026-10-13
Financial Security Advisor, Inc.
INCREASED
Shares83,069 from 74,127
Change+8,942 (+12%)
Value$4.1M (+$498.1K)
Filed 2026-11-03
Anchor Capital Advisors LLC
INCREASED
Shares82,727 from 77,991
Change+4,736 (+6%)
Value$4.1M (+$293.6K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares74,377 from 74,858
Change-481 (-1%)
Value$3.7M (+$34.0K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares54,850 from 54,706
Change+144 (+0%)
Value$2.7M (+$49.2K)
Filed 2026-11-02
SFG Wealth Management, Llc.
DECREASED
Shares54,759 from 56,569
Change-1,810 (-3%)
Value$2.7M (-$45.7K)
Filed 2026-10-23
Nations Financial Group Inc,
UNCHANGED
Shares52,450 from 52,450
Change0 (0%)
Value$2.6M (+$40.4K)
Filed 2026-11-05
Maia Wealth LLC
INCREASED
Shares48,349 from 39,118
Change+9,231 (+24%)
Value$2.4M (+$485.4K)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
DECREASED
Shares36,737 from 36,890
Change-153 (0%)
Value$1.8M (+$20.9K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares29,422 from 27,328
Change+2,094 (+8%)
Value$1.5M (+$124.0K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
INCREASED
Shares19,274 from 15,922
Change+3,352 (+21%)
Value$950.6K (+$177.6K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares18,129 from 11,819
Change+6,310 (+53%)
Value$894.1K (+$320.3K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
NEW
Shares16,740
Change+16,740
Value$825.6K
Filed 2026-11-06
MGO One Seven LLC
NEW
Shares13,175
Change+13,175
Value$649.8K
Filed 2026-10-28
International Assets Investment Management, LLC
UNCHANGED
Shares12,900 from 12,900
Change0 (0%)
Value$634.0K (+$17.3K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares10,632 from 5,596
Change+5,036 (+90%)
Value$524.4K (+$252.7K)
Filed 2026-11-05
Philip James Wealth Mangement, LLC
INCREASED
Shares10,074 from 9,679
Change+395 (+4%)
Value$496.9K (+$26.9K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares9,308 from 9,018
Change+290 (+3%)
Value$459.1K (+$21.2K)
Filed 2026-11-02
Whipplewood Advisors, LLC
INCREASED
Shares9,231 from 8,262
Change+969 (+12%)
Value$455.3K (+$54.2K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares6,392 from 6,280
Change+112 (+2%)
Value$315.3K (+$10.4K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares5,904 from 6,175
Change-271 (-4%)
Value$291.2K (-$8.6K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares5,891 from 6,845
Change-954 (-14%)
Value$290.5K (-$41.4K)
Filed 2026-10-08
Worth Asset Management, LLC
DECREASED
Shares5,882 from 6,007
Change-125 (-2%)
Value$290.1K (-$1.5K)
Filed 2026-10-07
Lodestar Private Asset Management LLC
INCREASED
Shares4,668 from 4,659
Change+9 (+0%)
Value$230.2K (+$4.0K)
Filed 2026-10-26
BigSur Wealth Management LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$229.3K (+$3.6K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares2,306
Change+2,306
Value$113.7K
Filed 2026-11-03
Central Trust Co
NEW
Shares2,250
Change+2,250
Value$111.0K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares2,029 from 2,000
Change+29 (+1%)
Value$100.1K (+$3.0K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$33.5K ($0)
Filed 2026-11-06
Regions Financial Corp
INCREASED
Shares548 from 493
Change+55 (+11%)
Value$27.0K (+$3.0K)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$13.0K (+$203)
Filed 2026-10-19
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.9K (+$154)
Filed 2026-10-26
Buck Wealth Strategies, LLC
NEW
Shares162
Change+162
Value$8.0K
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$4.8K (+$76)
Filed 2026-10-23
IAG Wealth Partners, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.2K (+$66)
Filed 2026-11-06
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 4,443
Change-4,443 (-100%)
Value$0 (-$215.7K)
Filed 2026-11-02
Monument Capital Management
CLOSED
Shares0 from 4,398
Change-4,398 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-09
Morgan Stanley
N/A
Shares— from 1,853,365
Change-1,853,365 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 665,927
Change-665,927 (-100%)
Value—
Spider Management Company, LLC
N/A
Shares— from 648,545
Change-648,545 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 548,463
Change-548,463 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 207,758
Change-207,758 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 199,405
Change-199,405 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 92,900
Change-92,900 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,232
Change-63,232 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 54,896
Change-54,896 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 54,243
Change-54,243 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 51,250
Change-51,250 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 50,802
Change-50,802 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 42,727
Change-42,727 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 33,196
Change-33,196 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 32,633
Change-32,633 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 29,680
Change-29,680 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 24,569
Change-24,569 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,352
Change-21,352 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,160
Change-21,160 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,447
Change-18,447 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 13,422
Change-13,422 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,034
Change-8,034 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,829
Change-7,829 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 117
Change-117 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 102
Change-102 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 82
Change-82 (-100%)
Value—
Status
First Command Advisory Services, Inc.
INCREASED6,737,769146,016+6,591,753+4514%$7.1M$332.3M+$325.2M2026-11-05
Midland Wealth Advisors, LLC
INCREASED1,495,8591,402,479+93,380+7%$68.1M$73.8M+$5.7M2026-10-26
Sendero Wealth Management, LLC
DECREASED1,378,9231,422,984-44,061-3%$69.1M$68.0M-$1.1M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED1,006,998913,237+93,761+10%$44.1M$49.7M+$5.6M2026-10-13
LPL Financial LLC
INCREASED971,862701,148+270,714+39%$34.0M$47.9M+$13.9M2026-11-06
Verdence Capital Advisors LLC
INCREASED758,314735,889+22,425+3%$35.7M$37.4M+$1.7M2026-10-26
CapWealth Advisors, LLC
INCREASED614,101611,336+2,765+0%$29.7M$30.3M+$607.1K2026-10-05
Woodard & Co Asset Management Group Inc
INCREASED493,462372,259+121,203+33%$18.1M$24.3M+$6.3M2026-11-03
AlphaCore Capital LLC
INCREASED275,631198,958+76,673+39%$9.7M$13.6M+$3.9M2026-11-04
Quadcap Wealth Management, LLC
INCREASED110,638104,111+6,527+6%$5.1M$5.5M+$402.1K2026-11-02
Harbor Investment Advisory, LLC
INCREASED107,606101,445+6,161+6%$4.9M$5.3M+$382.0K2026-10-13
Financial Security Advisor, Inc.
INCREASED83,06974,127+8,942+12%$3.6M$4.1M+$498.1K2026-11-03
Anchor Capital Advisors LLC
INCREASED82,72777,991+4,736+6%$3.8M$4.1M+$293.6K2026-11-05
Apollon Wealth Management, LLC
DECREASED74,37774,858-481-1%$3.6M$3.7M+$34.0K2026-10-23
Kestra Advisory Services, LLC
INCREASED54,85054,706+144+0%$2.7M$2.7M+$49.2K2026-11-02
SFG Wealth Management, Llc.
DECREASED54,75956,569-1,810-3%$2.7M$2.7M-$45.7K2026-10-23
Nations Financial Group Inc,
UNCHANGED52,45052,45000%$2.5M$2.6M+$40.4K2026-11-05
Maia Wealth LLC
INCREASED48,34939,118+9,231+24%$1.9M$2.4M+$485.4K2026-10-19
Hilton Head Capital Partners, LLC
DECREASED36,73736,890-1530%$1.8M$1.8M+$20.9K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED29,42227,328+2,094+8%$1.3M$1.5M+$124.0K2026-11-02
Crusonia Wealth Advisors LLC
INCREASED19,27415,922+3,352+21%$773.0K$950.6K+$177.6K2026-10-26
Signature Equity Partners, LLC
INCREASED18,12911,819+6,310+53%$573.8K$894.1K+$320.3K2026-10-29
Kestra Private Wealth Services, LLC
NEW16,740—+16,740——$825.6K—2026-11-06
MGO One Seven LLC
NEW13,175—+13,175——$649.8K—2026-10-28
International Assets Investment Management, LLC
UNCHANGED12,90012,90000%$616.7K$634.0K+$17.3K2026-11-02
Moneco Advisors, LLC
INCREASED10,6325,596+5,036+90%$271.7K$524.4K+$252.7K2026-11-05
Philip James Wealth Mangement, LLC
INCREASED10,0749,679+395+4%$469.9K$496.9K+$26.9K2026-10-27
Commonwealth Equity Services, LLC
INCREASED9,3089,018+290+3%$437.8K$459.1K+$21.2K2026-11-02
Whipplewood Advisors, LLC
INCREASED9,2318,262+969+12%$401.1K$455.3K+$54.2K2026-10-20
Fifth Third Bancorp
INCREASED6,3926,280+112+2%$304.9K$315.3K+$10.4K2026-11-05
Centurion Wealth Management LLC
DECREASED5,9046,175-271-4%$299.8K$291.2K-$8.6K2026-10-13
Farther Finance Advisors, LLC
DECREASED5,8916,845-954-14%$331.9K$290.5K-$41.4K2026-10-08
Worth Asset Management, LLC
DECREASED5,8826,007-125-2%$291.6K$290.1K-$1.5K2026-10-07
Lodestar Private Asset Management LLC
INCREASED4,6684,659+9+0%$226.2K$230.2K+$4.0K2026-10-26
BigSur Wealth Management LLC
UNCHANGED4,6504,65000%$225.8K$229.3K+$3.6K2026-10-13
Ascentis Independent Advisors
NEW2,306—+2,306——$113.7K—2026-11-03
Central Trust Co
NEW2,250—+2,250——$111.0K—2026-11-05
IFP Advisors, Inc
INCREASED2,0292,000+29+1%$97.1K$100.1K+$3.0K2026-10-16
Allworth Financial LP
UNCHANGED68968900%$33.5K$33.5K$02026-11-06
Regions Financial Corp
INCREASED548493+55+11%$24.0K$27.0K+$3.0K2026-11-05
Highline Wealth Partners LLC
UNCHANGED26426400%$12.8K$13.0K+$2032026-10-19
Lanark Financial, Inc.
UNCHANGED20020000%$9.7K$9.9K+$1542026-10-26
Buck Wealth Strategies, LLC
NEW162—+162——$8.0K—2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED989800%$4.8K$4.8K+$762026-10-23
IAG Wealth Partners, LLC
UNCHANGED858500%$4.1K$4.2K+$662026-11-06
Argos Wealth Advisors, LLC
CLOSED04,443-4,443-100%$215.7K$0-$215.7K2026-11-02
Monument Capital Management
CLOSED04,398-4,398-100%$213.5K$0-$213.5K2026-10-09
Morgan Stanley
N/A—1,853,365-1,853,365-100%$90.0M———
Osaic Holdings, Inc.
N/A—665,927-665,927-100%$32.3M———
Spider Management Company, LLC
N/A—648,545-648,545-100%$31.5M———
Janney Montgomery Scott LLC
N/A—548,463-548,463-100%$26.6M———
NewEdge Advisors, LLC
N/A—207,758-207,758-100%$10.1M———
Envestnet Asset Management Inc
N/A—199,405-199,405-100%$9.7M———
Two Sigma Investments, LP
N/A—92,900-92,900-100%$4.5M———
HighTower Advisors, LLC
N/A—63,232-63,232-100%$3.1M———
Jane Street Group, LLC
N/A—54,896-54,896-100%$2.7M———
Sanctuary Advisors, LLC
N/A—54,243-54,243-100%$2.6M———
Quantinno Capital Management LP
N/A—51,250-51,250-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—50,802-50,802-100%$2.5M———
Magnolia Private Wealth, LLC
N/A—42,727-42,727-100%$2.1M———
Gladstone Institutional Advisory LLC
N/A—33,196-33,196-100%$1.6M———
Circle Wealth Management, LLC
N/A—32,633-32,633-100%$1.6M———
Bank of America Corp
N/A—29,680-29,680-100%$1.4M———
Twin Focus Capital Partners, LLC
N/A—27,000-27,000-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—24,569-24,569-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—21,352-21,352-100%$1.0M———
Cary Street Partners Financial LLC
N/A—21,160-21,160-100%$1.0M———
Stifel Financial Corp
N/A—18,447-18,447-100%$895.6K———
West Michigan Advisors, LLC
N/A—13,422-13,422-100%$651.6K———
SouthState Bank Corp
N/A—9,570-9,570-100%$464.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,034-8,034-100%$390.1K———
Fiduciary Trust Co
N/A—7,829-7,829-100%$380.1K———
Rockefeller Capital Management L.P.
N/A—7,556-7,556-100%$366.9K———
Two Sigma Securities, LLC
N/A—7,063-7,063-100%$342.9K———
Harbour Investments, Inc.
N/A—6,676-6,676-100%$324.1K———
D. E. Shaw & Co., Inc.
N/A—6,674-6,674-100%$324.0K———
Qube Research & Technologies Ltd
N/A—4,500-4,500-100%$218.5K———
Brown Advisory Inc
N/A—4,180-4,180-100%$202.9K———
Avalon Trust Co
N/A—1,000-1,000-100%$48.6K———
Steward Partners Investment Advisory, LLC
N/A—240-240-100%$11.7K———
JPMorgan Chase & Co
N/A—117-117-100%$5.6K———
Royal Bank of Canada
N/A—102-102-100%$5.0K———
Marshall Investment Management, LLC
N/A—100-100-100%$4.9K———
UBS Group AG
N/A—82-82-100%$4.0K———
Showing 84 of 84 institutions