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Banco Bradesco (BBDO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LVW Advisors, LLC
INCREASED
Shares315,572 from 170,287
Change+145,285 (+85%)
Value$972.0K (+$461.1K)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares274,947 from 245,630
Change+29,317 (+12%)
Value$846.8K (+$109.9K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares270,931 from 227,631
Change+43,300 (+19%)
Value$834.5K (+$151.6K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
INCREASED
Shares144,036 from 128,160
Change+15,876 (+12%)
Value$443.6K (+$59.2K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares63,386
Change+63,386
Value$195.2K
Filed 2026-10-21
Savant Capital, LLC
NEW
Shares50,622
Change+50,622
Value$155.9K
Filed 2026-11-06
XXI Wealth, LLC
INCREASED
Shares33,666 from 13,147
Change+20,519 (+156%)
Value$103.7K (+$64.3K)
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares30,579 from 37,542
Change-6,963 (-19%)
Value$94.2K (-$18.4K)
Filed 2026-10-30
Intergy Private Wealth, LLC
INCREASED
Shares20,370 from 14,068
Change+6,302 (+45%)
Value$62.7K (+$20.5K)
Filed 2026-10-16
Cypress Point Wealth Management, LLC
NEW
Shares18,609
Change+18,609
Value$57.3K
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares16,641 from 18,100
Change-1,459 (-8%)
Value$51.3K (-$3.0K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
INCREASED
Shares14,986 from 13,568
Change+1,418 (+10%)
Value$46.2K (+$5.5K)
Filed 2026-10-26
Park Avenue Securities LLC
NEW
Shares12,012
Change+12,012
Value$37.0K
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares11,969 from 12,529
Change-560 (-4%)
Value$36.9K (-$722)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares11,118 from 10,387
Change+731 (+7%)
Value$34.2K (+$3.1K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares8,791 from 8,820
Change-29 (0%)
Value$27.1K (+$616)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares5,315 from 5,472
Change-157 (-3%)
Value$16.4K (-$46)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares1,490 from 14,284
Change-12,794 (-90%)
Value$4.6K (-$38.3K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares564 from 1,923
Change-1,359 (-71%)
Value$1.7K (-$4.0K)
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$1.5K (+$38)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$330 ($0)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$256 (+$7)
Filed 2026-10-02
StoneX Group Inc.
CLOSED
Shares0 from 58,644
Change-58,644 (-100%)
Value$0 (-$182.2K)
Filed 2026-11-03
Kelleher Financial Advisors
CLOSED
Shares0 from 2,082
Change-2,082 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-30
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,230,899
Change-4,230,899 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 398,991
Change-398,991 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 178,147
Change-178,147 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 177,028
Change-177,028 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 158,461
Change-158,461 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 108,605
Change-108,605 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 107,785
Change-107,785 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 95,007
Change-95,007 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 46,101
Change-46,101 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 41,629
Change-41,629 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 39,377
Change-39,377 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,172
Change-39,172 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 31,504
Change-31,504 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,479
Change-31,479 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,360
Change-30,360 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 29,284
Change-29,284 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 24,166
Change-24,166 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 21,423
Change-21,423 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,450
Change-16,450 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 13,536
Change-13,536 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,120
Change-11,120 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,357
Change-7,357 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,129
Change-5,129 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
UBS Group AG
N/A
Shares— from 62
Change-62 (-100%)
Value—
Status
LVW Advisors, LLC
INCREASED315,572170,287+145,285+85%$510.9K$972.0K+$461.1K2026-10-19
Ritholtz Wealth Management
INCREASED274,947245,630+29,317+12%$736.9K$846.8K+$109.9K2026-11-05
Kathmere Capital Management, LLC
INCREASED270,931227,631+43,300+19%$682.9K$834.5K+$151.6K2026-10-20
D'Orazio & Associates, Inc.
INCREASED144,036128,160+15,876+12%$384.5K$443.6K+$59.2K2026-11-04
First Affirmative Financial Network
NEW63,386—+63,386——$195.2K—2026-10-21
Savant Capital, LLC
NEW50,622—+50,622——$155.9K—2026-11-06
XXI Wealth, LLC
INCREASED33,66613,147+20,519+156%$39.4K$103.7K+$64.3K2026-10-22
Ascent Group, LLC
DECREASED30,57937,542-6,963-19%$112.6K$94.2K-$18.4K2026-10-30
Intergy Private Wealth, LLC
INCREASED20,37014,068+6,302+45%$42.2K$62.7K+$20.5K2026-10-16
Cypress Point Wealth Management, LLC
NEW18,609—+18,609——$57.3K—2026-11-03
HUB Investment Partners, LLC
DECREASED16,64118,100-1,459-8%$54.3K$51.3K-$3.0K2026-11-03
SmartHarvest Portfolios, LLC
INCREASED14,98613,568+1,418+10%$40.7K$46.2K+$5.5K2026-10-26
Park Avenue Securities LLC
NEW12,012—+12,012——$37.0K—2026-10-26
Compound Planning, Inc.
DECREASED11,96912,529-560-4%$37.6K$36.9K-$7222026-11-05
Aprio Wealth Management, LLC
INCREASED11,11810,387+731+7%$31.2K$34.2K+$3.1K2026-10-28
Farther Finance Advisors, LLC
DECREASED8,7918,820-290%$26.5K$27.1K+$6162026-10-08
Assetmark, Inc
DECREASED5,3155,472-157-3%$16.4K$16.4K-$462026-10-21
SBI Securities Co., Ltd.
DECREASED1,49014,284-12,794-90%$42.9K$4.6K-$38.3K2026-10-22
PNC Financial Services Group, Inc.
DECREASED5641,923-1,359-71%$5.8K$1.7K-$4.0K2026-11-06
Downshift Financial, LLC
UNCHANGED47147100%$1.4K$1.5K+$382026-10-13
Allworth Financial LP
UNCHANGED11011000%$330$330$02026-11-06
Versant Capital Management, Inc
UNCHANGED838300%$249$256+$72026-10-02
StoneX Group Inc.
CLOSED058,644-58,644-100%$182.2K$0-$182.2K2026-11-03
Kelleher Financial Advisors
CLOSED02,082-2,082-100%$6.2K$0-$6.2K2026-10-30
O'shaughnessy Asset Management, LLC
N/A—4,230,899-4,230,899-100%$12.7M———
Caprock Group, LLC
N/A—398,991-398,991-100%$1.2M———
Northern Trust Corp
N/A—178,147-178,147-100%$534.4K———
Envestnet Asset Management Inc
N/A—177,028-177,028-100%$531.1K———
Morgan Stanley
N/A—158,461-158,461-100%$475.4K———
Citadel Advisors LLC
N/A—108,605-108,605-100%$325.8K———
Susquehanna International Group, LLP
N/A—107,785-107,785-100%$323.4K———
Neuberger Berman Group LLC
N/A—95,007-95,007-100%$285.0K———
XTX Topco Ltd
N/A—46,101-46,101-100%$138.3K———
Renaissance Technologies LLC
N/A—41,629-41,629-100%$124.9K———
BlackRock, Inc.
N/A—39,377-39,377-100%$118.1K———
Mariner, LLC
N/A—39,172-39,172-100%$117.5K———
Matters Capital LLC
N/A—31,504-31,504-100%$94.5K———
Cetera Investment Advisers
N/A—31,479-31,479-100%$94.4K———
FMR LLC
N/A—30,360-30,360-100%$91.1K———
HRT Financial LP
N/A—29,284-29,284-100%$87———
Tocqueville Asset Management L.P.
N/A—24,166-24,166-100%$72.5K———
QRG Capital Management, Inc.
N/A—21,423-21,423-100%$64.3K———
IEQ Capital, LLC
N/A—16,450-16,450-100%$49.3K———
Wayfinding Financial, LLC
N/A—13,536-13,536-100%$40.0K———
Frec Markets, Inc.
N/A—12,286-12,286-100%$36.9K———
One Wealth Advisors, LLC
N/A—11,289-11,289-100%$33.9K———
Ameritas Advisory Services, LLC
N/A—11,120-11,120-100%$33.4K———
Franklin Resources Inc
N/A—7,357-7,357-100%$22.1K———
Royal Bank of Canada
N/A—5,129-5,129-100%$16.0K———
Rhumbline Advisers
N/A—3,380-3,380-100%$10.1K———
National Bank of Canada
N/A—2,000-2,000-100%$6.0K———
Arax Advisory Partners
N/A—1,395-1,395-100%$4.2K———
UBS Asset Management Americas LLC
N/A—750-750-100%$2.3K———
Global Retirement Partners, LLC
N/A—743-743-100%$2.2K———
Dogwood Wealth Management LLC
N/A—587-587-100%$1.8K———
Osaic Holdings, Inc.
N/A—120-120-100%$360———
UBS Group AG
N/A—62-62-100%$186———
Showing 57 of 57 institutions