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Bblx BBB 1-5Y Corp Bond ETF (BBBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
DECREASED
Shares969,777 from 1,066,185
Change-96,408 (-9%)
Value$48.4M (-$6.1M)
Filed 2026-10-08
Tanager Wealth Management LLP
INCREASED
Shares783,121 from 570,525
Change+212,596 (+37%)
Value$39.0M (+$9.9M)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares133,495 from 129,097
Change+4,398 (+3%)
Value$6.7M (+$66.3K)
Filed 2026-11-04
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares60,378 from 38,315
Change+22,063 (+58%)
Value$3.0M (+$1.1M)
Filed 2026-10-19
S&A Financial Services, Inc.
DECREASED
Shares60,086 from 62,030
Change-1,944 (-3%)
Value$3.0M (-$170.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares51,955 from 47,175
Change+4,780 (+10%)
Value$2.6M (+$197.1K)
Filed 2026-10-13
Paladin Wealth, LLC
DECREASED
Shares46,066 from 46,514
Change-448 (-1%)
Value$2.3M (-$77.5K)
Filed 2026-10-23
Diversified Portfolios, Inc.
DECREASED
Shares34,390 from 38,833
Change-4,443 (-11%)
Value$1.7M (-$267.5K)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares18,418
Change+18,418
Value$918.0K
Filed 2026-11-05
Capstone Wealth Management Group, Inc.
INCREASED
Shares13,913 from 12,790
Change+1,123 (+9%)
Value$693.7K (+$40.8K)
Filed 2026-10-19
Grantvest Financial Group LLC
INCREASED
Shares13,170 from 12,965
Change+205 (+2%)
Value$656.6K (-$5.2K)
Filed 2026-10-21
Moneco Advisors, LLC
DECREASED
Shares12,519 from 13,306
Change-787 (-6%)
Value$624.2K (-$55.0K)
Filed 2026-11-05
Argus Investors' Counsel, Inc.
UNCHANGED
Shares9,116 from 9,116
Change0 (0%)
Value$454.5K (-$10.8K)
Filed 2026-10-09
Partners Wealth Management, LLC
NEW
Shares6,233
Change+6,233
Value$310.8K
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$5.9K ($0)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.5K (-$59)
Filed 2026-10-16
Nottingham Advisors, Inc.
CLOSED
Shares0 from 5,073
Change-5,073 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-29
CoreCap Advisors, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-08
Royal Bank of Canada
N/A
Shares— from 270,021
Change-270,021 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 137,857
Change-137,857 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 111,777
Change-111,777 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 92,345
Change-92,345 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 54,449
Change-54,449 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,800
Change-20,800 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,582
Change-15,582 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,721
Change-13,721 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 288
Change-288 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 49
Change-49 (-100%)
Value—
Status
Gradient Investments LLC
DECREASED969,7771,066,185-96,408-9%$54.4M$48.4M-$6.1M2026-10-08
Tanager Wealth Management LLP
INCREASED783,121570,525+212,596+37%$29.1M$39.0M+$9.9M2026-10-19
Lido Advisors, LLC
INCREASED133,495129,097+4,398+3%$6.6M$6.7M+$66.3K2026-11-04
Compass Financial Group, Inc. (Ohio)
INCREASED60,37838,315+22,063+58%$2.0M$3.0M+$1.1M2026-10-19
S&A Financial Services, Inc.
DECREASED60,08662,030-1,944-3%$3.2M$3.0M-$170.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED51,95547,175+4,780+10%$2.4M$2.6M+$197.1K2026-10-13
Paladin Wealth, LLC
DECREASED46,06646,514-448-1%$2.4M$2.3M-$77.5K2026-10-23
Diversified Portfolios, Inc.
DECREASED34,39038,833-4,443-11%$2.0M$1.7M-$267.5K2026-11-04
Thrivent Financial for Lutherans
NEW18,418—+18,418——$918.0K—2026-11-05
Capstone Wealth Management Group, Inc.
INCREASED13,91312,790+1,123+9%$652.9K$693.7K+$40.8K2026-10-19
Grantvest Financial Group LLC
INCREASED13,17012,965+205+2%$661.8K$656.6K-$5.2K2026-10-21
Moneco Advisors, LLC
DECREASED12,51913,306-787-6%$679.2K$624.2K-$55.0K2026-11-05
Argus Investors' Counsel, Inc.
UNCHANGED9,1169,11600%$465.3K$454.5K-$10.8K2026-10-09
Partners Wealth Management, LLC
NEW6,233—+6,233——$310.8K—2026-10-28
Allworth Financial LP
UNCHANGED11611600%$5.9K$5.9K$02026-11-06
IFP Advisors, Inc
UNCHANGED505000%$2.6K$2.5K-$592026-10-16
Nottingham Advisors, Inc.
CLOSED05,073-5,073-100%$259.0K$0-$259.0K2026-10-29
CoreCap Advisors, LLC
CLOSED0136-136-100%$6.9K$0-$6.9K2026-10-08
Royal Bank of Canada
N/A—270,021-270,021-100%$13.8M———
Strait & Sound Wealth Management LLC
N/A—137,857-137,857-100%$7.0M———
Stifel Financial Corp
N/A—111,777-111,777-100%$5.7M———
Mattson Financial Services, LLC
N/A—92,345-92,345-100%$4.7M———
Brown Financial Advisors
N/A—54,449-54,449-100%$2.8M———
HighTower Advisors, LLC
N/A—20,800-20,800-100%$1.1M———
Citadel Advisors LLC
N/A—15,582-15,582-100%$795.4K———
Cetera Investment Advisers
N/A—13,721-13,721-100%$700.4K———
Jane Street Group, LLC
N/A—11,669-11,669-100%$595.6K———
Advisory Services Network, LLC
N/A—4,867-4,867-100%$248.4K———
Envestnet Asset Management Inc
N/A—4,173-4,173-100%$213.0K———
Global Retirement Partners, LLC
N/A—4,116-4,116-100%$210.1K———
Osaic Holdings, Inc.
N/A—288-288-100%$14.7K———
Morgan Stanley
N/A—49-49-100%$2.5K———
Showing 32 of 32 institutions