IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Xtrs LOW Beta HI Yield ETF (HYDW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Columbus Macro, LLC
DECREASED
Shares347,897 from 406,373
Change-58,476 (-14%)
Value$15.9M (-$3.2M)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares58,339 from 55,095
Change+3,244 (+6%)
Value$2.7M (+$152.0K)
Filed 2026-11-06
MRA Advisory Group
DECREASED
Shares36,288 from 36,978
Change-690 (-2%)
Value$1.7M (-$76.8K)
Filed 2026-10-07
LPL Financial LLC
DECREASED
Shares13,499 from 16,429
Change-2,930 (-18%)
Value$615.8K (-$153.8K)
Filed 2026-11-06
Meriwether Wealth & Planning, LLC
NEW
Shares541
Change+541
Value$24.7K
Filed 2026-10-13
Financial Gravity Companies, Inc.
N/A
Shares— from 420,187
Change-420,187 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 389,685
Change-389,685 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 372,504
Change-372,504 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 100,001
Change-100,001 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 35,977
Change-35,977 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 14,930
Change-14,930 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,384
Change-8,384 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 541
Change-541 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 115
Change-115 (-100%)
Value—
Status
Columbus Macro, LLC
DECREASED347,897406,373-58,476-14%$19.0M$15.9M-$3.2M2026-10-14
Allworth Financial LP
INCREASED58,33955,095+3,244+6%$2.6M$2.7M+$152.0K2026-11-06
MRA Advisory Group
DECREASED36,28836,978-690-2%$1.7M$1.7M-$76.8K2026-10-07
LPL Financial LLC
DECREASED13,49916,429-2,930-18%$769.6K$615.8K-$153.8K2026-11-06
Meriwether Wealth & Planning, LLC
NEW541—+541——$24.7K—2026-10-13
Financial Gravity Companies, Inc.
N/A—420,187-420,187-100%$19.7M———
Envestnet Asset Management Inc
N/A—389,685-389,685-100%$18.3M———
Cetera Investment Advisers
N/A—372,504-372,504-100%$17.4M———
Morgan Stanley
N/A—100,001-100,001-100%$4.7M———
JPMorgan Chase & Co
N/A—35,977-35,977-100%$1.7M———
Wealth Management Associates, Inc.
N/A—14,930-14,930-100%$699.4K———
Mutual Advisors, LLC
N/A—9,443-9,443-100%$442.4K———
Jane Street Group, LLC
N/A—8,384-8,384-100%$392.7K———
Mercer Global Advisors Inc
N/A—6,793-6,793-100%$318.2K———
Royal Bank of Canada
N/A—541-541-100%$25.0K———
Capital Analysts, LLC
N/A—368-368-100%$17———
IFG Advisory, LLC
N/A—200-200-100%$9.4K———
New England Asset Management Inc
N/A—115-115-100%$5.4K———
Showing 18 of 18 institutions