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Xtrackers Shrt DUR High Yiel (SHYL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares530,609 from 624,517
Change-93,908 (-15%)
Value$22.8M (-$5.0M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares230,303 from 210,216
Change+20,087 (+10%)
Value$9.9M (+$551.6K)
Filed 2026-10-16
Seros Financial, LLC
INCREASED
Shares119,542 from 110,581
Change+8,961 (+8%)
Value$5.1M (+$221.2K)
Filed 2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares100,000 from 99,306
Change+694 (+1%)
Value$4.3M (-$117.2K)
Filed 2026-10-21
Able Financial Group, LLC
INCREASED
Shares85,931 from 76,428
Change+9,503 (+12%)
Value$3.7M (+$295.0K)
Filed 2026-10-14
Invenio Wealth Partners LLC
INCREASED
Shares47,840 from 44,994
Change+2,846 (+6%)
Value$2.1M (+$55.6K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares45,239 from 42,058
Change+3,181 (+8%)
Value$1.9M (+$74.4K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares35,722 from 9,441
Change+26,281 (+278%)
Value$1.5M (+$1.1M)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares35,109 from 32,619
Change+2,490 (+8%)
Value$1.5M (+$58.7K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares33,112 from 31,132
Change+1,980 (+6%)
Value$1.4M (+$39.0K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares15,623 from 14,693
Change+930 (+6%)
Value$671.0K (+$18.2K)
Filed 2026-10-22
Fifth Third Securities, Inc.
DECREASED
Shares13,528 from 14,541
Change-1,013 (-7%)
Value$581.1K (-$65.0K)
Filed 2026-10-21
PFG Advisors
DECREASED
Shares13,225 from 16,992
Change-3,767 (-22%)
Value$568.0K (-$186.9K)
Filed 2026-10-16
USAdvisors Wealth Management, LLC
INCREASED
Shares11,904 from 11,181
Change+723 (+6%)
Value$511.0K (+$15.0K)
Filed 2026-10-21
International Assets Investment Management, LLC
DECREASED
Shares11,714 from 16,275
Change-4,561 (-28%)
Value$500.7K (-$218.8K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares10,152 from 10,895
Change-743 (-7%)
Value$436.0K (-$48.0K)
Filed 2026-10-21
Encompass More Asset Management
DECREASED
Shares10,021 from 35,149
Change-25,128 (-71%)
Value$430.4K (-$1.1M)
Filed 2026-10-16
Diversify Advisory Services, LLC
INCREASED
Shares9,065 from 8,970
Change+95 (+1%)
Value$389.8K (-$4.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,065 from 8,970
Change+95 (+1%)
Value$389.8K (-$4.3K)
Filed 2026-10-20
M.E. Allison & Co., Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$386.6K (-$13.3K)
Filed 2026-10-09
Braeburn Wealth Management LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$343.6K (-$11.8K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares7,396 from 6,500
Change+896 (+14%)
Value$317.7K (+$28.9K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,993 from 7,124
Change-131 (-2%)
Value$300.0K (-$17.0K)
Filed 2026-11-02
Money Concepts Capital Corp
DECREASED
Shares5,001 from 5,368
Change-367 (-7%)
Value$214.8K (-$23.7K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares4,996 from 4,627
Change+369 (+8%)
Value$222.0K (+$16.4K)
Filed 2026-11-06
Coston, McIsaac & Partners
INCREASED
Shares2,058 from 1,397
Change+661 (+47%)
Value$88.4K (+$26.4K)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$74.6K (-$2.6K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares956 from 927
Change+29 (+3%)
Value$41.0K (-$141)
Filed 2026-10-13
IFP Advisors, Inc
NEW
Shares775
Change+775
Value$33.3K
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares416
Change+416
Value$17.9K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$5.3K (-$182)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.7K (-$59)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 622,146
Change-622,146 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 199,882
Change-199,882 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 96,262
Change-96,262 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 83,207
Change-83,207 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 65,691
Change-65,691 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 57,749
Change-57,749 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 51,564
Change-51,564 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 47,662
Change-47,662 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,077
Change-34,077 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,971
Change-27,971 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 24,637
Change-24,637 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 20,720
Change-20,720 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 18,975
Change-18,975 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,739
Change-13,739 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,833
Change-5,833 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,572
Change-5,572 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29
Change-29 (-100%)
Value—
FMR LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7
Change-7 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED530,609624,517-93,908-15%$27.7M$22.8M-$5.0M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED230,303210,216+20,087+10%$9.3M$9.9M+$551.6K2026-10-16
Seros Financial, LLC
INCREASED119,542110,581+8,961+8%$4.9M$5.1M+$221.2K2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
INCREASED100,00099,306+694+1%$4.4M$4.3M-$117.2K2026-10-21
Able Financial Group, LLC
INCREASED85,93176,428+9,503+12%$3.4M$3.7M+$295.0K2026-10-14
Invenio Wealth Partners LLC
INCREASED47,84044,994+2,846+6%$2.0M$2.1M+$55.6K2026-10-20
Focus Financial Network, Inc.
INCREASED45,23942,058+3,181+8%$1.9M$1.9M+$74.4K2026-10-14
Davenport & Co LLC
INCREASED35,7229,441+26,281+278%$419.5K$1.5M+$1.1M2026-10-14
Atria Investments, Inc
INCREASED35,10932,619+2,490+8%$1.4M$1.5M+$58.7K2026-10-15
Commonwealth Equity Services, LLC
INCREASED33,11231,132+1,980+6%$1.4M$1.4M+$39.0K2026-11-02
Perigon Wealth Management, LLC
INCREASED15,62314,693+930+6%$652.8K$671.0K+$18.2K2026-10-22
Fifth Third Securities, Inc.
DECREASED13,52814,541-1,013-7%$646.1K$581.1K-$65.0K2026-10-21
PFG Advisors
DECREASED13,22516,992-3,767-22%$755.0K$568.0K-$186.9K2026-10-16
USAdvisors Wealth Management, LLC
INCREASED11,90411,181+723+6%$496.0K$511.0K+$15.0K2026-10-21
International Assets Investment Management, LLC
DECREASED11,71416,275-4,561-28%$719.5K$500.7K-$218.8K2026-11-02
Assetmark, Inc
DECREASED10,15210,895-743-7%$484.1K$436.0K-$48.0K2026-10-21
Encompass More Asset Management
DECREASED10,02135,149-25,128-71%$1.6M$430.4K-$1.1M2026-10-16
Diversify Advisory Services, LLC
INCREASED9,0658,970+95+1%$394.1K$389.8K-$4.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,0658,970+95+1%$394.1K$389.8K-$4.3K2026-10-20
M.E. Allison & Co., Inc.
UNCHANGED9,0009,00000%$399.9K$386.6K-$13.3K2026-10-09
Braeburn Wealth Management LLC
UNCHANGED8,0008,00000%$355.4K$343.6K-$11.8K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED7,3966,500+896+14%$288.8K$317.7K+$28.9K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED6,9937,124-131-2%$317.0K$300.0K-$17.0K2026-11-02
Money Concepts Capital Corp
DECREASED5,0015,368-367-7%$238.5K$214.8K-$23.7K2026-11-06
Allworth Financial LP
INCREASED4,9964,627+369+8%$205.6K$222.0K+$16.4K2026-11-06
Coston, McIsaac & Partners
INCREASED2,0581,397+661+47%$62.0K$88.4K+$26.4K2026-11-06
Farther Finance Advisors, LLC
UNCHANGED1,7361,73600%$77.1K$74.6K-$2.6K2026-10-08
Cape Investment Advisory, Inc.
INCREASED956927+29+3%$41.2K$41.0K-$1412026-10-13
IFP Advisors, Inc
NEW775—+775——$33.3K—2026-10-16
Latitude Advisors, LLC
NEW416—+416——$17.9K—2026-10-27
Archer Investment Corp
UNCHANGED12312300%$5.5K$5.3K-$1822026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED404000%$1.8K$1.7K-$592026-11-05
Bank of America Corp
N/A—622,146-622,146-100%$27.6M———
Ameriprise Financial Inc
N/A—199,882-199,882-100%$9.7M———
Morgan Stanley
N/A—96,262-96,262-100%$4.3M———
Sanctuary Advisors, LLC
N/A—83,207-83,207-100%$3.7M———
Mutual Advisors, LLC
N/A—65,691-65,691-100%$2.9M———
Osaic Holdings, Inc.
N/A—57,749-57,749-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—51,564-51,564-100%$2.3M———
Royal Bank of Canada
N/A—47,662-47,662-100%$2.1M———
Jane Street Group, LLC
N/A—34,077-34,077-100%$1.5M———
Envestnet Asset Management Inc
N/A—27,971-27,971-100%$1.2M———
Rialto Wealth Management, LLC
N/A—24,637-24,637-100%$1.1M———
Janney Montgomery Scott LLC
N/A—20,720-20,720-100%$921.0K———
Burnham & Co LLC
N/A—18,975-18,975-100%$843.1K———
Gladstone Institutional Advisory LLC
N/A—13,739-13,739-100%$610.4K———
Citadel Advisors LLC
N/A—9,093-9,093-100%$404.0K———
Geneos Wealth Management Inc.
N/A—8,888-8,888-100%$394.9K———
Cetera Investment Advisers
N/A—6,506-6,506-100%$289.1K———
Benjamin Edwards Inc
N/A—5,833-5,833-100%$259.5K———
Raymond James Financial Inc
N/A—5,572-5,572-100%$247.6K———
Advisory Services Network, LLC
N/A—5,519-5,519-100%$245.2K———
Financial Gravity Companies, Inc.
N/A—4,612-4,612-100%$204.9K———
Steward Partners Investment Advisory, LLC
N/A—2,987-2,987-100%$132.7K———
Copia Wealth Management
N/A—1,392-1,392-100%$61.8K———
Global Retirement Partners, LLC
N/A—724-724-100%$32.2K———
JPMorgan Chase & Co
N/A—29-29-100%$1.3K———
FMR LLC
N/A—18-18-100%$793———
Jones Financial Companies Lllp
N/A—7-7-100%$310———
Wells Fargo & Company
N/A—1-1-100%$23———
Showing 60 of 60 institutions