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Xtrackers US 0-1 YR Treasury (TRSY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Alliance Advisory Group, LLC
INCREASED
Shares736,750 from 617,000
Change+119,750 (+19%)
Value$22.2M (+$3.6M)
Filed 2026-10-14
Deutsche Bank Ag\
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$2.4M (+$800)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares25,682 from 46,192
Change-20,510 (-44%)
Value$775.5K (-$618.8K)
Filed 2026-10-16
Independent Financial Group, LLC
NEW
Shares22,150
Change+22,150
Value$668.8K
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares19,456 from 63,594
Change-44,138 (-69%)
Value$587.5K (-$1.3M)
Filed 2026-11-06
Farther Finance Advisors, LLC
NEW
Shares2,277
Change+2,277
Value$68.8K
Filed 2026-10-08
Bell Investment Advisors, Inc
INCREASED
Shares2,228 from 2,209
Change+19 (+1%)
Value$67.3K (+$589)
Filed 2026-10-29
Neuberger Berman Group LLC
N/A
Shares— from 248,963
Change-248,963 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 83,265
Change-83,265 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 26,175
Change-26,175 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,845
Change-18,845 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,428
Change-14,428 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
Wealth Alliance Advisory Group, LLC
INCREASED736,750617,000+119,750+19%$18.6M$22.2M+$3.6M2026-10-14
Deutsche Bank Ag\
UNCHANGED80,00080,00000%$2.4M$2.4M+$8002026-11-06
Concurrent Investment Advisors, LLC
DECREASED25,68246,192-20,510-44%$1.4M$775.5K-$618.8K2026-10-16
Independent Financial Group, LLC
NEW22,150—+22,150——$668.8K—2026-10-13
LPL Financial LLC
DECREASED19,45663,594-44,138-69%$1.9M$587.5K-$1.3M2026-11-06
Farther Finance Advisors, LLC
NEW2,277—+2,277——$68.8K—2026-10-08
Bell Investment Advisors, Inc
INCREASED2,2282,209+19+1%$66.7K$67.3K+$5892026-10-29
Neuberger Berman Group LLC
N/A—248,963-248,963-100%$7.5M———
Kingsview Wealth Management, LLC
N/A—120,000-120,000-100%$3.6M———
Goldman Sachs Group Inc
N/A—83,265-83,265-100%$2.5M———
Burnham & Co LLC
N/A—26,175-26,175-100%$790.1K———
Jane Street Group, LLC
N/A—18,845-18,845-100%$568.8K———
Raymond James Financial Inc
N/A—14,428-14,428-100%$435.5K———
JPMorgan Chase & Co
N/A—45-45-100%$1.4K———
Showing 14 of 14 institutions