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EA Brdgwy Slct Sml-Cp VL ETF (BRSV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
NEW
Shares654,648
Change+654,648
Value$27.9M
Filed 2026-11-06
Commonwealth Equity Services, LLC
NEW
Shares176,941
Change+176,941
Value$7.5M
Filed 2026-11-02
Pacific Wealth Strategies Group, Inc.
NEW
Shares174,154
Change+174,154
Value$7.4M
Filed 2026-11-02
Advisory Resource Group
NEW
Shares125,562
Change+125,562
Value$5.4M
Filed 2026-10-26
Trust Co of Toledo NA
NEW
Shares63,454
Change+63,454
Value$2.7M
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares62,312
Change+62,312
Value$2.7M
Filed 2026-10-13
Kestra Advisory Services, LLC
NEW
Shares43,136
Change+43,136
Value$1.8M
Filed 2026-11-02
Fifth Third Securities, Inc.
NEW
Shares33,691
Change+33,691
Value$1.4M
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
NEW
Shares29,216
Change+29,216
Value$1.2M
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
NEW
Shares7,766
Change+7,766
Value$330.9K
Filed 2026-10-19
Capstone Wealth Management Group, Inc.
NEW
Shares7,121
Change+7,121
Value$303.4K
Filed 2026-10-19
Your Advocates Ltd., LLP
NEW
Shares2,374
Change+2,374
Value$101.2K
Filed 2026-11-03
PNC Financial Services Group, Inc.
NEW
Shares1,397
Change+1,397
Value$59.5K
Filed 2026-11-06
Westside Investment Management, Inc.
NEW
Shares1,206
Change+1,206
Value$51.4K
Filed 2026-11-02
Harbor Asset Planning, Inc.
NEW
Shares1,126
Change+1,126
Value$48.0K
Filed 2026-10-23
PFS Partners, LLC
NEW
Shares386
Change+386
Value$16.4K
Filed 2026-10-21
Sankala Group LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Status
LPL Financial LLC
NEW654,648—+654,648——$27.9M—2026-11-06
Commonwealth Equity Services, LLC
NEW176,941—+176,941——$7.5M—2026-11-02
Pacific Wealth Strategies Group, Inc.
NEW174,154—+174,154——$7.4M—2026-11-02
Advisory Resource Group
NEW125,562—+125,562——$5.4M—2026-10-26
Trust Co of Toledo NA
NEW63,454—+63,454——$2.7M—2026-10-16
B. Riley Wealth Advisors, Inc.
NEW62,312—+62,312——$2.7M—2026-10-13
Kestra Advisory Services, LLC
NEW43,136—+43,136——$1.8M—2026-11-02
Fifth Third Securities, Inc.
NEW33,691—+33,691——$1.4M—2026-10-21
Cambridge Investment Research Advisors, Inc.
NEW29,216—+29,216——$1.2M—2026-11-02
Richards, Merrill & Peterson, Inc.
NEW7,766—+7,766——$330.9K—2026-10-19
Capstone Wealth Management Group, Inc.
NEW7,121—+7,121——$303.4K—2026-10-19
Your Advocates Ltd., LLP
NEW2,374—+2,374——$101.2K—2026-11-03
PNC Financial Services Group, Inc.
NEW1,397—+1,397——$59.5K—2026-11-06
Westside Investment Management, Inc.
NEW1,206—+1,206——$51.4K—2026-11-02
Harbor Asset Planning, Inc.
NEW1,126—+1,126——$48.0K—2026-10-23
PFS Partners, LLC
NEW386—+386——$16.4K—2026-10-21
Sankala Group LLC
N/A—5,002-5,002-100%$225.9K———
Showing 17 of 17 institutions