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US Vegan Climate ETF (VEGN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Natural Investments, LLC
INCREASED
Shares211,534 from 209,479
Change+2,055 (+1%)
Value$16.7M (-$501.9K)
Filed 2026-11-06
Wealthfront Advisers LLC
DECREASED
Shares31,487 from 31,703
Change-216 (-1%)
Value$2.5M (-$117.7K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares23,662 from 23,314
Change+348 (+1%)
Value$1.9M (-$46.4K)
Filed 2026-10-23
GAM Holding AG
UNCHANGED
Shares18,170 from 18,170
Change0 (0%)
Value$1.4M (-$57.1K)
Filed 2026-11-03
Capital City Trust Co
DECREASED
Shares16,352 from 19,781
Change-3,429 (-17%)
Value$1.3M (-$334.0K)
Filed 2026-10-22
Sunrise Financial Services, LLC
INCREASED
Shares10,971 from 10,357
Change+614 (+6%)
Value$867.7K (+$15.7K)
Filed 2026-10-21
Joel Adams & Associates, Inc.
INCREASED
Shares9,753 from 9,745
Change+8 (+0%)
Value$771.3K (-$30.3K)
Filed 2026-11-02
Vontobel Holding Ltd.
NEW
Shares9,095
Change+9,095
Value$719.3K
Filed 2026-10-16
Allegheny Financial Group
INCREASED
Shares5,850 from 5,845
Change+5 (+0%)
Value$462.7K (-$18.2K)
Filed 2026-11-05
Wavvest Wealth LLC
NEW
Shares4,281
Change+4,281
Value$338.6K
Filed 2026-10-21
Angeles Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$316.4K (-$12.7K)
Filed 2026-10-26
Nations Financial Group Inc,
UNCHANGED
Shares2,934 from 2,934
Change0 (0%)
Value$232.0K (-$9.3K)
Filed 2026-11-05
Creative Planning
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$209.7K (-$8.4K)
Filed 2026-11-02
Garde Capital, Inc.
UNCHANGED
Shares2,531 from 2,531
Change0 (0%)
Value$200.2K (-$8.0K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,366 from 2,366
Change0 (0%)
Value$188.7K (-$6.0K)
Filed 2026-10-16
Russell Investments Group, Ltd.
NEW
Shares1,227
Change+1,227
Value$97.0K
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$56.5K (-$2.3K)
Filed 2026-10-23
First Community Trust NA
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$47.1K (-$1.9K)
Filed 2026-10-07
Flagship Wealth Advisors, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$47.1K (-$1.9K)
Filed 2026-11-03
Wealth Analytics Partners, LLC
NEW
Shares450
Change+450
Value$35.6K
Filed 2026-10-19
Redwood Park Advisors LLC
INCREASED
Shares419 from 418
Change+1 (+0%)
Value$33.1K (-$1.3K)
Filed 2026-11-02
Rossby Financial, LCC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$25.5K (-$1.0K)
Filed 2026-11-05
Bank of Montreal
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$9.9K (-$397)
Filed 2026-11-09
Farther Finance Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$9.9K (-$397)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$10.0K ($0)
Filed 2026-11-06
Sankala Group LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.7K (+$137)
Filed 2026-11-09
Harbour Investments, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.4K (-$174)
Filed 2026-11-09
Belvedere Trading LLC
CLOSED
Shares0 from 3,082
Change-3,082 (-100%)
Value$0 (-$253.5K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 2,612
Change-2,612 (-100%)
Value$0 (-$214.9K)
Filed 2026-11-02
Composition Wealth, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 801
Change-801 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 133
Change-133 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Natural Investments, LLC
INCREASED211,534209,479+2,055+1%$17.2M$16.7M-$501.9K2026-11-06
Wealthfront Advisers LLC
DECREASED31,48731,703-216-1%$2.6M$2.5M-$117.7K2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED23,66223,314+348+1%$1.9M$1.9M-$46.4K2026-10-23
GAM Holding AG
UNCHANGED18,17018,17000%$1.5M$1.4M-$57.1K2026-11-03
Capital City Trust Co
DECREASED16,35219,781-3,429-17%$1.6M$1.3M-$334.0K2026-10-22
Sunrise Financial Services, LLC
INCREASED10,97110,357+614+6%$852.0K$867.7K+$15.7K2026-10-21
Joel Adams & Associates, Inc.
INCREASED9,7539,745+8+0%$801.6K$771.3K-$30.3K2026-11-02
Vontobel Holding Ltd.
NEW9,095—+9,095——$719.3K—2026-10-16
Allegheny Financial Group
INCREASED5,8505,845+5+0%$480.9K$462.7K-$18.2K2026-11-05
Wavvest Wealth LLC
NEW4,281—+4,281——$338.6K—2026-10-21
Angeles Wealth Management, LLC
UNCHANGED4,0004,00000%$329.0K$316.4K-$12.7K2026-10-26
Nations Financial Group Inc,
UNCHANGED2,9342,93400%$241.4K$232.0K-$9.3K2026-11-05
Creative Planning
UNCHANGED2,6512,65100%$218.1K$209.7K-$8.4K2026-11-02
Garde Capital, Inc.
UNCHANGED2,5312,53100%$208.2K$200.2K-$8.0K2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED2,3662,36600%$194.7K$188.7K-$6.0K2026-10-16
Russell Investments Group, Ltd.
NEW1,227—+1,227——$97.0K—2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED71471400%$58.7K$56.5K-$2.3K2026-10-23
First Community Trust NA
UNCHANGED59559500%$48.9K$47.1K-$1.9K2026-10-07
Flagship Wealth Advisors, LLC
UNCHANGED59559500%$48.9K$47.1K-$1.9K2026-11-03
Wealth Analytics Partners, LLC
NEW450—+450——$35.6K—2026-10-19
Redwood Park Advisors LLC
INCREASED419418+1+0%$34.4K$33.1K-$1.3K2026-11-02
Rossby Financial, LCC
UNCHANGED32232200%$26.5K$25.5K-$1.0K2026-11-05
Bank of Montreal
UNCHANGED12512500%$10.3K$9.9K-$3972026-11-09
Farther Finance Advisors, LLC
UNCHANGED12512500%$10.3K$9.9K-$3972026-10-08
Allworth Financial LP
UNCHANGED12112100%$10.0K$10.0K$02026-11-06
Sankala Group LLC
UNCHANGED858500%$6.6K$6.7K+$1372026-11-09
Harbour Investments, Inc.
UNCHANGED555500%$4.5K$4.4K-$1742026-11-09
Belvedere Trading LLC
CLOSED03,082-3,082-100%$253.5K$0-$253.5K2026-11-05
Commonwealth Equity Services, LLC
CLOSED02,612-2,612-100%$214.9K$0-$214.9K2026-11-02
Composition Wealth, LLC
N/A—7,763-7,763-100%$638.6K———
Morgan Stanley
N/A—6,472-6,472-100%$532.4K———
PFG Investments, LLC
N/A—5,519-5,519-100%$454.0K———
Beacon Pointe Advisors, LLC
N/A—4,550-4,550-100%$374.3K———
Financial Engines Advisors L.L.C.
N/A—4,403-4,403-100%$362.2K———
Goldman Sachs Group Inc
N/A—3,501-3,501-100%$288.0K———
Howe & Rusling Inc
N/A—3,397-3,397-100%$279.4K———
Raymond James Financial Inc
N/A—2,741-2,741-100%$225.5K———
Mariner, LLC
N/A—2,527-2,527-100%$207.9K———
Bank of America Corp
N/A—2,435-2,435-100%$200.3K———
Royal Bank of Canada
N/A—2,373-2,373-100%$196.0K———
UBS Group AG
N/A—1,375-1,375-100%$113.1K———
SOA Wealth Advisors, Llc.
N/A—1,000-1,000-100%$82.3K———
FMR LLC
N/A—893-893-100%$73.5K———
O'shaughnessy Asset Management, LLC
N/A—813-813-100%$66.9K———
Osaic Holdings, Inc.
N/A—801-801-100%$66.0K———
Capital Analysts, LLC
N/A—584-584-100%$48.0K———
Transamerica Financial Advisors, LLC
N/A—266-266-100%$21.9K———
Federation des caisses Desjardins du Quebec
N/A—133-133-100%$10.9K———
Bank of the Bluegrass & Trust Co.
N/A—125-125-100%$9.9K———
Anchor Bay Capital, Inc.
N/A—70-70-100%$5.4K———
AE Wealth Management LLC
N/A—50-50-100%$4.1K———
Game Plan Financial Advisors, LLC
N/A—13-13-100%$1.1K———
Vanguard Advisers Inc
N/A—4-4-100%$333———
Showing 53 of 53 institutions