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Hoya Capital HI DVD YLD ETF (RIET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Paller Financial Services Inc
INCREASED
Shares390,067 from 339,697
Change+50,370 (+15%)
Value$3.3M (+$15.2K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
DECREASED
Shares48,255 from 49,279
Change-1,024 (-2%)
Value$411.6K (-$68.9K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares38,563 from 35,073
Change+3,490 (+10%)
Value$328.9K (-$13.0K)
Filed 2026-11-05
Kestra Advisory Services, LLC
UNCHANGED
Shares25,395 from 25,395
Change0 (0%)
Value$216.6K (-$31.0K)
Filed 2026-11-02
Sage Investment Counsel LLC
INCREASED
Shares23,005 from 17,919
Change+5,086 (+28%)
Value$196.2K (+$21.5K)
Filed 2026-10-26
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares21,532 from 25,592
Change-4,060 (-16%)
Value$183.7K (-$65.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares15,895 from 12,090
Change+3,805 (+31%)
Value$136.0K (+$18.0K)
Filed 2026-11-02
Roan Capital Partners
DECREASED
Shares10,039 from 11,399
Change-1,360 (-12%)
Value$85.6K (-$25.5K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares8,845 from 9,022
Change-177 (-2%)
Value$75.4K (-$12.5K)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.3K (-$610)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3.4K (-$488)
Filed 2026-10-13
Simplex Trading, LLC
INCREASED
Shares311 from 150
Change+161 (+107%)
Value$2.7K (+$1.2K)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.6K (-$366)
Filed 2026-10-19
Larson Financial Group LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.6K (-$366)
Filed 2026-11-05
Vision Financial Markets LLC
INCREASED
Shares240 from 233
Change+7 (+3%)
Value$2.0K (-$253)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.7K (-$244)
Filed 2026-10-20
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$34
Filed 2026-10-15
Tactive Advisors, LLC
CLOSED
Shares0 from 29,572
Change-29,572 (-100%)
Value$0 (-$288.3K)
Filed 2026-10-08
Pettee Investors, Inc.
N/A
Shares— from 97,314
Change-97,314 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 62,713
Change-62,713 (-100%)
Value—
Hoya Capital Real Estate, LLC
N/A
Shares— from 52,060
Change-52,060 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 40,284
Change-40,284 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,850
Change-14,850 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,072
Change-12,072 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,687
Change-11,687 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3
Change-3 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Paller Financial Services Inc
INCREASED390,067339,697+50,370+15%$3.3M$3.3M+$15.2K2026-10-13
Samalin Investment Counsel, LLC
DECREASED48,25549,279-1,024-2%$480.5K$411.6K-$68.9K2026-10-23
Rossby Financial, LCC
INCREASED38,56335,073+3,490+10%$342.0K$328.9K-$13.0K2026-11-05
Kestra Advisory Services, LLC
UNCHANGED25,39525,39500%$247.6K$216.6K-$31.0K2026-11-02
Sage Investment Counsel LLC
INCREASED23,00517,919+5,086+28%$174.7K$196.2K+$21.5K2026-10-26
Pacific Wealth Strategies Group, Inc.
DECREASED21,53225,592-4,060-16%$249.5K$183.7K-$65.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED15,89512,090+3,805+31%$118.0K$136.0K+$18.0K2026-11-02
Roan Capital Partners
DECREASED10,03911,399-1,360-12%$111.1K$85.6K-$25.5K2026-10-09
Farther Finance Advisors, LLC
DECREASED8,8459,022-177-2%$88.0K$75.4K-$12.5K2026-10-08
Triumph Capital Management
UNCHANGED50050000%$4.9K$4.3K-$6102026-10-14
Cape Investment Advisory, Inc.
UNCHANGED40040000%$3.9K$3.4K-$4882026-10-13
Simplex Trading, LLC
INCREASED311150+161+107%$1.5K$2.7K+$1.2K2026-11-04
Highline Wealth Partners LLC
UNCHANGED30030000%$2.9K$2.6K-$3662026-10-19
Larson Financial Group LLC
UNCHANGED30030000%$2.9K$2.6K-$3662026-11-05
Vision Financial Markets LLC
INCREASED240233+7+3%$2.3K$2.0K-$2532026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED20020000%$2.0K$1.7K-$2442026-10-20
Blue Trust, Inc.
NEW4—+4——$34—2026-10-15
Tactive Advisors, LLC
CLOSED029,572-29,572-100%$288.3K$0-$288.3K2026-10-08
Pettee Investors, Inc.
N/A—97,314-97,314-100%$948.8K———
Ethos Financial Group, LLC
N/A—62,713-62,713-100%$611.5K———
Hoya Capital Real Estate, LLC
N/A—52,060-52,060-100%$507.6K———
Two Sigma Investments, LP
N/A—40,284-40,284-100%$392.8K———
Stifel Financial Corp
N/A—14,850-14,850-100%$144.8K———
PFG Investments, LLC
N/A—13,650-13,650-100%$133.1K———
World Investment Advisors
N/A—12,336-12,336-100%$110.9K———
Focus Partners Wealth
N/A—12,072-12,072-100%$117.7K———
Cetera Investment Advisers
N/A—11,687-11,687-100%$114.0K———
Osaic Holdings, Inc.
N/A—100-100-100%$975———
UBS Group AG
N/A—3-3-100%$29———
Russell Investments Group, Ltd.
N/A—1-1-100%$10———
Wells Fargo & Company
N/A—1-1-100%$7———
Morgan Stanley
N/A—1-1-100%$12———
Showing 32 of 32 institutions