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FED Hrms MDT MKT Neutral ETF (MKTN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Frederick Financial Consultants, LLC
INCREASED
Shares545,909 from 524,896
Change+21,013 (+4%)
Value$15.2M (+$1.6M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares235,730 from 191,713
Change+44,017 (+23%)
Value$6.6M (+$1.6M)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares178,858 from 152,012
Change+26,846 (+18%)
Value$5.0M (+$1.0M)
Filed 2026-10-23
Elyxium Wealth, LLC
DECREASED
Shares118,842 from 126,511
Change-7,669 (-6%)
Value$3.3M (+$31.4K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares38,234 from 38,234
Change0 (0%)
Value$1.1M (+$74.2K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
NEW
Shares26,925
Change+26,925
Value$751.5K
Filed 2026-10-16
Advisory Solutions Group, LLC
NEW
Shares25,617
Change+25,617
Value$715.0K
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares22,100 from 22,100
Change0 (0%)
Value$616.8K (+$42.9K)
Filed 2026-10-27
Kestra Advisory Services, LLC
NEW
Shares12,492
Change+12,492
Value$348.7K
Filed 2026-11-02
Harbor Investment Advisory, LLC
NEW
Shares10,055
Change+10,055
Value$280.6K
Filed 2026-10-13
MMA Asset Management LLC
NEW
Shares8,740
Change+8,740
Value$243.9K
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
INCREASED
Shares2,406 from 793
Change+1,613 (+203%)
Value$67.2K (+$46.6K)
Filed 2026-10-30
Federated Hermes, Inc.
N/A
Shares— from 1,738,712
Change-1,738,712 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 216,591
Change-216,591 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 202,773
Change-202,773 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 146,267
Change-146,267 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 35,161
Change-35,161 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,513
Change-30,513 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 28,358
Change-28,358 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,398
Change-21,398 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,709
Change-9,709 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,852
Change-8,852 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 463
Change-463 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
Frederick Financial Consultants, LLC
INCREASED545,909524,896+21,013+4%$13.6M$15.2M+$1.6M2026-10-29
Commonwealth Equity Services, LLC
INCREASED235,730191,713+44,017+23%$5.0M$6.6M+$1.6M2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED178,858152,012+26,846+18%$3.9M$5.0M+$1.0M2026-10-23
Elyxium Wealth, LLC
DECREASED118,842126,511-7,669-6%$3.3M$3.3M+$31.4K2026-10-27
Avidian Wealth Enterprises, LLC
UNCHANGED38,23438,23400%$992.9K$1.1M+$74.2K2026-10-08
Concurrent Investment Advisors, LLC
NEW26,925—+26,925——$751.5K—2026-10-16
Advisory Solutions Group, LLC
NEW25,617—+25,617——$715.0K—2026-10-14
Sterling Investment Advisors, Ltd.
UNCHANGED22,10022,10000%$573.9K$616.8K+$42.9K2026-10-27
Kestra Advisory Services, LLC
NEW12,492—+12,492——$348.7K—2026-11-02
Harbor Investment Advisory, LLC
NEW10,055—+10,055——$280.6K—2026-10-13
MMA Asset Management LLC
NEW8,740—+8,740——$243.9K—2026-11-02
Cordgrass Capital Advisors, LLC
INCREASED2,406793+1,613+203%$20.6K$67.2K+$46.6K2026-10-30
Federated Hermes, Inc.
N/A—1,738,712-1,738,712-100%$45.2M———
Envestnet Asset Management Inc
N/A—216,591-216,591-100%$5.6M———
Financial Concepts Unlimited, Inc.
N/A—202,773-202,773-100%$5.3M———
Hilltop Holdings Inc.
N/A—146,267-146,267-100%$3.8M———
Arkadios Wealth Advisors
N/A—35,161-35,161-100%$913.1K———
Royal Bank of Canada
N/A—30,513-30,513-100%$792.0K———
Dakota Wealth Management
N/A—28,358-28,358-100%$736.5K———
Cary Street Partners Financial LLC
N/A—21,398-21,398-100%$555.7K———
MML Investors Services, LLC
N/A—9,709-9,709-100%$252.1K———
Raymond James Financial Inc
N/A—8,852-8,852-100%$229.9K———
Sankala Group LLC
N/A—900-900-100%$24.8K———
Wells Fargo & Company
N/A—463-463-100%$12.0K———
Global Retirement Partners, LLC
N/A—45-45-100%$1.2K———
Showing 25 of 25 institutions