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FT VT INT EQU M B- Mar-US I (YMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares372,075 from 378,377
Change-6,302 (-2%)
Value$10.8M (-$41.1K)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares285,426 from 308,886
Change-23,460 (-8%)
Value$8.3M (-$565.3K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares251,687 from 252,509
Change-822 (0%)
Value$7.3M (+$70.8K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED
Shares162,931 from 162,062
Change+869 (+1%)
Value$4.7M (+$80.4K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares98,212 from 111,086
Change-12,874 (-12%)
Value$2.9M (-$332.0K)
Filed 2026-11-02
Visionary Wealth Advisors
UNCHANGED
Shares40,201 from 40,201
Change0 (0%)
Value$1.2M (+$15.1K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares35,359 from 37,813
Change-2,454 (-6%)
Value$1.0M (-$57.1K)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares31,825 from 21,475
Change+10,350 (+48%)
Value$923.9K (+$308.5K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares30,809 from 31,277
Change-468 (-1%)
Value$894.4K (-$1.9K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares30,417 from 30,417
Change0 (0%)
Value$878.0K (+$3.5K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
UNCHANGED
Shares20,361 from 20,361
Change0 (0%)
Value$591.1K (+$7.6K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
DECREASED
Shares20,283 from 20,368
Change-85 (0%)
Value$587.7K (+$4.0K)
Filed 2026-10-13
Claro Advisors Inc.
UNCHANGED
Shares19,971 from 19,971
Change0 (0%)
Value$579.8K (+$7.5K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares18,385 from 18,685
Change-300 (-2%)
Value$533.7K (-$1.7K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares17,269 from 17,269
Change0 (0%)
Value$501.3K (+$6.5K)
Filed 2026-10-08
Lionshead Wealth Management, LLC
UNCHANGED
Shares14,805 from 14,805
Change0 (0%)
Value$429.8K (+$5.5K)
Filed 2026-10-21
Diligent Investors, LLC
UNCHANGED
Shares13,946 from 13,946
Change0 (0%)
Value$404.9K (+$5.2K)
Filed 2026-10-21
Signature Equity Partners, LLC
UNCHANGED
Shares13,908 from 13,908
Change0 (0%)
Value$403.8K (+$5.2K)
Filed 2026-10-29
HBW Advisory Services LLC
INCREASED
Shares12,177 from 10,824
Change+1,353 (+13%)
Value$353.5K (+$43.3K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares11,524 from 12,893
Change-1,369 (-11%)
Value$334.6K (-$34.9K)
Filed 2026-10-30
Grantvest Financial Group LLC
UNCHANGED
Shares10,917 from 10,917
Change0 (0%)
Value$316.9K (+$4.1K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares10,534 from 10,988
Change-454 (-4%)
Value$305.8K (-$9.1K)
Filed 2026-10-30
Winnacle Wealth LLC
DECREASED
Shares10,435 from 11,496
Change-1,061 (-9%)
Value$302.9K (-$26.5K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED
Shares9,801 from 10,212
Change-411 (-4%)
Value$284.5K (-$8.1K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares8,863 from 9,011
Change-148 (-2%)
Value$257.0K (-$1.0K)
Filed 2026-10-26
Ignite Planners, LLC
DECREASED
Shares8,729 from 9,480
Change-751 (-8%)
Value$253.4K (-$18.3K)
Filed 2026-10-14
Sloy Dahl & Holst, LLC
DECREASED
Shares7,500 from 8,500
Change-1,000 (-12%)
Value$217.7K (-$25.8K)
Filed 2026-10-14
Balboa Wealth Partners
UNCHANGED
Shares7,438 from 7,438
Change0 (0%)
Value$215.9K (+$2.8K)
Filed 2026-10-20
BFI Wealth Solutions, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$203.2K (+$2.6K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares6,482 from 6,552
Change-70 (-1%)
Value$188.2K (+$424)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$116.1K (+$1.5K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares2,626 from 2,298
Change+328 (+14%)
Value$76.2K (+$10.4K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$35.4K (+$457)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$11.6K (+$150)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares11 from 10
Change+1 (+10%)
Value$320 (+$33)
Filed 2026-10-30
Vima LLC
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-23
Modern Wealth Management, LLC
N/A
Shares— from 362,437
Change-362,437 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 189,723
Change-189,723 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 153,873
Change-153,873 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 114,004
Change-114,004 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 57,143
Change-57,143 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 54,859
Change-54,859 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 47,184
Change-47,184 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 44,200
Change-44,200 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 41,581
Change-41,581 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 34,435
Change-34,435 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 26,670
Change-26,670 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 26,636
Change-26,636 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,136
Change-17,136 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,787
Change-15,787 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,237
Change-15,237 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,028
Change-15,028 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,626
Change-13,626 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,877
Change-12,877 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,536
Change-9,536 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 206
Change-206 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED372,075378,377-6,302-2%$10.8M$10.8M-$41.1K2026-11-02
BIP Wealth, LLC
DECREASED285,426308,886-23,460-8%$8.9M$8.3M-$565.3K2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED251,687252,509-8220%$7.2M$7.3M+$70.8K2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED162,931162,062+869+1%$4.6M$4.7M+$80.4K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED98,212111,086-12,874-12%$3.2M$2.9M-$332.0K2026-11-02
Visionary Wealth Advisors
UNCHANGED40,20140,20100%$1.2M$1.2M+$15.1K2026-11-04
Kestra Advisory Services, LLC
DECREASED35,35937,813-2,454-6%$1.1M$1.0M-$57.1K2026-11-02
Maia Wealth LLC
INCREASED31,82521,475+10,350+48%$615.4K$923.9K+$308.5K2026-10-19
Ifrah Financial Services, Inc.
DECREASED30,80931,277-468-1%$896.3K$894.4K-$1.9K2026-10-13
Wealth Enhancement Advisory Services, LLC
UNCHANGED30,41730,41700%$874.5K$878.0K+$3.5K2026-10-13
Crusonia Wealth Advisors LLC
UNCHANGED20,36120,36100%$583.5K$591.1K+$7.6K2026-10-26
Fragasso Financial Advisors Inc
DECREASED20,28320,368-850%$583.7K$587.7K+$4.0K2026-10-13
Claro Advisors Inc.
UNCHANGED19,97119,97100%$572.3K$579.8K+$7.5K2026-11-02
Brookstone Capital Management
DECREASED18,38518,685-300-2%$535.4K$533.7K-$1.7K2026-10-22
Avidian Wealth Enterprises, LLC
UNCHANGED17,26917,26900%$494.9K$501.3K+$6.5K2026-10-08
Lionshead Wealth Management, LLC
UNCHANGED14,80514,80500%$424.3K$429.8K+$5.5K2026-10-21
Diligent Investors, LLC
UNCHANGED13,94613,94600%$399.6K$404.9K+$5.2K2026-10-21
Signature Equity Partners, LLC
UNCHANGED13,90813,90800%$398.6K$403.8K+$5.2K2026-10-29
HBW Advisory Services LLC
INCREASED12,17710,824+1,353+13%$310.2K$353.5K+$43.3K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED11,52412,893-1,369-11%$369.5K$334.6K-$34.9K2026-10-30
Grantvest Financial Group LLC
UNCHANGED10,91710,91700%$312.8K$316.9K+$4.1K2026-10-21
Spire Wealth Management
DECREASED10,53410,988-454-4%$314.9K$305.8K-$9.1K2026-10-30
Winnacle Wealth LLC
DECREASED10,43511,496-1,061-9%$329.4K$302.9K-$26.5K2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED9,80110,212-411-4%$292.6K$284.5K-$8.1K2026-10-23
Park Avenue Securities LLC
DECREASED8,8639,011-148-2%$258.0K$257.0K-$1.0K2026-10-26
Ignite Planners, LLC
DECREASED8,7299,480-751-8%$271.7K$253.4K-$18.3K2026-10-14
Sloy Dahl & Holst, LLC
DECREASED7,5008,500-1,000-12%$243.6K$217.7K-$25.8K2026-10-14
Balboa Wealth Partners
UNCHANGED7,4387,43800%$213.1K$215.9K+$2.8K2026-10-20
BFI Wealth Solutions, LLC
UNCHANGED7,0007,00000%$200.6K$203.2K+$2.6K2026-10-16
IFP Advisors, Inc
DECREASED6,4826,552-70-1%$187.8K$188.2K+$4242026-10-16
Farther Finance Advisors, LLC
UNCHANGED4,0004,00000%$114.6K$116.1K+$1.5K2026-10-08
Creative Financial Designs Inc
INCREASED2,6262,298+328+14%$65.9K$76.2K+$10.4K2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED1,2201,22000%$35.0K$35.4K+$4572026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED40040000%$11.5K$11.6K+$1502026-10-29
Capital Investment Advisory Services, LLC
INCREASED1110+1+10%$287$320+$332026-10-30
Vima LLC
CLOSED0476-476-100%$13.6K$0-$13.6K2026-10-23
Modern Wealth Management, LLC
N/A—362,437-362,437-100%$10.4M———
Raymond James Financial Inc
N/A—189,723-189,723-100%$5.4M———
Ogorek Anthony Joseph
N/A—153,873-153,873-100%$4.4M———
Cetera Investment Advisers
N/A—114,004-114,004-100%$3.3M———
Osaic Holdings, Inc.
N/A—57,143-57,143-100%$1.6M———
LM Advisors LLC
N/A—54,859-54,859-100%$1.6M———
LPL Financial LLC
N/A—47,184-47,184-100%$1.4M———
Janney Montgomery Scott LLC
N/A—44,200-44,200-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—41,581-41,581-100%$1.2M———
Old Mission Capital LLC
N/A—34,435-34,435-100%$986.8K———
SOA Wealth Advisors, Llc.
N/A—26,670-26,670-100%$764.3K———
Main Street Financial Solutions, LLC
N/A—26,636-26,636-100%$763.3K———
Envestnet Asset Management Inc
N/A—17,136-17,136-100%$491.1K———
Citadel Advisors LLC
N/A—15,787-15,787-100%$452.4K———
Cresset Asset Management, LLC
N/A—15,237-15,237-100%$436.6K———
OneDigital Investment Advisors LLC
N/A—15,028-15,028-100%$430.7K———
Kovack Advisors, Inc.
N/A—13,626-13,626-100%$390.0K———
Captrust Financial Advisors
N/A—12,877-12,877-100%$369.0K———
EP Wealth Advisors, LLC
N/A—11,074-11,074-100%$317.3K———
Susquehanna International Group, LLP
N/A—9,536-9,536-100%$273.3K———
Arkadios Wealth Advisors
N/A—9,484-9,484-100%$271.8K———
Centaurus Financial, Inc.
N/A—9,235-9,235-100%$265.0K———
Rockefeller Capital Management L.P.
N/A—5,203-5,203-100%$149.1K———
Integrity Financial Corp
N/A—3,831-3,831-100%$109.8K———
Harbour Investments, Inc.
N/A—3,300-3,300-100%$94.6K———
Capital Analysts, LLC
N/A—3,096-3,096-100%$89.0K———
Fiduciary Financial Advisors
N/A—3,025-3,025-100%$86.7K———
Steward Partners Investment Advisory, LLC
N/A—1,000-1,000-100%$28.7K———
Ameritas Investment Partners, Inc.
N/A—400-400-100%$11.5K———
Morgan Stanley
N/A—206-206-100%$5.9K———
AE Wealth Management LLC
N/A—7-7-100%$201———
Smartleaf Asset Management LLC
N/A—5-5-100%$143———
Showing 68 of 68 institutions