IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Conf BDC ETF (FBDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares145,725 from 168,292
Change-22,567 (-13%)
Value$2.5M (-$387.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares24,708 from 27,296
Change-2,588 (-9%)
Value$417.8K (-$44.7K)
Filed 2026-11-02
SYM Financial Corp
UNCHANGED
Shares12,069 from 12,069
Change0 (0%)
Value$204.1K (-$425)
Filed 2026-10-26
Uhlmann Price Securities, LLC
INCREASED
Shares11,178 from 10,899
Change+279 (+3%)
Value$189.0K (+$4.3K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares1,679 from 1,658
Change+21 (+1%)
Value$28.4K (+$301)
Filed 2026-10-26
UBS Group AG
INCREASED
Shares287 from 53
Change+234 (+442%)
Value$4.9K (+$4.0K)
Filed 2026-11-10
Golden State Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.2K (-$2)
Filed 2026-11-02
Stifel Financial Corp
N/A
Shares— from 83,787
Change-83,787 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 59,516
Change-59,516 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28,562
Change-28,562 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,363
Change-23,363 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,218
Change-15,218 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
LPL Financial LLC
DECREASED145,725168,292-22,567-13%$2.9M$2.5M-$387.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED24,70827,296-2,588-9%$462.5K$417.8K-$44.7K2026-11-02
SYM Financial Corp
UNCHANGED12,06912,06900%$204.5K$204.1K-$4252026-10-26
Uhlmann Price Securities, LLC
INCREASED11,17810,899+279+3%$184.7K$189.0K+$4.3K2026-11-03
Lanark Financial, Inc.
INCREASED1,6791,658+21+1%$28.1K$28.4K+$3012026-10-26
UBS Group AG
INCREASED28753+234+442%$898$4.9K+$4.0K2026-11-10
Golden State Wealth Management, LLC
UNCHANGED707000%$1.2K$1.2K-$22026-11-02
Stifel Financial Corp
N/A—83,787-83,787-100%$1.4M———
Goldman Sachs Group Inc
N/A—59,516-59,516-100%$1.0M———
Morgan Stanley
N/A—28,562-28,562-100%$484.0K———
Citadel Advisors LLC
N/A—23,363-23,363-100%$395.9K———
MML Investors Services, LLC
N/A—15,218-15,218-100%$257.9K———
Osaic Holdings, Inc.
N/A—3,460-3,460-100%$58.7K———
SHP Wealth Management
N/A—200-200-100%$3.4K———
Showing 14 of 14 institutions