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Brandywineglobal DYN US LCV (DVAL)

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
Shares143,100 from 152,380
Change-9,280 (-6%)
Value$2.2M (-$143.7K)
Filed 2026-11-06
Northstar Asset Management Co
UNCHANGED
Shares39,582 from 39,582
Change0 (0%)
Value$623.3K (-$14.2K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,494 from 3,494
Change0 (0%)
Value$54.9K (+$45)
Filed 2026-11-04
UBS Group AG
NEW
Shares817
Change+817
Value$12.8K
Filed 2026-11-10
Franklin Resources Inc
N/A
Shares— from 141,051
Change-141,051 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,893
Change-43,893 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,866
Change-37,866 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,609
Change-36,609 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 22,880
Change-22,880 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,360
Change-15,360 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED143,100152,380-9,280-6%$2.4M$2.2M-$143.7K2026-11-06
Northstar Asset Management Co
UNCHANGED39,58239,58200%$637.5K$623.3K-$14.2K2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED3,4943,49400%$54.8K$54.9K+$452026-11-04
UBS Group AG
NEW817—+817——$12.8K—2026-11-10
Franklin Resources Inc
N/A—141,051-141,051-100%$2.2M———
Citadel Advisors LLC
N/A—43,893-43,893-100%$688.5K———
Jones Financial Companies Lllp
N/A—37,866-37,866-100%$595.6K———
Raymond James Financial Inc
N/A—36,609-36,609-100%$574.3K———
Flow Traders U.S. LLC
N/A—22,880-22,880-100%$359.0K———
Susquehanna International Group, LLP
N/A—15,360-15,360-100%$240.9K———
Osaic Holdings, Inc.
N/A—2,591-2,591-100%$40.7K———
Morgan Stanley
N/A—1-1-100%$25———
Showing 12 of 12 institutions