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Global X Conscious Companies (KRMA)

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
Shares77,259 from 86,796
Change-9,537 (-11%)
Value$3.8M (-$327.2K)
Filed 2026-11-06
Wealthfront Advisers LLC
INCREASED
Shares25,930 from 25,704
Change+226 (+1%)
Value$1.3M (+$51.2K)
Filed 2026-11-09
APS Management Group, Inc.
DECREASED
Shares12,388 from 12,510
Change-122 (-1%)
Value$601.4K (+$13.7K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED
Shares12,026 from 10,784
Change+1,242 (+12%)
Value$583.8K (+$77.2K)
Filed 2026-10-13
Farrow Financial, Inc.
INCREASED
Shares8,401 from 8,400
Change+1 (+0%)
Value$407.8K (+$13.2K)
Filed 2026-10-30
Western Wealth Management, LLC
DECREASED
Shares6,887 from 8,998
Change-2,111 (-23%)
Value$334.3K (-$88.4K)
Filed 2026-11-09
Merit Financial Group, LLC
INCREASED
Shares6,753 from 6,730
Change+23 (+0%)
Value$327.9K (+$11.7K)
Filed 2026-11-06
Eagle Strategies LLC
DECREASED
Shares6,104 from 6,139
Change-35 (-1%)
Value$296.3K (+$7.9K)
Filed 2026-10-16
Creative Planning
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$241.5K (+$7.8K)
Filed 2026-11-02
Rede Wealth, LLC
UNCHANGED
Shares4,485 from 4,485
Change0 (0%)
Value$217.7K (+$7.0K)
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares2,904 from 2,787
Change+117 (+4%)
Value$141.0K (+$10.0K)
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares1,684
Change+1,684
Value$81.8K
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares1,573 from 1,568
Change+5 (+0%)
Value$76.4K (+$2.7K)
Filed 2026-10-08
Bank of Montreal
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$18.7K (+$602)
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares125 from 95
Change+30 (+32%)
Value$6.1K (+$1.6K)
Filed 2026-11-09
SBI Securities Co., Ltd.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.9K (+$157)
Filed 2026-10-22
Creative Financial Designs Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.9K (+$125)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares50 from 1,101
Change-1,051 (-95%)
Value$2.4K (-$49.3K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares1 from 100
Change-99 (-99%)
Value$49 (-$4.6K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$9.4K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 982,888
Change-982,888 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 57,834
Change-57,834 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,061
Change-40,061 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,847
Change-33,847 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 28,589
Change-28,589 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,634
Change-26,634 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,031
Change-20,031 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 18,834
Change-18,834 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,116
Change-13,116 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 13,023
Change-13,023 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,920
Change-12,920 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,705
Change-12,705 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,590
Change-9,590 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,838
Change-6,838 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 923
Change-923 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 200
Change-200 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
LPL Financial LLC
DECREASED77,25986,796-9,537-11%$4.1M$3.8M-$327.2K2026-11-06
Wealthfront Advisers LLC
INCREASED25,93025,704+226+1%$1.2M$1.3M+$51.2K2026-11-09
APS Management Group, Inc.
DECREASED12,38812,510-122-1%$587.7K$601.4K+$13.7K2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED12,02610,784+1,242+12%$506.6K$583.8K+$77.2K2026-10-13
Farrow Financial, Inc.
INCREASED8,4018,400+1+0%$394.6K$407.8K+$13.2K2026-10-30
Western Wealth Management, LLC
DECREASED6,8878,998-2,111-23%$422.8K$334.3K-$88.4K2026-11-09
Merit Financial Group, LLC
INCREASED6,7536,730+23+0%$316.2K$327.9K+$11.7K2026-11-06
Eagle Strategies LLC
DECREASED6,1046,139-35-1%$288.4K$296.3K+$7.9K2026-10-16
Creative Planning
UNCHANGED4,9744,97400%$233.7K$241.5K+$7.8K2026-11-02
Rede Wealth, LLC
UNCHANGED4,4854,48500%$210.7K$217.7K+$7.0K2026-10-22
MJT & Associates Financial Advisory Group, Inc.
INCREASED2,9042,787+117+4%$130.9K$141.0K+$10.0K2026-10-07
Ascentis Independent Advisors
NEW1,684—+1,684——$81.8K—2026-11-03
Farther Finance Advisors, LLC
INCREASED1,5731,568+5+0%$73.7K$76.4K+$2.7K2026-10-08
Bank of Montreal
UNCHANGED38538500%$18.1K$18.7K+$6022026-11-09
Harbour Investments, Inc.
INCREASED12595+30+32%$4.5K$6.1K+$1.6K2026-11-09
SBI Securities Co., Ltd.
UNCHANGED10010000%$4.7K$4.9K+$1572026-10-22
Creative Financial Designs Inc
UNCHANGED808000%$3.8K$3.9K+$1252026-11-04
Rossby Financial, LCC
DECREASED501,101-1,051-95%$51.7K$2.4K-$49.3K2026-11-05
Citigroup Inc
DECREASED1100-99-99%$4.7K$49-$4.6K2026-11-04
PNC Financial Services Group, Inc.
CLOSED0200-200-100%$9.4K$0-$9.4K2026-11-06
Morgan Stanley
N/A—982,888-982,888-100%$46.2M———
Royal Bank of Canada
N/A—57,834-57,834-100%$2.7M———
Osaic Holdings, Inc.
N/A—40,061-40,061-100%$1.9M———
Kingsview Wealth Management, LLC
N/A—33,847-33,847-100%$1.6M———
Napier Financial, LLC
N/A—28,589-28,589-100%$1.3M———
Goldman Sachs Group Inc
N/A—26,634-26,634-100%$1.3M———
HighTower Advisors, LLC
N/A—20,031-20,031-100%$941.1K———
Bank of America Corp
N/A—18,834-18,834-100%$884.8K———
Susquehanna International Group, LLP
N/A—13,116-13,116-100%$616.2K———
Seeds Investor LLC
N/A—13,023-13,023-100%$611.8K———
Perennial Investment Advisors, LLC
N/A—12,920-12,920-100%$607.0K———
Stifel Financial Corp
N/A—12,705-12,705-100%$596.9K———
Citadel Advisors LLC
N/A—9,590-9,590-100%$450.6K———
IHT Wealth Management, LLC
N/A—7,628-7,628-100%$358.4K———
Snowden Capital Advisors LLC
N/A—6,950-6,950-100%$326.5K———
Summit Financial, LLC
N/A—6,838-6,838-100%$322.4K———
Mercer Global Advisors Inc
N/A—5,326-5,326-100%$250.2K———
FMR LLC
N/A—1,477-1,477-100%$69.4K———
Northwestern Mutual Wealth Management Co
N/A—1,090-1,090-100%$51.2K———
Fiduciary Financial Advisors
N/A—923-923-100%$43.4K———
Oakmont Advisory Group, LLC
N/A—254-254-100%$11.9K———
Wells Fargo & Company
N/A—200-200-100%$9.4K———
LRI Investments, LLC
N/A—46-46-100%$2.2K———
Showing 43 of 43 institutions