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Global X Millennial Consumer (MILN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Moran Wealth Management, LLC
INCREASED
Shares46,716 from 44,204
Change+2,512 (+6%)
Value$2.0M (+$62.0K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares30,391 from 28,541
Change+1,850 (+6%)
Value$1.3M (+$49.7K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares23,572 from 26,628
Change-3,056 (-11%)
Value$997.5K (-$156.0K)
Filed 2026-11-02
Northbridge Financial Group, LLC
INCREASED
Shares7,419 from 7,315
Change+104 (+1%)
Value$316.9K (-$26)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares832 from 88
Change+744 (+845%)
Value$35.2K (+$31.4K)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$32.0K (-$758)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares180 from 202
Change-22 (-11%)
Value$7.6K (-$1.1K)
Filed 2026-11-02
SBI Securities Co., Ltd.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$6.9K (-$164)
Filed 2026-10-22
Farther Finance Advisors, LLC
NEW
Shares20
Change+20
Value$846
Filed 2026-10-08
AlphaCore Capital LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$475 (-$11)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$381 (-$9)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$85 (-$2)
Filed 2026-10-23
Citigroup Inc
NEW
Shares1
Change+1
Value$42
Filed 2026-11-04
HBW Advisory Services LLC
CLOSED
Shares0 from 5,204
Change-5,204 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$60.6K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-16
Russell Investments Group, Ltd.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 655,299
Change-655,299 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,408
Change-19,408 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,428
Change-10,428 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 897
Change-897 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 586
Change-586 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 450
Change-450 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
UBS Group AG
N/A
Shares— from 142
Change-142 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 97
Change-97 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74
Change-74 (-100%)
Value—
Blair William & Co
N/A
Shares— from 50
Change-50 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Moran Wealth Management, LLC
INCREASED46,71644,204+2,512+6%$1.9M$2.0M+$62.0K2026-10-22
LPL Financial LLC
INCREASED30,39128,541+1,850+6%$1.2M$1.3M+$49.7K2026-11-06
Commonwealth Equity Services, LLC
DECREASED23,57226,628-3,056-11%$1.2M$997.5K-$156.0K2026-11-02
Northbridge Financial Group, LLC
INCREASED7,4197,315+104+1%$316.9K$316.9K-$262026-11-05
Rossby Financial, LCC
INCREASED83288+744+845%$3.8K$35.2K+$31.4K2026-11-05
Creative Financial Designs Inc
UNCHANGED75775700%$32.8K$32.0K-$7582026-11-04
Golden State Wealth Management, LLC
DECREASED180202-22-11%$8.8K$7.6K-$1.1K2026-11-02
SBI Securities Co., Ltd.
UNCHANGED16416400%$7.1K$6.9K-$1642026-10-22
Farther Finance Advisors, LLC
NEW20—+20——$846—2026-10-08
AlphaCore Capital LLC
UNCHANGED111100%$486$475-$112026-11-04
Assetmark, Inc
UNCHANGED9900%$390$381-$92026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$87$85-$22026-10-23
Citigroup Inc
NEW1—+1——$42—2026-11-04
HBW Advisory Services LLC
CLOSED05,204-5,204-100%$225.4K$0-$225.4K2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED01,400-1,400-100%$60.6K$0-$60.6K2026-11-04
TD Waterhouse Canada Inc.
CLOSED025-25-100%$1.1K$0-$1.1K2026-10-16
Russell Investments Group, Ltd.
CLOSED000—$0$0$02026-11-06
Bank of America Corp
N/A—655,299-655,299-100%$28.4M———
Morgan Stanley
N/A—19,408-19,408-100%$840.8K———
HRT Financial LP
N/A—10,428-10,428-100%$451.0K———
Stratos Wealth Partners, Ltd.
N/A—7,298-7,298-100%$316.2K———
Susquehanna International Group, LLP
N/A—6,166-6,166-100%$267.1K———
Cetera Investment Advisers
N/A—4,704-4,704-100%$203.8K———
Royal Bank of Canada
N/A—3,704-3,704-100%$160.0K———
Osaic Holdings, Inc.
N/A—3,478-3,478-100%$150.7K———
Harbour Investments, Inc.
N/A—2,880-2,880-100%$124.8K———
FMR LLC
N/A—1,710-1,710-100%$74.1K———
JPMorgan Chase & Co
N/A—897-897-100%$39.1K———
National Bank of Canada
N/A—586-586-100%$25.4K———
Wells Fargo & Company
N/A—450-450-100%$19.5K———
Rothschild Investment LLC
N/A—375-375-100%$16.2K———
NewEdge Advisors, LLC
N/A—250-250-100%$10.8K———
Steigerwald, Gordon & Koch Inc.
N/A—206-206-100%$8.9K———
Burnham & Co LLC
N/A—180-180-100%$7.8K———
UBS Group AG
N/A—142-142-100%$6.2K———
Vanguard Advisers Inc
N/A—97-97-100%$4.2K———
Northwestern Mutual Wealth Management Co
N/A—74-74-100%$3.2K———
Blair William & Co
N/A—50-50-100%$2.2K———
AE Wealth Management LLC
N/A—30-30-100%$1.3K———
Showing 39 of 39 institutions