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GLB X Aging Population ETF (AGNG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Paller Financial Services Inc
INCREASED
Shares88,293 from 85,907
Change+2,386 (+3%)
Value$3.2M (+$138.5K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares43,550 from 40,309
Change+3,241 (+8%)
Value$1.6M (+$142.7K)
Filed 2026-11-06
Daiwa Securities Group Inc.
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$1.5M (+$23.8K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares39,761 from 54,765
Change-15,004 (-27%)
Value$1.5M (-$516.7K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares30,774 from 29,179
Change+1,595 (+5%)
Value$1.1M (+$71.2K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED
Shares21,990 from 23,866
Change-1,876 (-8%)
Value$805.1K (-$54.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares19,605 from 9,104
Change+10,501 (+115%)
Value$718.0K (+$390.0K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares15,772 from 15,463
Change+309 (+2%)
Value$577.4K (+$20.5K)
Filed 2026-10-26
Connecticut Capital Management Group, LLC
INCREASED
Shares9,339 from 8,589
Change+750 (+9%)
Value$341.9K (+$32.6K)
Filed 2026-10-29
Redw Wealth LLC
DECREASED
Shares6,516 from 7,579
Change-1,063 (-14%)
Value$238.6K (-$34.4K)
Filed 2026-11-02
Sweeney & Michel, LLC
UNCHANGED
Shares6,163 from 6,163
Change0 (0%)
Value$225.6K (-$8.1K)
Filed 2026-10-16
Northbridge Financial Group, LLC
DECREASED
Shares5,932 from 5,993
Change-61 (-1%)
Value$214.1K (-$1.8K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
INCREASED
Shares2,253 from 236
Change+2,017 (+855%)
Value$82.5K (+$74.0K)
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$73.2K (+$1.2K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares1,526 from 3,400
Change-1,874 (-55%)
Value$55.9K (-$66.6K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$22.0K (+$357)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$20.6K (+$336)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares270 from 6,757
Change-6,487 (-96%)
Value$9.9K (-$233.5K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares264 from 246
Change+18 (+7%)
Value$9.7K (+$805)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$6.6K (+$106)
Filed 2026-11-04
Allworth Financial LP
NEW
Shares125
Change+125
Value$4.5K
Filed 2026-11-06
Realta Investment Advisors
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-14
Simplex Trading, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares0 from 0
Change0
Value$9 ($0)
Filed 2026-10-23
Cetera Investment Advisers
N/A
Shares— from 102,968
Change-102,968 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 67,440
Change-67,440 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 55,642
Change-55,642 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 37,210
Change-37,210 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,850
Change-36,850 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 36,145
Change-36,145 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,910
Change-28,910 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,063
Change-27,063 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,651
Change-16,651 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 611
Change-611 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 352
Change-352 (-100%)
Value—
FMR LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 170
Change-170 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 22
Change-22 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Paller Financial Services Inc
INCREASED88,29385,907+2,386+3%$3.1M$3.2M+$138.5K2026-10-13
LPL Financial LLC
INCREASED43,55040,309+3,241+8%$1.5M$1.6M+$142.7K2026-11-06
Daiwa Securities Group Inc.
UNCHANGED40,00040,00000%$1.4M$1.5M+$23.8K2026-10-29
Independent Financial Group, LLC
DECREASED39,76154,765-15,004-27%$2.0M$1.5M-$516.7K2026-10-13
Lido Advisors, LLC
INCREASED30,77429,179+1,595+5%$1.1M$1.1M+$71.2K2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED21,99023,866-1,876-8%$859.6K$805.1K-$54.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED19,6059,104+10,501+115%$328.0K$718.0K+$390.0K2026-11-02
Oppenheimer & Co Inc
INCREASED15,77215,463+309+2%$556.9K$577.4K+$20.5K2026-10-26
Connecticut Capital Management Group, LLC
INCREASED9,3398,589+750+9%$309.3K$341.9K+$32.6K2026-10-29
Redw Wealth LLC
DECREASED6,5167,579-1,063-14%$273.0K$238.6K-$34.4K2026-11-02
Sweeney & Michel, LLC
UNCHANGED6,1636,16300%$233.7K$225.6K-$8.1K2026-10-16
Northbridge Financial Group, LLC
DECREASED5,9325,993-61-1%$215.9K$214.1K-$1.8K2026-11-05
LFA - Lugano Financial Advisors SA
INCREASED2,253236+2,017+855%$8.5K$82.5K+$74.0K2026-11-03
Fifth Third Bancorp
UNCHANGED2,0002,00000%$72.0K$73.2K+$1.2K2026-11-05
PNC Financial Services Group, Inc.
DECREASED1,5263,400-1,874-55%$122.5K$55.9K-$66.6K2026-11-06
IFP Advisors, Inc
UNCHANGED60060000%$21.6K$22.0K+$3572026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED56456400%$20.3K$20.6K+$3362026-11-03
Farther Finance Advisors, LLC
DECREASED2706,757-6,487-96%$243.4K$9.9K-$233.5K2026-10-08
Rossby Financial, LCC
INCREASED264246+18+7%$8.9K$9.7K+$8052026-11-05
Elevated Capital Advisors, LLC
UNCHANGED17917900%$6.4K$6.6K+$1062026-11-04
Allworth Financial LP
NEW125—+125——$4.5K—2026-11-06
Realta Investment Advisors
CLOSED0158-158-100%$5.7K$0-$5.7K2026-10-14
Simplex Trading, LLC
CLOSED063-63-100%$2.3K$0-$2.3K2026-11-04
Valley National Advisers Inc
UNCHANGED000—$9$9$02026-10-23
Cetera Investment Advisers
N/A—102,968-102,968-100%$3.7M———
Aspire Capital Advisors LLC
N/A—67,440-67,440-100%$2.4M———
Citadel Advisors LLC
N/A—55,642-55,642-100%$2.0M———
Flow Traders U.S. LLC
N/A—37,210-37,210-100%$1.3M———
Raymond James Financial Inc
N/A—36,850-36,850-100%$1.3M———
Bank of America Corp
N/A—36,145-36,145-100%$1.3M———
NewEdge Advisors, LLC
N/A—28,910-28,910-100%$1.0M———
Jane Street Group, LLC
N/A—27,063-27,063-100%$974.7K———
Osaic Holdings, Inc.
N/A—16,651-16,651-100%$599.8K———
Oder Investment Management, LLC
N/A—11,258-11,258-100%$405.5K———
Stratos Wealth Partners, Ltd.
N/A—7,881-7,881-100%$283.8K———
Arkadios Wealth Advisors
N/A—6,893-6,893-100%$248.2K———
National Bank of Canada
N/A—1,591-1,591-100%$57.3K———
Global Retirement Partners, LLC
N/A—1,398-1,398-100%$50.4K———
Morgan Stanley
N/A—611-611-100%$22.0K———
Harbour Investments, Inc.
N/A—356-356-100%$12.8K———
Wells Fargo & Company
N/A—352-352-100%$12.7K———
FMR LLC
N/A—215-215-100%$7.7K———
Northwestern Mutual Wealth Management Co
N/A—200-200-100%$7.2K———
Royal Bank of Canada
N/A—170-170-100%$6.0K———
Geneos Wealth Management Inc.
N/A—124-124-100%$4.5K———
Bank of Montreal
N/A—22-22-100%$792———
Richard W. Paul & Associates, LLC
N/A—17-17-100%$612———
Showing 47 of 47 institutions