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GLO X AI Semicon & Quant ETF (CHPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares40,780 from 44,005
Change-3,225 (-7%)
Value$4.1M (-$555.7K)
Filed 2026-11-06
VestGen Advisors, LLC
NEW
Shares19,467
Change+19,467
Value$2.0M
Filed 2026-10-27
Independent Financial Group, LLC
DECREASED
Shares4,849 from 5,393
Change-544 (-10%)
Value$490.2K (-$83.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,216 from 5,250
Change-2,034 (-39%)
Value$325.0K (-$233.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares3,073 from 575
Change+2,498 (+434%)
Value$310.7K (+$249.5K)
Filed 2026-10-08
Berbice Capital Management LLC
INCREASED
Shares651 from 301
Change+350 (+116%)
Value$65.8K (+$33.8K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares451 from 420
Change+31 (+7%)
Value$45.6K (+$942)
Filed 2026-11-04
US Bancorp \de\
NEW
Shares282
Change+282
Value$28.5K
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares77 from 1,783
Change-1,706 (-96%)
Value$7.8K (-$181.7K)
Filed 2026-11-05
Olistico Wealth, LLC
NEW
Shares43
Change+43
Value$4.3K
Filed 2026-10-05
Highland Investment Advisors LLC
NEW
Shares22
Change+22
Value$2.2K
Filed 2026-11-09
Truist Financial Corp
CLOSED
Shares0 from 8,955
Change-8,955 (-100%)
Value$0 (-$952.0K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 6,641
Change-6,641 (-100%)
Value$0 (-$706.0K)
Filed 2026-10-16
Bluesphere Advisors LLC
CLOSED
Shares0 from 2,435
Change-2,435 (-100%)
Value$0 (-$258.9K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 2,266
Change-2,266 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-26
Harbour Investments, Inc.
CLOSED
Shares0 from 589
Change-589 (-100%)
Value$0 (-$62.6K)
Filed 2026-11-09
Simplex Trading, LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-04
TD Private Client Wealth LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-28
Evolution Wealth Management Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-28
Lanark Financial, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-26
RiverFront Investment Group, LLC
N/A
Shares— from 617,631
Change-617,631 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 340,674
Change-340,674 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 130,706
Change-130,706 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 127,551
Change-127,551 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 59,406
Change-59,406 (-100%)
Value—
&partners
N/A
Shares— from 51,016
Change-51,016 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 43,877
Change-43,877 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 27,580
Change-27,580 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 23,639
Change-23,639 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,023
Change-18,023 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 16,775
Change-16,775 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,444
Change-13,444 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,625
Change-10,625 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,014
Change-6,014 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
UBS Group AG
N/A
Shares— from 648
Change-648 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 319
Change-319 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 48
Change-48 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
LPL Financial LLC
DECREASED40,78044,005-3,225-7%$4.7M$4.1M-$555.7K2026-11-06
VestGen Advisors, LLC
NEW19,467—+19,467——$2.0M—2026-10-27
Independent Financial Group, LLC
DECREASED4,8495,393-544-10%$573.3K$490.2K-$83.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED3,2165,250-2,034-39%$558.0K$325.0K-$233.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED3,073575+2,498+434%$61.1K$310.7K+$249.5K2026-10-08
Berbice Capital Management LLC
INCREASED651301+350+116%$32.0K$65.8K+$33.8K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED451420+31+7%$44.7K$45.6K+$9422026-11-04
US Bancorp \de\
NEW282—+282——$28.5K—2026-11-05
Fifth Third Bancorp
DECREASED771,783-1,706-96%$189.5K$7.8K-$181.7K2026-11-05
Olistico Wealth, LLC
NEW43—+43——$4.3K—2026-10-05
Highland Investment Advisors LLC
NEW22—+22——$2.2K—2026-11-09
Truist Financial Corp
CLOSED08,955-8,955-100%$952.0K$0-$952.0K2026-10-30
Concurrent Investment Advisors, LLC
CLOSED06,641-6,641-100%$706.0K$0-$706.0K2026-10-16
Bluesphere Advisors LLC
CLOSED02,435-2,435-100%$258.9K$0-$258.9K2026-10-19
Flagship Harbor Advisors, LLC
CLOSED02,266-2,266-100%$240.9K$0-$240.9K2026-10-26
Harbour Investments, Inc.
CLOSED0589-589-100%$62.6K$0-$62.6K2026-11-09
Simplex Trading, LLC
CLOSED065-65-100%$6.9K$0-$6.9K2026-11-04
TD Private Client Wealth LLC
CLOSED022-22-100%$2.3K$0-$2.3K2026-10-28
Evolution Wealth Management Inc.
CLOSED021-21-100%$2.2K$0-$2.2K2026-10-28
Lanark Financial, Inc.
CLOSED015-15-100%$1.6K$0-$1.6K2026-10-26
RiverFront Investment Group, LLC
N/A—617,631-617,631-100%$65.7M———
Envestnet Asset Management Inc
N/A—340,674-340,674-100%$36.2M———
Raymond James Financial Inc
N/A—130,706-130,706-100%$13.9M———
Goldman Sachs Group Inc
N/A—127,551-127,551-100%$13.6M———
Jane Street Group, LLC
N/A—59,406-59,406-100%$6.3M———
&partners
N/A—51,016-51,016-100%$5.4M———
Janney Montgomery Scott LLC
N/A—43,877-43,877-100%$4.7M———
Royal Bank of Canada
N/A—27,580-27,580-100%$2.9M———
Old Mission Capital LLC
N/A—23,639-23,639-100%$2.5M———
Citadel Advisors LLC
N/A—18,023-18,023-100%$1.9M———
Arkos Global Advisors
N/A—16,775-16,775-100%$1.8M———
GTS Securities LLC
N/A—13,444-13,444-100%$1.4M———
Summit Financial, LLC
N/A—10,625-10,625-100%$1.1M———
Cetera Investment Advisers
N/A—6,014-6,014-100%$639.3K———
HRT Financial LP
N/A—5,240-5,240-100%$557.0K———
Bank of America Corp
N/A—4,619-4,619-100%$491.0K———
Kingsview Wealth Management, LLC
N/A—2,826-2,826-100%$300.4K———
UBS Group AG
N/A—648-648-100%$68.9K———
Federation des caisses Desjardins du Quebec
N/A—319-319-100%$33.9K———
Osaic Holdings, Inc.
N/A—94-94-100%$10.0K———
Jones Financial Companies Lllp
N/A—48-48-100%$4.9K———
Morgan Stanley
N/A—46-46-100%$4.9K———
Showing 42 of 42 institutions