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GLB X Emrg Mrkt GRT Cnsumr (EMC)

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
Shares32,897 from 33,850
Change-953 (-3%)
Value$1.2M (-$50.1K)
Filed 2026-11-06
Morton Capital Management LLC
INCREASED
Shares16,344 from 16,314
Change+30 (+0%)
Value$608.2K (-$5.9K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares12,220 from 29,419
Change-17,199 (-58%)
Value$454.7K (-$652.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,350 from 8,325
Change+3,025 (+36%)
Value$415.5K (+$106.7K)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares10,573 from 10,580
Change-7 (0%)
Value$374.5K (+$3.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares10,573 from 10,580
Change-7 (0%)
Value$374.5K (+$3.5K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,162 from 10,457
Change-1,295 (-12%)
Value$341.0K (-$53.0K)
Filed 2026-11-02
Park Edge Advisors, LLC
INCREASED
Shares7,471 from 7,455
Change+16 (+0%)
Value$278.0K (-$2.6K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
NEW
Shares2,458
Change+2,458
Value$91.5K
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares982
Change+982
Value$36.5K
Filed 2026-10-09
Ascentis Independent Advisors
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$18.0K (-$210)
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$14.7K (-$171)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$14.2K (-$164)
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$9.0K (-$123)
Filed 2026-11-05
Susquehanna International Group, LLP
N/A
Shares— from 216,122
Change-216,122 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 118,996
Change-118,996 (-100%)
Value—
UBS Group AG
N/A
Shares— from 101,423
Change-101,423 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,364
Change-21,364 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,579
Change-16,579 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,362
Change-16,362 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,705
Change-14,705 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,522
Change-10,522 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 7,422
Change-7,422 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 620
Change-620 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Blair William & Co
N/A
Shares— from 126
Change-126 (-100%)
Value—
Status
LPL Financial LLC
DECREASED32,89733,850-953-3%$1.3M$1.2M-$50.1K2026-11-06
Morton Capital Management LLC
INCREASED16,34416,314+30+0%$614.1K$608.2K-$5.9K2026-10-23
Commonwealth Equity Services, LLC
DECREASED12,22029,419-17,199-58%$1.1M$454.7K-$652.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED11,3508,325+3,025+36%$308.9K$415.5K+$106.7K2026-10-13
Diversify Wealth Management, LLC
DECREASED10,57310,580-70%$371.0K$374.5K+$3.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED10,57310,580-70%$371.0K$374.5K+$3.5K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED9,16210,457-1,295-12%$394.0K$341.0K-$53.0K2026-11-02
Park Edge Advisors, LLC
INCREASED7,4717,455+16+0%$280.6K$278.0K-$2.6K2026-10-28
Ascentis Wealth Management, LLC
NEW2,458—+2,458——$91.5K—2026-11-03
GK Wealth Management LLC
NEW982—+982——$36.5K—2026-10-09
Ascentis Independent Advisors
UNCHANGED48448400%$18.2K$18.0K-$2102026-11-03
Fifth Third Bancorp
UNCHANGED39639600%$14.9K$14.7K-$1712026-11-05
Lanark Financial, Inc.
UNCHANGED38138100%$14.3K$14.2K-$1642026-10-26
Evermay Wealth Management LLC
UNCHANGED24124100%$9.1K$9.0K-$1232026-11-05
Susquehanna International Group, LLP
N/A—216,122-216,122-100%$8.1M———
Morgan Stanley
N/A—118,996-118,996-100%$4.5M———
UBS Group AG
N/A—101,423-101,423-100%$3.8M———
Rockefeller Capital Management L.P.
N/A—22,506-22,506-100%$847.2K———
Cetera Investment Advisers
N/A—21,364-21,364-100%$804.2K———
Cerity Partners LLC
N/A—16,579-16,579-100%$624.1K———
Old Mission Capital LLC
N/A—16,362-16,362-100%$615.9K———
Citadel Advisors LLC
N/A—16,121-16,121-100%$606.8K———
Raymond James Financial Inc
N/A—14,705-14,705-100%$553.5K———
Janney Montgomery Scott LLC
N/A—10,522-10,522-100%$396.0K———
Jane Street Group, LLC
N/A—8,956-8,956-100%$337.1K———
Crux Wealth Advisors
N/A—7,627-7,627-100%$287.1K———
Royal Bank of Canada
N/A—7,512-7,512-100%$283.0K———
Spirepoint Private Client, LLC
N/A—7,422-7,422-100%$279.4K———
Private Advisor Group, LLC
N/A—5,603-5,603-100%$210.9K———
O'shaughnessy Asset Management, LLC
N/A—4,294-4,294-100%$161.6K———
Osaic Holdings, Inc.
N/A—2,673-2,673-100%$100.6K———
Steward Partners Investment Advisory, LLC
N/A—2,284-2,284-100%$86.0K———
Wells Fargo & Company
N/A—620-620-100%$23.3K———
Bartlett & Co. Wealth Management LLC
N/A—312-312-100%$11.8K———
Aptus Capital Advisors, LLC
N/A—210-210-100%$7.9K———
Blair William & Co
N/A—126-126-100%$4.7K———
Showing 36 of 36 institutions