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Graniteshares Bcom Broad STR (COMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Resonant Capital Advisors, LLC
INCREASED
Shares1,002,726 from 948,893
Change+53,833 (+6%)
Value$27.9M (+$5.1M)
Filed 2026-10-15
American Financial & TAX Strategies Inc
DECREASED
Shares218,224 from 219,667
Change-1,443 (-1%)
Value$6.1M (+$790.1K)
Filed 2026-10-16
Appleton Partners Inc
INCREASED
Shares176,636 from 175,603
Change+1,033 (+1%)
Value$4.9M (+$692.0K)
Filed 2026-10-30
Inscription Capital, LLC
DECREASED
Shares77,953 from 81,711
Change-3,758 (-5%)
Value$2.2M (+$204.2K)
Filed 2026-11-02
Prospect Financial Group LLC
INCREASED
Shares77,073 from 74,015
Change+3,058 (+4%)
Value$2.1M (+$365.0K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED
Shares56,255 from 56,255
Change0 (0%)
Value$1.6M (+$212.6K)
Filed 2026-11-03
Vise Technologies, Inc.
DECREASED
Shares42,224 from 42,753
Change-529 (-1%)
Value$1.2M (+$146.9K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares21,260 from 21,157
Change+103 (+0%)
Value$592.3K (+$82.8K)
Filed 2026-11-06
Financial Enhancement Group LLC
UNCHANGED
Shares14,752 from 14,752
Change0 (0%)
Value$414.5K (+$59.3K)
Filed 2026-10-08
Braun-Bostich & Associates Inc.
DECREASED
Shares8,706 from 8,865
Change-159 (-2%)
Value$242.5K (+$29.1K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares6,440 from 17,935
Change-11,495 (-64%)
Value$179.4K (-$252.5K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares4,734 from 4,734
Change0 (0%)
Value$131.9K (+$17.9K)
Filed 2026-11-05
Pacific Center for Financial Services
DECREASED
Shares2,333 from 2,665
Change-332 (-12%)
Value$65.0K (+$824)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
NEW
Shares1,500
Change+1,500
Value$41.8K
Filed 2026-10-28
Fifth Third Bancorp
NEW
Shares1,249
Change+1,249
Value$34.8K
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$27.9K (+$3.8K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$13.3K ($0)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$6.0K (+$813)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares16 from 11
Change+5 (+45%)
Value$441 (+$176)
Filed 2026-10-15
One Degree Advisors Inc
CLOSED
Shares0 from 209,681
Change-209,681 (-100%)
Value$0 (-$5.0M)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-28
Betterment LLC
N/A
Shares— from 795,489
Change-795,489 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 582,845
Change-582,845 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 352,744
Change-352,744 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 41,800
Change-41,800 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 40,268
Change-40,268 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 39,536
Change-39,536 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 30,788
Change-30,788 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,779
Change-27,779 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 18,211
Change-18,211 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,494
Change-13,494 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,761
Change-9,761 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 190
Change-190 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 60
Change-60 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Resonant Capital Advisors, LLC
INCREASED1,002,726948,893+53,833+6%$22.8M$27.9M+$5.1M2026-10-15
American Financial & TAX Strategies Inc
DECREASED218,224219,667-1,443-1%$5.3M$6.1M+$790.1K2026-10-16
Appleton Partners Inc
INCREASED176,636175,603+1,033+1%$4.2M$4.9M+$692.0K2026-10-30
Inscription Capital, LLC
DECREASED77,95381,711-3,758-5%$2.0M$2.2M+$204.2K2026-11-02
Prospect Financial Group LLC
INCREASED77,07374,015+3,058+4%$1.8M$2.1M+$365.0K2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED56,25556,25500%$1.4M$1.6M+$212.6K2026-11-03
Vise Technologies, Inc.
DECREASED42,22442,753-529-1%$1.0M$1.2M+$146.9K2026-10-29
LPL Financial LLC
INCREASED21,26021,157+103+0%$509.4K$592.3K+$82.8K2026-11-06
Financial Enhancement Group LLC
UNCHANGED14,75214,75200%$355.2K$414.5K+$59.3K2026-10-08
Braun-Bostich & Associates Inc.
DECREASED8,7068,865-159-2%$213.5K$242.5K+$29.1K2026-10-20
IFP Advisors, Inc
DECREASED6,44017,935-11,495-64%$431.9K$179.4K-$252.5K2026-10-16
US Bancorp \de\
UNCHANGED4,7344,73400%$114.0K$131.9K+$17.9K2026-11-05
Pacific Center for Financial Services
DECREASED2,3332,665-332-12%$64.2K$65.0K+$8242026-10-15
Intesa Sanpaolo Wealth Management
NEW1,500—+1,500——$41.8K—2026-10-28
Fifth Third Bancorp
NEW1,249—+1,249——$34.8K—2026-11-05
Farther Finance Advisors, LLC
UNCHANGED1,0001,00000%$24.1K$27.9K+$3.8K2026-10-08
Allworth Financial LP
UNCHANGED55455400%$13.3K$13.3K$02026-11-06
Assetmark, Inc
UNCHANGED21521500%$5.2K$6.0K+$8132026-10-21
Blue Trust, Inc.
INCREASED1611+5+45%$265$441+$1762026-10-15
One Degree Advisors Inc
CLOSED0209,681-209,681-100%$5.0M$0-$5.0M2026-11-06
MCF Advisors LLC
CLOSED0200-200-100%$4.8K$0-$4.8K2026-10-28
Betterment LLC
N/A—795,489-795,489-100%$19.2M———
Beacon Harbor Wealth Advisors, Inc.
N/A—582,845-582,845-100%$15.1M———
Royal Bank of Canada
N/A—352,744-352,744-100%$8.5M———
Stifel Financial Corp
N/A—41,800-41,800-100%$1.0M———
Cresset Asset Management, LLC
N/A—40,268-40,268-100%$969.7K———
Nuveen, LLC
N/A—39,536-39,536-100%$952.0K———
Comprehensive Money Management Services LLC
N/A—30,788-30,788-100%$741.4K———
Sanctuary Advisors, LLC
N/A—27,779-27,779-100%$668.9K———
WCG Wealth Advisors LLC
N/A—18,211-18,211-100%$438.5K———
Focus Partners Wealth
N/A—13,494-13,494-100%$325.0K———
Arete Wealth Advisors, LLC
N/A—12,404-12,404-100%$298.7K———
Janney Montgomery Scott LLC
N/A—9,761-9,761-100%$235.0K———
Osaic Holdings, Inc.
N/A—4,444-4,444-100%$107.0K———
Global Retirement Partners, LLC
N/A—263-263-100%$6.3K———
Rockefeller Capital Management L.P.
N/A—190-190-100%$4.6K———
Arax Advisory Partners
N/A—60-60-100%$1.4K———
Geneos Wealth Management Inc.
N/A—55-55-100%$1.3K———
Morgan Stanley
N/A—2-2-100%$52———
Wells Fargo & Company
N/A—00—$11———
Showing 40 of 40 institutions