Intl Dlpd Mrkts SLT EQ ETF (LOEV)

CUSIP: 412295636 | NYSE | 17 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Sterling Capital Management LLC542,249

0.2% of portfolio$8.6M

Simplicity Wealth,LLC467,946

0.2% of portfolio$7.4M

Truist Financial Corp226,238

0.0% of portfolio$3.6M

FWG Investments, Llc.194,590

1.5% of portfolio$3.1M

Kingdom Financial Group Llc.115,888

0.5% of portfolio$1.8M

Lloyd Advisory Services, Llc.98,515

0.6% of portfolio$1.6M

Quest 10 Wealth Builders, Inc.60,260

0.7% of portfolio$955.7K

Networth Advisors, LLC50,680

0.5% of portfolio$803.8K

Tounjian Advisory Partners, LLC46,365

0.3% of portfolio$735.3K

Arcadia Wealth Management, LLC37,574

0.2% of portfolio$595.9K

Montgomery Financial Services LLC32,857

0.4% of portfolio$521.1K

B.O.S.S. Retirement Advisors, LLC21,475

0.1% of portfolio$340.6K

Smart Wealth LLC18,170

0.1% of portfolio$288.2K

LifeWealth Investments, LLC16,915

0.1% of portfolio$268.3K

Key Capital Management, Inc568

0.0% of portfolio$9.0K

Assetmark, Inc122

0.0% of portfolio$1.9K

Compass Financial Management LLC105

0.0% of portfolio$1.7K

				Style	Turnover	Location	Filed
Sterling Capital Management LLC	542,249	$8.6M	0.2%	GARP	Medium	Charlotte, NC	2026-10-22
Simplicity Wealth,LLC	467,946	$7.4M	0.2%	ETF	Low	Summit, NJ	2026-10-23
Truist Financial Corp	226,238	$3.6M	0.0%	Core	Low	Charlotte, NC	2026-10-30
FWG Investments, Llc.	194,590	$3.1M	1.5%	ETF	Medium	Lexington, KY	2026-11-03
Kingdom Financial Group Llc.	115,888	$1.8M	0.5%	ETF	Medium	Peoria, AZ	2026-11-04
Lloyd Advisory Services, Llc.	98,515	$1.6M	0.6%	ETF	Very High	Suwanee, GA	2026-11-02
Quest 10 Wealth Builders, Inc.	60,260	$955.7K	0.7%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Networth Advisors, LLC	50,680	$803.8K	0.5%	ETF	Medium	Canonsburg, PA	2026-11-03
Tounjian Advisory Partners, LLC	46,365	$735.3K	0.3%	Growth	High	Fort Myers, FL	2026-11-04
Arcadia Wealth Management, LLC	37,574	$595.9K	0.2%	ETF	Low	Manchester, NH	2026-10-22
Montgomery Financial Services LLC	32,857	$521.1K	0.4%	ETF	N/A	Ocean City, MD	2026-11-03
B.O.S.S. Retirement Advisors, LLC	21,475	$340.6K	0.1%	ETF	Medium	Lehi, UT	2026-10-26
Smart Wealth LLC	18,170	$288.2K	0.1%	ETF	High	Omaha, NE	2026-11-04
LifeWealth Investments, LLC	16,915	$268.3K	0.1%	ETF	Medium	Winter Garden, FL	2026-10-21
Key Capital Management, Inc	568	$9.0K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Assetmark, Inc	122	$1.9K	0.0%	ETF	Low	Concord, CA	2026-10-21
Compass Financial Management LLC	105	$1.7K	0.0%	Core	N/A	Tampa, FL	2026-10-30