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IN EQ DF PR ETF 2Y Jan28-Usd (AJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares57,921 from 68,216
Change-10,295 (-15%)
Value$1.7M (-$280.1K)
Filed 2026-11-02
KFG Wealth Management, LLC
DECREASED
Shares34,262 from 35,129
Change-867 (-2%)
Value$979.4K (-$17.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,049 from 25,459
Change-410 (-2%)
Value$716.0K (-$6.0K)
Filed 2026-11-02
Creative Planning
UNCHANGED
Shares20,576 from 20,576
Change0 (0%)
Value$588.2K (+$4.3K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares19,661 from 20,083
Change-422 (-2%)
Value$562.0K (-$7.9K)
Filed 2026-10-08
Balance Wealth Partners LLC
UNCHANGED
Shares18,665 from 18,665
Change0 (0%)
Value$533.6K (+$3.9K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares17,245 from 21,046
Change-3,801 (-18%)
Value$493.0K (-$104.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,002 from 9,490
Change+6,512 (+69%)
Value$459.9K (+$190.0K)
Filed 2026-10-13
Milestone Asset Management, LLC
DECREASED
Shares13,989 from 15,312
Change-1,323 (-9%)
Value$399.9K (-$34.6K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
INCREASED
Shares12,963 from 10,683
Change+2,280 (+21%)
Value$372.7K (+$69.5K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares12,873 from 13,173
Change-300 (-2%)
Value$368.0K (-$5.8K)
Filed 2026-11-06
Integrity Advisory Solutions, LLC
UNCHANGED
Shares12,431 from 12,431
Change0 (0%)
Value$355.4K (+$2.6K)
Filed 2026-10-29
Merit Financial Group, LLC
UNCHANGED
Shares10,268 from 10,268
Change0 (0%)
Value$293.5K (+$2.1K)
Filed 2026-11-06
Bullock Wealth Management Group
UNCHANGED
Shares8,492 from 8,492
Change0 (0%)
Value$243.1K (+$2.1K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
NEW
Shares8,139
Change+8,139
Value$232.7K
Filed 2026-10-21
Three Seasons Wealth, LLC
UNCHANGED
Shares8,113 from 8,113
Change0 (0%)
Value$231.9K (+$1.7K)
Filed 2026-11-03
Barclays PLC
INCREASED
Shares4,098 from 1,382
Change+2,716 (+197%)
Value$117.1K (+$77.9K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares2,856 from 3,561
Change-705 (-20%)
Value$81.6K (-$19.4K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,085 from 1,154
Change-69 (-6%)
Value$31.0K (-$1.7K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$20.0K (+$145)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$5.9K (+$43)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,570
Change-3,570 (-100%)
Value$0 (-$101.3K)
Filed 2026-10-13
Susquehanna International Group, LLP
N/A
Shares— from 117,605
Change-117,605 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,485
Change-56,485 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,991
Change-39,991 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 27,878
Change-27,878 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 24,137
Change-24,137 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,577
Change-23,577 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,777
Change-22,777 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 22,509
Change-22,509 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,125
Change-21,125 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 20,576
Change-20,576 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,496
Change-17,496 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,290
Change-13,290 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
UBS Group AG
N/A
Shares— from 83
Change-83 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED57,92168,216-10,295-15%$1.9M$1.7M-$280.1K2026-11-02
KFG Wealth Management, LLC
DECREASED34,26235,129-867-2%$996.9K$979.4K-$17.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED25,04925,459-410-2%$722.0K$716.0K-$6.0K2026-11-02
Creative Planning
UNCHANGED20,57620,57600%$583.9K$588.2K+$4.3K2026-11-02
CoreCap Advisors, LLC
DECREASED19,66120,083-422-2%$569.9K$562.0K-$7.9K2026-10-08
Balance Wealth Partners LLC
UNCHANGED18,66518,66500%$529.7K$533.6K+$3.9K2026-10-27
Kestra Advisory Services, LLC
DECREASED17,24521,046-3,801-18%$597.2K$493.0K-$104.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED16,0029,490+6,512+69%$269.9K$459.9K+$190.0K2026-10-13
Milestone Asset Management, LLC
DECREASED13,98915,312-1,323-9%$434.5K$399.9K-$34.6K2026-10-15
Fragasso Financial Advisors Inc
INCREASED12,96310,683+2,280+21%$303.2K$372.7K+$69.5K2026-10-13
LPL Financial LLC
DECREASED12,87313,173-300-2%$373.8K$368.0K-$5.8K2026-11-06
Integrity Advisory Solutions, LLC
UNCHANGED12,43112,43100%$352.8K$355.4K+$2.6K2026-10-29
Merit Financial Group, LLC
UNCHANGED10,26810,26800%$291.4K$293.5K+$2.1K2026-11-06
Bullock Wealth Management Group
UNCHANGED8,4928,49200%$241.0K$243.1K+$2.1K2026-10-09
SeaCrest Wealth Management, LLC
NEW8,139—+8,139——$232.7K—2026-10-21
Three Seasons Wealth, LLC
UNCHANGED8,1138,11300%$230.2K$231.9K+$1.7K2026-11-03
Barclays PLC
INCREASED4,0981,382+2,716+197%$39.2K$117.1K+$77.9K2026-11-06
Farther Finance Advisors, LLC
DECREASED2,8563,561-705-20%$101.1K$81.6K-$19.4K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED1,0851,154-69-6%$32.7K$31.0K-$1.7K2026-11-03
IFP Advisors, Inc
UNCHANGED70070000%$19.9K$20.0K+$1452026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED20820800%$5.9K$5.9K+$432026-10-29
Gill Capital Partners, LLC
CLOSED03,570-3,570-100%$101.3K$0-$101.3K2026-10-13
Susquehanna International Group, LLP
N/A—117,605-117,605-100%$3.3M———
Osaic Holdings, Inc.
N/A—56,485-56,485-100%$1.6M———
MML Investors Services, LLC
N/A—39,991-39,991-100%$1.1M———
Raymond James Financial Inc
N/A—27,878-27,878-100%$791.1K———
Focus Partners Wealth
N/A—24,137-24,137-100%$685.0K———
Mutual Advisors, LLC
N/A—23,577-23,577-100%$669.1K———
HighTower Advisors, LLC
N/A—23,070-23,070-100%$654.7K———
Captrust Financial Advisors
N/A—22,777-22,777-100%$646.4K———
Bernard Wealth Management Corp.
N/A—22,509-22,509-100%$638.8K———
Cetera Investment Advisers
N/A—21,125-21,125-100%$599.5K———
SageView Advisory Group, LLC
N/A—20,576-20,576-100%$583.9K———
Envestnet Asset Management Inc
N/A—17,496-17,496-100%$496.5K———
Old Mission Capital LLC
N/A—13,290-13,290-100%$377.1K———
Tradition Wealth Management, LLC
N/A—11,903-11,903-100%$337.8K———
Kingsview Wealth Management, LLC
N/A—8,783-8,783-100%$249.2K———
EP Wealth Advisors, LLC
N/A—6,222-6,222-100%$176.6K———
AE Wealth Management LLC
N/A—5,931-5,931-100%$168.3K———
Harbour Investments, Inc.
N/A—5,691-5,691-100%$161.5K———
Keating Financial Advisory Services, Inc.
N/A—1,581-1,581-100%$44.9K———
Benson Wealth Management Inc
N/A—1,579-1,579-100%$44.8K———
JPMorgan Chase & Co
N/A—1,372-1,372-100%$38.9K———
UBS Group AG
N/A—83-83-100%$2.4K———
Showing 44 of 44 institutions