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JH EQ Linked MOD Income ETF (JELM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
NEW
Shares314,513
Change+314,513
Value$8.1M
Filed 2026-11-02
Corrado Advisors, LLC
NEW
Shares133,555
Change+133,555
Value$3.4M
Filed 2026-10-27
Triad Wealth Partners, LLC
DECREASED
Shares70,287 from 71,080
Change-793 (-1%)
Value$1.8M (-$1.8K)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares53,086
Change+53,086
Value$1.4M
Filed 2026-10-26
Crosspoint Financial, LLC
NEW
Shares19,435
Change+19,435
Value$497.9K
Filed 2026-11-03
Miller Global Investments, LLC
NEW
Shares19,124
Change+19,124
Value$490.0K
Filed 2026-10-02
QTR Family Wealth, LLC
NEW
Shares14,964
Change+14,964
Value$383.4K
Filed 2026-11-02
Clear Creek Financial Management, LLC
INCREASED
Shares13,002 from 12,924
Change+78 (+1%)
Value$333.1K (+$6.2K)
Filed 2026-10-28
Visionary Wealth Advisors
NEW
Shares7,906
Change+7,906
Value$202.6K
Filed 2026-11-04
Marshall Financial Group, LLC
N/A
Shares— from 535,895
Change-535,895 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 487,000
Change-487,000 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 17,390
Change-17,390 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Status
Kestra Advisory Services, LLC
NEW314,513—+314,513——$8.1M—2026-11-02
Corrado Advisors, LLC
NEW133,555—+133,555——$3.4M—2026-10-27
Triad Wealth Partners, LLC
DECREASED70,28771,080-793-1%$1.8M$1.8M-$1.8K2026-10-26
Transce3nd, LLC
NEW53,086—+53,086——$1.4M—2026-10-26
Crosspoint Financial, LLC
NEW19,435—+19,435——$497.9K—2026-11-03
Miller Global Investments, LLC
NEW19,124—+19,124——$490.0K—2026-10-02
QTR Family Wealth, LLC
NEW14,964—+14,964——$383.4K—2026-11-02
Clear Creek Financial Management, LLC
INCREASED13,00212,924+78+1%$327.0K$333.1K+$6.2K2026-10-28
Visionary Wealth Advisors
NEW7,906—+7,906——$202.6K—2026-11-04
Marshall Financial Group, LLC
N/A—535,895-535,895-100%$13.6M———
United Capital Financial Advisors, LLC
N/A—487,000-487,000-100%$12.2M———
Ankerstar Wealth, LLC
N/A—17,390-17,390-100%$441.3K———
Capital Analysts, LLC
N/A—4,344-4,344-100%$110———
Showing 13 of 13 institutions