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Nomura Focused Emerging Mark (EMEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,372,551 from 2,110,053
Change+262,498 (+12%)
Value$155.8M (+$2.1M)
Filed 2026-11-06
Pacific Wealth Management
INCREASED
Shares490,243 from 480,273
Change+9,970 (+2%)
Value$32.2M (-$2.8M)
Filed 2026-10-05
Truist Financial Corp
DECREASED
Shares401,272 from 423,072
Change-21,800 (-5%)
Value$26.4M (-$4.5M)
Filed 2026-10-30
Horizon Wealth Management, LLC
INCREASED
Shares352,829 from 347,689
Change+5,140 (+1%)
Value$23.2M (-$2.2M)
Filed 2026-11-02
Wincap Financial LLC
DECREASED
Shares258,855 from 311,375
Change-52,520 (-17%)
Value$17.0M (-$5.7M)
Filed 2026-10-20
Goldstein Advisors, LLC
INCREASED
Shares115,545 from 19,013
Change+96,532 (+508%)
Value$7.6M (+$6.2M)
Filed 2026-10-15
Bensler, LLC
DECREASED
Shares100,730 from 434,961
Change-334,231 (-77%)
Value$6.6M (-$25.1M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares73,487 from 72,925
Change+562 (+1%)
Value$4.9M (-$218.7K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares58,242 from 23,920
Change+34,322 (+143%)
Value$3.8M (+$2.1M)
Filed 2026-11-02
Tsfg, LLC
INCREASED
Shares41,076 from 40,427
Change+649 (+2%)
Value$2.7K (-$248)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares37,622 from 58,080
Change-20,458 (-35%)
Value$2.5K (-$1.8K)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares17,246 from 18,096
Change-850 (-5%)
Value$1.1M (-$185.9K)
Filed 2026-10-14
VestGen Advisors, LLC
INCREASED
Shares16,732 from 11,740
Change+4,992 (+43%)
Value$1.1M (+$243.5K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares11,651 from 7,521
Change+4,130 (+55%)
Value$765.2K (+$217.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares8,744 from 1,893
Change+6,851 (+362%)
Value$574.3K (+$436.3K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares7,033 from 5,607
Change+1,426 (+25%)
Value$461.9K (+$53.4K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
NEW
Shares3,614
Change+3,614
Value$237.3K
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,968 from 2,063
Change-95 (-5%)
Value$129.2K (-$21.1K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares937 from 922
Change+15 (+2%)
Value$61.5K (-$5.6K)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$7.2K (-$783)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$985 (-$108)
Filed 2026-10-21
Providence First Trust Co
CLOSED
Shares0 from 13,582
Change-13,582 (-100%)
Value$0 (-$989.6K)
Filed 2026-11-02
Nautilus Advisors LLC
CLOSED
Shares0 from 3,370
Change-3,370 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-07
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 1,145,766
Change-1,145,766 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 474,345
Change-474,345 (-100%)
Value—
&partners
N/A
Shares— from 333,985
Change-333,985 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 267,141
Change-267,141 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 160,767
Change-160,767 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 128,944
Change-128,944 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 106,437
Change-106,437 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 88,876
Change-88,876 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 86,776
Change-86,776 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,436
Change-62,436 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 61,655
Change-61,655 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 53,934
Change-53,934 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 53,317
Change-53,317 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 48,414
Change-48,414 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,515
Change-44,515 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,406
Change-43,406 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 33,691
Change-33,691 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,640
Change-33,640 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 14,086
Change-14,086 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 12,509
Change-12,509 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,368
Change-7,368 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,372,5512,110,053+262,498+12%$153.7M$155.8M+$2.1M2026-11-06
Pacific Wealth Management
INCREASED490,243480,273+9,970+2%$35.0M$32.2M-$2.8M2026-10-05
Truist Financial Corp
DECREASED401,272423,072-21,800-5%$30.8M$26.4M-$4.5M2026-10-30
Horizon Wealth Management, LLC
INCREASED352,829347,689+5,140+1%$25.3M$23.2M-$2.2M2026-11-02
Wincap Financial LLC
DECREASED258,855311,375-52,520-17%$22.7M$17.0M-$5.7M2026-10-20
Goldstein Advisors, LLC
INCREASED115,54519,013+96,532+508%$1.4M$7.6M+$6.2M2026-10-15
Bensler, LLC
DECREASED100,730434,961-334,231-77%$31.7M$6.6M-$25.1M2026-11-05
TD Waterhouse Canada Inc.
INCREASED73,48772,925+562+1%$5.1M$4.9M-$218.7K2026-10-16
Commonwealth Equity Services, LLC
INCREASED58,24223,920+34,322+143%$1.7M$3.8M+$2.1M2026-11-02
Tsfg, LLC
INCREASED41,07640,427+649+2%$2.9K$2.7K-$2482026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED37,62258,080-20,458-35%$4.2K$2.5K-$1.8K2026-11-02
Davenport & Co LLC
DECREASED17,24618,096-850-5%$1.3M$1.1M-$185.9K2026-10-14
VestGen Advisors, LLC
INCREASED16,73211,740+4,992+43%$855.4K$1.1M+$243.5K2026-10-27
Kestra Advisory Services, LLC
INCREASED11,6517,521+4,130+55%$548.0K$765.2K+$217.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED8,7441,893+6,851+362%$137.9K$574.3K+$436.3K2026-10-08
Private Trust Co NA
INCREASED7,0335,607+1,426+25%$408.5K$461.9K+$53.4K2026-10-20
J.W. Cole Advisors, Inc.
NEW3,614—+3,614——$237.3K—2026-11-05
Fifth Third Bancorp
DECREASED1,9682,063-95-5%$150.3K$129.2K-$21.1K2026-11-05
Triumph Capital Management
INCREASED937922+15+2%$67.2K$61.5K-$5.6K2026-10-14
Creative Financial Designs Inc
UNCHANGED10910900%$7.9K$7.2K-$7832026-11-04
Assetmark, Inc
UNCHANGED151500%$1.1K$985-$1082026-10-21
Providence First Trust Co
CLOSED013,582-13,582-100%$989.6K$0-$989.6K2026-11-02
Nautilus Advisors LLC
CLOSED03,370-3,370-100%$230.4K$0-$230.4K2026-10-07
Halbert Hargrove Global Advisors, LLC
CLOSED0580-580-100%$42.3K$0-$42.3K2026-10-16
International Assets Investment Management, LLC
CLOSED0134-134-100%$9.3K$0-$9.3K2026-11-02
Bank of America Corp
N/A—1,145,766-1,145,766-100%$83.5M———
Envestnet Asset Management Inc
N/A—474,345-474,345-100%$34.6M———
&partners
N/A—333,985-333,985-100%$24.3M———
Private Advisor Group, LLC
N/A—267,141-267,141-100%$19.5M———
Royal Bank of Canada
N/A—160,767-160,767-100%$11.7M———
Pathstone Holdings, LLC
N/A—128,944-128,944-100%$9.4M———
Jane Street Group, LLC
N/A—106,437-106,437-100%$7.8M———
Old Mission Capital LLC
N/A—88,876-88,876-100%$6.5M———
Osaic Holdings, Inc.
N/A—86,776-86,776-100%$6.3M———
Janney Montgomery Scott LLC
N/A—62,436-62,436-100%$4.5K———
HighTower Advisors, LLC
N/A—61,655-61,655-100%$4.5M———
Proactive Wealth Strategies LLC
N/A—53,934-53,934-100%$3.9M———
Sanctuary Advisors, LLC
N/A—53,317-53,317-100%$3.9M———
HighPoint Advisor Group LLC
N/A—48,414-48,414-100%$3.5M———
Citadel Advisors LLC
N/A—44,515-44,515-100%$3.2M———
Susquehanna International Group, LLP
N/A—43,406-43,406-100%$3.2M———
Mainstay Capital Management LLC
N/A—33,691-33,691-100%$2.5M———
Goldman Sachs Group Inc
N/A—33,640-33,640-100%$2.5M———
Permanens Capital L.P.
N/A—14,086-14,086-100%$1.0M———
Security National Bank of Sioux City Iowa
N/A—12,509-12,509-100%$911.4K———
Sankala Group LLC
N/A—12,498-12,498-100%$789.8K———
Kovack Advisors, Inc.
N/A—11,443-11,443-100%$833.7K———
Global Retirement Partners, LLC
N/A—7,976-7,976-100%$581.1K———
Stratos Wealth Partners, Ltd.
N/A—7,725-7,725-100%$562.8K———
United Capital Financial Advisors, LLC
N/A—7,368-7,368-100%$536.8K———
Security National Bank of SO DAK
N/A—5,042-5,042-100%$367.4K———
Navis Wealth Advisors, LLC
N/A—4,249-4,249-100%$309.6K———
Steward Partners Investment Advisory, LLC
N/A—213-213-100%$15.5K———
NewEdge Advisors, LLC
N/A—100-100-100%$7.3K———
Showing 54 of 54 institutions