IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Counter Point HI YLD ETF (HYTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares11,961,293 from 11,139,413
Change+821,880 (+7%)
Value$248.4M (+$10.5M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares177,114 from 196,271
Change-19,157 (-10%)
Value$3.7M (-$513.7K)
Filed 2026-10-16
Counterpoint Mutual Funds LLC
NEW
Shares140,500
Change+140,500
Value$2.9M
Filed 2026-10-16
Daymark Wealth Partners, LLC
NEW
Shares81,333
Change+81,333
Value$1.7M
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares72,242 from 63,013
Change+9,229 (+15%)
Value$1.5M (+$154.3K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares36,351
Change+36,351
Value$755.0K
Filed 2026-10-28
Perigon Wealth Management, LLC
NEW
Shares32,940
Change+32,940
Value$684.2K
Filed 2026-10-22
Savant Capital, LLC
NEW
Shares32,287
Change+32,287
Value$670.6K
Filed 2026-11-06
WealthPlan Investment Management, LLC
NEW
Shares19,424
Change+19,424
Value$403.4K
Filed 2026-10-15
Jacobi Capital Management LLC
INCREASED
Shares12,921 from 11,692
Change+1,229 (+11%)
Value$268.4K (+$18.6K)
Filed 2026-11-05
IFP Advisors, Inc
NEW
Shares11,949
Change+11,949
Value$248.2K
Filed 2026-10-16
West Michigan Advisors, LLC
DECREASED
Shares10,903 from 13,444
Change-2,541 (-19%)
Value$226.5K (-$60.7K)
Filed 2026-11-09
Atria Investments, Inc
CLOSED
Shares0 from 15,667
Change-15,667 (-100%)
Value$0 (-$334.6K)
Filed 2026-10-15
World Equity Group, Inc.
CLOSED
Shares0 from 12,204
Change-12,204 (-100%)
Value$0 (-$260.7K)
Filed 2026-10-14
Fifth Third Bancorp
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-05
Integrated Wealth Concepts LLC
N/A
Shares— from 130,685
Change-130,685 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 124,314
Change-124,314 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 87,041
Change-87,041 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 46,157
Change-46,157 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 43,846
Change-43,846 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,650
Change-28,650 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,059
Change-17,059 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Status
LPL Financial LLC
INCREASED11,961,29311,139,413+821,880+7%$237.9M$248.4M+$10.5M2026-11-06
Concurrent Investment Advisors, LLC
DECREASED177,114196,271-19,157-10%$4.2M$3.7M-$513.7K2026-10-16
Counterpoint Mutual Funds LLC
NEW140,500—+140,500——$2.9M—2026-10-16
Daymark Wealth Partners, LLC
NEW81,333—+81,333——$1.7M—2026-11-04
Accurate Wealth Management, LLC
INCREASED72,24263,013+9,229+15%$1.3M$1.5M+$154.3K2026-10-20
Partners Wealth Management, LLC
NEW36,351—+36,351——$755.0K—2026-10-28
Perigon Wealth Management, LLC
NEW32,940—+32,940——$684.2K—2026-10-22
Savant Capital, LLC
NEW32,287—+32,287——$670.6K—2026-11-06
WealthPlan Investment Management, LLC
NEW19,424—+19,424——$403.4K—2026-10-15
Jacobi Capital Management LLC
INCREASED12,92111,692+1,229+11%$249.7K$268.4K+$18.6K2026-11-05
IFP Advisors, Inc
NEW11,949—+11,949——$248.2K—2026-10-16
West Michigan Advisors, LLC
DECREASED10,90313,444-2,541-19%$287.2K$226.5K-$60.7K2026-11-09
Atria Investments, Inc
CLOSED015,667-15,667-100%$334.6K$0-$334.6K2026-10-15
World Equity Group, Inc.
CLOSED012,204-12,204-100%$260.7K$0-$260.7K2026-10-14
Fifth Third Bancorp
CLOSED067-67-100%$1.4K$0-$1.4K2026-11-05
Integrated Wealth Concepts LLC
N/A—130,685-130,685-100%$2.8M———
JPMorgan Chase & Co
N/A—124,314-124,314-100%$2.7M———
Osaic Holdings, Inc.
N/A—87,041-87,041-100%$1.9M———
Citadel Advisors LLC
N/A—46,157-46,157-100%$985.9K———
Cetera Investment Advisers
N/A—43,846-43,846-100%$936.6K———
NewEdge Advisors, LLC
N/A—28,650-28,650-100%$612.0K———
Susquehanna International Group, LLP
N/A—17,059-17,059-100%$364.4K———
Morgan Stanley
N/A—4,559-4,559-100%$97.4K———
Luminist Capital LLC
N/A—1,150-1,150-100%$24.6K———
Global Retirement Partners, LLC
N/A—691-691-100%$14.8K———
Showing 25 of 25 institutions