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FR Short-Term Muni Inc ETF (FTMS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,174,509 from 6,712,644
Change+461,865 (+7%)
Value$69.7M (+$3.1M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares1,907,329 from 817,591
Change+1,089,738 (+133%)
Value$18.6M (+$10.4M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares804,919 from 570,452
Change+234,467 (+41%)
Value$7.8M (+$2.2M)
Filed 2026-11-06
Iron Financial LLC
INCREASED
Shares449,257 from 444,917
Change+4,340 (+1%)
Value$4.4M (-$53.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares439,567 from 485,382
Change-45,815 (-9%)
Value$4.3M (-$550.1K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares221,555 from 190,626
Change+30,929 (+16%)
Value$2.2M (+$260.0K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares55,600 from 101,341
Change-45,741 (-45%)
Value$541.0K (-$466.8K)
Filed 2026-10-16
Merit Financial Group, LLC
UNCHANGED
Shares46,642 from 46,642
Change0 (0%)
Value$453.8K (-$10.0K)
Filed 2026-11-06
Occidental Asset Management, LLC
INCREASED
Shares41,000 from 15,000
Change+26,000 (+173%)
Value$398.9K (+$249.8K)
Filed 2026-11-05
Balboa Wealth Partners
INCREASED
Shares38,004 from 35,885
Change+2,119 (+6%)
Value$369.8K (+$12.9K)
Filed 2026-10-20
Formidable Asset Management, LLC
DECREASED
Shares36,286 from 36,690
Change-404 (-1%)
Value$360.9K (-$2.5K)
Filed 2026-11-03
Uptick Partners, LLC
NEW
Shares30,706
Change+30,706
Value$298.8K
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares25,270 from 23,450
Change+1,820 (+8%)
Value$245.9K (+$12.7K)
Filed 2026-11-04
GGM Financial LLC
INCREASED
Shares24,240 from 24,042
Change+198 (+1%)
Value$235.9K (-$3.2K)
Filed 2026-11-05
Beam Wealth Advisors, Inc.
DECREASED
Shares23,580 from 26,579
Change-2,999 (-11%)
Value$229.4K (-$34.9K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$194.6K (-$4.3K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW
Shares16,000
Change+16,000
Value$155.7K
Filed 2026-10-14
Indivisible Partners
NEW
Shares15,283
Change+15,283
Value$148.7K
Filed 2026-10-26
HUB Investment Partners, LLC
NEW
Shares13,093
Change+13,093
Value$127.4K
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$11.4K (-$252)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$9.4K (-$208)
Filed 2026-10-08
Cetera Investment Advisers
N/A
Shares— from 686,419
Change-686,419 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 597,222
Change-597,222 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 587,973
Change-587,973 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 481,696
Change-481,696 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 332,654
Change-332,654 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 183,254
Change-183,254 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,829
Change-118,829 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 89,854
Change-89,854 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 80,563
Change-80,563 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,551
Change-74,551 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 67,397
Change-67,397 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 56,638
Change-56,638 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 53,670
Change-53,670 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 47,601
Change-47,601 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,265
Change-44,265 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 42,254
Change-42,254 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 20,770
Change-20,770 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,080
Change-20,080 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 15,751
Change-15,751 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 0
Change0
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED7,174,5096,712,644+461,865+7%$66.6M$69.7M+$3.1M2026-10-13
Vise Technologies, Inc.
INCREASED1,907,329817,591+1,089,738+133%$8.1M$18.6M+$10.4M2026-10-29
LPL Financial LLC
INCREASED804,919570,452+234,467+41%$5.7M$7.8M+$2.2M2026-11-06
Iron Financial LLC
INCREASED449,257444,917+4,340+1%$4.4M$4.4M-$53.4K2026-10-23
Commonwealth Equity Services, LLC
DECREASED439,567485,382-45,815-9%$4.8M$4.3M-$550.1K2026-11-02
Investmark Advisory Group LLC
INCREASED221,555190,626+30,929+16%$1.9M$2.2M+$260.0K2026-10-27
Concurrent Investment Advisors, LLC
DECREASED55,600101,341-45,741-45%$1.0M$541.0K-$466.8K2026-10-16
Merit Financial Group, LLC
UNCHANGED46,64246,64200%$463.9K$453.8K-$10.0K2026-11-06
Occidental Asset Management, LLC
INCREASED41,00015,000+26,000+173%$149.2K$398.9K+$249.8K2026-11-05
Balboa Wealth Partners
INCREASED38,00435,885+2,119+6%$356.9K$369.8K+$12.9K2026-10-20
Formidable Asset Management, LLC
DECREASED36,28636,690-404-1%$363.4K$360.9K-$2.5K2026-11-03
Uptick Partners, LLC
NEW30,706—+30,706——$298.8K—2026-11-04
Creative Financial Designs Inc
INCREASED25,27023,450+1,820+8%$233.2K$245.9K+$12.7K2026-11-04
GGM Financial LLC
INCREASED24,24024,042+198+1%$239.1K$235.9K-$3.2K2026-11-05
Beam Wealth Advisors, Inc.
DECREASED23,58026,579-2,999-11%$264.3K$229.4K-$34.9K2026-11-03
Clear Creek Financial Management, LLC
UNCHANGED20,00020,00000%$198.9K$194.6K-$4.3K2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW16,000—+16,000——$155.7K—2026-10-14
Indivisible Partners
NEW15,283—+15,283——$148.7K—2026-10-26
HUB Investment Partners, LLC
NEW13,093—+13,093——$127.4K—2026-11-03
IFP Advisors, Inc
UNCHANGED1,1711,17100%$11.6K$11.4K-$2522026-10-16
Farther Finance Advisors, LLC
UNCHANGED96896800%$9.6K$9.4K-$2082026-10-08
Cetera Investment Advisers
N/A—686,419-686,419-100%$6.8M———
Raymond James Financial Inc
N/A—597,222-597,222-100%$5.9M———
NewEdge Advisors, LLC
N/A—587,973-587,973-100%$5.8M———
JPMorgan Chase & Co
N/A—481,696-481,696-100%$4.8M———
Jones Financial Companies Lllp
N/A—332,654-332,654-100%$3.3M———
Elequin Capital, LP
N/A—183,254-183,254-100%$1.8M———
Private Advisor Group, LLC
N/A—118,829-118,829-100%$1.2M———
Stonebridge Financial Group, LLC / MO
N/A—89,854-89,854-100%$893.6K———
Osaic Holdings, Inc.
N/A—80,563-80,563-100%$801.4K———
MML Investors Services, LLC
N/A—74,551-74,551-100%$741.4K———
Jane Street Group, LLC
N/A—67,397-67,397-100%$670.3K———
Mutual Advisors, LLC
N/A—56,638-56,638-100%$563.3K———
Goldman Sachs Group Inc
N/A—53,670-53,670-100%$533.7K———
Mercer Global Advisors Inc
N/A—47,601-47,601-100%$473.4K———
Northwestern Mutual Wealth Management Co
N/A—44,265-44,265-100%$440.2K———
Envestnet Asset Management Inc
N/A—42,254-42,254-100%$420.2K———
Old Mission Capital LLC
N/A—20,770-20,770-100%$206.6K———
Sanctuary Advisors, LLC
N/A—20,080-20,080-100%$199.7K———
Fiduciary Trust Co
N/A—15,751-15,751-100%$156.6K———
Regal Investment Advisors LLC
N/A—15,000-15,000-100%$149.2K———
Global Retirement Partners, LLC
N/A—4,200-4,200-100%$41.8K———
AE Wealth Management LLC
N/A—3,234-3,234-100%$32.2K———
Royal Bank of Canada
N/A—2,878-2,878-100%$29.0K———
FMR LLC
N/A—2,384-2,384-100%$23.7K———
Rockefeller Capital Management L.P.
N/A—00—$0———
Showing 46 of 46 institutions