F/M COM US AGG Bond ETF (CPAG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Stegent Equity Advisors, Inc.

DECREASED

Shares48,913 from 50,013

Change-1,100 (-2%)

Value$4.8M (-$303.8K)

Filed 2026-10-13

Flynn Zito Capital Management, LLC

INCREASED

Shares10,172 from 4,268

Change+5,904 (+138%)

Value$1.0M (+$566.3K)

Filed 2026-11-04

Caliber Wealth Management, LLC / KS

UNCHANGED

Shares7,772 from 7,772

Change0 (0%)

Value$767.4K (-$30.3K)

Filed 2026-11-04

Golden Bell Financial Planning LLC

UNCHANGED

Shares7,472 from 7,472

Change0 (0%)

Value$737.8K (-$29.2K)

Filed 2026-11-02

Family Office Research LLC

UNCHANGED

Shares3,736 from 3,736

Change0 (0%)

Value$368.9K (-$14.6K)

Filed 2026-10-14

Crew Capital Management, Ltd

DECREASED

Shares2,320 from 2,465

Change-145 (-6%)

Value$229.1K (-$23.9K)

Filed 2026-10-28

Farther Finance Advisors, LLC

UNCHANGED

Shares1,147 from 1,147

Change0 (0%)

Value$113.3K (-$4.5K)

Filed 2026-10-08

Dhjj Financial Advisors, Ltd.

INCREASED

Shares929 from 555

Change+374 (+67%)

Value$91.7K (+$34.8K)

Filed 2026-10-23

Essential Partners LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.9K (-$195)

Filed 2026-10-14

ATX Financial Planning, LLC

CLOSED

Shares0 from 2,698

Change-2,698 (-100%)

Value$0 (-$276.9K)

Filed 2026-10-14

Evolution Wealth Management Inc.

CLOSED

Shares0 from 696

Change-696 (-100%)

Value$0 (-$71.4K)

Filed 2026-10-28

Everest Private Wealth

N/A

Shares— from 65,135

Change-65,135 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 29,007

Change-29,007 (-100%)

Value—

N/A

Shares— from 25,252

Change-25,252 (-100%)

Value—

Southeast Asset Advisors, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Signet Private Wealth LLC

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 985

Change-985 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 636

Change-636 (-100%)

Value—

	Status
Stegent Equity Advisors, Inc.	DECREASED	48,913	50,013	-1,100	-2%	$5.1M	$4.8M	-$303.8K	2026-10-13
Flynn Zito Capital Management, LLC	INCREASED	10,172	4,268	+5,904	+138%	$438.1K	$1.0M	+$566.3K	2026-11-04
Caliber Wealth Management, LLC / KS	UNCHANGED	7,772	7,772	0	0%	$797.7K	$767.4K	-$30.3K	2026-11-04
Golden Bell Financial Planning LLC	UNCHANGED	7,472	7,472	0	0%	$766.9K	$737.8K	-$29.2K	2026-11-02
Family Office Research LLC	UNCHANGED	3,736	3,736	0	0%	$383.5K	$368.9K	-$14.6K	2026-10-14
Crew Capital Management, Ltd	DECREASED	2,320	2,465	-145	-6%	$253.0K	$229.1K	-$23.9K	2026-10-28
Farther Finance Advisors, LLC	UNCHANGED	1,147	1,147	0	0%	$117.7K	$113.3K	-$4.5K	2026-10-08
Dhjj Financial Advisors, Ltd.	INCREASED	929	555	+374	+67%	$57.0K	$91.7K	+$34.8K	2026-10-23
Essential Partners LLC	UNCHANGED	50	50	0	0%	$5.1K	$4.9K	-$195	2026-10-14
ATX Financial Planning, LLC	CLOSED	0	2,698	-2,698	-100%	$276.9K	$0	-$276.9K	2026-10-14
Evolution Wealth Management Inc.	CLOSED	0	696	-696	-100%	$71.4K	$0	-$71.4K	2026-10-28
Everest Private Wealth	N/A	—	65,135	-65,135	-100%	$6.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	29,007	-29,007	-100%	$3.0M	—	—	—
&partners	N/A	—	25,252	-25,252	-100%	$2.7M	—	—	—
Southeast Asset Advisors, LLC	N/A	—	5,000	-5,000	-100%	$513.2K	—	—	—
Signet Private Wealth LLC	N/A	—	3,986	-3,986	-100%	$409.1K	—	—	—
Royal Bank of Canada	N/A	—	985	-985	-100%	$101.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	636	-636	-100%	$65.3K	—	—	—

Showing 18 of 18 institutions