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Longview Advantage ETF (EBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hill Island Financial LLC
INCREASED
Shares1,175,297 from 1,108,928
Change+66,369 (+6%)
Value$76.9M (+$4.9M)
Filed 2026-10-20
BetterWealth, LLC
DECREASED
Shares581,424 from 582,580
Change-1,156 (0%)
Value$38.0M (+$199.8K)
Filed 2026-10-15
TCI Wealth Advisors, Inc.
UNCHANGED
Shares336,794 from 336,794
Change0 (0%)
Value$22.0M (+$159.2K)
Filed 2026-10-30
Aire Advisors, LLC
DECREASED
Shares330,888 from 333,006
Change-2,118 (-1%)
Value$21.6M (+$18.9K)
Filed 2026-10-22
New Capital Management LP
DECREASED
Shares211,922 from 213,409
Change-1,487 (-1%)
Value$13.9M (+$3.6K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares187,741 from 187,741
Change0 (0%)
Value$12.3M (+$88.8K)
Filed 2026-10-27
Trellis Wealth Advisors LLC
UNCHANGED
Shares167,405 from 167,405
Change0 (0%)
Value$11.0M (+$79.1K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
UNCHANGED
Shares111,311 from 111,311
Change0 (0%)
Value$7.4M (+$137.3K)
Filed 2026-10-27
Berkeley, Inc
NEW
Shares101,773
Change+101,773
Value$6.7M
Filed 2026-10-20
Hill Investment Group Partners, LLC
N/A
Shares— from 6,276,328
Change-6,276,328 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 126,978
Change-126,978 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 110,099
Change-110,099 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 68,568
Change-68,568 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 26,551
Change-26,551 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,161
Change-23,161 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,038
Change-14,038 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,989
Change-13,989 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Status
Hill Island Financial LLC
INCREASED1,175,2971,108,928+66,369+6%$72.0M$76.9M+$4.9M2026-10-20
BetterWealth, LLC
DECREASED581,424582,580-1,1560%$37.8M$38.0M+$199.8K2026-10-15
TCI Wealth Advisors, Inc.
UNCHANGED336,794336,79400%$21.9M$22.0M+$159.2K2026-10-30
Aire Advisors, LLC
DECREASED330,888333,006-2,118-1%$21.6M$21.6M+$18.9K2026-10-22
New Capital Management LP
DECREASED211,922213,409-1,487-1%$13.9M$13.9M+$3.6K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED187,741187,74100%$12.2M$12.3M+$88.8K2026-10-27
Trellis Wealth Advisors LLC
UNCHANGED167,405167,40500%$10.9M$11.0M+$79.1K2026-10-19
Chicago Partners Investment Group LLC
UNCHANGED111,311111,31100%$7.3M$7.4M+$137.3K2026-10-27
Berkeley, Inc
NEW101,773—+101,773——$6.7M—2026-10-20
Hill Investment Group Partners, LLC
N/A—6,276,328-6,276,328-100%$407.7M———
Moneta Group Investment Advisors LLC
N/A—126,978-126,978-100%$8.2M———
Quantinno Capital Management LP
N/A—110,099-110,099-100%$7.2M———
Mosaic Family Wealth Partners, LLC
N/A—68,568-68,568-100%$4.5M———
GTS Securities LLC
N/A—26,551-26,551-100%$1.7M———
Stifel Financial Corp
N/A—23,161-23,161-100%$1.5M———
HighTower Advisors, LLC
N/A—14,038-14,038-100%$911.8K———
Morgan Stanley
N/A—13,989-13,989-100%$908.6K———
Mariner, LLC
N/A—9,650-9,650-100%$626.8K———
Showing 18 of 18 institutions