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ST STR SPD S&P GLO Div-US in (WDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares78,222 from 25,059
Change+53,163 (+212%)
Value$6.4M (+$4.4M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares21,999 from 4,273
Change+17,726 (+415%)
Value$1.8M (+$1.4M)
Filed 2026-10-08
Seneca Financial Advisors LLC
DECREASED
Shares17,733 from 18,419
Change-686 (-4%)
Value$1.4M (-$29.4K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares17,486 from 15,725
Change+1,761 (+11%)
Value$1.4M (+$165.7K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares16,089 from 16,080
Change+9 (+0%)
Value$1.3M (+$23.7K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares13,556 from 13,751
Change-195 (-1%)
Value$1.1M (+$3.8K)
Filed 2026-10-30
Key Capital Management, Inc
DECREASED
Shares13,386 from 13,448
Change-62 (0%)
Value$1.1M (+$14.2K)
Filed 2026-11-03
Crescent Sterling, Ltd.
INCREASED
Shares11,691 from 10,385
Change+1,306 (+13%)
Value$950.9K (+$121.1K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,844 from 9,748
Change+96 (+1%)
Value$797.8K (+$5.0K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares9,400
Change+9,400
Value$764.6K
Filed 2026-11-03
LifeWealth Investments, LLC
INCREASED
Shares8,275 from 7,052
Change+1,223 (+17%)
Value$673.1K (+$109.6K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares6,597 from 6,661
Change-64 (-1%)
Value$536.5K (+$4.3K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED
Shares5,041 from 5,067
Change-26 (-1%)
Value$410.0K (+$5.1K)
Filed 2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,781 from 5,667
Change-886 (-16%)
Value$388.9K (-$64.0K)
Filed 2026-10-26
Buckhead Capital Management LLC
INCREASED
Shares4,200 from 4,190
Change+10 (+0%)
Value$341.6K (+$6.8K)
Filed 2026-11-03
Compagnie Lombard Odier SCmA
DECREASED
Shares3,860 from 6,285
Change-2,425 (-39%)
Value$314.0K (-$188.3K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,595 from 3,590
Change+5 (+0%)
Value$292 (-$286.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares3,506 from 3,313
Change+193 (+6%)
Value$285.2K (+$20.4K)
Filed 2026-11-02
Richardson Capital Management LLC
UNCHANGED
Shares3,086 from 3,086
Change0 (0%)
Value$251.0K (+$4.4K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares2,721 from 2,811
Change-90 (-3%)
Value$221.3K (-$3.3K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares2,335 from 2,335
Change0 (0%)
Value$189.9K (+$3.3K)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares2,319 from 2,356
Change-37 (-2%)
Value$188.6K (+$327)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares2,080 from 1,892
Change+188 (+10%)
Value$169.2K (+$18.0K)
Filed 2026-11-02
Raleigh Capital Management Inc.
INCREASED
Shares1,661 from 1,625
Change+36 (+2%)
Value$135.1K (+$5.2K)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares1,327 from 1,642
Change-315 (-19%)
Value$107.9K (-$27.9K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares771 from 789
Change-18 (-2%)
Value$62.7K (-$335)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$51.7K (+$908)
Filed 2026-10-20
Accordant Advisory Group Inc
DECREASED
Shares629 from 2,987
Change-2,358 (-79%)
Value$51.2K (-$187.5K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
DECREASED
Shares501 from 565
Change-64 (-11%)
Value$40.8K (-$4.4K)
Filed 2026-10-13
Montgomery Financial Services LLC
INCREASED
Shares474 from 244
Change+230 (+94%)
Value$38.6K (+$19.1K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares353 from 384
Change-31 (-8%)
Value$28.7K (-$2.0K)
Filed 2026-10-22
Networth Advisors, LLC
INCREASED
Shares230 from 229
Change+1 (+0%)
Value$18.7K (+$408)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares161 from 159
Change+2 (+1%)
Value$13.1K (+$355)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$12.5K (+$220)
Filed 2026-10-14
Evolution Wealth Management Inc.
NEW
Shares72
Change+72
Value$5.9K
Filed 2026-10-28
Elevated Capital Advisors, LLC
NEW
Shares54
Change+54
Value$4.4K
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares28 from 13
Change+15 (+115%)
Value$2.3K (+$1.2K)
Filed 2026-10-22
Assetmark, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$81 (+$1)
Filed 2026-10-21
Centennial Advisors, LLC
CLOSED
Shares0 from 2,515
Change-2,515 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$78.5K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 246,742
Change-246,742 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 130,841
Change-130,841 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 118,640
Change-118,640 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 116,218
Change-116,218 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 111,605
Change-111,605 (-100%)
Value—
State Street Corp
N/A
Shares— from 87,600
Change-87,600 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 49,333
Change-49,333 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 38,095
Change-38,095 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 35,593
Change-35,593 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,426
Change-29,426 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,017
Change-29,017 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,716
Change-19,716 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,192
Change-15,192 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,365
Change-12,365 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,740
Change-8,740 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 521
Change-521 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 300
Change-300 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Blair William & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 144
Change-144 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 129
Change-129 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 121
Change-121 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 84
Change-84 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Status
Citigroup Inc
INCREASED78,22225,059+53,163+212%$2.0M$6.4M+$4.4M2026-11-04
Farther Finance Advisors, LLC
INCREASED21,9994,273+17,726+415%$341.4K$1.8M+$1.4M2026-10-08
Seneca Financial Advisors LLC
DECREASED17,73318,419-686-4%$1.5M$1.4M-$29.4K2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED17,48615,725+1,761+11%$1.3M$1.4M+$165.7K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED16,08916,080+9+0%$1.3M$1.3M+$23.7K2026-10-23
Truist Financial Corp
DECREASED13,55613,751-195-1%$1.1M$1.1M+$3.8K2026-10-30
Key Capital Management, Inc
DECREASED13,38613,448-620%$1.1M$1.1M+$14.2K2026-11-03
Crescent Sterling, Ltd.
INCREASED11,69110,385+1,306+13%$829.8K$950.9K+$121.1K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED9,8449,748+96+1%$792.8K$797.8K+$5.0K2026-10-13
Ascentis Independent Advisors
NEW9,400—+9,400——$764.6K—2026-11-03
LifeWealth Investments, LLC
INCREASED8,2757,052+1,223+17%$563.5K$673.1K+$109.6K2026-10-21
Simplicity Wealth,LLC
DECREASED6,5976,661-64-1%$532.3K$536.5K+$4.3K2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED5,0415,067-26-1%$404.9K$410.0K+$5.1K2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED4,7815,667-886-16%$452.9K$388.9K-$64.0K2026-10-26
Buckhead Capital Management LLC
INCREASED4,2004,190+10+0%$334.8K$341.6K+$6.8K2026-11-03
Compagnie Lombard Odier SCmA
DECREASED3,8606,285-2,425-39%$502.2K$314.0K-$188.3K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED3,5953,590+5+0%$287.0K$292-$286.7K2026-11-02
Kestra Advisory Services, LLC
INCREASED3,5063,313+193+6%$264.8K$285.2K+$20.4K2026-11-02
Richardson Capital Management LLC
UNCHANGED3,0863,08600%$246.6K$251.0K+$4.4K2026-10-23
Kingdom Financial Group Llc.
DECREASED2,7212,811-90-3%$224.6K$221.3K-$3.3K2026-11-04
Key FInancial Inc
UNCHANGED2,3352,33500%$186.6K$189.9K+$3.3K2026-11-02
Larson Financial Group LLC
DECREASED2,3192,356-37-2%$188.3K$188.6K+$3272026-11-05
Lloyd Advisory Services, Llc.
INCREASED2,0801,892+188+10%$151.2K$169.2K+$18.0K2026-11-02
Raleigh Capital Management Inc.
INCREASED1,6611,625+36+2%$129.9K$135.1K+$5.2K2026-10-28
Compass Financial Management LLC
DECREASED1,3271,642-315-19%$135.9K$107.9K-$27.9K2026-10-30
Fifth Third Bancorp
DECREASED771789-18-2%$63.0K$62.7K-$3352026-11-05
Private Trust Co NA
UNCHANGED63563500%$50.7K$51.7K+$9082026-10-20
Accordant Advisory Group Inc
DECREASED6292,987-2,358-79%$238.7K$51.2K-$187.5K2026-10-29
Harbor Investment Advisory, LLC
DECREASED501565-64-11%$45.1K$40.8K-$4.4K2026-10-13
Montgomery Financial Services LLC
INCREASED474244+230+94%$19.5K$38.6K+$19.1K2026-11-03
SBI Securities Co., Ltd.
DECREASED353384-31-8%$30.7K$28.7K-$2.0K2026-10-22
Networth Advisors, LLC
INCREASED230229+1+0%$18.3K$18.7K+$4082026-11-03
Tounjian Advisory Partners, LLC
INCREASED161159+2+1%$12.7K$13.1K+$3552026-11-04
Triumph Capital Management
UNCHANGED15415400%$12.3K$12.5K+$2202026-10-14
Evolution Wealth Management Inc.
NEW72—+72——$5.9K—2026-10-28
Elevated Capital Advisors, LLC
NEW54—+54——$4.4K—2026-11-04
Sterling Capital Management LLC
INCREASED2813+15+115%$1.0K$2.3K+$1.2K2026-10-22
Assetmark, Inc
UNCHANGED1100%$80$81+$12026-10-21
Centennial Advisors, LLC
CLOSED02,515-2,515-100%$201.0K$0-$201.0K2026-10-21
Cornerstone Planning Group LLC
CLOSED0948-948-100%$78.5K$0-$78.5K2026-10-16
AdvisorNet Financial, Inc
CLOSED0145-145-100%$11.6K$0-$11.6K2026-10-15
CoreCap Advisors, LLC
CLOSED022-22-100%$1.8K$0-$1.8K2026-10-08
AE Wealth Management LLC
N/A—246,742-246,742-100%$19.7M———
LPL Financial LLC
N/A—130,841-130,841-100%$10.5M———
Kingsview Wealth Management, LLC
N/A—118,640-118,640-100%$9.5M———
Bank of America Corp
N/A—116,218-116,218-100%$9.3M———
Morgan Stanley
N/A—111,605-111,605-100%$8.9M———
State Street Corp
N/A—87,600-87,600-100%$7.0M———
Raymond James Financial Inc
N/A—49,333-49,333-100%$3.9M———
Ameriprise Financial Inc
N/A—38,095-38,095-100%$3.0M———
Wealthspire Advisors, LLC
N/A—35,593-35,593-100%$2.8M———
Royal Bank of Canada
N/A—29,426-29,426-100%$2.4M———
Mariner, LLC
N/A—29,017-29,017-100%$2.3M———
Captrust Financial Advisors
N/A—19,716-19,716-100%$1.6M———
Envestnet Asset Management Inc
N/A—15,192-15,192-100%$1.2M———
AQR Capital Management LLC
N/A—12,365-12,365-100%$988.1K———
Brown Brothers Harriman & Co
N/A—8,740-8,740-100%$698.4K———
Goldman Sachs Group Inc
N/A—5,885-5,885-100%$470.3K———
Osaic Holdings, Inc.
N/A—5,453-5,453-100%$435.7K———
Cetera Investment Advisers
N/A—4,803-4,803-100%$383.8K———
Foundations Investment Advisors, LLC
N/A—4,756-4,756-100%$380.0K———
Allie Family Office LLC
N/A—4,455-4,455-100%$356.0K———
CIBC Bancorp USA Inc.
N/A—3,999-3,999-100%$319.6K———
UBS Group AG
N/A—3,686-3,686-100%$294.5K———
Wells Fargo & Company
N/A—3,232-3,232-100%$258.3K———
Janney Montgomery Scott LLC
N/A—3,136-3,136-100%$251.0K———
Rockefeller Capital Management L.P.
N/A—3,008-3,008-100%$240.4K———
Private Advisor Group, LLC
N/A—2,867-2,867-100%$229.1K———
FLP Wealth Management, LLC
N/A—2,751-2,751-100%$219.8K———
Stifel Financial Corp
N/A—2,642-2,642-100%$211.1K———
Barclays PLC
N/A—1,880-1,880-100%$150.2K———
FMR LLC
N/A—1,832-1,832-100%$146.4K———
BFC Planning, Inc.
N/A—1,561-1,561-100%$124.7K———
Jones Financial Companies Lllp
N/A—1,505-1,505-100%$120.9K———
Ameritas Advisory Services, LLC
N/A—1,444-1,444-100%$115.4K———
BlackRock, Inc.
N/A—590-590-100%$47.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—521-521-100%$41.6K———
Steward Partners Investment Advisory, LLC
N/A—414-414-100%$33.1K———
Federation des caisses Desjardins du Quebec
N/A—300-300-100%$24.0K———
Tidemark, LLC
N/A—223-223-100%$17.8K———
Blair William & Co
N/A—200-200-100%$16.0K———
National Bank of Canada
N/A—144-144-100%$11.5K———
Geneos Wealth Management Inc.
N/A—129-129-100%$10.3K———
FAS Wealth Partners, Inc.
N/A—121-121-100%$9.6K———
JPMorgan Chase & Co
N/A—84-84-100%$6.7K———
PNC Financial Services Group, Inc.
N/A—56-56-100%$4.5K———
Aptus Capital Advisors, LLC
N/A—22-22-100%$1.8K———
Showing 87 of 87 institutions