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SS Spdr Global DOW ETF (DGT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HUB Investment Partners, LLC
INCREASED
Shares90,352 from 84,798
Change+5,554 (+7%)
Value$16.8M (+$1.1M)
Filed 2026-11-03
Fagan Associates, Inc.
DECREASED
Shares74,216 from 75,104
Change-888 (-1%)
Value$13.8M (-$100.1K)
Filed 2026-10-13
Intact Investment Management Inc.
UNCHANGED
Shares73,266 from 73,266
Change0 (0%)
Value$13.6M (+$63.3K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares63,043 from 61,093
Change+1,950 (+3%)
Value$11.7K (-$11.3M)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares42,756 from 33,003
Change+9,753 (+30%)
Value$7.9M (+$1.8M)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
INCREASED
Shares29,453 from 25,173
Change+4,280 (+17%)
Value$5.5M (+$789.0K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares24,705 from 22,994
Change+1,711 (+7%)
Value$4.6M (+$337.6K)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares10,477 from 11,127
Change-650 (-6%)
Value$2.0M (-$97.4K)
Filed 2026-10-15
Meridian Investment Counsel Inc.
DECREASED
Shares9,921 from 9,971
Change-50 (0%)
Value$1.8M (-$671)
Filed 2026-10-14
Systelligence, LLC
DECREASED
Shares8,895 from 79,315
Change-70,420 (-89%)
Value$3.1M (-$11.5M)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares5,650 from 6,427
Change-777 (-12%)
Value$1.0M (-$138.6K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,959 from 4,153
Change+806 (+19%)
Value$920.7K (+$153.3K)
Filed 2026-10-13
Arcadia Investment Advisors LLC
UNCHANGED
Shares4,867 from 4,867
Change0 (0%)
Value$903.6K (+$4.2K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares4,701 from 4,306
Change+395 (+9%)
Value$872.7K (+$77.0K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares3,696 from 3,219
Change+477 (+15%)
Value$686.2K (+$91.4K)
Filed 2026-11-02
Michels Family Financial, LLC
DECREASED
Shares3,345 from 3,367
Change-22 (-1%)
Value$621.0K (-$1.2K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares3,273 from 4,352
Change-1,079 (-25%)
Value$607.7K (-$196.7K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares2,620 from 2,749
Change-129 (-5%)
Value$486.5K (-$21.5K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,265 from 2,312
Change-47 (-2%)
Value$422.1K (-$7.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares2,120 from 2,117
Change+3 (+0%)
Value$393.6K (+$2.4K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$390.6K (+$1.8K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares2,009 from 2,200
Change-191 (-9%)
Value$373.0K (-$33.6K)
Filed 2026-10-20
Creekside Partners
UNCHANGED
Shares1,762 from 1,762
Change0 (0%)
Value$327.1K (+$1.5K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares1,538 from 1,604
Change-66 (-4%)
Value$285.5K (-$10.9K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares1,475 from 1,472
Change+3 (+0%)
Value$273.8K (+$1.8K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares1,242 from 1,247
Change-5 (0%)
Value$230.5K (+$183)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$217.6K (+$1.0K)
Filed 2026-10-30
North Star Investment Management Corp.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$185.7K (+$864)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$182.3K (+$848)
Filed 2026-10-08
Main Street Group, LTD
INCREASED
Shares198 from 184
Change+14 (+8%)
Value$36.7K (+$2.7K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares144 from 146
Change-2 (-1%)
Value$26.7K (-$362)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares124
Change+124
Value$23.0K
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.6K (+$87)
Filed 2026-10-20
Archer Investment Corp
INCREASED
Shares85 from 30
Change+55 (+183%)
Value$15.8K (+$10.2K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$15.6K (+$73)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.6K (+$26)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares10
Change+10
Value$1.9K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.7K (+$8)
Filed 2026-11-03
Central Pacific Bank - Trust Division
NEW
Shares8
Change+8
Value$1.5K
Filed 2026-10-06
McMill Wealth Management
CLOSED
Shares0 from 7,054
Change-7,054 (-100%)
Value$0 (-$428.8K)
Filed 2026-11-05
Fifth Third Securities, Inc.
CLOSED
Shares0 from 1,748
Change-1,748 (-100%)
Value$0 (-$323.0K)
Filed 2026-10-21
Obsidian CIO, LLC
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$77.3K)
Filed 2026-11-05
Convergence Financial, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-27
Sigma Planning Corp
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 249,129
Change-249,129 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 182,736
Change-182,736 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 87,866
Change-87,866 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 84,414
Change-84,414 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 80,007
Change-80,007 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 77,442
Change-77,442 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 47,949
Change-47,949 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 38,880
Change-38,880 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 36,518
Change-36,518 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 30,391
Change-30,391 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29,706
Change-29,706 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,244
Change-27,244 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,046
Change-24,046 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 23,867
Change-23,867 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 19,166
Change-19,166 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 17,172
Change-17,172 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 15,463
Change-15,463 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,123
Change-15,123 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,759
Change-14,759 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,616
Change-14,616 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,965
Change-13,965 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 12,898
Change-12,898 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
FMR LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 477
Change-477 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 430
Change-430 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 380
Change-380 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 103
Change-103 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 56
Change-56 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
HUB Investment Partners, LLC
INCREASED90,35284,798+5,554+7%$15.7M$16.8M+$1.1M2026-11-03
Fagan Associates, Inc.
DECREASED74,21675,104-888-1%$13.9M$13.8M-$100.1K2026-10-13
Intact Investment Management Inc.
UNCHANGED73,26673,26600%$13.5M$13.6M+$63.3K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED63,04361,093+1,950+3%$11.3M$11.7K-$11.3M2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED42,75633,003+9,753+30%$6.1M$7.9M+$1.8M2026-10-16
ARQ Wealth Advisors, LLC
INCREASED29,45325,173+4,280+17%$4.7M$5.5M+$789.0K2026-10-29
Meridian Wealth Management, LLC
INCREASED24,70522,994+1,711+7%$4.2M$4.6M+$337.6K2026-11-05
AdvisorNet Financial, Inc
DECREASED10,47711,127-650-6%$2.1M$2.0M-$97.4K2026-10-15
Meridian Investment Counsel Inc.
DECREASED9,9219,971-500%$1.8M$1.8M-$6712026-10-14
Systelligence, LLC
DECREASED8,89579,315-70,420-89%$14.7M$3.1M-$11.5M2026-11-05
Compound Planning, Inc.
DECREASED5,6506,427-777-12%$1.2M$1.0M-$138.6K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED4,9594,153+806+19%$767.4K$920.7K+$153.3K2026-10-13
Arcadia Investment Advisors LLC
UNCHANGED4,8674,86700%$899.4K$903.6K+$4.2K2026-10-13
Perryman Financial Advisory Inc
INCREASED4,7014,306+395+9%$795.7K$872.7K+$77.0K2026-10-16
Commonwealth Equity Services, LLC
INCREASED3,6963,219+477+15%$594.8K$686.2K+$91.4K2026-11-02
Michels Family Financial, LLC
DECREASED3,3453,367-22-1%$622.2K$621.0K-$1.2K2026-11-02
Nations Financial Group Inc,
DECREASED3,2734,352-1,079-25%$804.3K$607.7K-$196.7K2026-11-05
Vise Technologies, Inc.
DECREASED2,6202,749-129-5%$508.0K$486.5K-$21.5K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED2,2652,312-47-2%$429.2K$422.1K-$7.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED2,1202,117+3+0%$391.2K$393.6K+$2.4K2026-11-02
BlueChip Wealth Advisors LLC
UNCHANGED2,1042,10400%$388.8K$390.6K+$1.8K2026-11-03
Integrated Advisors Network LLC
DECREASED2,0092,200-191-9%$406.6K$373.0K-$33.6K2026-10-20
Creekside Partners
UNCHANGED1,7621,76200%$325.6K$327.1K+$1.5K2026-11-04
Fifth Third Bancorp
DECREASED1,5381,604-66-4%$296.4K$285.5K-$10.9K2026-11-05
Private Trust Co NA
INCREASED1,4751,472+3+0%$272.1K$273.8K+$1.8K2026-10-20
Farther Finance Advisors, LLC
DECREASED1,2421,247-50%$230.4K$230.5K+$1832026-10-08
Joseph P. Lucia & Associates, LLC
UNCHANGED1,1721,17200%$216.6K$217.6K+$1.0K2026-10-30
North Star Investment Management Corp.
UNCHANGED1,0001,00000%$184.8K$185.7K+$8642026-10-27
CoreCap Advisors, LLC
UNCHANGED98298200%$181.5K$182.3K+$8482026-10-08
Main Street Group, LTD
INCREASED198184+14+8%$34.0K$36.7K+$2.7K2026-10-28
Larson Financial Group LLC
DECREASED144146-2-1%$27.1K$26.7K-$3622026-11-05
US Bancorp \de\
NEW124—+124——$23.0K—2026-11-05
Arlington Trust Co LLC
UNCHANGED10010000%$18.5K$18.6K+$872026-10-20
Archer Investment Corp
INCREASED8530+55+183%$5.5K$15.8K+$10.2K2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED848400%$15.5K$15.6K+$732026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED303000%$5.5K$5.6K+$262026-10-30
Rossby Financial, LCC
NEW10—+10——$1.9K—2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED9900%$1.7K$1.7K+$82026-11-03
Central Pacific Bank - Trust Division
NEW8—+8——$1.5K—2026-10-06
McMill Wealth Management
CLOSED07,054-7,054-100%$428.8K$0-$428.8K2026-11-05
Fifth Third Securities, Inc.
CLOSED01,748-1,748-100%$323.0K$0-$323.0K2026-10-21
Obsidian CIO, LLC
CLOSED01,271-1,271-100%$77.3K$0-$77.3K2026-11-05
Convergence Financial, LLC
CLOSED01,200-1,200-100%$221.8K$0-$221.8K2026-10-27
Sigma Planning Corp
CLOSED01,137-1,137-100%$210.2K$0-$210.2K2026-10-23
Tucker Asset Management LLC
CLOSED050-50-100%$9.2K$0-$9.2K2026-10-29
LPL Financial LLC
N/A—249,129-249,129-100%$46.0M———
Morgan Stanley
N/A—182,736-182,736-100%$33.8M———
Baltimore-Washington Financial Advisors, Inc.
N/A—87,866-87,866-100%$16.2M———
Ameriprise Financial Inc
N/A—84,414-84,414-100%$15.6M———
Members Advisory Group LLC
N/A—80,007-80,007-100%$14.8M———
Cetera Investment Advisers
N/A—77,442-77,442-100%$14.3M———
Jones Financial Companies Lllp
N/A—47,949-47,949-100%$8.8M———
Bleakley Financial Group, LLC
N/A—38,880-38,880-100%$7.2M———
Flow Traders U.S. LLC
N/A—36,518-36,518-100%$6.7M———
Main Street Financial Solutions, LLC
N/A—30,391-30,391-100%$5.6M———
Osaic Holdings, Inc.
N/A—29,706-29,706-100%$5.5M———
Northwestern Mutual Wealth Management Co
N/A—27,244-27,244-100%$5.0M———
Bank of America Corp
N/A—24,046-24,046-100%$4.4M———
Fortis Advisors, LLC
N/A—23,867-23,867-100%$4.4M———
Roundview Capital LLC
N/A—19,166-19,166-100%$3.5M———
Gotham Asset Management, LLC
N/A—17,172-17,172-100%$3.2M———
Wells Fargo & Company
N/A—15,463-15,463-100%$2.9M———
Silver OAK Securities, Incorporated
N/A—15,199-15,199-100%$2.8M———
Nwam LLC
N/A—15,123-15,123-100%$2.8M———
Raymond James Financial Inc
N/A—14,759-14,759-100%$2.7M———
UBS Group AG
N/A—14,616-14,616-100%$2.7M———
Jane Street Group, LLC
N/A—14,352-14,352-100%$2.7M———
Envestnet Asset Management Inc
N/A—13,965-13,965-100%$2.6M———
Asset Management Group, Inc.
N/A—12,898-12,898-100%$2.4M———
Equitable Holdings, Inc.
N/A—11,898-11,898-100%$2.2M———
Thoroughbred Financial Services, LLC
N/A—6,628-6,628-100%$1.2M———
Janney Montgomery Scott LLC
N/A—6,480-6,480-100%$1.2M———
NewEdge Advisors, LLC
N/A—5,733-5,733-100%$1.1M———
IHT Wealth Management, LLC
N/A—4,635-4,635-100%$856.4K———
Arkadios Wealth Advisors
N/A—4,322-4,322-100%$798.5K———
Stratos Wealth Partners, Ltd.
N/A—4,172-4,172-100%$771.1K———
Great Valley Advisor Group, Inc.
N/A—4,078-4,078-100%$753.5K———
Modern Wealth Management, LLC
N/A—4,078-4,078-100%$753.5K———
Calton & Associates, Inc.
N/A—3,494-3,494-100%$645.7K———
Rockefeller Capital Management L.P.
N/A—2,957-2,957-100%$546.4K———
Royal Bank of Canada
N/A—2,264-2,264-100%$418.0K———
MML Investors Services, LLC
N/A—2,227-2,227-100%$411.5K———
Integrated Wealth Concepts LLC
N/A—1,978-1,978-100%$365.5K———
Pinnacle Financial Partners, Inc.
N/A—1,606-1,606-100%$296.9K———
Mercer Global Advisors Inc
N/A—1,414-1,414-100%$261.3K———
Mariner, LLC
N/A—1,172-1,172-100%$216.6K———
Glenmede Trust Co NA
N/A—1,085-1,085-100%$200.5K———
FMR LLC
N/A—635-635-100%$117.3K———
Harbour Investments, Inc.
N/A—630-630-100%$116.4K———
Huntington National Bank
N/A—477-477-100%$88.1K———
Bank of Montreal
N/A—430-430-100%$79.5K———
Webster Bank, N. A.
N/A—380-380-100%$70.2K———
AE Wealth Management LLC
N/A—350-350-100%$64.7K———
Ameritas Advisory Services, LLC
N/A—320-320-100%$59.1K———
IFG Advisory, LLC
N/A—130-130-100%$24.0K———
Federation des caisses Desjardins du Quebec
N/A—103-103-100%$19.0K———
PNC Financial Services Group, Inc.
N/A—76-76-100%$14.0K———
Vanguard Advisers Inc
N/A—56-56-100%$10.4K———
BFC Planning, Inc.
N/A—36-36-100%$6.7K———
O'shaughnessy Asset Management, LLC
N/A—23-23-100%$4.3K———
Hantz Financial Services, Inc.
N/A—23-23-100%$4———
Global Retirement Partners, LLC
N/A—10-10-100%$1.9K———
Russell Investments Group, Ltd.
N/A—6-6-100%$1.1K———
Showing 103 of 103 institutions