SS Global Allocation ETF (GAL)

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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Mesirow Financial Investment Management, Inc.

DECREASED

Shares479,230 from 490,514

Change-11,284 (-2%)

Value$25.1M (-$795.6K)

Filed 2026-11-05

Manske Wealth Management

DECREASED

Shares229,690 from 230,349

Change-659 (0%)

Value$12.0M (-$130.4K)

Filed 2026-10-26

Taylor Financial Group, Inc.

INCREASED

Shares225,109 from 81,670

Change+143,439 (+176%)

Value$11.8M (+$7.5M)

Filed 2026-11-02

46 Peaks LLC

DECREASED

Shares170,797 from 175,486

Change-4,689 (-3%)

Value$9.0M (-$318.8K)

Filed 2026-11-03

Bright Financial Advisors, Inc.

DECREASED

Shares168,991 from 171,020

Change-2,029 (-1%)

Value$8.9M (-$177.7K)

Filed 2026-10-23

LPL Financial LLC

INCREASED

Shares163,403 from 161,639

Change+1,764 (+1%)

Value$8.6M (+$25.2K)

Filed 2026-11-06

Robinswood Financial LLC

INCREASED

Shares54,949 from 44,991

Change+9,958 (+22%)

Value$2.9M (+$500.3K)

Filed 2026-10-20

Independent Financial Group, LLC

INCREASED

Shares39,066 from 19,926

Change+19,140 (+96%)

Value$2.0M (+$995.1K)

Filed 2026-10-13

Prospera Financial Services Inc

NEW

Shares26,845

Change+26,845

Value$1.4M

Filed 2026-11-04

Ascentis Independent Advisors

NEW

Shares19,423

Change+19,423

Value$1.0M

Filed 2026-11-03

Rossmore Private Capital

DECREASED

Shares17,769 from 18,952

Change-1,183 (-6%)

Value$931.5K (-$69.9K)

Filed 2026-10-27

Creative Planning

INCREASED

Shares13,354 from 13,327

Change+27 (+0%)

Value$700.1K (-$4.1K)

Filed 2026-11-02

Busey Bank

UNCHANGED

Shares13,028 from 13,028

Change0 (0%)

Value$683.0K (-$5.4K)

Filed 2026-10-26

Johnson & White Wealth Management, LLC

INCREASED

Shares12,325 from 12,129

Change+196 (+2%)

Value$646.1K (+$5.2K)

Filed 2026-11-03

PDS Planning, Inc

DECREASED

Shares11,558 from 16,335

Change-4,777 (-29%)

Value$605.9K (-$257.2K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares11,296 from 11,256

Change+40 (+0%)

Value$592.2K (-$2.6K)

Filed 2026-11-02

Golden State Wealth Management, LLC

DECREASED

Shares8,223 from 14,272

Change-6,049 (-42%)

Value$431.1K (-$323.0K)

Filed 2026-11-02

Lanark Financial, Inc.

INCREASED

Shares8,156 from 7,653

Change+503 (+7%)

Value$427.5K (+$23.1K)

Filed 2026-10-26

Advocate Investing Services LLC

UNCHANGED

Shares8,150 from 8,150

Change0 (0%)

Value$427.3K (-$3.4K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares7,714 from 7,625

Change+89 (+1%)

Value$404 (-$402.6K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares6,628 from 5,966

Change+662 (+11%)

Value$347.5K (+$32.2K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares6,123 from 5,860

Change+263 (+4%)

Value$321.0K (+$11.4K)

Filed 2026-10-08

Valtinson Bruner Financial Planning LLC

UNCHANGED

Shares4,225 from 4,225

Change0 (0%)

Value$221.5K (-$1.8K)

Filed 2026-11-02

GGM Financial LLC

INCREASED

Shares3,375 from 2,881

Change+494 (+17%)

Value$176.9K (+$24.7K)

Filed 2026-11-05

Key FInancial Inc

INCREASED

Shares2,736 from 2,472

Change+264 (+11%)

Value$143.4K (+$12.8K)

Filed 2026-11-02

SBI Securities Co., Ltd.

INCREASED

Shares2,036 from 2,034

Change+2 (+0%)

Value$106.7K (-$742)

Filed 2026-10-22

Larson Financial Group LLC

INCREASED

Shares1,587 from 1,579

Change+8 (+1%)

Value$83.2K (-$211)

Filed 2026-11-05

Winch Advisory Services, LLC

INCREASED

Shares579 from 576

Change+3 (+1%)

Value$30.4K (-$77)

Filed 2026-11-06

Kings Path Partners LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.2K (-$42)

Filed 2026-10-21

PNC Financial Services Group, Inc.

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$3.0K (-$7)

Filed 2026-11-06

Private Trust Co NA

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$524 (-$4)

Filed 2026-10-20

International Assets Investment Management, LLC

CLOSED

Shares0 from 233

Change-233 (-100%)

Value$0 (-$12.3K)

Filed 2026-11-02

Angeles Wealth Management, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$264)

Filed 2026-10-26

Raymond James Financial Inc

N/A

Shares— from 540,883

Change-540,883 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 233,578

Change-233,578 (-100%)

Value—

Phil A. Younker & Associates, Ltd.

N/A

Shares— from 163,610

Change-163,610 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 96,512

Change-96,512 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 86,968

Change-86,968 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 69,886

Change-69,886 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 61,605

Change-61,605 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 47,824

Change-47,824 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 47,788

Change-47,788 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 33,710

Change-33,710 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 29,963

Change-29,963 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 22,039

Change-22,039 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 18,980

Change-18,980 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,640

Change-14,640 (-100%)

Value—

UBS Group AG

N/A

Shares— from 12,817

Change-12,817 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,382

Change-12,382 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 11,945

Change-11,945 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 10,854

Change-10,854 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 10,087

Change-10,087 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 9,706

Change-9,706 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,480

Change-8,480 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 6,738

Change-6,738 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 6,419

Change-6,419 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,272

Change-5,272 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 3,467

Change-3,467 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,279

Change-3,279 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,646

Change-2,646 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,006

Change-2,006 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,205

Change-1,205 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 82

Change-82 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 65

Change-65 (-100%)

Value—

	Status
Mesirow Financial Investment Management, Inc.	DECREASED	479,230	490,514	-11,284	-2%	$25.9M	$25.1M	-$795.6K	2026-11-05
Manske Wealth Management	DECREASED	229,690	230,349	-659	0%	$12.2M	$12.0M	-$130.4K	2026-10-26
Taylor Financial Group, Inc.	INCREASED	225,109	81,670	+143,439	+176%	$4.3M	$11.8M	+$7.5M	2026-11-02
46 Peaks LLC	DECREASED	170,797	175,486	-4,689	-3%	$9.3M	$9.0M	-$318.8K	2026-11-03
Bright Financial Advisors, Inc.	DECREASED	168,991	171,020	-2,029	-1%	$9.0M	$8.9M	-$177.7K	2026-10-23
LPL Financial LLC	INCREASED	163,403	161,639	+1,764	+1%	$8.5M	$8.6M	+$25.2K	2026-11-06
Robinswood Financial LLC	INCREASED	54,949	44,991	+9,958	+22%	$2.4M	$2.9M	+$500.3K	2026-10-20
Independent Financial Group, LLC	INCREASED	39,066	19,926	+19,140	+96%	$1.1M	$2.0M	+$995.1K	2026-10-13
Prospera Financial Services Inc	NEW	26,845	—	+26,845	—	—	$1.4M	—	2026-11-04
Ascentis Independent Advisors	NEW	19,423	—	+19,423	—	—	$1.0M	—	2026-11-03
Rossmore Private Capital	DECREASED	17,769	18,952	-1,183	-6%	$1.0M	$931.5K	-$69.9K	2026-10-27
Creative Planning	INCREASED	13,354	13,327	+27	+0%	$704.2K	$700.1K	-$4.1K	2026-11-02
Busey Bank	UNCHANGED	13,028	13,028	0	0%	$688.4K	$683.0K	-$5.4K	2026-10-26
Johnson & White Wealth Management, LLC	INCREASED	12,325	12,129	+196	+2%	$640.9K	$646.1K	+$5.2K	2026-11-03
PDS Planning, Inc	DECREASED	11,558	16,335	-4,777	-29%	$863.1K	$605.9K	-$257.2K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	11,296	11,256	+40	+0%	$594.8K	$592.2K	-$2.6K	2026-11-02
Golden State Wealth Management, LLC	DECREASED	8,223	14,272	-6,049	-42%	$754.2K	$431.1K	-$323.0K	2026-11-02
Lanark Financial, Inc.	INCREASED	8,156	7,653	+503	+7%	$404.4K	$427.5K	+$23.1K	2026-10-26
Advocate Investing Services LLC	UNCHANGED	8,150	8,150	0	0%	$430.6K	$427.3K	-$3.4K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	7,714	7,625	+89	+1%	$403.0K	$404	-$402.6K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	6,628	5,966	+662	+11%	$315.3K	$347.5K	+$32.2K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	6,123	5,860	+263	+4%	$309.6K	$321.0K	+$11.4K	2026-10-08
Valtinson Bruner Financial Planning LLC	UNCHANGED	4,225	4,225	0	0%	$223.2K	$221.5K	-$1.8K	2026-11-02
GGM Financial LLC	INCREASED	3,375	2,881	+494	+17%	$152.2K	$176.9K	+$24.7K	2026-11-05
Key FInancial Inc	INCREASED	2,736	2,472	+264	+11%	$130.6K	$143.4K	+$12.8K	2026-11-02
SBI Securities Co., Ltd.	INCREASED	2,036	2,034	+2	+0%	$107.5K	$106.7K	-$742	2026-10-22
Larson Financial Group LLC	INCREASED	1,587	1,579	+8	+1%	$83.4K	$83.2K	-$211	2026-11-05
Winch Advisory Services, LLC	INCREASED	579	576	+3	+1%	$30.4K	$30.4K	-$77	2026-11-06
Kings Path Partners LLC	UNCHANGED	100	100	0	0%	$5.3K	$5.2K	-$42	2026-10-21
PNC Financial Services Group, Inc.	UNCHANGED	57	57	0	0%	$3.0K	$3.0K	-$7	2026-11-06
Private Trust Co NA	UNCHANGED	10	10	0	0%	$528	$524	-$4	2026-10-20
International Assets Investment Management, LLC	CLOSED	0	233	-233	-100%	$12.3K	$0	-$12.3K	2026-11-02
Angeles Wealth Management, LLC	CLOSED	0	5	-5	-100%	$264	$0	-$264	2026-10-26
Raymond James Financial Inc	N/A	—	540,883	-540,883	-100%	$28.6M	—	—	—
First Foundation Advisors	N/A	—	233,578	-233,578	-100%	$12.3M	—	—	—
Phil A. Younker & Associates, Ltd.	N/A	—	163,610	-163,610	-100%	$8.6M	—	—	—
Wells Fargo & Company	N/A	—	96,512	-96,512	-100%	$5.1M	—	—	—
Morgan Stanley	N/A	—	86,968	-86,968	-100%	$4.6M	—	—	—
Bank of America Corp	N/A	—	69,886	-69,886	-100%	$3.7M	—	—	—
Geneos Wealth Management Inc.	N/A	—	61,605	-61,605	-100%	$3.3M	—	—	—
Hancock Whitney Corp	N/A	—	47,824	-47,824	-100%	$2.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	47,788	-47,788	-100%	$2.5M	—	—	—
HighTower Advisors, LLC	N/A	—	33,710	-33,710	-100%	$1.8M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	29,963	-29,963	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	22,039	-22,039	-100%	$1.2M	—	—	—
IFG Advisory, LLC	N/A	—	18,980	-18,980	-100%	$1.0M	—	—	—
Private Advisor Group, LLC	N/A	—	14,640	-14,640	-100%	$773.6K	—	—	—
UBS Group AG	N/A	—	12,817	-12,817	-100%	$677.3K	—	—	—
Focus Partners Wealth	N/A	—	12,382	-12,382	-100%	$654.3K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	11,945	-11,945	-100%	$631.2K	—	—	—
Royal Bank of Canada	N/A	—	10,854	-10,854	-100%	$574.0K	—	—	—
Cerity Partners LLC	N/A	—	10,087	-10,087	-100%	$533.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	9,706	-9,706	-100%	$512.9K	—	—	—
Cetera Investment Advisers	N/A	—	8,480	-8,480	-100%	$448.1K	—	—	—
Advisory Services Network, LLC	N/A	—	6,738	-6,738	-100%	$356.0K	—	—	—
OneAscent Financial Services LLC	N/A	—	6,419	-6,419	-100%	$339.2K	—	—	—
Citadel Advisors LLC	N/A	—	5,272	-5,272	-100%	$278.6K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	3,467	-3,467	-100%	$183.2K	—	—	—
JPMorgan Chase & Co	N/A	—	3,279	-3,279	-100%	$172.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,646	-2,646	-100%	$138.7K	—	—	—
Huntington National Bank	N/A	—	2,006	-2,006	-100%	$106.0K	—	—	—
Capital Analysts, LLC	N/A	—	1,205	-1,205	-100%	$64.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	400	-400	-100%	$21.1K	—	—	—
AE Wealth Management LLC	N/A	—	82	-82	-100%	$4.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	65	-65	-100%	$3.4K	—	—	—

Showing 65 of 65 institutions