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SS Spdr S&P Kensho SM ETF (HAIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Farther Finance Advisors, LLC
INCREASED
Shares354 from 341
Change+13 (+4%)
Value$12.0K (-$1.6K)
Filed 2026-10-08
City Holding Co
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$9.5K (-$1.7K)
Filed 2026-10-19
EPG Wealth Management LLC
INCREASED
Shares174 from 173
Change+1 (+1%)
Value$5.9K (-$1.0K)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.7K (-$477)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.3K (-$400)
Filed 2026-10-14
SBI Securities Co., Ltd.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$510 (-$89)
Filed 2026-10-22
Abound Wealth Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$272 (-$48)
Filed 2026-10-26
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$123
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-04
Susquehanna International Group, LLP
N/A
Shares— from 33,954
Change-33,954 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,986
Change-9,986 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,453
Change-6,453 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 323
Change-323 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Farther Finance Advisors, LLC
INCREASED354341+13+4%$13.6K$12.0K-$1.6K2026-10-08
City Holding Co
UNCHANGED28028000%$11.2K$9.5K-$1.7K2026-10-19
EPG Wealth Management LLC
INCREASED174173+1+1%$6.9K$5.9K-$1.0K2026-11-03
Central Trust Co
UNCHANGED808000%$3.2K$2.7K-$4772026-11-05
Triumph Capital Management
UNCHANGED676700%$2.7K$2.3K-$4002026-10-14
SBI Securities Co., Ltd.
UNCHANGED151500%$599$510-$892026-10-22
Abound Wealth Management
UNCHANGED8800%$320$272-$482026-10-26
Blue Trust, Inc.
NEW4—+4——$123—2026-10-15
Simplex Trading, LLC
CLOSED060-60-100%$2.4K$0-$2.4K2026-11-04
Susquehanna International Group, LLP
N/A—33,954-33,954-100%$1.4M———
LPL Financial LLC
N/A—9,986-9,986-100%$398.8K———
Nwam LLC
N/A—6,453-6,453-100%$257.7K———
Morgan Stanley
N/A—2,877-2,877-100%$114.9K———
PNC Financial Services Group, Inc.
N/A—800-800-100%$31.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—500-500-100%$20.0K———
Osaic Holdings, Inc.
N/A—416-416-100%$16.7K———
Bank of Montreal
N/A—323-323-100%$12.9K———
Global Retirement Partners, LLC
N/A—100-100-100%$4.0K———
Steward Partners Investment Advisory, LLC
N/A—26-26-100%$1.0K———
Harbour Investments, Inc.
N/A—24-24-100%$958———
Glen Eagle Advisors, LLC
N/A—4-4-100%$177———
Bogart Wealth, LLC
N/A—2-2-100%$80———
Showing 22 of 22 institutions