SEI DBI Multstrt ALT ETF (QALT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Merit Financial Group, LLC

DECREASED

Shares247,950 from 248,263

Change-313 (0%)

Value$6.5M (-$57.1K)

Filed 2026-11-06

James Hambro & Partners LLP

INCREASED

Shares110,283 from 52,283

Change+58,000 (+111%)

Value$2.9M (+$1.5M)

Filed 2026-10-19

55 North Private Wealth, LLC

INCREASED

Shares92,763 from 45,186

Change+47,577 (+105%)

Value$2.4M (+$1.2M)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares46,770 from 43,224

Change+3,546 (+8%)

Value$1.2M (+$90.4K)

Filed 2026-10-13

Stewardship Advisors, LLC

DECREASED

Shares19,306 from 19,684

Change-378 (-2%)

Value$508.6K (-$13.8K)

Filed 2026-10-20

LPL Financial LLC

INCREASED

Shares16,065 from 10,380

Change+5,685 (+55%)

Value$423.3K (+$147.7K)

Filed 2026-11-06

Cora Capital Advisors LLC

DECREASED

Shares15,750 from 15,758

Change-8 (0%)

Value$415.0K (-$3.3K)

Filed 2026-11-02

Principal Financial Group Inc

NEW

Shares13,590

Change+13,590

Value$358.0K

Filed 2026-11-02

LexAurum Advisors, LLC

DECREASED

Shares10,843 from 11,524

Change-681 (-6%)

Value$285.7K (-$20.2K)

Filed 2026-10-19

Independent Wealth Network Inc.

NEW

Shares9,462

Change+9,462

Value$249.3K

Filed 2026-10-19

WPG Advisers, LLC

INCREASED

Shares1,869 from 1,731

Change+138 (+8%)

Value$49.2K (+$3.3K)

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,764 from 1,708

Change+56 (+3%)

Value$46.5K (+$1.1K)

Filed 2026-10-27

Silver Grove Financial Group, Inc.

DECREASED

Shares762 from 2,491

Change-1,729 (-69%)

Value$20.1K (-$46.0K)

Filed 2026-11-05

Rossby Financial, LCC

DECREASED

Shares507 from 536

Change-29 (-5%)

Value$13.4K (-$870)

Filed 2026-11-05

Meriwether Wealth & Planning, LLC

NEW

Shares429

Change+429

Value$11.3K

Filed 2026-10-13

Whipplewood Advisors, LLC

UNCHANGED

Shares405 from 405

Change0 (0%)

Value$10.7K (-$80)

Filed 2026-10-20

Cape Investment Advisory, Inc.

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$4.7K (-$35)

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$4.7K ($0)

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares153 from 153

Change0 (0%)

Value$4.0K (-$30)

Filed 2026-10-08

Patriot Financial Group Insurance Agency, LLC

CLOSED

Shares0 from 8,887

Change-8,887 (-100%)

Value$0 (-$235.9K)

Filed 2026-10-14

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 3,981

Change-3,981 (-100%)

Value$0 (-$105.7K)

Filed 2026-10-30

Apeiron RIA LLC

CLOSED

Shares0 from 1,387

Change-1,387 (-100%)

Value$0 (-$249.8K)

Filed 2026-10-08

Cornerstone National Bank & Trust Co

CLOSED

Shares0 from 626

Change-626 (-100%)

Value$0 (-$16.6K)

Filed 2026-10-20

IFG Advisory, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-09

Osaic Holdings, Inc.

N/A

Shares— from 246,018

Change-246,018 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 26,295

Change-26,295 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,918

Change-19,918 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,641

Change-19,641 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 16,440

Change-16,440 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,969

Change-13,969 (-100%)

Value—

Compass Capital Corp

N/A

Shares— from 8,353

Change-8,353 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 7,936

Change-7,936 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,653

Change-5,653 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,004

Change-5,004 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 1,964

Change-1,964 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,353

Change-1,353 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,146

Change-1,146 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 363

Change-363 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 265

Change-265 (-100%)

Value—

FMR LLC

N/A

Shares— from 237

Change-237 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 13

Change-13 (-100%)

Value—

	Status
Merit Financial Group, LLC	DECREASED	247,950	248,263	-313	0%	$6.6M	$6.5M	-$57.1K	2026-11-06
James Hambro & Partners LLP	INCREASED	110,283	52,283	+58,000	+111%	$1.4M	$2.9M	+$1.5M	2026-10-19
55 North Private Wealth, LLC	INCREASED	92,763	45,186	+47,577	+105%	$1.2M	$2.4M	+$1.2M	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	46,770	43,224	+3,546	+8%	$1.1M	$1.2M	+$90.4K	2026-10-13
Stewardship Advisors, LLC	DECREASED	19,306	19,684	-378	-2%	$522.5K	$508.6K	-$13.8K	2026-10-20
LPL Financial LLC	INCREASED	16,065	10,380	+5,685	+55%	$275.5K	$423.3K	+$147.7K	2026-11-06
Cora Capital Advisors LLC	DECREASED	15,750	15,758	-8	0%	$418.3K	$415.0K	-$3.3K	2026-11-02
Principal Financial Group Inc	NEW	13,590	—	+13,590	—	—	$358.0K	—	2026-11-02
LexAurum Advisors, LLC	DECREASED	10,843	11,524	-681	-6%	$305.9K	$285.7K	-$20.2K	2026-10-19
Independent Wealth Network Inc.	NEW	9,462	—	+9,462	—	—	$249.3K	—	2026-10-19
WPG Advisers, LLC	INCREASED	1,869	1,731	+138	+8%	$45.9K	$49.2K	+$3.3K	2026-10-27
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,764	1,708	+56	+3%	$45.3K	$46.5K	+$1.1K	2026-10-27
Silver Grove Financial Group, Inc.	DECREASED	762	2,491	-1,729	-69%	$66.1K	$20.1K	-$46.0K	2026-11-05
Rossby Financial, LCC	DECREASED	507	536	-29	-5%	$14.2K	$13.4K	-$870	2026-11-05
Meriwether Wealth & Planning, LLC	NEW	429	—	+429	—	—	$11.3K	—	2026-10-13
Whipplewood Advisors, LLC	UNCHANGED	405	405	0	0%	$10.8K	$10.7K	-$80	2026-10-20
Cape Investment Advisory, Inc.	UNCHANGED	180	180	0	0%	$4.8K	$4.7K	-$35	2026-10-13
Allworth Financial LP	UNCHANGED	175	175	0	0%	$4.7K	$4.7K	$0	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	153	153	0	0%	$4.1K	$4.0K	-$30	2026-10-08
Patriot Financial Group Insurance Agency, LLC	CLOSED	0	8,887	-8,887	-100%	$235.9K	$0	-$235.9K	2026-10-14
Capital Investment Advisory Services, LLC	CLOSED	0	3,981	-3,981	-100%	$105.7K	$0	-$105.7K	2026-10-30
Apeiron RIA LLC	CLOSED	0	1,387	-1,387	-100%	$249.8K	$0	-$249.8K	2026-10-08
Cornerstone National Bank & Trust Co	CLOSED	0	626	-626	-100%	$16.6K	$0	-$16.6K	2026-10-20
IFG Advisory, LLC	CLOSED	0	60	-60	-100%	$1.6K	$0	-$1.6K	2026-11-09
Osaic Holdings, Inc.	N/A	—	246,018	-246,018	-100%	$6.5M	—	—	—
SEI Investments Co	N/A	—	26,295	-26,295	-100%	$698.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	19,918	-19,918	-100%	$528.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,641	-19,641	-100%	$521.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	16,440	-16,440	-100%	$436.4K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,969	-13,969	-100%	$370.7K	—	—	—
Compass Capital Corp	N/A	—	8,353	-8,353	-100%	$222.1K	—	—	—
Advisory Services Network, LLC	N/A	—	7,936	-7,936	-100%	$210.6K	—	—	—
Royal Bank of Canada	N/A	—	5,653	-5,653	-100%	$150.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,004	-5,004	-100%	$132.8K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	1,964	-1,964	-100%	$52.1K	—	—	—
JPMorgan Chase & Co	N/A	—	1,353	-1,353	-100%	$35.5K	—	—	—
UBS Group AG	N/A	—	1,146	-1,146	-100%	$30.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	363	-363	-100%	$9.6K	—	—	—
Morgan Stanley	N/A	—	265	-265	-100%	$7.0K	—	—	—
FMR LLC	N/A	—	237	-237	-100%	$6.3K	—	—	—
Wells Fargo & Company	N/A	—	13	-13	-100%	$345	—	—	—

Showing 41 of 41 institutions