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Equable Shares HDG Eqty ETF (HEDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Enzi Wealth
INCREASED
Shares599,259 from 585,334
Change+13,925 (+2%)
Value$18.6M (+$931.9K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares587,979 from 567,283
Change+20,696 (+4%)
Value$18.1M (+$1.0M)
Filed 2026-11-05
Platform Technology Partners
DECREASED
Shares300,702 from 305,957
Change-5,255 (-2%)
Value$9.2M (+$60.7K)
Filed 2026-11-02
Planned Solutions, Inc.
NEW
Shares231,831
Change+231,831
Value$7.1M
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares116,913 from 119,385
Change-2,472 (-2%)
Value$3.6M (+$10.8K)
Filed 2026-10-29
Chapin Davis, Inc.
INCREASED
Shares94,178 from 93,778
Change+400 (+0%)
Value$2.9M (+$80.4K)
Filed 2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares92,945 from 92,945
Change0 (0%)
Value$2.9M (+$67.5K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares70,529 from 70,346
Change+183 (+0%)
Value$2.2M (+$56.7K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares65,846 from 60,421
Change+5,425 (+9%)
Value$2.0M (+$210.6K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares65,340 from 57,246
Change+8,094 (+14%)
Value$2.0M (+$290.3K)
Filed 2026-10-26
Kestra Advisory Services, LLC
NEW
Shares36,496
Change+36,496
Value$1.1M
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares30,658 from 32,325
Change-1,667 (-5%)
Value$942.0K (-$27.7K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares6,774 from 6,400
Change+374 (+6%)
Value$208.1K (+$16.1K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 181,283
Change-181,283 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 7,166
Change-7,166 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3,018
Change-3,018 (-100%)
Value$0 (-$90.5K)
Filed 2026-11-04
Tsfg, LLC
CLOSED
Shares0 from 1,281
Change-1,281 (-100%)
Value$0 (-$38)
Filed 2026-10-23
HighTower Advisors, LLC
N/A
Shares— from 2,685,759
Change-2,685,759 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,390,019
Change-1,390,019 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 951,354
Change-951,354 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 866,449
Change-866,449 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 564,091
Change-564,091 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 547,895
Change-547,895 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 534,795
Change-534,795 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 261,089
Change-261,089 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 227,986
Change-227,986 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 181,283
Change-181,283 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 170,694
Change-170,694 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 138,297
Change-138,297 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 129,299
Change-129,299 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 126,407
Change-126,407 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 74,115
Change-74,115 (-100%)
Value—
Blair William & Co
N/A
Shares— from 47,004
Change-47,004 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,199
Change-46,199 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,810
Change-18,810 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 16,111
Change-16,111 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,228
Change-11,228 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
FMR LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
Enzi Wealth
INCREASED599,259585,334+13,925+2%$17.6M$18.6M+$931.9K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED587,979567,283+20,696+4%$17.0M$18.1M+$1.0M2026-11-05
Platform Technology Partners
DECREASED300,702305,957-5,255-2%$9.2M$9.2M+$60.7K2026-11-02
Planned Solutions, Inc.
NEW231,831—+231,831——$7.1M—2026-10-19
Vise Technologies, Inc.
DECREASED116,913119,385-2,472-2%$3.6M$3.6M+$10.8K2026-10-29
Chapin Davis, Inc.
INCREASED94,17893,778+400+0%$2.8M$2.9M+$80.4K2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED92,94592,94500%$2.8M$2.9M+$67.5K2026-10-15
Magnus Financial Group LLC
INCREASED70,52970,346+183+0%$2.1M$2.2M+$56.7K2026-10-21
Commonwealth Equity Services, LLC
INCREASED65,84660,421+5,425+9%$1.8M$2.0M+$210.6K2026-11-02
Oppenheimer & Co Inc
INCREASED65,34057,246+8,094+14%$1.7M$2.0M+$290.3K2026-10-26
Kestra Advisory Services, LLC
NEW36,496—+36,496——$1.1M—2026-11-02
Farther Finance Advisors, LLC
DECREASED30,65832,325-1,667-5%$969.7K$942.0K-$27.7K2026-10-08
Fifth Third Bancorp
INCREASED6,7746,400+374+6%$192.0K$208.1K+$16.1K2026-11-05
Axxcess Wealth Management, LLC
CLOSED0181,283-181,283-100%$5.4M$0-$5.4M2026-10-21
Robertson Stephens Wealth Management, LLC
CLOSED07,166-7,166-100%$215.0K$0-$215.0K2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED03,018-3,018-100%$90.5K$0-$90.5K2026-11-04
Tsfg, LLC
CLOSED01,281-1,281-100%$38$0-$382026-10-23
HighTower Advisors, LLC
N/A—2,685,759-2,685,759-100%$80.6M———
UBS Group AG
N/A—1,390,019-1,390,019-100%$41.7M———
Rockefeller Capital Management L.P.
N/A—951,354-951,354-100%$28.5M———
Royal Bank of Canada
N/A—866,449-866,449-100%$26.0M———
Vestmark Advisory Solutions, Inc.
N/A—564,091-564,091-100%$16.9M———
Envestnet Asset Management Inc
N/A—547,895-547,895-100%$16.4M———
Garden State Investment Advisory Services LLC
N/A—534,795-534,795-100%$16.0M———
Raymond James Financial Inc
N/A—261,089-261,089-100%$7.8M———
Bramshill Investments, LLC
N/A—227,986-227,986-100%$6.8M———
Darwin Wealth Management, LLC
N/A—181,283-181,283-100%$5.4M———
Stifel Financial Corp
N/A—170,694-170,694-100%$5.1M———
Gladstone Institutional Advisory LLC
N/A—138,297-138,297-100%$4.1M———
Klingenstein Fields & Co LP
N/A—129,299-129,299-100%$3.9M———
NewEdge Advisors, LLC
N/A—126,407-126,407-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—74,115-74,115-100%$2.2M———
Blair William & Co
N/A—47,004-47,004-100%$1.4M———
Janney Montgomery Scott LLC
N/A—46,199-46,199-100%$1.4K———
Old Mission Capital LLC
N/A—18,810-18,810-100%$564.3K———
Baird Financial Group, Inc.
N/A—16,111-16,111-100%$483.3K———
Jane Street Group, LLC
N/A—11,473-11,473-100%$344.2K———
Gotham Asset Management, LLC
N/A—11,228-11,228-100%$336.8K———
Wells Fargo & Company
N/A—3,655-3,655-100%$109.7K———
Caldwell Sutter Capital, Inc.
N/A—200-200-100%$6.0K———
FMR LLC
N/A—37-37-100%$1.1K———
Showing 41 of 41 institutions