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Thornburg Interntin Eqty ETF (TXUE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,406,318 from 2,160,816
Change+245,502 (+11%)
Value$82.6M (+$7.4M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares873,103 from 779,692
Change+93,411 (+12%)
Value$30.3M (+$3.4M)
Filed 2026-11-06
Channel Wealth LLC
INCREASED
Shares605,605 from 593,495
Change+12,110 (+2%)
Value$21.0M (+$539.2K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares517,077 from 486,745
Change+30,332 (+6%)
Value$18.0M (+$1.2M)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares371,413 from 330,606
Change+40,807 (+12%)
Value$12.9M (+$1.5M)
Filed 2026-10-26
Financial Management Network Inc
INCREASED
Shares351,360 from 334,638
Change+16,722 (+5%)
Value$12.2M (+$584.6K)
Filed 2026-10-09
Cooper Capital Advisors LLC
INCREASED
Shares329,560 from 319,332
Change+10,228 (+3%)
Value$11.4M (+$419.0K)
Filed 2026-10-29
Financial Designs Corp
INCREASED
Shares294,455 from 268,675
Change+25,780 (+10%)
Value$10.2M (+$948.8K)
Filed 2026-10-09
Sentinel Pension Advisors, LLC
INCREASED
Shares213,412 from 207,057
Change+6,355 (+3%)
Value$7.4M (+$235.3K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares167,526 from 106,296
Change+61,230 (+58%)
Value$5.8M (+$2.1M)
Filed 2026-11-05
Fermata Advisors, LLC
DECREASED
Shares139,286 from 149,377
Change-10,091 (-7%)
Value$4.8M (-$320.5K)
Filed 2026-10-13
Great Valley Advisor Group, Inc.
DECREASED
Shares129,303 from 132,320
Change-3,017 (-2%)
Value$4.5M (-$78.3K)
Filed 2026-11-09
Gill Capital Partners, LLC
INCREASED
Shares69,414 from 29,174
Change+40,240 (+138%)
Value$2.4M (+$1.4M)
Filed 2026-10-13
Noble Wealth Management PBC
DECREASED
Shares68,200 from 76,850
Change-8,650 (-11%)
Value$2.4M (-$285.0K)
Filed 2026-10-01
Dana Investment Advisors, Inc.
INCREASED
Shares57,819 from 57,311
Change+508 (+1%)
Value$2.0M (+$29.1K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED
Shares56,928 from 40,268
Change+16,660 (+41%)
Value$2.0M (+$586.5K)
Filed 2026-10-19
Cascade Investment Group, Inc.
INCREASED
Shares53,123 from 41,745
Change+11,378 (+27%)
Value$1.8M (+$403.4K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
DECREASED
Shares42,837 from 43,621
Change-784 (-2%)
Value$1.5M (-$19.4K)
Filed 2026-11-03
Focused Alpha, LLC
INCREASED
Shares31,264 from 26,105
Change+5,159 (+20%)
Value$1.1M (+$184.3K)
Filed 2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
NEW
Shares31,064
Change+31,064
Value$1.1M
Filed 2026-11-02
Nautilus Advisors LLC
DECREASED
Shares30,105 from 31,005
Change-900 (-3%)
Value$1.0M (-$33.0K)
Filed 2026-10-07
Integras Partners LLC
INCREASED
Shares29,660 from 26,009
Change+3,651 (+14%)
Value$1.0M (+$132.0K)
Filed 2026-10-30
Clay Northam Wealth Management, LLC
INCREASED
Shares29,425 from 28,625
Change+800 (+3%)
Value$1.0M (+$33.5K)
Filed 2026-10-13
Patten Group, Inc.
INCREASED
Shares18,744 from 13,745
Change+4,999 (+36%)
Value$650.8K (+$176.3K)
Filed 2026-10-26
Nilsine Partners, LLC
NEW
Shares13,500
Change+13,500
Value$468.7K
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares13,021
Change+13,021
Value$452.1K
Filed 2026-11-03
Jm2 Capital Inc.
INCREASED
Shares12,533 from 11,027
Change+1,506 (+14%)
Value$435.1K (+$54.5K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares12,363 from 12,247
Change+116 (+1%)
Value$429.2K (+$6.5K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
NEW
Shares10,110
Change+10,110
Value$351.0K
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares10,065 from 6,797
Change+3,268 (+48%)
Value$349.5K (+$114.8K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares9,552 from 303
Change+9,249 (+3052%)
Value$328.0K (+$317.6K)
Filed 2026-11-02
Thoroughbred Financial Services, LLC
UNCHANGED
Shares8,801 from 8,801
Change0 (0%)
Value$305 (-$302.7K)
Filed 2026-11-09
XY Planning Network, Inc.
DECREASED
Shares8,717 from 9,318
Change-601 (-6%)
Value$302.7K (-$19.0K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares8,121 from 6,906
Change+1,215 (+18%)
Value$282.0K (+$43.6K)
Filed 2026-11-02
Westside Investment Management, Inc.
INCREASED
Shares7,540 from 7,278
Change+262 (+4%)
Value$261.7K (+$10.5K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares6,594 from 5,979
Change+615 (+10%)
Value$228.8K (+$22.4K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4,847 from 22,286
Change-17,439 (-78%)
Value$168.3K (-$601.0K)
Filed 2026-10-14
IFG Advisory, LLC
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$39.2K (+$225)
Filed 2026-11-09
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 4,200
Change-4,200 (-100%)
Value$0 (-$145.0K)
Filed 2026-11-06
Farther Finance Advisors, LLC
CLOSED
Shares0 from 2,711
Change-2,711 (-100%)
Value$0 (-$93.6K)
Filed 2026-10-08
HighTower Advisors, LLC
N/A
Shares— from 1,719,183
Change-1,719,183 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 755,646
Change-755,646 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 509,207
Change-509,207 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 378,641
Change-378,641 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 330,272
Change-330,272 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 202,964
Change-202,964 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 163,383
Change-163,383 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 162,823
Change-162,823 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 159,977
Change-159,977 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 102,967
Change-102,967 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 96,751
Change-96,751 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 72,640
Change-72,640 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 43,142
Change-43,142 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,225
Change-38,225 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 31,548
Change-31,548 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 23,395
Change-23,395 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,836
Change-19,836 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,845
Change-16,845 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 98
Change-98 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED2,406,3182,160,816+245,502+11%$75.1M$82.6M+$7.4M2026-10-13
LPL Financial LLC
INCREASED873,103779,692+93,411+12%$26.9M$30.3M+$3.4M2026-11-06
Channel Wealth LLC
INCREASED605,605593,495+12,110+2%$20.5M$21.0M+$539.2K2026-11-06
D.A. Davidson & Co.
INCREASED517,077486,745+30,332+6%$16.8M$18.0M+$1.2M2026-10-28
Oppenheimer & Co Inc
INCREASED371,413330,606+40,807+12%$11.4M$12.9M+$1.5M2026-10-26
Financial Management Network Inc
INCREASED351,360334,638+16,722+5%$11.6M$12.2M+$584.6K2026-10-09
Cooper Capital Advisors LLC
INCREASED329,560319,332+10,228+3%$11.0M$11.4M+$419.0K2026-10-29
Financial Designs Corp
INCREASED294,455268,675+25,780+10%$9.3M$10.2M+$948.8K2026-10-09
Sentinel Pension Advisors, LLC
INCREASED213,412207,057+6,355+3%$7.2M$7.4M+$235.3K2026-11-02
Bank of New York Mellon Corp
INCREASED167,526106,296+61,230+58%$3.7M$5.8M+$2.1M2026-11-05
Fermata Advisors, LLC
DECREASED139,286149,377-10,091-7%$5.2M$4.8M-$320.5K2026-10-13
Great Valley Advisor Group, Inc.
DECREASED129,303132,320-3,017-2%$4.6M$4.5M-$78.3K2026-11-09
Gill Capital Partners, LLC
INCREASED69,41429,174+40,240+138%$1.0M$2.4M+$1.4M2026-10-13
Noble Wealth Management PBC
DECREASED68,20076,850-8,650-11%$2.7M$2.4M-$285.0K2026-10-01
Dana Investment Advisors, Inc.
INCREASED57,81957,311+508+1%$2.0M$2.0M+$29.1K2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED56,92840,268+16,660+41%$1.4M$2.0M+$586.5K2026-10-19
Cascade Investment Group, Inc.
INCREASED53,12341,745+11,378+27%$1.4M$1.8M+$403.4K2026-10-13
Twelve Points Wealth Management LLC
DECREASED42,83743,621-784-2%$1.5M$1.5M-$19.4K2026-11-03
Focused Alpha, LLC
INCREASED31,26426,105+5,159+20%$901.1K$1.1M+$184.3K2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
NEW31,064—+31,064——$1.1M—2026-11-02
Nautilus Advisors LLC
DECREASED30,10531,005-900-3%$1.1M$1.0M-$33.0K2026-10-07
Integras Partners LLC
INCREASED29,66026,009+3,651+14%$897.8K$1.0M+$132.0K2026-10-30
Clay Northam Wealth Management, LLC
INCREASED29,42528,625+800+3%$988.1K$1.0M+$33.5K2026-10-13
Patten Group, Inc.
INCREASED18,74413,745+4,999+36%$474.5K$650.8K+$176.3K2026-10-26
Nilsine Partners, LLC
NEW13,500—+13,500——$468.7K—2026-11-02
Ascentis Independent Advisors
NEW13,021—+13,021——$452.1K—2026-11-03
Jm2 Capital Inc.
INCREASED12,53311,027+1,506+14%$380.7K$435.1K+$54.5K2026-10-14
Cornerstone Wealth Group, LLC
INCREASED12,36312,247+116+1%$422.8K$429.2K+$6.5K2026-11-02
Crescent Grove Advisors, LLC
NEW10,110—+10,110——$351.0K—2026-10-21
Commonwealth Equity Services, LLC
INCREASED10,0656,797+3,268+48%$234.6K$349.5K+$114.8K2026-11-02
International Assets Investment Management, LLC
INCREASED9,552303+9,249+3052%$10.4K$328.0K+$317.6K2026-11-02
Thoroughbred Financial Services, LLC
UNCHANGED8,8018,80100%$303.0K$305-$302.7K2026-11-09
XY Planning Network, Inc.
DECREASED8,7179,318-601-6%$321.7K$302.7K-$19.0K2026-10-14
Kestra Advisory Services, LLC
INCREASED8,1216,906+1,215+18%$238.4K$282.0K+$43.6K2026-11-02
Westside Investment Management, Inc.
INCREASED7,5407,278+262+4%$251.2K$261.7K+$10.5K2026-11-02
Prospera Financial Services Inc
INCREASED6,5945,979+615+10%$206.4K$228.8K+$22.4K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4,84722,286-17,439-78%$769.3K$168.3K-$601.0K2026-10-14
IFG Advisory, LLC
UNCHANGED1,1281,12800%$38.9K$39.2K+$2252026-11-09
PNC Financial Services Group, Inc.
CLOSED04,200-4,200-100%$145.0K$0-$145.0K2026-11-06
Farther Finance Advisors, LLC
CLOSED02,711-2,711-100%$93.6K$0-$93.6K2026-10-08
HighTower Advisors, LLC
N/A—1,719,183-1,719,183-100%$59.3M———
Osaic Holdings, Inc.
N/A—755,646-755,646-100%$26.1M———
IFC Advisors LLC
N/A—509,207-509,207-100%$17.6M———
Adapt Wealth Advisors, LLC
N/A—378,641-378,641-100%$13.1M———
Royal Bank of Canada
N/A—330,272-330,272-100%$11.4M———
One Charles Private Wealth Services, LLC
N/A—202,964-202,964-100%$7.0M———
Capital Analysts, LLC
N/A—163,383-163,383-100%$5.6M———
Private Advisor Group, LLC
N/A—162,823-162,823-100%$5.6M———
Raymond James Financial Inc
N/A—159,977-159,977-100%$5.5M———
Citadel Advisors LLC
N/A—102,967-102,967-100%$3.6M———
Sanctuary Advisors, LLC
N/A—96,751-96,751-100%$3.3M———
Baird Financial Group, Inc.
N/A—72,640-72,640-100%$2.5M———
Jane Street Group, LLC
N/A—43,142-43,142-100%$1.5M———
Janney Montgomery Scott LLC
N/A—38,225-38,225-100%$1.3M———
Jones Financial Companies Lllp
N/A—31,548-31,548-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—23,395-23,395-100%$807.6K———
Integrated Wealth Concepts LLC
N/A—19,836-19,836-100%$684.7K———
Stifel Financial Corp
N/A—17,563-17,563-100%$606.3K———
Snowden Capital Advisors LLC
N/A—16,845-16,845-100%$581.5K———
Empire Financial Management Company, LLC
N/A—8,000-8,000-100%$276.2K———
Ancora Advisors LLCA
N/A—2,108-2,108-100%$72.8K———
Wells Fargo & Company
N/A—98-98-100%$3.4K———
Showing 62 of 62 institutions