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Thrivent Sml-Mdc EQ ETF-US I (TSME)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares6,448,133 from 345,438
Change+6,102,695 (+1767%)
Value$292.9K (+$274.8K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares289,171 from 173,678
Change+115,493 (+67%)
Value$13.1M (+$4.0M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares172,472 from 172,512
Change-40 (0%)
Value$7.8M (-$1.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares167,320 from 162,595
Change+4,725 (+3%)
Value$7.6K (-$919)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares35,838 from 36,279
Change-441 (-1%)
Value$1.6M (-$272.9K)
Filed 2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED
Shares14,389 from 14,494
Change-105 (-1%)
Value$653.3K (-$105.8K)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares12,863 from 16,318
Change-3,455 (-21%)
Value$584.0K (-$270.6K)
Filed 2026-10-30
BNB Wealth Management, LLC
DECREASED
Shares5,762 from 6,986
Change-1,224 (-18%)
Value$261.6K (-$104.3K)
Filed 2026-10-28
Colonial River Investments, LLC
NEW
Shares5,040
Change+5,040
Value$228.8K
Filed 2026-10-19
Center for Financial Planning, Inc.
NEW
Shares1,783
Change+1,783
Value$80.9K
Filed 2026-10-26
Chilton Capital Management LLC
NEW
Shares902
Change+902
Value$41.0K
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$22.8K (-$3.5K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$13.6K (-$2.1K)
Filed 2026-10-14
US Bancorp \de\
NEW
Shares272
Change+272
Value$12.3K
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares214 from 305
Change-91 (-30%)
Value$9.7K (-$6.3K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-27
Clarity Asset Management, Inc.
CLOSED
Shares0 from 7,420
Change-7,420 (-100%)
Value$0 (-$388.6K)
Filed 2026-10-14
Bank of New York Mellon Corp
CLOSED
Shares0 from 4,278
Change-4,278 (-100%)
Value$0 (-$224.0K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 912
Change-912 (-100%)
Value$0 (-$47.8K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-28
Envestnet Asset Management Inc
N/A
Shares— from 6,577,110
Change-6,577,110 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 713,956
Change-713,956 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 275,341
Change-275,341 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 228,195
Change-228,195 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,178
Change-18,178 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 16,430
Change-16,430 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,294
Change-10,294 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,315
Change-8,315 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 750
Change-750 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED6,448,133345,438+6,102,695+1767%$18.1K$292.9K+$274.8K2026-11-05
LPL Financial LLC
INCREASED289,171173,678+115,493+67%$9.1M$13.1M+$4.0M2026-11-06
Commonwealth Equity Services, LLC
DECREASED172,472172,512-400%$9.0M$7.8M-$1.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED167,320162,595+4,725+3%$8.5K$7.6K-$9192026-11-02
Bailard, Inc.
DECREASED35,83836,279-441-1%$1.9M$1.6M-$272.9K2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED14,38914,494-105-1%$759.0K$653.3K-$105.8K2026-10-30
Truist Financial Corp
DECREASED12,86316,318-3,455-21%$854.6K$584.0K-$270.6K2026-10-30
BNB Wealth Management, LLC
DECREASED5,7626,986-1,224-18%$365.9K$261.6K-$104.3K2026-10-28
Colonial River Investments, LLC
NEW5,040—+5,040——$228.8K—2026-10-19
Center for Financial Planning, Inc.
NEW1,783—+1,783——$80.9K—2026-10-26
Chilton Capital Management LLC
NEW902—+902——$41.0K—2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED50250200%$26.3K$22.8K-$3.5K2026-11-04
Triumph Capital Management
UNCHANGED29829800%$15.6K$13.6K-$2.1K2026-10-14
US Bancorp \de\
NEW272—+272——$12.3K—2026-11-05
Assetmark, Inc
DECREASED214305-91-30%$16.0K$9.7K-$6.3K2026-10-21
Balance Wealth Partners LLC
NEW0—0——$0—2026-10-27
Clarity Asset Management, Inc.
CLOSED07,420-7,420-100%$388.6K$0-$388.6K2026-10-14
Bank of New York Mellon Corp
CLOSED04,278-4,278-100%$224.0K$0-$224.0K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED0912-912-100%$47.8K$0-$47.8K2026-11-04
Buck Wealth Strategies, LLC
CLOSED0122-122-100%$6.4K$0-$6.4K2026-10-28
Envestnet Asset Management Inc
N/A—6,577,110-6,577,110-100%$344.4M———
Royal Bank of Canada
N/A—713,956-713,956-100%$37.4M———
Aspire Capital Advisors LLC
N/A—275,341-275,341-100%$14.4M———
Stifel Financial Corp
N/A—228,195-228,195-100%$12.0M———
Osaic Holdings, Inc.
N/A—18,178-18,178-100%$952.0K———
Capital Analysts, LLC
N/A—16,430-16,430-100%$861———
Brown Advisory Inc
N/A—10,294-10,294-100%$539.1K———
Raymond James Financial Inc
N/A—8,315-8,315-100%$435.5K———
Great Valley Advisor Group, Inc.
N/A—6,388-6,388-100%$334.5K———
Cozad Asset Management Inc
N/A—5,823-5,823-100%$305.0K———
Susquehanna International Group, LLP
N/A—5,426-5,426-100%$284.2K———
MML Investors Services, LLC
N/A—4,140-4,140-100%$216.8K———
Geneos Wealth Management Inc.
N/A—4,005-4,005-100%$209.7K———
Safeguard Investment Advisory Group, LLC
N/A—3,880-3,880-100%$203.2K———
Bessemer Group Inc
N/A—750-750-100%$39———
Ameritas Advisory Services, LLC
N/A—533-533-100%$27.9K———
LGT Financial Advisors LLC
N/A—439-439-100%$23.0K———
TD Capital Management LLC
N/A—303-303-100%$15.9K———
Harbour Investments, Inc.
N/A—209-209-100%$10.9K———
Jones Financial Companies Lllp
N/A—200-200-100%$10.2K———
Showing 40 of 40 institutions