Dana Unconstrained EQ ETF (DUNK)

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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Dana Investment Advisors, Inc.

DECREASED

Shares3,343,373 from 3,420,413

Change-77,040 (-2%)

Value$94.4M (+$7.5M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares252,173 from 251,273

Change+900 (+0%)

Value$7.1M (+$734.6K)

Filed 2026-11-05

Partners Wealth Management, LLC

NEW

Shares88,003

Change+88,003

Value$2.5M

Filed 2026-10-28

LPL Financial LLC

INCREASED

Shares55,721 from 14,661

Change+41,060 (+280%)

Value$1.6M (+$1.2M)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

DECREASED

Shares47,831 from 131,140

Change-83,309 (-64%)

Value$1.4M (-$2.0M)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares47,605 from 68,031

Change-20,426 (-30%)

Value$1.4M (-$396.8K)

Filed 2026-10-13

Huntleigh Advisors, Inc.

INCREASED

Shares46,910 from 46,431

Change+479 (+1%)

Value$1.3M (+$144.6K)

Filed 2026-11-03

Sound Income Strategies, LLC

UNCHANGED

Shares12,935 from 12,935

Change0 (0%)

Value$373.3K (+$44.6K)

Filed 2026-10-09

Thrivent Financial for Lutherans

NEW

Shares10,200

Change+10,200

Value$288

Filed 2026-11-05

Captrust Financial Advisors

N/A

Shares— from 507,214

Change-507,214 (-100%)

Value—

N/A

Shares— from 188,717

Change-188,717 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 135,497

Change-135,497 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 118,012

Change-118,012 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 28,773

Change-28,773 (-100%)

Value—

N/A

Shares— from 187

Change-187 (-100%)

Value—

	Status
Dana Investment Advisors, Inc.	DECREASED	3,343,373	3,420,413	-77,040	-2%	$86.9M	$94.4M	+$7.5M	2026-11-06
Bank of New York Mellon Corp	INCREASED	252,173	251,273	+900	+0%	$6.4M	$7.1M	+$734.6K	2026-11-05
Partners Wealth Management, LLC	NEW	88,003	—	+88,003	—	—	$2.5M	—	2026-10-28
LPL Financial LLC	INCREASED	55,721	14,661	+41,060	+280%	$372.5K	$1.6M	+$1.2M	2026-11-06
Concurrent Investment Advisors, LLC	DECREASED	47,831	131,140	-83,309	-64%	$3.3M	$1.4M	-$2.0M	2026-10-16
Wealth Enhancement Advisory Services, LLC	DECREASED	47,605	68,031	-20,426	-30%	$1.8M	$1.4M	-$396.8K	2026-10-13
Huntleigh Advisors, Inc.	INCREASED	46,910	46,431	+479	+1%	$1.2M	$1.3M	+$144.6K	2026-11-03
Sound Income Strategies, LLC	UNCHANGED	12,935	12,935	0	0%	$328.7K	$373.3K	+$44.6K	2026-10-09
Thrivent Financial for Lutherans	NEW	10,200	—	+10,200	—	—	$288	—	2026-11-05
Captrust Financial Advisors	N/A	—	507,214	-507,214	-100%	$12.9M	—	—	—
&partners	N/A	—	188,717	-188,717	-100%	$4.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	135,497	-135,497	-100%	$3.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	118,012	-118,012	-100%	$3.0M	—	—	—
Jane Street Group, LLC	N/A	—	28,773	-28,773	-100%	$731.1K	—	—	—
UBS Group AG	N/A	—	187	-187	-100%	$4.8K	—	—	—

Showing 15 of 15 institutions