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Portfolio Bldg BK EB IDX ETF (PBEU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares12,641,544 from 17,734,791
Change-5,093,247 (-29%)
Value$432.3M (-$149.3M)
Filed 2026-11-06
UBS Group AG
DECREASED
Shares2,375 from 2,749
Change-374 (-14%)
Value$81.2K (-$8.9K)
Filed 2026-11-10
Farther Finance Advisors, LLC
NEW
Shares514
Change+514
Value$17.6K
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$12.7K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
NEW
Shares266
Change+266
Value$9.1K
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares230
Change+230
Value$7.9K
Filed 2026-10-21
Carolina Wealth Advisors, LLC
NEW
Shares136
Change+136
Value$4.7K
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares89
Change+89
Value$3.0K
Filed 2026-10-27
CX Institutional
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$20)
Filed 2026-10-02
Jane Street Group, LLC
N/A
Shares— from 229,970
Change-229,970 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 222
Change-222 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 195
Change-195 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED12,641,54417,734,791-5,093,247-29%$581.6M$432.3M-$149.3M2026-11-06
UBS Group AG
DECREASED2,3752,749-374-14%$90.2K$81.2K-$8.9K2026-11-10
Farther Finance Advisors, LLC
NEW514—+514——$17.6K—2026-10-08
Allworth Financial LP
UNCHANGED38638600%$12.7K$12.7K$02026-11-06
Harbour Investments, Inc.
NEW266—+266——$9.1K—2026-11-09
Root Financial Partners, LLC
NEW230—+230——$7.9K—2026-10-21
Carolina Wealth Advisors, LLC
NEW136—+136——$4.7K—2026-10-23
Balance Wealth Partners LLC
NEW89—+89——$3.0K—2026-10-27
CX Institutional
CLOSED0599-599-100%$20$0-$202026-10-02
Jane Street Group, LLC
N/A—229,970-229,970-100%$7.5M———
Osaic Holdings, Inc.
N/A—324-324-100%$10.6K———
Jones Financial Companies Lllp
N/A—222-222-100%$7.2K———
Morgan Stanley
N/A—195-195-100%$6.4K———
Showing 13 of 13 institutions