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Port BUI BLO WOR PHR BIT ETF (PBPH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares35,982,809 from 31,067,084
Change+4,915,725 (+16%)
Value$1.0B (+$177.3M)
Filed 2026-11-06
UBS Group AG
INCREASED
Shares7,366 from 2,970
Change+4,396 (+148%)
Value$209.1K (+$128.4K)
Filed 2026-11-10
Farther Finance Advisors, LLC
NEW
Shares974
Change+974
Value$27.7K
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares697
Change+697
Value$19.8K
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$18.9K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
NEW
Shares591
Change+591
Value$16.8K
Filed 2026-11-09
Balance Wealth Partners LLC
NEW
Shares438
Change+438
Value$12.4K
Filed 2026-10-27
Carolina Wealth Advisors, LLC
NEW
Shares269
Change+269
Value$7.6K
Filed 2026-10-23
Fifth Third Bancorp
NEW
Shares152
Change+152
Value$4.3K
Filed 2026-11-05
CX Institutional
CLOSED
Shares0 from 1,068
Change-1,068 (-100%)
Value$0 (-$29)
Filed 2026-10-02
Jane Street Group, LLC
N/A
Shares— from 308,409
Change-308,409 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,425
Change-85,425 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,012
Change-12,012 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 464
Change-464 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 272
Change-272 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED35,982,80931,067,084+4,915,725+16%$844.3M$1.0B+$177.3M2026-11-06
UBS Group AG
INCREASED7,3662,970+4,396+148%$80.7K$209.1K+$128.4K2026-11-10
Farther Finance Advisors, LLC
NEW974—+974——$27.7K—2026-10-08
Root Financial Partners, LLC
NEW697—+697——$19.8K—2026-10-21
Allworth Financial LP
UNCHANGED69769700%$18.9K$18.9K$02026-11-06
Harbour Investments, Inc.
NEW591—+591——$16.8K—2026-11-09
Balance Wealth Partners LLC
NEW438—+438——$12.4K—2026-10-27
Carolina Wealth Advisors, LLC
NEW269—+269——$7.6K—2026-10-23
Fifth Third Bancorp
NEW152—+152——$4.3K—2026-11-05
CX Institutional
CLOSED01,068-1,068-100%$29$0-$292026-10-02
Jane Street Group, LLC
N/A—308,409-308,409-100%$8.4M———
Susquehanna International Group, LLP
N/A—85,425-85,425-100%$2.3M———
Marshall Wace, LLP
N/A—12,012-12,012-100%$326.5K———
Jones Financial Companies Lllp
N/A—464-464-100%$12.6K———
Morgan Stanley
N/A—272-272-100%$7.4K———
Showing 15 of 15 institutions