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Portfolio BUI BLO INT OG ETF (PBOG)

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
Shares12,926,379 from 15,253,645
Change-2,327,266 (-15%)
Value$446.0M (-$2.3M)
Filed 2026-11-06
UBS Group AG
DECREASED
Shares1,020 from 4,070
Change-3,050 (-75%)
Value$35.2K (-$84.4K)
Filed 2026-11-10
Farther Finance Advisors, LLC
NEW
Shares525
Change+525
Value$18.1K
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$15.0K ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares250
Change+250
Value$8.6K
Filed 2026-10-21
Harbour Investments, Inc.
NEW
Shares226
Change+226
Value$7.8K
Filed 2026-11-09
Carolina Wealth Advisors, LLC
NEW
Shares129
Change+129
Value$4.5K
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares93
Change+93
Value$3.2K
Filed 2026-10-27
CX Institutional
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$16)
Filed 2026-10-02
Citadel Advisors LLC
N/A
Shares— from 345,081
Change-345,081 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 168,901
Change-168,901 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 77,803
Change-77,803 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,589
Change-9,589 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 445
Change-445 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 201
Change-201 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 157
Change-157 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED12,926,37915,253,645-2,327,266-15%$448.3M$446.0M-$2.3M2026-11-06
UBS Group AG
DECREASED1,0204,070-3,050-75%$119.6K$35.2K-$84.4K2026-11-10
Farther Finance Advisors, LLC
NEW525—+525——$18.1K—2026-10-08
Allworth Financial LP
UNCHANGED51051000%$15.0K$15.0K$02026-11-06
Root Financial Partners, LLC
NEW250—+250——$8.6K—2026-10-21
Harbour Investments, Inc.
NEW226—+226——$7.8K—2026-11-09
Carolina Wealth Advisors, LLC
NEW129—+129——$4.5K—2026-10-23
Balance Wealth Partners LLC
NEW93—+93——$3.2K—2026-10-27
CX Institutional
CLOSED0541-541-100%$16$0-$162026-10-02
Citadel Advisors LLC
N/A—345,081-345,081-100%$10.1M———
Jane Street Group, LLC
N/A—168,901-168,901-100%$5.0M———
Susquehanna International Group, LLP
N/A—77,803-77,803-100%$2.3M———
Marshall Wace, LLP
N/A—9,589-9,589-100%$281.8K———
Osaic Holdings, Inc.
N/A—445-445-100%$13.1K———
Jones Financial Companies Lllp
N/A—201-201-100%$5.9K———
Morgan Stanley
N/A—157-157-100%$4.6K———
Showing 16 of 16 institutions