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Smart Trend 25 ETF (STRN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Smart Wealth LLC
INCREASED
Shares557,550 from 306,434
Change+251,116 (+82%)
Value$14.8M (+$6.0M)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares116,970 from 125,059
Change-8,089 (-6%)
Value$3.1M (-$490.9K)
Filed 2026-10-22
Authentikos Wealth Advisory, LLC
N/A
Shares— from 135,901
Change-135,901 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,978
Change-11,978 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Status
Smart Wealth LLC
INCREASED557,550306,434+251,116+82%$8.8M$14.8M+$6.0M2026-11-04
Brookstone Capital Management
DECREASED116,970125,059-8,089-6%$3.6M$3.1M-$490.9K2026-10-22
Authentikos Wealth Advisory, LLC
N/A—135,901-135,901-100%$3.9M———
AE Wealth Management LLC
N/A—11,978-11,978-100%$343.8K———
Morgan Stanley
N/A—3,268-3,268-100%$93.8K———
Showing 5 of 5 institutions