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NED Dr360 DYN Allocation ETF (NDAA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Robertson Stephens Wealth Management, LLC
NEW
Shares7,739,330
Change+7,739,330
Value$184.9M
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares12,953
Change+12,953
Value$309.5K
Filed 2026-11-03
Jnba Financial Advisors
NEW
Shares454
Change+454
Value$10.8K
Filed 2026-11-03
HighTower Advisors, LLC
N/A
Shares— from 50,758
Change-50,758 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
Status
Robertson Stephens Wealth Management, LLC
NEW7,739,330—+7,739,330——$184.9M—2026-10-16
Ascentis Independent Advisors
NEW12,953—+12,953——$309.5K—2026-11-03
Jnba Financial Advisors
NEW454—+454——$10.8K—2026-11-03
HighTower Advisors, LLC
N/A—50,758-50,758-100%$1.2M———
Brookwood Investment Group LLC
N/A—10,707-10,707-100%$255.1K———
Showing 5 of 5 institutions