IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tort Electf Infra ETF-Usd in (TPZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares95,342 from 95,329
Change+13 (+0%)
Value$1.9M (-$188.2K)
Filed 2026-11-06
Uhlmann Price Securities, LLC
DECREASED
Shares67,906 from 73,399
Change-5,493 (-7%)
Value$1.4M (-$254.5K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares65,334 from 66,794
Change-1,460 (-2%)
Value$1.3M (-$161.1K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares52,038 from 55,411
Change-3,373 (-6%)
Value$1.0K (-$1.2M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares24,012 from 23,954
Change+58 (+0%)
Value$477.7K (-$46.2K)
Filed 2026-10-30
Davidson Trust Co
NEW
Shares23,000
Change+23,000
Value$457.5K
Filed 2026-10-09
Commonwealth Equity Services, LLC
NEW
Shares21,280
Change+21,280
Value$423.3K
Filed 2026-11-02
Creative Planning
DECREASED
Shares15,757 from 15,813
Change-56 (0%)
Value$313.4K (-$32.4K)
Filed 2026-11-02
NWF Advisory Services Inc.
UNCHANGED
Shares14,289 from 14,289
Change0 (0%)
Value$284.2K (-$28.3K)
Filed 2026-10-19
Beverly Hills Private Wealth, LLC
DECREASED
Shares10,045 from 10,320
Change-275 (-3%)
Value$199.8K (-$25.9K)
Filed 2026-11-04
Montag A & Associates Inc
UNCHANGED
Shares6,622 from 6,622
Change0 (0%)
Value$131.7K (-$13.1K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares6,041 from 6,041
Change0 (0%)
Value$120.2K (-$11.9K)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$59.7K (-$5.9K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$10.8K (-$1.1K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares78 from 77
Change+1 (+1%)
Value$1.6K (-$138)
Filed 2026-10-27
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 1,032
Change-1,032 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-13
Bard Associates Inc
N/A
Shares— from 253,897
Change-253,897 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 237,222
Change-237,222 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 135,002
Change-135,002 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 93,501
Change-93,501 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 93,413
Change-93,413 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 84,974
Change-84,974 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 74,002
Change-74,002 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 34,868
Change-34,868 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 33,153
Change-33,153 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,947
Change-31,947 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,452
Change-20,452 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 17,525
Change-17,525 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,007
Change-16,007 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 12,245
Change-12,245 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,216
Change-12,216 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 272
Change-272 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 97
Change-97 (-100%)
Value—
Status
LPL Financial LLC
INCREASED95,34295,329+13+0%$2.1M$1.9M-$188.2K2026-11-06
Uhlmann Price Securities, LLC
DECREASED67,90673,399-5,493-7%$1.6M$1.4M-$254.5K2026-11-03
D.A. Davidson & Co.
DECREASED65,33466,794-1,460-2%$1.5M$1.3M-$161.1K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED52,03855,411-3,373-6%$1.2M$1.0K-$1.2M2026-11-02
Truist Financial Corp
INCREASED24,01223,954+58+0%$523.9K$477.7K-$46.2K2026-10-30
Davidson Trust Co
NEW23,000—+23,000——$457.5K—2026-10-09
Commonwealth Equity Services, LLC
NEW21,280—+21,280——$423.3K—2026-11-02
Creative Planning
DECREASED15,75715,813-560%$345.8K$313.4K-$32.4K2026-11-02
NWF Advisory Services Inc.
UNCHANGED14,28914,28900%$312.5K$284.2K-$28.3K2026-10-19
Beverly Hills Private Wealth, LLC
DECREASED10,04510,320-275-3%$225.7K$199.8K-$25.9K2026-11-04
Montag A & Associates Inc
UNCHANGED6,6226,62200%$144.8K$131.7K-$13.1K2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED6,0416,04100%$132.1K$120.2K-$11.9K2026-10-29
Private Trust Co NA
UNCHANGED3,0003,00000%$65.6K$59.7K-$5.9K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED54254200%$11.9K$10.8K-$1.1K2026-10-23
Parkside Financial Bank & Trust
INCREASED7877+1+1%$1.7K$1.6K-$1382026-10-27
Harbor Investment Advisory, LLC
CLOSED01,032-1,032-100%$22.6K$0-$22.6K2026-10-13
Bard Associates Inc
N/A—253,897-253,897-100%$5.6M———
Focus Partners Wealth
N/A—237,222-237,222-100%$5.2M———
Cetera Investment Advisers
N/A—135,002-135,002-100%$3.0M———
Rockefeller Capital Management L.P.
N/A—93,501-93,501-100%$2.0M———
Advisors Asset Management, Inc.
N/A—93,413-93,413-100%$2.0M———
Old Mission Capital LLC
N/A—84,974-84,974-100%$1.9M———
Morgan Stanley
N/A—74,002-74,002-100%$1.6M———
Evolve Private Wealth, LLC
N/A—34,868-34,868-100%$762.6K———
Osaic Holdings, Inc.
N/A—33,153-33,153-100%$725.2K———
Susquehanna International Group, LLP
N/A—31,947-31,947-100%$698.7K———
Raymond James Financial Inc
N/A—20,452-20,452-100%$447.3K———
Concorde Asset Management, LLC
N/A—17,525-17,525-100%$383.3K———
MAI Capital Management
N/A—16,007-16,007-100%$350.1K———
McGowan Group Asset Management, Inc.
N/A—12,245-12,245-100%$267.8K———
GTS Securities LLC
N/A—12,216-12,216-100%$267.2K———
JPMorgan Chase & Co
N/A—4,201-4,201-100%$93.0K———
Steward Partners Investment Advisory, LLC
N/A—2,089-2,089-100%$45.7K———
Northwestern Mutual Wealth Management Co
N/A—272-272-100%$6.0K———
Strategic Investment Solutions, Inc.
N/A—200-200-100%$4.4K———
Basepoint Wealth LLC
N/A—199-199-100%$4.3K———
Wells Fargo & Company
N/A—97-97-100%$2.1K———
Showing 37 of 37 institutions