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ABA FCF RAL Aset LAD ETF-Usd (ABLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sagespring Wealth Partners, LLC
INCREASED
Shares2,194,249 from 2,071,062
Change+123,187 (+6%)
Value$67.0M (+$4.7M)
Filed 2026-10-22
Unique Wealth, LLC
INCREASED
Shares204,221 from 196,100
Change+8,121 (+4%)
Value$6.2M (+$335.0K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares160,425 from 102,819
Change+57,606 (+56%)
Value$4.9M (+$1.8M)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
INCREASED
Shares158,524 from 153,324
Change+5,200 (+3%)
Value$4.8M (+$226.8K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
INCREASED
Shares52,907 from 43,961
Change+8,946 (+20%)
Value$1.6M (+$292.7K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares33,246 from 20,586
Change+12,660 (+62%)
Value$1.0M (+$395.7K)
Filed 2026-11-06
TritonPoint Partners, LLC
NEW
Shares26,846
Change+26,846
Value$819.8K
Filed 2026-11-05
Fairvoy Private Wealth, LLC
INCREASED
Shares13,843 from 11,996
Change+1,847 (+15%)
Value$422.7K (+$61.7K)
Filed 2026-10-19
PUREfi Wealth, LLC
INCREASED
Shares10,342 from 9,686
Change+656 (+7%)
Value$315.8K (+$24.3K)
Filed 2026-10-19
Traveka Wealth, LLC
NEW
Shares6,760
Change+6,760
Value$206.4K
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares842 from 36
Change+806 (+2239%)
Value$25.7K (+$24.6K)
Filed 2026-10-08
CoreCap Advisors, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-08
JPMorgan Chase & Co
N/A
Shares— from 2,467,483
Change-2,467,483 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 115,019
Change-115,019 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 104,647
Change-104,647 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 71,095
Change-71,095 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,550
Change-22,550 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 15,815
Change-15,815 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,531
Change-14,531 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 633
Change-633 (-100%)
Value—
Status
Sagespring Wealth Partners, LLC
INCREASED2,194,2492,071,062+123,187+6%$62.3M$67.0M+$4.7M2026-10-22
Unique Wealth, LLC
INCREASED204,221196,100+8,121+4%$5.9M$6.2M+$335.0K2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED160,425102,819+57,606+56%$3.1M$4.9M+$1.8M2026-10-21
Centerline Wealth Advisors, LLC
INCREASED158,524153,324+5,200+3%$4.6M$4.8M+$226.8K2026-10-15
Cyndeo Wealth Partners, LLC
INCREASED52,90743,961+8,946+20%$1.3M$1.6M+$292.7K2026-10-16
LPL Financial LLC
INCREASED33,24620,586+12,660+62%$619.5K$1.0M+$395.7K2026-11-06
TritonPoint Partners, LLC
NEW26,846—+26,846——$819.8K—2026-11-05
Fairvoy Private Wealth, LLC
INCREASED13,84311,996+1,847+15%$361.0K$422.7K+$61.7K2026-10-19
PUREfi Wealth, LLC
INCREASED10,3429,686+656+7%$291.5K$315.8K+$24.3K2026-10-19
Traveka Wealth, LLC
NEW6,760—+6,760——$206.4K—2026-10-19
Farther Finance Advisors, LLC
INCREASED84236+806+2239%$1.1K$25.7K+$24.6K2026-10-08
CoreCap Advisors, LLC
CLOSED038-38-100%$1.1K$0-$1.1K2026-10-08
JPMorgan Chase & Co
N/A—2,467,483-2,467,483-100%$74.2M———
Dynasty Wealth Management, LLC
N/A—115,019-115,019-100%$3.5M———
Storen Legacy Partners, LLC
N/A—104,647-104,647-100%$3.1M———
Tradition Wealth Management, LLC
N/A—71,095-71,095-100%$2.1M———
Osaic Holdings, Inc.
N/A—22,550-22,550-100%$678.5K———
Virtu Financial LLC
N/A—15,815-15,815-100%$476.0K———
Citadel Advisors LLC
N/A—14,531-14,531-100%$437.3K———
Quotient Wealth Partners, LLC
N/A—9,315-9,315-100%$280.3K———
Geneos Wealth Management Inc.
N/A—7,382-7,382-100%$222.1K———
Global Retirement Partners, LLC
N/A—2,065-2,065-100%$62.1K———
Morgan Stanley
N/A—633-633-100%$19.1K———
Showing 23 of 23 institutions