IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Brandes US Small-Mid Cap VAL (BSMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
One Plus One Wealth Management, LLC
INCREASED
Shares33,308 from 32,854
Change+454 (+1%)
Value$1.3M (-$23.8K)
Filed 2026-10-16
Nautilus Advisors LLC
INCREASED
Shares32,100 from 31,760
Change+340 (+1%)
Value$1.2M (-$40.6K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares7,162 from 7,155
Change+7 (+0%)
Value$270.1K (-$8.6K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares5,751 from 5,657
Change+94 (+2%)
Value$216.9K (-$3.5K)
Filed 2026-10-30
Farther Finance Advisors, LLC
NEW
Shares2,971
Change+2,971
Value$112.0K
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$70.4K (-$2.3K)
Filed 2026-11-05
Wedbush Securities Inc
CLOSED
Shares0 from 5,150
Change-5,150 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-22
Blue Trust, Inc.
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-15
Hantz Financial Services, Inc.
N/A
Shares— from 3,276,143
Change-3,276,143 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 215,980
Change-215,980 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 197,433
Change-197,433 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 121,028
Change-121,028 (-100%)
Value—
Stephens Inc
N/A
Shares— from 40,045
Change-40,045 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,987
Change-27,987 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 25,700
Change-25,700 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,561
Change-15,561 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,060
Change-13,060 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,927
Change-9,927 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,528
Change-8,528 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
UBS Group AG
N/A
Shares— from 945
Change-945 (-100%)
Value—
Status
One Plus One Wealth Management, LLC
INCREASED33,30832,854+454+1%$1.3M$1.3M-$23.8K2026-10-16
Nautilus Advisors LLC
INCREASED32,10031,760+340+1%$1.3M$1.2M-$40.6K2026-10-07
Commonwealth Equity Services, LLC
INCREASED7,1627,155+7+0%$278.7K$270.1K-$8.6K2026-11-02
Truist Financial Corp
INCREASED5,7515,657+94+2%$220.4K$216.9K-$3.5K2026-10-30
Farther Finance Advisors, LLC
NEW2,971—+2,971——$112.0K—2026-10-08
Fifth Third Bancorp
UNCHANGED1,8661,86600%$72.7K$70.4K-$2.3K2026-11-05
Wedbush Securities Inc
CLOSED05,150-5,150-100%$201.0K$0-$201.0K2026-10-22
Blue Trust, Inc.
CLOSED097-97-100%$3.8K$0-$3.8K2026-10-15
Hantz Financial Services, Inc.
N/A—3,276,143-3,276,143-100%$127.6M———
Royal Bank of Canada
N/A—215,980-215,980-100%$8.4M———
Bleakley Financial Group, LLC
N/A—197,433-197,433-100%$7.7M———
Nuveen, LLC
N/A—121,028-121,028-100%$4.7M———
Stephens Inc
N/A—40,045-40,045-100%$1.6M———
Susquehanna International Group, LLP
N/A—27,987-27,987-100%$1.1M———
Stifel Financial Corp
N/A—25,700-25,700-100%$1.0M———
Raymond James Financial Inc
N/A—15,561-15,561-100%$606.2K———
Steward Partners Investment Advisory, LLC
N/A—13,060-13,060-100%$508.8K———
Citadel Advisors LLC
N/A—9,927-9,927-100%$386.7K———
Jane Street Group, LLC
N/A—8,528-8,528-100%$332.2K———
Envestnet Asset Management Inc
N/A—6,161-6,161-100%$240.0K———
Benjamin Edwards Inc
N/A—5,863-5,863-100%$228.3K———
Osaic Holdings, Inc.
N/A—3,266-3,266-100%$127.2K———
UBS Group AG
N/A—945-945-100%$36.8K———
Showing 23 of 23 institutions