IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Brandes US Value ETF (BUSA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
A&I Financial Services, LLC
INCREASED
Shares444,647 from 442,781
Change+1,866 (+0%)
Value$17.5M (-$2.0K)
Filed 2026-10-15
Nkcfo LLC
NEW
Shares82,100
Change+82,100
Value$3.2K
Filed 2026-11-04
Nautilus Advisors LLC
INCREASED
Shares38,070 from 33,610
Change+4,460 (+13%)
Value$1.5M (+$146.1K)
Filed 2026-10-07
Live Oak Private Wealth LLC
DECREASED
Shares30,903 from 31,398
Change-495 (-2%)
Value$1.2M (-$24.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares22,675 from 22,720
Change-45 (0%)
Value$890.4K (-$5.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares21,709 from 17,646
Change+4,063 (+23%)
Value$852.5K (+$156.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,839 from 8,734
Change+3,105 (+36%)
Value$465 (-$343.5K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,900 from 6,619
Change+3,281 (+50%)
Value$388.8K (+$126.3K)
Filed 2026-10-13
Wedbush Securities Inc
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$251 (-$251.7K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares1,059 from 694
Change+365 (+53%)
Value$41.6K (+$14.2K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares580 from 528
Change+52 (+10%)
Value$22.8K (+$2.0K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.4K (-$10)
Filed 2026-10-26
Blue Trust, Inc.
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-15
Hantz Financial Services, Inc.
N/A
Shares— from 5,498,422
Change-5,498,422 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 239,749
Change-239,749 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 118,747
Change-118,747 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 110,299
Change-110,299 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 37,140
Change-37,140 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,491
Change-25,491 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,077
Change-7,077 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,483
Change-5,483 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 757
Change-757 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 504
Change-504 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 442
Change-442 (-100%)
Value—
Status
A&I Financial Services, LLC
INCREASED444,647442,781+1,866+0%$17.5M$17.5M-$2.0K2026-10-15
Nkcfo LLC
NEW82,100—+82,100——$3.2K—2026-11-04
Nautilus Advisors LLC
INCREASED38,07033,610+4,460+13%$1.3M$1.5M+$146.1K2026-10-07
Live Oak Private Wealth LLC
DECREASED30,90331,398-495-2%$1.2M$1.2M-$24.8K2026-11-02
Commonwealth Equity Services, LLC
DECREASED22,67522,720-450%$896.1K$890.4K-$5.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED21,70917,646+4,063+23%$696.0K$852.5K+$156.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED11,8398,734+3,105+36%$344.0K$465-$343.5K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED9,9006,619+3,281+50%$262.5K$388.8K+$126.3K2026-10-13
Wedbush Securities Inc
UNCHANGED6,4006,40000%$252.0K$251-$251.7K2026-10-22
Harbor Investment Advisory, LLC
INCREASED1,059694+365+53%$27.4K$41.6K+$14.2K2026-10-13
Signaturefd, LLC
INCREASED580528+52+10%$20.8K$22.8K+$2.0K2026-10-23
Lanark Financial, Inc.
UNCHANGED626200%$2.4K$2.4K-$102026-10-26
Blue Trust, Inc.
CLOSED0108-108-100%$4.3K$0-$4.3K2026-10-15
Hantz Financial Services, Inc.
N/A—5,498,422-5,498,422-100%$216.9M———
Nuveen, LLC
N/A—239,749-239,749-100%$9.5M———
Stifel Financial Corp
N/A—118,747-118,747-100%$4.7M———
Royal Bank of Canada
N/A—110,299-110,299-100%$4.4M———
Waverly Advisors, LLC
N/A—37,140-37,140-100%$1.5M———
Goldman Sachs Group Inc
N/A—25,491-25,491-100%$1.0M———
Sanctuary Advisors, LLC
N/A—7,077-7,077-100%$279.1K———
Jane Street Group, LLC
N/A—5,483-5,483-100%$216.3K———
JPMorgan Chase & Co
N/A—4,302-4,302-100%$170.6K———
UBS Group AG
N/A—3,415-3,415-100%$134.7K———
Osaic Holdings, Inc.
N/A—1,910-1,910-100%$75.3K———
Regatta Research & Money Management
N/A—757-757-100%$29.8K———
Huntington National Bank
N/A—504-504-100%$19.9K———
Steward Partners Investment Advisory, LLC
N/A—445-445-100%$17.6K———
Morgan Stanley
N/A—442-442-100%$17.4K———
Showing 28 of 28 institutions