IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pictet AI Enhd US Eqty ETF (PQUS)

CUSIP: 900934787 | NYSE | 19 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Banque Pictet & CIE SA2,469,829
0.5% of portfolio›$70.5M
Heritage OAK Wealth Advisors LLC342,168
3.0% of portfolio›$9.8M
Atria Investments, Inc276,564
0.1% of portfolio›$7.9M
Virtue Capital Management, LLC92,928
0.3% of portfolio›$2.7M
Global View Capital Management LLC65,658
0.4% of portfolio›$1.9M
Bank of New York Mellon Corp51,030
0.0% of portfolio›$1.5M
Balefire, LLC45,173
0.2% of portfolio›$1.3M
Swmg, LLC45,140
0.3% of portfolio›$1.3M
Legacy Wealth Partners, LLC36,247
0.2% of portfolio›$1.0M
Fulcrum Equity Management33,407
0.8% of portfolio›$953.4K
Hutchens & Kramer Investment Management Group, LLC28,819
0.2% of portfolio›$822.5K
Concurrent Investment Advisors, LLC26,787
0.0% of portfolio›$764.5K
RFG Advisory, LLC14,407
0.0% of portfolio›$411.2K
Legacy Capital Wealth Partners, LLC14,253
0.1% of portfolio›$406.8K
IFP Advisors, Inc7,677
0.0% of portfolio›$219.1K
MGO One Seven LLC7,092
0.0% of portfolio›$202.4K
StyleTurnoverLocationFiled
Banque Pictet & CIE SA
2,469,829$70.5M0.5%CoreMediumGeneva 73, Switzerland2026-10-16
Heritage OAK Wealth Advisors LLC
342,168$9.8M3.0%ValueHighSanta Rosa Beach, FL2026-10-14
Atria Investments, Inc
276,564$7.9M0.1%CoreMediumCharlotte, NC2026-10-15
Virtue Capital Management, LLC
92,928$2.7M0.3%GrowthHighBrentwood, TN2026-10-29
Global View Capital Management LLC
65,658$1.9M0.4%ETFHighWaukesha, WI2026-10-28
Bank of New York Mellon Corp
51,030$1.5M0.0%CoreLowNew York, NY2026-11-05
Balefire, LLC
45,173$1.3M0.2%ETFMediumDallas, TX2026-10-09
Swmg, LLC
45,140$1.3M0.3%ETFMediumFort Worth, TX2026-10-23
Legacy Wealth Partners, LLC
36,247$1.0M0.2%ETFHighLakewood, CO2026-10-15
Fulcrum Equity Management
33,407$953.4K0.8%GrowthHighPlano, TX2026-10-21
Hutchens & Kramer Investment Management Group, LLC
28,819$822.5K0.2%ETFLowIndianapolis, IN2026-10-16
Concurrent Investment Advisors, LLC
26,787$764.5K0.0%GrowthMediumTampa, FL2026-10-16
RFG Advisory, LLC
14,407$411.2K0.0%ETFMediumBirmingham, AL2026-11-03
Legacy Capital Wealth Partners, LLC
14,253$406.8K0.1%CoreMediumLittle Rock, AR2026-10-21
IFP Advisors, Inc
7,677$219.1K0.0%GrowthLowTampa, FL2026-10-16
MGO One Seven LLC
7,092$202.4K0.0%GrowthLowBeachwood, OH2026-10-28