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Pictet AI Enhd US Eqty ETF (PQUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Banque Pictet & CIE SA
INCREASED
Shares2,469,829 from 2,178,346
Change+291,483 (+13%)
Value$70.5M (+$10.2M)
Filed 2026-10-16
Heritage OAK Wealth Advisors LLC
NEW
Shares342,168
Change+342,168
Value$9.8M
Filed 2026-10-14
Atria Investments, Inc
NEW
Shares276,564
Change+276,564
Value$7.9M
Filed 2026-10-15
Virtue Capital Management, LLC
NEW
Shares92,928
Change+92,928
Value$2.7M
Filed 2026-10-29
Global View Capital Management LLC
NEW
Shares65,658
Change+65,658
Value$1.9M
Filed 2026-10-28
Bank of New York Mellon Corp
NEW
Shares51,030
Change+51,030
Value$1.5M
Filed 2026-11-05
Balefire, LLC
NEW
Shares45,173
Change+45,173
Value$1.3M
Filed 2026-10-09
Swmg, LLC
NEW
Shares45,140
Change+45,140
Value$1.3M
Filed 2026-10-23
Legacy Wealth Partners, LLC
NEW
Shares36,247
Change+36,247
Value$1.0M
Filed 2026-10-15
Fulcrum Equity Management
NEW
Shares33,407
Change+33,407
Value$953.4K
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares28,819
Change+28,819
Value$822.5K
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares26,787
Change+26,787
Value$764.5K
Filed 2026-10-16
RFG Advisory, LLC
NEW
Shares14,407
Change+14,407
Value$411.2K
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
NEW
Shares14,253
Change+14,253
Value$406.8K
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares7,677 from 24,083
Change-16,406 (-68%)
Value$219.1K (-$447.9K)
Filed 2026-10-16
MGO One Seven LLC
NEW
Shares7,092
Change+7,092
Value$202.4K
Filed 2026-10-28
UBS Group AG
N/A
Shares— from 272
Change-272 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Status
Banque Pictet & CIE SA
INCREASED2,469,8292,178,346+291,483+13%$60.3M$70.5M+$10.2M2026-10-16
Heritage OAK Wealth Advisors LLC
NEW342,168—+342,168——$9.8M—2026-10-14
Atria Investments, Inc
NEW276,564—+276,564——$7.9M—2026-10-15
Virtue Capital Management, LLC
NEW92,928—+92,928——$2.7M—2026-10-29
Global View Capital Management LLC
NEW65,658—+65,658——$1.9M—2026-10-28
Bank of New York Mellon Corp
NEW51,030—+51,030——$1.5M—2026-11-05
Balefire, LLC
NEW45,173—+45,173——$1.3M—2026-10-09
Swmg, LLC
NEW45,140—+45,140——$1.3M—2026-10-23
Legacy Wealth Partners, LLC
NEW36,247—+36,247——$1.0M—2026-10-15
Fulcrum Equity Management
NEW33,407—+33,407——$953.4K—2026-10-21
Hutchens & Kramer Investment Management Group, LLC
NEW28,819—+28,819——$822.5K—2026-10-16
Concurrent Investment Advisors, LLC
NEW26,787—+26,787——$764.5K—2026-10-16
RFG Advisory, LLC
NEW14,407—+14,407——$411.2K—2026-11-03
Legacy Capital Wealth Partners, LLC
NEW14,253—+14,253——$406.8K—2026-10-21
IFP Advisors, Inc
DECREASED7,67724,083-16,406-68%$667.0K$219.1K-$447.9K2026-10-16
MGO One Seven LLC
NEW7,092—+7,092——$202.4K—2026-10-28
UBS Group AG
N/A—272-272-100%$7.5K———
BFC Planning, Inc.
N/A—58-58-100%$1.6K———
Showing 18 of 18 institutions