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Transamer Lrge VAL Activ ETF (TALV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares94,750 from 12,130
Change+82,620 (+681%)
Value$2.7M (+$2.3M)
Filed 2026-11-06
Prosperity Financial Group, Inc.
DECREASED
Shares43,421 from 47,852
Change-4,431 (-9%)
Value$1.2M (-$102.0K)
Filed 2026-10-29
Global Retirement Partners, LLC
NEW
Shares100
Change+100
Value$2.8K
Filed 2026-11-10
Creative Financial Designs Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 3,564,228
Change-3,564,228 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,611,426
Change-1,611,426 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 294,527
Change-294,527 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,656
Change-11,656 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,725
Change-8,725 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Status
LPL Financial LLC
INCREASED94,75012,130+82,620+681%$333.7K$2.7M+$2.3M2026-11-06
Prosperity Financial Group, Inc.
DECREASED43,42147,852-4,431-9%$1.3M$1.2M-$102.0K2026-10-29
Global Retirement Partners, LLC
NEW100—+100——$2.8K—2026-11-10
Creative Financial Designs Inc
CLOSED0200-200-100%$5.5K$0-$5.5K2026-11-04
JPMorgan Chase & Co
N/A—3,564,228-3,564,228-100%$98.0M———
Goldman Sachs Group Inc
N/A—1,611,426-1,611,426-100%$44.3M———
BlackRock, Inc.
N/A—294,527-294,527-100%$8.1M———
GTS Securities LLC
N/A—11,656-11,656-100%$320.7K———
Stratos Wealth Partners, Ltd.
N/A—8,725-8,725-100%$240.0K———
Royal Bank of Canada
N/A—1,000-1,000-100%$28.0K———
Showing 10 of 10 institutions