Conductor Global EQ VAL ETF (CGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,206,705 from 2,010,845

Change+195,860 (+10%)

Value$34.8M (+$3.8M)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares350,540 from 292,340

Change+58,200 (+20%)

Value$5.5M (+$948.3K)

Filed 2026-10-30

LPL Financial LLC

INCREASED

Shares159,133 from 155,578

Change+3,555 (+2%)

Value$2.5M (+$75.4K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares54,233 from 56,845

Change-2,612 (-5%)

Value$849.1K (-$33.7K)

Filed 2026-11-02

MBL Wealth, LLC

NEW

Shares14,254

Change+14,254

Value$223.2K

Filed 2026-10-22

Mather Group, Llc.

CLOSED

Shares0 from 4,046

Change-4,046 (-100%)

Value$0 (-$62.8K)

Filed 2026-10-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 3,255

Change-3,255 (-100%)

Value$0 (-$50.6K)

Filed 2026-10-08

Fifth Third Bancorp

CLOSED

Shares0 from 1,011

Change-1,011 (-100%)

Value$0 (-$15.7K)

Filed 2026-11-05

Focus Partners Wealth

N/A

Shares— from 843,694

Change-843,694 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 614,452

Change-614,452 (-100%)

Value—

Waddell & Associates, LLC

N/A

Shares— from 401,712

Change-401,712 (-100%)

Value—

N/A

Shares— from 297,945

Change-297,945 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 278,866

Change-278,866 (-100%)

Value—

Brightwater Advisory LLC

N/A

Shares— from 242,109

Change-242,109 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 44,122

Change-44,122 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 20,113

Change-20,113 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 17,433

Change-17,433 (-100%)

Value—

N/A

Shares— from 81

Change-81 (-100%)

Value—

	Status
Wealth Enhancement Advisory Services, LLC	INCREASED	2,206,705	2,010,845	+195,860	+10%	$31.0M	$34.8M	+$3.8M	2026-10-13
Truist Financial Corp	INCREASED	350,540	292,340	+58,200	+20%	$4.5M	$5.5M	+$948.3K	2026-10-30
LPL Financial LLC	INCREASED	159,133	155,578	+3,555	+2%	$2.4M	$2.5M	+$75.4K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	54,233	56,845	-2,612	-5%	$882.8K	$849.1K	-$33.7K	2026-11-02
MBL Wealth, LLC	NEW	14,254	—	+14,254	—	—	$223.2K	—	2026-10-22
Mather Group, Llc.	CLOSED	0	4,046	-4,046	-100%	$62.8K	$0	-$62.8K	2026-10-14
Farther Finance Advisors, LLC	CLOSED	0	3,255	-3,255	-100%	$50.6K	$0	-$50.6K	2026-10-08
Fifth Third Bancorp	CLOSED	0	1,011	-1,011	-100%	$15.7K	$0	-$15.7K	2026-11-05
Focus Partners Wealth	N/A	—	843,694	-843,694	-100%	$13.1M	—	—	—
Cetera Investment Advisers	N/A	—	614,452	-614,452	-100%	$9.5M	—	—	—
Waddell & Associates, LLC	N/A	—	401,712	-401,712	-100%	$6.2M	—	—	—
Mariner, LLC	N/A	—	297,945	-297,945	-100%	$4.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	278,866	-278,866	-100%	$4.3M	—	—	—
Brightwater Advisory LLC	N/A	—	242,109	-242,109	-100%	$3.8M	—	—	—
Cary Street Partners Financial LLC	N/A	—	44,122	-44,122	-100%	$685.2K	—	—	—
Quantinno Capital Management LP	N/A	—	20,113	-20,113	-100%	$312.4K	—	—	—
Citadel Advisors LLC	N/A	—	17,433	-17,433	-100%	$270.7K	—	—	—
UBS Group AG	N/A	—	81	-81	-100%	$1.3K	—	—	—

Showing 18 of 18 institutions