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Vaneck Long Trend ETF (LFEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Financial Enhancement Group LLC
DECREASED
Shares90,140 from 91,785
Change-1,645 (-2%)
Value$5.6M (+$123.0K)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares28,574 from 29,905
Change-1,331 (-4%)
Value$1.7M (-$40.3K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
NEW
Shares11,574
Change+11,574
Value$704.3K
Filed 2026-11-02
Kraft, Davis & Associates, LLC
UNCHANGED
Shares8,830 from 8,830
Change0 (0%)
Value$540.0K (+$14.5K)
Filed 2026-10-21
J2 Capital Management Inc
INCREASED
Shares5,461 from 4,918
Change+543 (+11%)
Value$332.3K (+$39.7K)
Filed 2026-10-19
Wealth Advisory Solutions, LLC
UNCHANGED
Shares4,639 from 4,639
Change0 (0%)
Value$282.3K (+$6.3K)
Filed 2026-10-20
Cabot Wealth Management Inc
NEW
Shares4,134
Change+4,134
Value$251.6K
Filed 2026-11-05
MGO One Seven LLC
NEW
Shares3,490
Change+3,490
Value$212.4K
Filed 2026-10-28
North Point Portfolio Managers Corp
NEW
Shares400
Change+400
Value$24.3K
Filed 2026-10-07
IFG Advisory, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$304 (+$7)
Filed 2026-11-09
Sigma Planning Corp
CLOSED
Shares0 from 3,625
Change-3,625 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-23
Magnolia Capital Advisors LLC
N/A
Shares— from 31,896
Change-31,896 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,755
Change-18,755 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,186
Change-5,186 (-100%)
Value—
UBS Group AG
N/A
Shares— from 787
Change-787 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Financial Enhancement Group LLC
DECREASED90,14091,785-1,645-2%$5.5M$5.6M+$123.0K2026-10-08
LPL Financial LLC
DECREASED28,57429,905-1,331-4%$1.8M$1.7M-$40.3K2026-11-06
Commonwealth Equity Services, LLC
NEW11,574—+11,574——$704.3K—2026-11-02
Kraft, Davis & Associates, LLC
UNCHANGED8,8308,83000%$525.4K$540.0K+$14.5K2026-10-21
J2 Capital Management Inc
INCREASED5,4614,918+543+11%$292.6K$332.3K+$39.7K2026-10-19
Wealth Advisory Solutions, LLC
UNCHANGED4,6394,63900%$276.0K$282.3K+$6.3K2026-10-20
Cabot Wealth Management Inc
NEW4,134—+4,134——$251.6K—2026-11-05
MGO One Seven LLC
NEW3,490—+3,490——$212.4K—2026-10-28
North Point Portfolio Managers Corp
NEW400—+400——$24.3K—2026-10-07
IFG Advisory, LLC
UNCHANGED5500%$297$304+$72026-11-09
Sigma Planning Corp
CLOSED03,625-3,625-100%$215.7K$0-$215.7K2026-10-23
Magnolia Capital Advisors LLC
N/A—31,896-31,896-100%$1.9M———
Citadel Advisors LLC
N/A—18,755-18,755-100%$1.1M———
Bank of America Corp
N/A—10,255-10,255-100%$610.1K———
Focus Partners Advisor Solutions, LLC
N/A—7,246-7,246-100%$431.1K———
Raymond James Financial Inc
N/A—5,186-5,186-100%$308.5K———
UBS Group AG
N/A—787-787-100%$46.8K———
Morgan Stanley
N/A—1-1-100%$75———
Measured Wealth Private Client Group, LLC
N/A—00—$4———
Showing 19 of 19 institutions