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Vaneck Environmental Service (EVX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares89,572 from 85,174
Change+4,398 (+5%)
Value$3.5K (-$3.5M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares81,904 from 75,258
Change+6,646 (+9%)
Value$3.2M (+$64.9K)
Filed 2026-11-06
Perigon Wealth Management, LLC
UNCHANGED
Shares44,948 from 44,948
Change0 (0%)
Value$1.7M (-$114.7K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW
Shares17,221
Change+17,221
Value$673.7K
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,494 from 7,782
Change+2,712 (+35%)
Value$406 (-$320.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares8,773 from 6,781
Change+1,992 (+29%)
Value$339.2K (+$59.7K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares7,759 from 7,759
Change0 (0%)
Value$298.2K (-$19.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares1,218 from 1,142
Change+76 (+7%)
Value$47.1K (+$57)
Filed 2026-10-08
Geneos Wealth Management Inc.
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$37.7K (-$2.5K)
Filed 2026-11-09
Transce3nd, LLC
NEW
Shares834
Change+834
Value$33.5K
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$6.0K (-$395)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares147 from 115
Change+32 (+28%)
Value$5.7K (+$944)
Filed 2026-11-05
N.E.W. Advisory Services LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$4.6K (-$306)
Filed 2026-11-09
Jacobi Capital Management LLC
NEW
Shares105
Change+105
Value$4.1K
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.9K (-$128)
Filed 2026-10-23
Harbour Investments, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.7K (-$115)
Filed 2026-11-09
CoreCap Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$967 (-$63)
Filed 2026-10-08
Tidemark, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$889 (-$59)
Filed 2026-11-09
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 27,013
Change-27,013 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
National Bank of Canada
N/A
Shares— from 91,512
Change-91,512 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 75,143
Change-75,143 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 55,114
Change-55,114 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,405
Change-31,405 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,932
Change-22,932 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 21,475
Change-21,475 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,291
Change-14,291 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,195
Change-14,195 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,559
Change-11,559 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,265
Change-11,265 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 9,433
Change-9,433 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,602
Change-8,602 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 600
Change-600 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
INCREASED89,57285,174+4,398+5%$3.5M$3.5K-$3.5M2026-11-02
LPL Financial LLC
INCREASED81,90475,258+6,646+9%$3.1M$3.2M+$64.9K2026-11-06
Perigon Wealth Management, LLC
UNCHANGED44,94844,94800%$1.9M$1.7M-$114.7K2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW17,221—+17,221——$673.7K—2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED10,4947,782+2,712+35%$321.0K$406-$320.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED8,7736,781+1,992+29%$279.4K$339.2K+$59.7K2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED7,7597,75900%$317.6K$298.2K-$19.4K2026-10-16
Farther Finance Advisors, LLC
INCREASED1,2181,142+76+7%$47.0K$47.1K+$572026-10-08
Geneos Wealth Management Inc.
UNCHANGED97597500%$40.2K$37.7K-$2.5K2026-11-09
Transce3nd, LLC
NEW834—+834——$33.5K—2026-10-26
American Capital Advisory, LLC
UNCHANGED15515500%$6.4K$6.0K-$3952026-10-28
Rossby Financial, LCC
INCREASED147115+32+28%$4.7K$5.7K+$9442026-11-05
N.E.W. Advisory Services LLC
UNCHANGED12012000%$4.9K$4.6K-$3062026-11-09
Jacobi Capital Management LLC
NEW105—+105——$4.1K—2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED505000%$2.1K$1.9K-$1282026-10-23
Harbour Investments, Inc.
UNCHANGED454500%$1.9K$1.7K-$1152026-11-09
CoreCap Advisors, LLC
UNCHANGED252500%$1.0K$967-$632026-10-08
Tidemark, LLC
UNCHANGED232300%$948$889-$592026-11-09
SeaCrest Wealth Management, LLC
CLOSED027,013-27,013-100%$1.1M$0-$1.1M2026-10-21
National Bank of Canada
N/A—91,512-91,512-100%$3.8M———
Morgan Stanley
N/A—75,143-75,143-100%$3.1M———
Bank of America Corp
N/A—55,114-55,114-100%$2.3M———
Capital Analysts, LLC
N/A—31,405-31,405-100%$1.3M———
PFG Investments, LLC
N/A—22,932-22,932-100%$945.1K———
Comprehensive Money Management Services LLC
N/A—21,475-21,475-100%$885.0K———
Pacific SUN Financial Corp
N/A—20,330-20,330-100%$837.8K———
UBS Group AG
N/A—14,291-14,291-100%$588.9K———
Envestnet Asset Management Inc
N/A—14,195-14,195-100%$585.0K———
Captrust Financial Advisors
N/A—11,559-11,559-100%$476.4K———
Cetera Investment Advisers
N/A—11,265-11,265-100%$464.3K———
Raymond James Financial Inc
N/A—10,145-10,145-100%$418.1K———
Menora Mivtachim Holdings Ltd.
N/A—9,433-9,433-100%$388.7K———
Ameriprise Financial Inc
N/A—8,602-8,602-100%$354.5K———
EP Wealth Advisors, LLC
N/A—5,843-5,843-100%$240.8K———
Sonoma Allocations LLC
N/A—5,509-5,509-100%$228.2K———
Osaic Holdings, Inc.
N/A—3,739-3,739-100%$154.1K———
Global Retirement Partners, LLC
N/A—2,784-2,784-100%$114.7K———
FMR LLC
N/A—2,096-2,096-100%$86.4K———
SHP Wealth Management
N/A—2,072-2,072-100%$85.4K———
Glenmede Trust Co NA
N/A—2,050-2,050-100%$84.5K———
Steward Partners Investment Advisory, LLC
N/A—1,550-1,550-100%$63.9K———
Royal Bank of Canada
N/A—1,212-1,212-100%$50.0K———
Brown Brothers Harriman & Co
N/A—1,150-1,150-100%$47.4K———
SOA Wealth Advisors, Llc.
N/A—744-744-100%$30.7K———
Aptus Capital Advisors, LLC
N/A—729-729-100%$30.0K———
Wells Fargo & Company
N/A—600-600-100%$24.7K———
Ameritas Advisory Services, LLC
N/A—375-375-100%$15.5K———
O'shaughnessy Asset Management, LLC
N/A—210-210-100%$8.7K———
Anchor Investment Management, LLC
N/A—200-200-100%$8.2K———
1 North Wealth Services LLC
N/A—200-200-100%$8.2K———
NewEdge Advisors, LLC
N/A—145-145-100%$6.0K———
Bernard Wealth Management Corp.
N/A—10-10-100%$413———
Showing 52 of 52 institutions