IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vaneck Retail ETF (RTH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares54,915 from 56,484
Change-1,569 (-3%)
Value$13.8M (-$692.9K)
Filed 2026-11-06
JBR Co Financial Management Inc
DECREASED
Shares8,851 from 9,448
Change-597 (-6%)
Value$2.3M (-$149.0K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares4,254 from 3,463
Change+791 (+23%)
Value$1.1M (+$179.6K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares3,807 from 3,870
Change-63 (-2%)
Value$953.5K (-$36.1K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares3,266 from 3,065
Change+201 (+7%)
Value$817.9K (+$34.1K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares3,214 from 3,154
Change+60 (+2%)
Value$804.9K (-$1.7K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,471 from 2,607
Change-136 (-5%)
Value$619 (-$666.4K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares2,190 from 2,964
Change-774 (-26%)
Value$548 (-$757.5K)
Filed 2026-10-26
Keystone Wealth Services, LLC
DECREASED
Shares1,834 from 2,560
Change-726 (-28%)
Value$462.8K (-$192.0K)
Filed 2026-11-03
Monetary Solutions, Ltd
INCREASED
Shares1,720 from 1,670
Change+50 (+3%)
Value$430.8K (+$3.7K)
Filed 2026-10-22
WBI Investments, LLC
DECREASED
Shares1,571 from 1,611
Change-40 (-2%)
Value$393.4K (-$18.7K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares1,305 from 1,128
Change+177 (+16%)
Value$326.8K (+$38.3K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
NEW
Shares1,106
Change+1,106
Value$277.0K
Filed 2026-11-02
Westco Advisory Services Inc
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$264.5K (-$5.6K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares993
Change+993
Value$255.2K
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED
Shares987 from 969
Change+18 (+2%)
Value$247.3K (-$636)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$126.5K (-$2.7K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$65.6K (-$1.4K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares212 from 95
Change+117 (+123%)
Value$53.0K (+$28.7K)
Filed 2026-11-06
Union Savings Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$50.1K (-$1.1K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares179
Change+179
Value$44.8K
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$39.6K (-$838)
Filed 2026-10-21
CX Institutional
DECREASED
Shares140 from 1,087
Change-947 (-87%)
Value$35 (-$243)
Filed 2026-10-02
Blue Bell Private Wealth Management, LLC
NEW
Shares23
Change+23
Value$5.8K
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.5K (-$74)
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares9 from 3
Change+6 (+200%)
Value$2.3K (+$1.5K)
Filed 2026-10-22
Central Pacific Bank - Trust Division
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.3K (-$48)
Filed 2026-10-06
Larson Financial Group LLC
DECREASED
Shares6 from 11
Change-5 (-45%)
Value$1.6K (-$1.3K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.5K (-$31)
Filed 2026-11-02
Allworth Financial LP
NEW
Shares5
Change+5
Value$1.3K
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.3K (-$27)
Filed 2026-10-16
Citigroup Inc
CLOSED
Shares0 from 1,959
Change-1,959 (-100%)
Value$0 (-$501.0K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 44,118
Change-44,118 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 31,816
Change-31,816 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,537
Change-27,537 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,650
Change-17,650 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,549
Change-15,549 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,062
Change-9,062 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,871
Change-7,871 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 952
Change-952 (-100%)
Value—
UBS Group AG
N/A
Shares— from 945
Change-945 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 892
Change-892 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 472
Change-472 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 93
Change-93 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 70
Change-70 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 25
Change-25 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 20
Change-20 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED54,91556,484-1,569-3%$14.4M$13.8M-$692.9K2026-11-06
JBR Co Financial Management Inc
DECREASED8,8519,448-597-6%$2.4M$2.3M-$149.0K2026-10-13
Integrity Alliance, Llc.
INCREASED4,2543,463+791+23%$885.7K$1.1M+$179.6K2026-10-29
Creative Planning
DECREASED3,8073,870-63-2%$989.6K$953.5K-$36.1K2026-11-02
Money Concepts Capital Corp
INCREASED3,2663,065+201+7%$783.8K$817.9K+$34.1K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED3,2143,154+60+2%$806.7K$804.9K-$1.7K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED2,4712,607-136-5%$667.0K$619-$666.4K2026-11-02
Park Avenue Securities LLC
DECREASED2,1902,964-774-26%$758.0K$548-$757.5K2026-10-26
Keystone Wealth Services, LLC
DECREASED1,8342,560-726-28%$654.8K$462.8K-$192.0K2026-11-03
Monetary Solutions, Ltd
INCREASED1,7201,670+50+3%$427.1K$430.8K+$3.7K2026-10-22
WBI Investments, LLC
DECREASED1,5711,611-40-2%$412.1K$393.4K-$18.7K2026-11-05
Truist Financial Corp
INCREASED1,3051,128+177+16%$288.5K$326.8K+$38.3K2026-10-30
Commonwealth Equity Services, LLC
NEW1,106—+1,106——$277.0K—2026-11-02
Westco Advisory Services Inc
UNCHANGED1,0561,05600%$270.1K$264.5K-$5.6K2026-10-14
StoneX Group Inc.
NEW993—+993——$255.2K—2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED987969+18+2%$247.9K$247.3K-$6362026-10-23
Lanark Financial, Inc.
UNCHANGED50550500%$129.2K$126.5K-$2.7K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED26226200%$67.0K$65.6K-$1.4K2026-11-06
Russell Investments Group, Ltd.
INCREASED21295+117+123%$24.3K$53.0K+$28.7K2026-11-06
Union Savings Bank
UNCHANGED20020000%$51.1K$50.1K-$1.1K2026-10-14
Latitude Advisors, LLC
NEW179—+179——$44.8K—2026-10-27
Sunrise Financial Services, LLC
UNCHANGED15815800%$40.4K$39.6K-$8382026-10-21
CX Institutional
DECREASED1401,087-947-87%$278$35-$2432026-10-02
Blue Bell Private Wealth Management, LLC
NEW23—+23——$5.8K—2026-10-29
Assetmark, Inc
UNCHANGED141400%$3.6K$3.5K-$742026-10-21
SBI Securities Co., Ltd.
INCREASED93+6+200%$767$2.3K+$1.5K2026-10-22
Central Pacific Bank - Trust Division
UNCHANGED9900%$2.3K$2.3K-$482026-10-06
Larson Financial Group LLC
DECREASED611-5-45%$2.9K$1.6K-$1.3K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED6600%$1.5K$1.5K-$312026-11-02
Allworth Financial LP
NEW5—+5——$1.3K—2026-11-06
IFP Advisors, Inc
UNCHANGED5500%$1.3K$1.3K-$272026-10-16
Citigroup Inc
CLOSED01,959-1,959-100%$501.0K$0-$501.0K2026-11-04
Bank of America Corp
N/A—44,118-44,118-100%$11.3M———
Equitable Holdings, Inc.
N/A—31,816-31,816-100%$8.1M———
Cetera Investment Advisers
N/A—27,537-27,537-100%$7.0M———
NewEdge Advisors, LLC
N/A—17,650-17,650-100%$4.5M———
Osaic Holdings, Inc.
N/A—15,549-15,549-100%$4.0M———
Morgan Stanley
N/A—10,994-10,994-100%$2.8M———
Susquehanna International Group, LLP
N/A—9,062-9,062-100%$2.3M———
Royal Bank of Canada
N/A—7,871-7,871-100%$2.0M———
Northwestern Mutual Wealth Management Co
N/A—7,426-7,426-100%$1.9M———
MML Investors Services, LLC
N/A—7,064-7,064-100%$1.8M———
Envestnet Asset Management Inc
N/A—7,045-7,045-100%$1.8M———
Goldman Sachs Group Inc
N/A—5,780-5,780-100%$1.5M———
Aspire Capital Advisors LLC
N/A—5,653-5,653-100%$1.4M———
Citadel Advisors LLC
N/A—4,275-4,275-100%$1.1M———
JPMorgan Chase & Co
N/A—3,870-3,870-100%$990.3K———
Raymond James Financial Inc
N/A—3,355-3,355-100%$858.0K———
Belpointe Asset Management LLC
N/A—2,782-2,782-100%$711.5K———
Jones Financial Companies Lllp
N/A—2,343-2,343-100%$600.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,258-2,258-100%$577.5K———
FMR LLC
N/A—2,133-2,133-100%$545.5K———
Bawa N Mallick Trust
N/A—1,750-1,750-100%$447.6K———
Kingsview Wealth Management, LLC
N/A—1,726-1,726-100%$441.4K———
HighTower Advisors, LLC
N/A—1,656-1,656-100%$423.6K———
Private Advisor Group, LLC
N/A—1,422-1,422-100%$363.7K———
DV Equities, LLC
N/A—1,332-1,332-100%$340.6K———
RWA Wealth Partners, LLC
N/A—1,300-1,300-100%$332.5K———
Janney Montgomery Scott LLC
N/A—1,215-1,215-100%$311.0K———
Harbour Investments, Inc.
N/A—952-952-100%$243.5K———
UBS Group AG
N/A—945-945-100%$241.7K———
UBS Asset Management Americas LLC
N/A—897-897-100%$229.4K———
Maridea Wealth Management LLC
N/A—892-892-100%$228.1K———
Modern Wealth Management, LLC
N/A—876-876-100%$224.0K———
Tower Research Capital LLC (TRC)
N/A—472-472-100%$120.7K———
Ameritas Advisory Services, LLC
N/A—444-444-100%$113.6K———
Strive Financial Group,LLC
N/A—320-320-100%$81.8K———
IFG Advisory, LLC
N/A—314-314-100%$80.3K———
Steward Partners Investment Advisory, LLC
N/A—165-165-100%$42.2K———
AE Wealth Management LLC
N/A—121-121-100%$30.9K———
Heritage Wealth Advisors
N/A—93-93-100%$23.7K———
Arax Advisory Partners
N/A—70-70-100%$17.9K———
Continuum Advisory, LLC
N/A—56-56-100%$14.3K———
Nova Wealth Management, Inc.
N/A—40-40-100%$10.2K———
Global Retirement Partners, LLC
N/A—30-30-100%$7.8K———
Bank of Montreal
N/A—25-25-100%$6.4K———
Qube Research & Technologies Ltd
N/A—20-20-100%$5.1K———
BFC Planning, Inc.
N/A—19-19-100%$4.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—19-19-100%$4.9K———
Capital Analysts, LLC
N/A—10-10-100%$3———
Huntington National Bank
N/A—1-1-100%$256———
Wells Fargo & Company
N/A—00—$11———
Showing 82 of 82 institutions