Wsdmtree YLD EN US ST AGG (SHAG)

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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Factor Wealth Management LTD

NEW

Shares431,089

Change+431,089

Value$20.0M

Filed 2026-10-08

LPL Financial LLC

INCREASED

Shares254,577 from 76,854

Change+177,723 (+231%)

Value$11.8M (+$8.2M)

Filed 2026-11-06

Eclectic Associates Inc

DECREASED

Shares97,437 from 97,596

Change-159 (0%)

Value$4.5M (-$100.9K)

Filed 2026-10-09

HF Advisory Group, LLC

INCREASED

Shares25,746 from 24,096

Change+1,650 (+7%)

Value$1.2M (+$53.4K)

Filed 2026-10-09

Insight Advisors, LLC/ PA

INCREASED

Shares21,072 from 19,378

Change+1,694 (+9%)

Value$977.0K (+$60.0K)

Filed 2026-10-22

Prime Capital Investment Advisors, LLC

DECREASED

Shares16,459 from 16,933

Change-474 (-3%)

Value$763.1K (-$38.2K)

Filed 2026-10-20

Kestra Advisory Services, LLC

DECREASED

Shares14,109 from 18,671

Change-4,562 (-24%)

Value$654.1K (-$229.4K)

Filed 2026-11-02

Winch Advisory Services, LLC

INCREASED

Shares10,174 from 10,166

Change+8 (+0%)

Value$471.7K (-$9.4K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares6,815 from 6,795

Change+20 (+0%)

Value$316.0K (-$5.6K)

Filed 2026-11-05

Trilogy Capital Inc.

UNCHANGED

Shares4,372 from 4,372

Change0 (0%)

Value$202.7K (-$4.2K)

Filed 2026-10-20

Lanark Financial, Inc.

DECREASED

Shares540 from 976

Change-436 (-45%)

Value$25.0K (-$21.2K)

Filed 2026-10-26

Creative Financial Designs Inc

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$1.8K (-$36)

Filed 2026-11-04

Heritage Family Offices, LLP

NEW

Shares15

Change+15

Value$696

Filed 2026-11-02

CoreCap Advisors, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$510 (-$11)

Filed 2026-10-08

Planning Strategies Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$371 (-$8)

Filed 2026-10-02

Columbia Advisory Partners LLC

CLOSED

Shares0 from 55,437

Change-55,437 (-100%)

Value$0 (-$2.6M)

Filed 2026-10-15

Smallwood Wealth Investment Management, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$69)

Filed 2026-10-30

Bank of America Corp

N/A

Shares— from 136,039

Change-136,039 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 64,570

Change-64,570 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 62,385

Change-62,385 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 53,913

Change-53,913 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 42,562

Change-42,562 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 26,115

Change-26,115 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,127

Change-13,127 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 12,993

Change-12,993 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,949

Change-4,949 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,518

Change-1,518 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,015

Change-1,015 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 802

Change-802 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 800

Change-800 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Factor Wealth Management LTD	NEW	431,089	—	+431,089	—	—	$20.0M	—	2026-10-08
LPL Financial LLC	INCREASED	254,577	76,854	+177,723	+231%	$3.6M	$11.8M	+$8.2M	2026-11-06
Eclectic Associates Inc	DECREASED	97,437	97,596	-159	0%	$4.6M	$4.5M	-$100.9K	2026-10-09
HF Advisory Group, LLC	INCREASED	25,746	24,096	+1,650	+7%	$1.1M	$1.2M	+$53.4K	2026-10-09
Insight Advisors, LLC/ PA	INCREASED	21,072	19,378	+1,694	+9%	$917.0K	$977.0K	+$60.0K	2026-10-22
Prime Capital Investment Advisors, LLC	DECREASED	16,459	16,933	-474	-3%	$801.3K	$763.1K	-$38.2K	2026-10-20
Kestra Advisory Services, LLC	DECREASED	14,109	18,671	-4,562	-24%	$883.5K	$654.1K	-$229.4K	2026-11-02
Winch Advisory Services, LLC	INCREASED	10,174	10,166	+8	+0%	$481.1K	$471.7K	-$9.4K	2026-11-06
Bank of New York Mellon Corp	INCREASED	6,815	6,795	+20	+0%	$321.6K	$316.0K	-$5.6K	2026-11-05
Trilogy Capital Inc.	UNCHANGED	4,372	4,372	0	0%	$206.9K	$202.7K	-$4.2K	2026-10-20
Lanark Financial, Inc.	DECREASED	540	976	-436	-45%	$46.2K	$25.0K	-$21.2K	2026-10-26
Creative Financial Designs Inc	UNCHANGED	38	38	0	0%	$1.8K	$1.8K	-$36	2026-11-04
Heritage Family Offices, LLP	NEW	15	—	+15	—	—	$696	—	2026-11-02
CoreCap Advisors, LLC	UNCHANGED	11	11	0	0%	$521	$510	-$11	2026-10-08
Planning Strategies Inc.	UNCHANGED	8	8	0	0%	$379	$371	-$8	2026-10-02
Columbia Advisory Partners LLC	CLOSED	0	55,437	-55,437	-100%	$2.6M	$0	-$2.6M	2026-10-15
Smallwood Wealth Investment Management, LLC	CLOSED	0	1	-1	-100%	$69	$0	-$69	2026-10-30
Bank of America Corp	N/A	—	136,039	-136,039	-100%	$6.4M	—	—	—
Private Advisor Group, LLC	N/A	—	64,570	-64,570	-100%	$3.1M	—	—	—
Citadel Advisors LLC	N/A	—	62,385	-62,385	-100%	$3.0M	—	—	—
Jane Street Group, LLC	N/A	—	53,913	-53,913	-100%	$2.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	42,562	-42,562	-100%	$2.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	26,115	-26,115	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	13,127	-13,127	-100%	$621.0K	—	—	—
Webster Bank, N. A.	N/A	—	12,993	-12,993	-100%	$614.9K	—	—	—
Morgan Stanley	N/A	—	4,949	-4,949	-100%	$234.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,518	-1,518	-100%	$71.9K	—	—	—
JPMorgan Chase & Co	N/A	—	1,015	-1,015	-100%	$48.1K	—	—	—
Ameriflex Group, Inc.	N/A	—	802	-802	-100%	$38.0K	—	—	—
Franklin Resources Inc	N/A	—	800	-800	-100%	$37.9K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$34	—	—	—

Showing 31 of 31 institutions