Security Snapshot

Macquarie ETF Trust - Exchange Traded Fund (EMEQ) Institutional Ownership

CUSIP: 555927508

13F Institutional Holders and Ownership History from Q3 2024 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

36

Shares (Excl. Options)

5.38MFull value: 5,376,541 · shares · 30 Sep 2026

Price

$65.68

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+534,929
Value change
+$34,938,162
Number of holders
36
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
3,564,442
SEC-reported price per share
$61.86
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • EMEQ - Macquarie ETF Trust - Exchange Traded Fund is tracked under CUSIP 555927508.
  • 36 institutions reported positions in Q3 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 54 to 36 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $560.66MFull value: $560,656,108 · USD · 30 Jun 2026
    to
    $353.14MFull value: $353,137,491 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 36 institutions filings for Q3 2026.

Open SEC evidence

Security key

555927508

13F reference period

Q3 2026

13F holders

36

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
EMEQ
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 7.7% -48% $10,879,674 +$3,465,765 274,462 +47% TRUIST FINANCIAL CORP 30 Nov 2025
As of 30 Sep 2026, 36 institutional investors reported holding
5.38MFull value: 5,376,541 · shares · 30 Sep 2026
shares of Macquarie ETF Trust - Exchange Traded Fund (EMEQ). This represents 151% of the company’s total
3.56MFull value: 3,564,442 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
150%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LPL Financial LLC 67% 2,372,551 +12% 0.03% $155,817,220
Pacific Wealth Management 14% 490,243 +2.1% 14% $32,196,710
Private Advisor Group, LLC 13% 476,350 +78% 0.1% $31,284,332
TRUIST FINANCIAL CORP 11% 401,272 -5.2% 0.03% $26,353,515
Horizon Wealth Management, LLC 9.9% 352,829 +1.5% 2.9% $23,172,068
WINCAP FINANCIAL LLC 7.3% 258,855 -17% 9.2% $17,000,273
RAYMOND JAMES FINANCIAL INC 4% 142,121 0% $9,333,797
Goldstein Advisors, LLC 3.2% 115,545 +508% 0.67% $7,588,418
Bensler, LLC 2.8% 100,730 -77% 0.62% $6,615,446
TD Waterhouse Canada Inc. 2.1% 73,487 +0.77% 0.01% $4,860,378
Sanctuary Advisors, LLC 2% 72,462 +36% 0.02% $4,758,932
Pinnacle Family Advisors, LLC 2% 70,697 1.9% $4,643,031
Proactive Wealth Strategies LLC 1.9% 66,416 +23% 0.67% $4,361,990
HighTower Advisors, LLC 1.7% 61,684 +0.05% 0% $4,051,092
COMMONWEALTH EQUITY SERVICES, LLC 1.6% 58,242 +143% 0% $3,825,020
TSFG, LLC 1.2% 41,076 +1.6% 0.62% $2,698,000
STIFEL FINANCIAL CORP 1% 37,231 0% $2,445,152
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.93% 33,317 -1.1% 0.19% $2,188,095
Quadrature Capital Ltd 0.58% 20,823 0.01% $1,367,551
Blackhawk Capital Partners, LLC 0.51% 18,259 0.32% $1,199,160
DAVENPORT & Co LLC 0.48% 17,246 -4.7% 0.01% $1,132,599
VestGen Advisors, LLC 0.47% 16,732 +43% 0.03% $1,098,874
Sankala Group LLC 0.36% 12,930 +3.5% 0.55% $848,310
Kestra Advisory Services, LLC 0.33% 11,651 +55% 0% $765,179
Farther Finance Advisors, LLC 0.25% 8,744 +362% 0% $574,258

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Headline period
Q3 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 5,376,541 $353,137,491 +$34,938,162 $65.68 36
2026 Q2 7,699,997 $560,656,108 +$89,114,173 $72.86 54
2026 Q1 6,482,928 $292,663,732 +$114,029,490 $45.10 42
2025 Q4 4,095,914 $164,737,140 +$71,816,151 $40.20 20
2025 Q3 1,355,260 $48,426,700 +$26,336,624 $35.53 8
2025 Q2 623,855 $19,380,302 -$319,732 $31.07 5
2025 Q1 636,364 $16,341,731 +$6,229,405 $25.69 6
2024 Q4 393,877 $9,593,697 -$809,215 $24.36 2
2024 Q3 193,308 $5,209,333 +$5,209,333 $26.95 3
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