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Advisorshare Msos DLY Lvr-US (MSOX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Heritage Family Offices, LLP
UNCHANGED
Shares33,100 from 33,100
Change0 (0%)
Value$78.4K (-$32.4K)
Filed 2026-11-02
Howard Financial Services, Ltd.
CLOSED
Shares0 from 120,000
Change-120,000 (-100%)
Value$0 (-$402.0K)
Filed 2026-10-15
StoneX Group Inc.
CLOSED
Shares0 from 37,155
Change-37,155 (-100%)
Value$0 (-$135.0K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 33,100
Change-33,100 (-100%)
Value$0 (-$110.9K)
Filed 2026-10-27
IFP Advisors, Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$335)
Filed 2026-10-16
Raffles Associates LP
N/A
Shares— from 195,747
Change-195,747 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,595
Change-60,595 (-100%)
Value—
UBS Group AG
N/A
Shares— from 22,841
Change-22,841 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 12,825
Change-12,825 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,958
Change-11,958 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Heritage Family Offices, LLP
UNCHANGED33,10033,10000%$110.9K$78.4K-$32.4K2026-11-02
Howard Financial Services, Ltd.
CLOSED0120,000-120,000-100%$402.0K$0-$402.0K2026-10-15
StoneX Group Inc.
CLOSED037,155-37,155-100%$135.0K$0-$135.0K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED033,100-33,100-100%$110.9K$0-$110.9K2026-10-27
IFP Advisors, Inc
CLOSED0100-100-100%$335$0-$3352026-10-16
Raffles Associates LP
N/A—195,747-195,747-100%$655.8K———
Susquehanna International Group, LLP
N/A—60,595-60,595-100%$203.0K———
UBS Group AG
N/A—22,841-22,841-100%$76.5K———
Citadel Advisors LLC
N/A—13,214-13,214-100%$44.3K———
Farringdon Capital, Ltd.
N/A—12,825-12,825-100%$43.0K———
Beacon Pointe Advisors, LLC
N/A—12,500-12,500-100%$41.9K———
Two Sigma Securities, LLC
N/A—11,958-11,958-100%$40.1K———
Morgan Stanley
N/A—4,000-4,000-100%$13.4K———
Federation des caisses Desjardins du Quebec
N/A—1,270-1,270-100%$4.2K———
JPMorgan Chase & Co
N/A—60-60-100%$184———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$3———
Showing 16 of 16 institutions