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All US EQU Buf10 SEP ETF-Usd (SEPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares83,015 from 260,420
Change-177,405 (-68%)
Value$3.2M (-$6.6M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares62,939 from 51,099
Change+11,840 (+23%)
Value$2.4M (+$498.8K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares17,684 from 10,095
Change+7,589 (+75%)
Value$679.1K (+$300.2K)
Filed 2026-11-02
Moors & Cabot, Inc.
NEW
Shares13,250
Change+13,250
Value$508.8K
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares12,751 from 12,360
Change+391 (+3%)
Value$489.7K (+$25.7K)
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares10,774 from 8,872
Change+1,902 (+21%)
Value$413.7K (+$80.7K)
Filed 2026-11-09
JIM Saulnier & Associates, LLC
UNCHANGED
Shares8,559 from 8,559
Change0 (0%)
Value$328.7K (+$7.4K)
Filed 2026-11-04
Focus Financial Network, Inc.
UNCHANGED
Shares6,352 from 6,352
Change0 (0%)
Value$243.9K (+$5.5K)
Filed 2026-10-14
Farther Finance Advisors, LLC
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$185.4K (+$4.2K)
Filed 2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED
Shares1,951 from 1,951
Change0 (0%)
Value$74.9K (+$1.7K)
Filed 2026-11-04
IFG Advisory, LLC
UNCHANGED
Shares1,707 from 1,707
Change0 (0%)
Value$65.6K (+$1.5K)
Filed 2026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$59.6K (+$1.3K)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$28.3K (+$636)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$8.6K (+$193)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 53,429
Change-53,429 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 51,678
Change-51,678 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,584
Change-39,584 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 35,512
Change-35,512 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 28,709
Change-28,709 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,323
Change-24,323 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,149
Change-21,149 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,280
Change-14,280 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 116
Change-116 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED83,015260,420-177,405-68%$9.8M$3.2M-$6.6M2026-11-02
LPL Financial LLC
INCREASED62,93951,099+11,840+23%$1.9M$2.4M+$498.8K2026-11-06
Kestra Advisory Services, LLC
INCREASED17,68410,095+7,589+75%$379.0K$679.1K+$300.2K2026-11-02
Moors & Cabot, Inc.
NEW13,250—+13,250——$508.8K—2026-11-06
Independent Financial Group, LLC
INCREASED12,75112,360+391+3%$464.0K$489.7K+$25.7K2026-10-13
Harbour Investments, Inc.
INCREASED10,7748,872+1,902+21%$333.1K$413.7K+$80.7K2026-11-09
JIM Saulnier & Associates, LLC
UNCHANGED8,5598,55900%$321.3K$328.7K+$7.4K2026-11-04
Focus Financial Network, Inc.
UNCHANGED6,3526,35200%$238.5K$243.9K+$5.5K2026-10-14
Farther Finance Advisors, LLC
UNCHANGED4,8284,82800%$181.2K$185.4K+$4.2K2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED1,9511,95100%$73.2K$74.9K+$1.7K2026-11-04
IFG Advisory, LLC
UNCHANGED1,7071,70700%$64.1K$65.6K+$1.5K2026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED1,5531,55300%$58.3K$59.6K+$1.3K2026-10-29
IFP Advisors, Inc
UNCHANGED73873800%$27.7K$28.3K+$6362026-10-16
Lloyd Advisory Services, Llc.
UNCHANGED22322300%$8.4K$8.6K+$1932026-11-02
AdvisorNet Financial, Inc
CLOSED01,000-1,000-100%$37.5K$0-$37.5K2026-10-15
Osaic Holdings, Inc.
N/A—53,429-53,429-100%$2.0M———
Raymond James Financial Inc
N/A—51,678-51,678-100%$1.9M———
Susquehanna International Group, LLP
N/A—39,584-39,584-100%$1.5M———
Old Mission Capital LLC
N/A—35,512-35,512-100%$1.3M———
Nvest Financial, LLC
N/A—28,709-28,709-100%$1.1M———
Cetera Investment Advisers
N/A—24,323-24,323-100%$913.1K———
AE Wealth Management LLC
N/A—21,149-21,149-100%$793.9K———
Envestnet Asset Management Inc
N/A—14,280-14,280-100%$536.1K———
Goldman Sachs Group Inc
N/A—7,922-7,922-100%$297.4K———
Sanctuary Advisors, LLC
N/A—7,500-7,500-100%$281.6K———
Allianz SE
N/A—5,000-5,000-100%$187.7K———
UBS Group AG
N/A—116-116-100%$4.4K———
JPMorgan Chase & Co
N/A—18-18-100%$673———
Showing 28 of 28 institutions