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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
DECREASED
Shares97,861 from 101,766
Change-3,905 (-4%)
Value$4.4M (-$53.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares93,496 from 90,665
Change+2,831 (+3%)
Value$4.2M (+$237.4K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares85,041 from 103,139
Change-18,098 (-18%)
Value$3.8M (-$693.8K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares75,141 from 71,619
Change+3,522 (+5%)
Value$3.4M (+$245.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares21,219 from 15,368
Change+5,851 (+38%)
Value$959.4K (+$283.1K)
Filed 2026-11-02
Bison Wealth, LLC
UNCHANGED
Shares19,857 from 19,857
Change0 (0%)
Value$908.5K (+$31.0K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED
Shares18,639 from 19,943
Change-1,304 (-7%)
Value$842.7K (-$34.9K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares14,237 from 14,491
Change-254 (-2%)
Value$643.7K (+$6.0K)
Filed 2026-10-14
Independent Financial Group, LLC
UNCHANGED
Shares13,279 from 13,279
Change0 (0%)
Value$600.4K (+$16.0K)
Filed 2026-10-13
Money Concepts Capital Corp
UNCHANGED
Shares12,286 from 12,286
Change0 (0%)
Value$555.5K (+$14.8K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares10,621 from 10,475
Change+146 (+1%)
Value$480.2K (+$19.2K)
Filed 2026-11-05
Advisory Solutions Group, LLC
UNCHANGED
Shares10,506 from 10,506
Change0 (0%)
Value$475.0K (+$12.7K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares7,917 from 7,917
Change0 (0%)
Value$358.0K (+$10.0K)
Filed 2026-11-02
Harbour Investments, Inc.
DECREASED
Shares7,423 from 9,563
Change-2,140 (-22%)
Value$335.6K (-$85.2K)
Filed 2026-11-09
Novem Group
UNCHANGED
Shares6,686 from 6,686
Change0 (0%)
Value$302.3K (+$8.1K)
Filed 2026-10-19
Accurate Wealth Management, LLC
UNCHANGED
Shares6,136 from 6,136
Change0 (0%)
Value$280.8K (+$8.8K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares5,784 from 5,648
Change+136 (+2%)
Value$262.0K (+$13.0K)
Filed 2026-10-26
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares5,099 from 5,099
Change0 (0%)
Value$230.5K (+$6.2K)
Filed 2026-10-30
Elevation Wealth Management LLC
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$222.5K (+$5.9K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares4,616
Change+4,616
Value$208.7K
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$199.6K (+$5.3K)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares403 from 872
Change-469 (-54%)
Value$18.2K (-$20.9K)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$17.5K (+$465)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$9.5K (+$253)
Filed 2026-10-28
Geneos Wealth Management Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.1K (+$108)
Filed 2026-11-09
Avion Wealth
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$453 (+$12)
Filed 2026-10-23
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 7,183
Change-7,183 (-100%)
Value$0 (-$316.1K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$39.5K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 111,659
Change-111,659 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 57,921
Change-57,921 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 44,997
Change-44,997 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 43,706
Change-43,706 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,652
Change-40,652 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,196
Change-38,196 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,461
Change-31,461 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 24,175
Change-24,175 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,236
Change-19,236 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,253
Change-10,253 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
Allianz SE
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Status
RFG Advisory, LLC
DECREASED97,861101,766-3,905-4%$4.5M$4.4M-$53.7K2026-11-03
Farther Finance Advisors, LLC
INCREASED93,49690,665+2,831+3%$4.0M$4.2M+$237.4K2026-10-08
Commonwealth Equity Services, LLC
DECREASED85,041103,139-18,098-18%$4.5M$3.8M-$693.8K2026-11-02
LPL Financial LLC
INCREASED75,14171,619+3,522+5%$3.2M$3.4M+$245.7K2026-11-06
Kestra Advisory Services, LLC
INCREASED21,21915,368+5,851+38%$676.3K$959.4K+$283.1K2026-11-02
Bison Wealth, LLC
UNCHANGED19,85719,85700%$877.5K$908.5K+$31.0K2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED18,63919,943-1,304-7%$877.6K$842.7K-$34.9K2026-10-29
Focus Financial Network, Inc.
DECREASED14,23714,491-254-2%$637.7K$643.7K+$6.0K2026-10-14
Independent Financial Group, LLC
UNCHANGED13,27913,27900%$584.4K$600.4K+$16.0K2026-10-13
Money Concepts Capital Corp
UNCHANGED12,28612,28600%$540.7K$555.5K+$14.8K2026-11-06
Nations Financial Group Inc,
INCREASED10,62110,475+146+1%$461.0K$480.2K+$19.2K2026-11-05
Advisory Solutions Group, LLC
UNCHANGED10,50610,50600%$462.3K$475.0K+$12.7K2026-10-14
Cambridge Investment Research Advisors, Inc.
UNCHANGED7,9177,91700%$348.0K$358.0K+$10.0K2026-11-02
Harbour Investments, Inc.
DECREASED7,4239,563-2,140-22%$420.8K$335.6K-$85.2K2026-11-09
Novem Group
UNCHANGED6,6866,68600%$294.2K$302.3K+$8.1K2026-10-19
Accurate Wealth Management, LLC
UNCHANGED6,1366,13600%$272.0K$280.8K+$8.8K2026-10-20
Park Avenue Securities LLC
INCREASED5,7845,648+136+2%$249.0K$262.0K+$13.0K2026-10-26
Joseph P. Lucia & Associates, LLC
UNCHANGED5,0995,09900%$224.4K$230.5K+$6.2K2026-10-30
Elevation Wealth Management LLC
UNCHANGED4,9204,92000%$216.5K$222.5K+$5.9K2026-11-02
Concurrent Investment Advisors, LLC
NEW4,616—+4,616——$208.7K—2026-10-16
Spire Wealth Management
UNCHANGED4,4144,41400%$194.2K$199.6K+$5.3K2026-10-30
Compass Financial Management LLC
DECREASED403872-469-54%$39.1K$18.2K-$20.9K2026-10-30
IFP Advisors, Inc
UNCHANGED38638600%$17.0K$17.5K+$4652026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED20920900%$9.2K$9.5K+$2532026-10-28
Geneos Wealth Management Inc.
UNCHANGED909000%$4.0K$4.1K+$1082026-11-09
Avion Wealth
UNCHANGED787800%$3$3$02026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$441$453+$122026-10-23
Aegis Wealth Management, Inc.
CLOSED07,183-7,183-100%$316.1K$0-$316.1K2026-10-26
Elevated Capital Advisors, LLC
CLOSED0897-897-100%$39.5K$0-$39.5K2026-11-04
AdvisorNet Financial, Inc
CLOSED0500-500-100%$22.0K$0-$22.0K2026-10-15
Osaic Holdings, Inc.
N/A—111,659-111,659-100%$4.9M———
Cetera Investment Advisers
N/A—57,921-57,921-100%$2.5M———
Rothschild Wealth LLC
N/A—44,997-44,997-100%$2.0M———
Old Mission Capital LLC
N/A—43,706-43,706-100%$1.9M———
Susquehanna International Group, LLP
N/A—40,652-40,652-100%$1.8M———
Raymond James Financial Inc
N/A—38,196-38,196-100%$1.7M———
JPMorgan Chase & Co
N/A—31,461-31,461-100%$1.4M———
Panoramic Investment Advisors, LLC
N/A—24,175-24,175-100%$1.1M———
Centaurus Financial, Inc.
N/A—19,236-19,236-100%$847.0K———
Envestnet Asset Management Inc
N/A—11,440-11,440-100%$503.4K———
AE Wealth Management LLC
N/A—10,253-10,253-100%$451.2K———
Arkadios Wealth Advisors
N/A—7,381-7,381-100%$324.8K———
Nvest Financial, LLC
N/A—7,294-7,294-100%$321.0K———
Cassady Wealth & Retirement Planning, LLC
N/A—5,551-5,551-100%$244.3K———
Allianz SE
N/A—2,500-2,500-100%$110.0K———
Showing 45 of 45 institutions