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All US EQU Buf10 NOV ETF-Usd (NVBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares66,215 from 68,750
Change-2,535 (-4%)
Value$2.7M (-$29.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares25,731 from 60,072
Change-34,341 (-57%)
Value$1.0M (-$1.3M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED
Shares19,379 from 19,379
Change0 (0%)
Value$788.0K (+$20.7K)
Filed 2026-11-06
Grantvest Financial Group LLC
DECREASED
Shares17,730 from 19,418
Change-1,688 (-9%)
Value$721.0K (-$47.9K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares16,848 from 12,739
Change+4,109 (+32%)
Value$685.1K (+$180.7K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares7,738 from 7,795
Change-57 (-1%)
Value$320.4K (+$9.4K)
Filed 2026-10-20
Harbour Investments, Inc.
DECREASED
Shares7,616 from 9,812
Change-2,196 (-22%)
Value$309.7K (-$78.8K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
NEW
Shares5,646
Change+5,646
Value$230.0K
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares4,806 from 4,806
Change0 (0%)
Value$195.4K (+$5.1K)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$47.3K (+$1.2K)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$9.1K (+$238)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares85 from 100
Change-15 (-15%)
Value$3.5K (-$504)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$2.9K (+$77)
Filed 2026-11-06
Lido Advisors, LLC
CLOSED
Shares0 from 11,345
Change-11,345 (-100%)
Value$0 (-$449.2K)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 112,774
Change-112,774 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,949
Change-63,949 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,078
Change-34,078 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,005
Change-20,005 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,879
Change-14,879 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,171
Change-13,171 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 7,912
Change-7,912 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Status
LPL Financial LLC
DECREASED66,21568,750-2,535-4%$2.7M$2.7M-$29.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED25,73160,072-34,341-57%$2.4M$1.0M-$1.3M2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED19,37919,37900%$767.4K$788.0K+$20.7K2026-11-06
Grantvest Financial Group LLC
DECREASED17,73019,418-1,688-9%$768.9K$721.0K-$47.9K2026-10-21
Kestra Advisory Services, LLC
INCREASED16,84812,739+4,109+32%$504.4K$685.1K+$180.7K2026-11-02
Accurate Wealth Management, LLC
DECREASED7,7387,795-57-1%$311.0K$320.4K+$9.4K2026-10-20
Harbour Investments, Inc.
DECREASED7,6169,812-2,196-22%$388.5K$309.7K-$78.8K2026-11-09
Cambridge Investment Research Advisors, Inc.
NEW5,646—+5,646——$230.0K—2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED4,8064,80600%$190.3K$195.4K+$5.1K2026-10-29
Spire Wealth Management
UNCHANGED1,1631,16300%$46.1K$47.3K+$1.2K2026-10-30
Creative Financial Designs Inc
UNCHANGED22322300%$8.8K$9.1K+$2382026-11-04
IFP Advisors, Inc
DECREASED85100-15-15%$4.0K$3.5K-$5042026-10-16
Barclays PLC
UNCHANGED727200%$2.9K$2.9K+$772026-11-06
Lido Advisors, LLC
CLOSED011,345-11,345-100%$449.2K$0-$449.2K2026-11-04
Raymond James Financial Inc
N/A—112,774-112,774-100%$4.5M———
Osaic Holdings, Inc.
N/A—63,949-63,949-100%$2.5M———
Cetera Investment Advisers
N/A—34,078-34,078-100%$1.3M———
Citadel Advisors LLC
N/A—20,005-20,005-100%$792.2K———
Old Mission Capital LLC
N/A—14,879-14,879-100%$589.2K———
Susquehanna International Group, LLP
N/A—13,171-13,171-100%$521.6K———
Envestnet Asset Management Inc
N/A—11,163-11,163-100%$442.0K———
Innovative Asset Advisors Group, LLC
N/A—10,959-10,959-100%$434.0K———
Sanctuary Advisors, LLC
N/A—10,370-10,370-100%$410.6K———
Centaurus Financial, Inc.
N/A—9,541-9,541-100%$378.0K———
Nvest Financial, LLC
N/A—7,912-7,912-100%$313.3K———
Allianz SE
N/A—5,000-5,000-100%$198.0K———
AE Wealth Management LLC
N/A—47-47-100%$1.9K———
Showing 27 of 27 institutions