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ARS Focused OPP Strat ETF (AFOS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
ARS Investment Partners, LLC
DECREASED
Shares5,595,899 from 5,625,529
Change-29,630 (-1%)
Value$251.0M (-$11.4M)
Filed 2026-11-05
New Wave Wealth Advisors LLC
DECREASED
Shares49,681 from 57,273
Change-7,592 (-13%)
Value$2.3M (-$413.9K)
Filed 2026-10-19
Tiller Private Wealth, Inc.
INCREASED
Shares43,420 from 7,813
Change+35,607 (+456%)
Value$1.9M (+$1.6M)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares32,927 from 26,131
Change+6,796 (+26%)
Value$1.5M (+$258.0K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares28,355 from 26,635
Change+1,720 (+6%)
Value$1.3M (+$29.4K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares21,192
Change+21,192
Value$950.5K
Filed 2026-11-03
ShoreHaven Wealth Partners, LLC
INCREASED
Shares19,998 from 16,454
Change+3,544 (+22%)
Value$897.0K (+$129.5K)
Filed 2026-10-16
Thoroughbred Financial Services, LLC
NEW
Shares5,909
Change+5,909
Value$265.0K
Filed 2026-11-09
West Paces Advisors Inc.
NEW
Shares160
Change+160
Value$7.2K
Filed 2026-10-13
NewEdge Advisors, LLC
N/A
Shares— from 212,255
Change-212,255 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 17,120
Change-17,120 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 234
Change-234 (-100%)
Value—
Status
ARS Investment Partners, LLC
DECREASED5,595,8995,625,529-29,630-1%$262.4M$251.0M-$11.4M2026-11-05
New Wave Wealth Advisors LLC
DECREASED49,68157,273-7,592-13%$2.7M$2.3M-$413.9K2026-10-19
Tiller Private Wealth, Inc.
INCREASED43,4207,813+35,607+456%$364.4K$1.9M+$1.6M2026-10-26
MGO One Seven LLC
INCREASED32,92726,131+6,796+26%$1.2M$1.5M+$258.0K2026-10-28
IFP Advisors, Inc
INCREASED28,35526,635+1,720+6%$1.2M$1.3M+$29.4K2026-10-16
Ascentis Independent Advisors
NEW21,192—+21,192——$950.5K—2026-11-03
ShoreHaven Wealth Partners, LLC
INCREASED19,99816,454+3,544+22%$767.5K$897.0K+$129.5K2026-10-16
Thoroughbred Financial Services, LLC
NEW5,909—+5,909——$265.0K—2026-11-09
West Paces Advisors Inc.
NEW160—+160——$7.2K—2026-10-13
NewEdge Advisors, LLC
N/A—212,255-212,255-100%$9.9M———
Goldman Sachs Group Inc
N/A—17,179-17,179-100%$801.3K———
Fortress Private Ledger, LLC
N/A—17,120-17,120-100%$798.6K———
Envestnet Asset Management Inc
N/A—10,146-10,146-100%$473.3K———
Principal Securities, Inc.
N/A—10,146-10,146-100%$473.3K———
GTS Securities LLC
N/A—6,266-6,266-100%$292.3K———
Morgan Stanley
N/A—234-234-100%$10.9K———
Showing 16 of 16 institutions