IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

AMP EGY&NAT RE COV Cal-Usdin (NDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Paller Financial Services Inc
INCREASED
Shares144,770 from 140,265
Change+4,505 (+3%)
Value$4.8M (+$269.9K)
Filed 2026-10-13
Cap Partners, LLC
INCREASED
Shares26,967 from 23,025
Change+3,942 (+17%)
Value$885.9K (+$149.5K)
Filed 2026-10-19
NWF Advisory Services Inc.
UNCHANGED
Shares17,320 from 17,320
Change0 (0%)
Value$569.0K (+$15.1K)
Filed 2026-10-19
Parallel Advisors, LLC
NEW
Shares1,700
Change+1,700
Value$55.8K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$986 (+$26)
Filed 2026-10-23
Pasadena Private Wealth, LLC
N/A
Shares— from 28,600
Change-28,600 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,467
Change-20,467 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,886
Change-19,886 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,568
Change-13,568 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 750
Change-750 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 134
Change-134 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Paller Financial Services Inc
INCREASED144,770140,265+4,505+3%$4.5M$4.8M+$269.9K2026-10-13
Cap Partners, LLC
INCREASED26,96723,025+3,942+17%$736.3K$885.9K+$149.5K2026-10-19
NWF Advisory Services Inc.
UNCHANGED17,32017,32000%$553.9K$569.0K+$15.1K2026-10-19
Parallel Advisors, LLC
NEW1,700—+1,700——$55.8K—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED303000%$960$986+$262026-10-23
Pasadena Private Wealth, LLC
N/A—28,600-28,600-100%$914.6K———
Goldman Sachs Group Inc
N/A—20,467-20,467-100%$654.5K———
Osaic Holdings, Inc.
N/A—19,886-19,886-100%$635.9K———
Susquehanna International Group, LLP
N/A—13,568-13,568-100%$433.9K———
Arax Advisory Partners
N/A—7,748-7,748-100%$247.8K———
Hilltop Holdings Inc.
N/A—6,479-6,479-100%$207.2K———
US Bancorp \de\
N/A—750-750-100%$24.0K———
Morgan Stanley
N/A—134-134-100%$4.3K———
Wells Fargo & Company
N/A—00—$10———
Showing 14 of 14 institutions