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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
NEW
Shares282,167
Change+282,167
Value$13.2M
Filed 2026-11-05
Park Avenue Securities LLC
NEW
Shares154,781
Change+154,781
Value$7.3M
Filed 2026-10-26
Milestone Asset Management, LLC
NEW
Shares147,484
Change+147,484
Value$6.9M
Filed 2026-10-15
Truist Financial Corp
NEW
Shares103,484
Change+103,484
Value$4.9M
Filed 2026-10-30
Ascent Group, LLC
NEW
Shares89,961
Change+89,961
Value$4.2M
Filed 2026-10-30
TSA Wealth Managment LLC
NEW
Shares65,893
Change+65,893
Value$3.1M
Filed 2026-10-22
Horst & Graben Wealth Management LLC
NEW
Shares54,895
Change+54,895
Value$2.6M
Filed 2026-11-02
Atria Investments, Inc
NEW
Shares53,839
Change+53,839
Value$2.5M
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares53,585
Change+53,585
Value$2.5M
Filed 2026-10-14
Kelly Financial Services LLC
NEW
Shares46,178
Change+46,178
Value$2.2M
Filed 2026-10-20
CFS Investment Advisory Services, LLC
NEW
Shares46,124
Change+46,124
Value$2.2M
Filed 2026-10-19
Range Financial Group LLC
NEW
Shares41,951
Change+41,951
Value$2.0M
Filed 2026-10-21
Atlatl Advisers LLC
NEW
Shares41,712
Change+41,712
Value$2.0M
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares40,108
Change+40,108
Value$1.9M
Filed 2026-10-29
Pettinga Financial Advisors LLC
NEW
Shares38,172
Change+38,172
Value$1.8M
Filed 2026-10-13
Thrivent Financial for Lutherans
NEW
Shares32,876
Change+32,876
Value$1.5M
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW
Shares29,991
Change+29,991
Value$1.4M
Filed 2026-10-13
Kestra Advisory Services, LLC
NEW
Shares29,977
Change+29,977
Value$1.4M
Filed 2026-11-02
Alterna Wealth Management, Inc
NEW
Shares29,871
Change+29,871
Value$1.4M
Filed 2026-10-27
Simplicity Wealth,LLC
NEW
Shares29,044
Change+29,044
Value$1.4M
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW
Shares27,256
Change+27,256
Value$1.3M
Filed 2026-11-02
Trek Financial, LLC
NEW
Shares26,406
Change+26,406
Value$1.2M
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
NEW
Shares24,526
Change+24,526
Value$1.2M
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares23,468
Change+23,468
Value$1.1M
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares21,171
Change+21,171
Value$993.0K
Filed 2026-11-03
Assetmark, Inc
NEW
Shares20,599
Change+20,599
Value$966.3K
Filed 2026-10-21
SigFig Wealth Management, LLC
NEW
Shares19,987
Change+19,987
Value$937.6K
Filed 2026-10-07
Citigroup Inc
NEW
Shares19,360
Change+19,360
Value$908.2K
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
NEW
Shares19,239
Change+19,239
Value$902.5K
Filed 2026-11-03
Security Financial Services, Inc.
NEW
Shares18,362
Change+18,362
Value$861.4K
Filed 2026-10-29
Cassilly Financial Group LLC
NEW
Shares17,844
Change+17,844
Value$837.1K
Filed 2026-10-07
JB Capital LLC
NEW
Shares17,451
Change+17,451
Value$818.6K
Filed 2026-10-19
Perigon Wealth Management, LLC
NEW
Shares17,176
Change+17,176
Value$805.7K
Filed 2026-10-22
Town Capital LLC
NEW
Shares15,523
Change+15,523
Value$728.2K
Filed 2026-11-03
Brookstone Capital Management
NEW
Shares13,611
Change+13,611
Value$638.5K
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
NEW
Shares13,124
Change+13,124
Value$615.6K
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares11,777 from 7,417
Change+4,360 (+59%)
Value$552.4K (+$183.3K)
Filed 2026-11-02
Droms Strauss Advisors Inc
INCREASED
Shares11,715 from 7,417
Change+4,298 (+58%)
Value$549.6K (+$180.4K)
Filed 2026-11-03
Sovran Advisors, LLC
NEW
Shares11,700
Change+11,700
Value$561.6K
Filed 2026-11-02
Blue Trust, Inc.
NEW
Shares11,329
Change+11,329
Value$531.4K
Filed 2026-10-15
Apollon Wealth Management, LLC
NEW
Shares11,015
Change+11,015
Value$516.7K
Filed 2026-10-23
Concurrent Investment Advisors, LLC
NEW
Shares8,881
Change+8,881
Value$416.6K
Filed 2026-10-16
Cobblestone Asset Management LLC
NEW
Shares7,601
Change+7,601
Value$356.6K
Filed 2026-10-13
Gen-Wealth Partners Inc
NEW
Shares7,596
Change+7,596
Value$356.3K
Filed 2026-11-04
Farther Finance Advisors, LLC
NEW
Shares7,073
Change+7,073
Value$331.8K
Filed 2026-10-08
Centurion Wealth Management LLC
NEW
Shares7,039
Change+7,039
Value$330.2K
Filed 2026-10-13
Diversify Advisory Services, LLC
NEW
Shares6,508
Change+6,508
Value$309.4K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares6,508
Change+6,508
Value$309.4K
Filed 2026-10-20
Cypress Wealth Services, LLC
NEW
Shares6,450
Change+6,450
Value$301.8K
Filed 2026-10-21
One Wealth Capital Management, LLC
NEW
Shares5,644
Change+5,644
Value$264.8K
Filed 2026-10-23
Lifelong Wealth Advisors, Inc.
NEW
Shares5,504
Change+5,504
Value$258.2K
Filed 2026-10-19
Strategic Blueprint, LLC
NEW
Shares5,311
Change+5,311
Value$249.1K
Filed 2026-10-22
Cape Investment Advisory, Inc.
NEW
Shares5,100
Change+5,100
Value$239.2K
Filed 2026-10-13
Flagship Harbor Advisors, LLC
UNCHANGED
Shares4,838 from 4,838
Change0 (0%)
Value$227.0K (-$13.8K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
NEW
Shares4,773
Change+4,773
Value$223.9K
Filed 2026-10-15
Scarborough Advisors, LLC
NEW
Shares4,582
Change+4,582
Value$214.9K
Filed 2026-10-16
JFS Wealth Advisors, LLC
NEW
Shares4,575
Change+4,575
Value$214.6K
Filed 2026-11-03
One Advisory Partners, LLC
NEW
Shares4,424
Change+4,424
Value$207.5K
Filed 2026-10-22
Key Capital Management, Inc
NEW
Shares3,632
Change+3,632
Value$170.4K
Filed 2026-11-03
Fifth Third Bancorp
NEW
Shares3,513
Change+3,513
Value$164.8K
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW
Shares2,772
Change+2,772
Value$130.0K
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares2,443
Change+2,443
Value$114.6K
Filed 2026-10-16
Mather Group, Llc.
NEW
Shares2,258
Change+2,258
Value$105.9K
Filed 2026-10-14
Kingdom Financial Group Llc.
NEW
Shares1,812
Change+1,812
Value$85.0K
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares1,366
Change+1,366
Value$64.1K
Filed 2026-11-04
Lloyd Advisory Services, Llc.
NEW
Shares1,342
Change+1,342
Value$63.0K
Filed 2026-11-02
Retirement Wealth Solutions LLC
NEW
Shares1,174
Change+1,174
Value$55.1K
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares1,151
Change+1,151
Value$54.0K
Filed 2026-10-27
Private Trust Co NA
NEW
Shares915
Change+915
Value$42.9K
Filed 2026-10-20
CoreCap Advisors, LLC
NEW
Shares578
Change+578
Value$27.1K
Filed 2026-10-08
Parallel Advisors, LLC
NEW
Shares527
Change+527
Value$24.7K
Filed 2026-11-03
Entrust Financial LLC
INCREASED
Shares464 from 458
Change+6 (+1%)
Value$21.7K (-$1.1K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
NEW
Shares459
Change+459
Value$21.5K
Filed 2026-11-02
Peoples Financial Services Corp.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$19.9K (-$1.2K)
Filed 2026-10-20
Montgomery Financial Services LLC
NEW
Shares400
Change+400
Value$18.8K
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares390
Change+390
Value$18.3K
Filed 2026-10-29
Elevated Capital Advisors, LLC
NEW
Shares213
Change+213
Value$10.0K
Filed 2026-11-04
Duncker Streett & Co Inc
INCREASED
Shares169 from 167
Change+2 (+1%)
Value$7.9K (-$388)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
NEW
Shares152
Change+152
Value$7.1K
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.4K (-$268)
Filed 2026-11-02
Lanark Financial, Inc.
NEW
Shares67
Change+67
Value$3.1K
Filed 2026-10-26
Tradewinds Capital Management, LLC
INCREASED
Shares56 from 55
Change+1 (+2%)
Value$2.6K (-$127)
Filed 2026-10-23
Raleigh Capital Management Inc.
NEW
Shares55
Change+55
Value$2.6K
Filed 2026-10-28
Gilpin Wealth Management, LLC
NEW
Shares24
Change+24
Value$1.1K
Filed 2026-10-09
Envestnet Asset Management Inc
N/A
Shares— from 885,221
Change-885,221 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 857,236
Change-857,236 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 95,288
Change-95,288 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 94,089
Change-94,089 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 88,966
Change-88,966 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,340
Change-22,340 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,713
Change-18,713 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 13,394
Change-13,394 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 8,156
Change-8,156 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
American Trust
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 996
Change-996 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
UBS Group AG
N/A
Shares— from 64
Change-64 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
Bank of New York Mellon Corp
NEW282,167—+282,167——$13.2M—2026-11-05
Park Avenue Securities LLC
NEW154,781—+154,781——$7.3M—2026-10-26
Milestone Asset Management, LLC
NEW147,484—+147,484——$6.9M—2026-10-15
Truist Financial Corp
NEW103,484—+103,484——$4.9M—2026-10-30
Ascent Group, LLC
NEW89,961—+89,961——$4.2M—2026-10-30
TSA Wealth Managment LLC
NEW65,893—+65,893——$3.1M—2026-10-22
Horst & Graben Wealth Management LLC
NEW54,895—+54,895——$2.6M—2026-11-02
Atria Investments, Inc
NEW53,839—+53,839——$2.5M—2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW53,585—+53,585——$2.5M—2026-10-14
Kelly Financial Services LLC
NEW46,178—+46,178——$2.2M—2026-10-20
CFS Investment Advisory Services, LLC
NEW46,124—+46,124——$2.2M—2026-10-19
Range Financial Group LLC
NEW41,951—+41,951——$2.0M—2026-10-21
Atlatl Advisers LLC
NEW41,712—+41,712——$2.0M—2026-10-22
Vise Technologies, Inc.
NEW40,108—+40,108——$1.9M—2026-10-29
Pettinga Financial Advisors LLC
NEW38,172—+38,172——$1.8M—2026-10-13
Thrivent Financial for Lutherans
NEW32,876—+32,876——$1.5M—2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW29,991—+29,991——$1.4M—2026-10-13
Kestra Advisory Services, LLC
NEW29,977—+29,977——$1.4M—2026-11-02
Alterna Wealth Management, Inc
NEW29,871—+29,871——$1.4M—2026-10-27
Simplicity Wealth,LLC
NEW29,044—+29,044——$1.4M—2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW27,256—+27,256——$1.3M—2026-11-02
Trek Financial, LLC
NEW26,406—+26,406——$1.2M—2026-10-29
Ashton Thomas Private Wealth, LLC
NEW24,526—+24,526——$1.2M—2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
NEW23,468—+23,468——$1.1M—2026-10-13
Ascentis Independent Advisors
NEW21,171—+21,171——$993.0K—2026-11-03
Assetmark, Inc
NEW20,599—+20,599——$966.3K—2026-10-21
SigFig Wealth Management, LLC
NEW19,987—+19,987——$937.6K—2026-10-07
Citigroup Inc
NEW19,360—+19,360——$908.2K—2026-11-04
Bay Harbor Wealth Management, LLC
NEW19,239—+19,239——$902.5K—2026-11-03
Security Financial Services, Inc.
NEW18,362—+18,362——$861.4K—2026-10-29
Cassilly Financial Group LLC
NEW17,844—+17,844——$837.1K—2026-10-07
JB Capital LLC
NEW17,451—+17,451——$818.6K—2026-10-19
Perigon Wealth Management, LLC
NEW17,176—+17,176——$805.7K—2026-10-22
Town Capital LLC
NEW15,523—+15,523——$728.2K—2026-11-03
Brookstone Capital Management
NEW13,611—+13,611——$638.5K—2026-10-22
Elevation Point Wealth Partners, LLC
NEW13,124—+13,124——$615.6K—2026-11-05
Commonwealth Equity Services, LLC
INCREASED11,7777,417+4,360+59%$369.1K$552.4K+$183.3K2026-11-02
Droms Strauss Advisors Inc
INCREASED11,7157,417+4,298+58%$369.1K$549.6K+$180.4K2026-11-03
Sovran Advisors, LLC
NEW11,700—+11,700——$561.6K—2026-11-02
Blue Trust, Inc.
NEW11,329—+11,329——$531.4K—2026-10-15
Apollon Wealth Management, LLC
NEW11,015—+11,015——$516.7K—2026-10-23
Concurrent Investment Advisors, LLC
NEW8,881—+8,881——$416.6K—2026-10-16
Cobblestone Asset Management LLC
NEW7,601—+7,601——$356.6K—2026-10-13
Gen-Wealth Partners Inc
NEW7,596—+7,596——$356.3K—2026-11-04
Farther Finance Advisors, LLC
NEW7,073—+7,073——$331.8K—2026-10-08
Centurion Wealth Management LLC
NEW7,039—+7,039——$330.2K—2026-10-13
Diversify Advisory Services, LLC
NEW6,508—+6,508——$309.4K—2026-10-20
Diversify Wealth Management, LLC
NEW6,508—+6,508——$309.4K—2026-10-20
Cypress Wealth Services, LLC
NEW6,450—+6,450——$301.8K—2026-10-21
One Wealth Capital Management, LLC
NEW5,644—+5,644——$264.8K—2026-10-23
Lifelong Wealth Advisors, Inc.
NEW5,504—+5,504——$258.2K—2026-10-19
Strategic Blueprint, LLC
NEW5,311—+5,311——$249.1K—2026-10-22
Cape Investment Advisory, Inc.
NEW5,100—+5,100——$239.2K—2026-10-13
Flagship Harbor Advisors, LLC
UNCHANGED4,8384,83800%$240.8K$227.0K-$13.8K2026-10-26
Hoxton Planning & Management, LLC
NEW4,773—+4,773——$223.9K—2026-10-15
Scarborough Advisors, LLC
NEW4,582—+4,582——$214.9K—2026-10-16
JFS Wealth Advisors, LLC
NEW4,575—+4,575——$214.6K—2026-11-03
One Advisory Partners, LLC
NEW4,424—+4,424——$207.5K—2026-10-22
Key Capital Management, Inc
NEW3,632—+3,632——$170.4K—2026-11-03
Fifth Third Bancorp
NEW3,513—+3,513——$164.8K—2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW2,772—+2,772——$130.0K—2026-10-20
IFP Advisors, Inc
NEW2,443—+2,443——$114.6K—2026-10-16
Mather Group, Llc.
NEW2,258—+2,258——$105.9K—2026-10-14
Kingdom Financial Group Llc.
NEW1,812—+1,812——$85.0K—2026-11-04
Creative Financial Designs Inc
NEW1,366—+1,366——$64.1K—2026-11-04
Lloyd Advisory Services, Llc.
NEW1,342—+1,342——$63.0K—2026-11-02
Retirement Wealth Solutions LLC
NEW1,174—+1,174——$55.1K—2026-10-07
Latitude Advisors, LLC
NEW1,151—+1,151——$54.0K—2026-10-27
Private Trust Co NA
NEW915—+915——$42.9K—2026-10-20
CoreCap Advisors, LLC
NEW578—+578——$27.1K—2026-10-08
Parallel Advisors, LLC
NEW527—+527——$24.7K—2026-11-03
Entrust Financial LLC
INCREASED464458+6+1%$22.8K$21.7K-$1.1K2026-11-04
Quest 10 Wealth Builders, Inc.
NEW459—+459——$21.5K—2026-11-02
Peoples Financial Services Corp.
UNCHANGED42542500%$21.2K$19.9K-$1.2K2026-10-20
Montgomery Financial Services LLC
NEW400—+400——$18.8K—2026-11-03
Signature Equity Partners, LLC
NEW390—+390——$18.3K—2026-10-29
Elevated Capital Advisors, LLC
NEW213—+213——$10.0K—2026-11-04
Duncker Streett & Co Inc
INCREASED169167+2+1%$8.3K$7.9K-$3882026-10-27
EverSource Wealth Advisors, LLC
NEW152—+152——$7.1K—2026-11-04
Golden State Wealth Management, LLC
UNCHANGED949400%$4.7K$4.4K-$2682026-11-02
Lanark Financial, Inc.
NEW67—+67——$3.1K—2026-10-26
Tradewinds Capital Management, LLC
INCREASED5655+1+2%$2.7K$2.6K-$1272026-10-23
Raleigh Capital Management Inc.
NEW55—+55——$2.6K—2026-10-28
Gilpin Wealth Management, LLC
NEW24—+24——$1.1K—2026-10-09
Envestnet Asset Management Inc
N/A—885,221-885,221-100%$44.1M———
PNC Financial Services Group, Inc.
N/A—857,236-857,236-100%$42.7M———
Bank of America Corp
N/A—95,288-95,288-100%$4.7M———
BlackRock, Inc.
N/A—94,089-94,089-100%$4.7M———
Raymond James Financial Inc
N/A—88,966-88,966-100%$4.4M———
Morgan Stanley
N/A—22,340-22,340-100%$1.1M———
Citadel Advisors LLC
N/A—18,713-18,713-100%$931.3K———
LPL Financial LLC
N/A—13,394-13,394-100%$666.6K———
Royal Bank of Canada
N/A—9,783-9,783-100%$487.0K———
Tilson Financial Group, Inc.
N/A—8,156-8,156-100%$405.9K———
Cresset Asset Management, LLC
N/A—7,378-7,378-100%$367.2K———
American Trust
N/A—5,617-5,617-100%$279.6K———
Focus Partners Wealth
N/A—4,595-4,595-100%$228.7K———
JPMorgan Chase & Co
N/A—2,130-2,130-100%$106.4K———
Wells Fargo & Company
N/A—2,047-2,047-100%$101.9K———
Osaic Holdings, Inc.
N/A—1,556-1,556-100%$77.5K———
Rockefeller Capital Management L.P.
N/A—1,179-1,179-100%$58.7K———
Allworth Financial LP
N/A—996-996-100%$49.6K———
Vision Retirement, LLC
N/A—208-208-100%$10.4K———
Steward Partners Investment Advisory, LLC
N/A—66-66-100%$3.3K———
Global Retirement Partners, LLC
N/A—64-64-100%$3.2K———
UBS Group AG
N/A—64-64-100%$3.2K———
NewEdge Advisors, LLC
N/A—55-55-100%$2.7K———
Showing 107 of 107 institutions