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Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Blackhawk Capital Partners, LLC
NEW
Shares576,519
Change+576,519
Value$354.2K
Filed 2026-05-05
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 18,967
Change-18,967 (-100%)
Value$0 (-$70)
Filed 2026-04-30
Citigroup Inc
CLOSED
Shares0 from 16,221
Change-16,221 (-100%)
Value$0 (-$60.2K)
Filed 2026-05-11
Virtu Financial LLC
CLOSED
Shares0 from 14,739
Change-14,739 (-100%)
Value$0 (-$55)
Filed 2026-05-14
Morton Capital Management LLC
CLOSED
Shares0 from 14,579
Change-14,579 (-100%)
Value$0 (-$54.1K)
Filed 2026-04-21
Kestra Advisory Services, LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$51.9K)
Filed 2026-04-30
Arkadios Wealth Advisors
CLOSED
Shares0 from 11,697
Change-11,697 (-100%)
Value$0 (-$43.4K)
Filed 2026-05-18
Cerity Partners LLC
CLOSED
Shares0 from 11,623
Change-11,623 (-100%)
Value$0 (-$43.1K)
Filed 2026-05-15
Osaic Holdings, Inc.
CLOSED
Shares0 from 7,328
Change-7,328 (-100%)
Value$0 (-$27.2K)
Filed 2026-05-15
Morgan Stanley
CLOSED
Shares0 from 6,607
Change-6,607 (-100%)
Value$0 (-$24.5K)
Filed 2026-05-15
UBS Group AG
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$8.7K)
Filed 2026-05-05
BlackRock, Inc.
CLOSED
Shares0 from 846
Change-846 (-100%)
Value$0 (-$3.1K)
Filed 2026-05-13
Bank of America Corp
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$2.3K)
Filed 2026-05-18
Quadrant Capital Group LLC
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$2.3K)
Filed 2026-05-13
Wells Fargo & Company
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$382)
Filed 2026-07-08
Sound Income Strategies, LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$321)
Filed 2026-04-27
Caldwell Sutter Capital, Inc.
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$345)
Filed 2026-05-06
Tidemark, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$189)
Filed 2026-05-07
Royal Bank of Canada
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 ($0)
Filed 2026-05-15
BFC Planning, Inc.
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$115)
Filed 2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$115)
Filed 2026-10-30
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$104)
Filed 2026-04-30
Status
Blackhawk Capital Partners, LLC
NEW576,519—+576,519——$354.2K—2026-05-05
Cambridge Investment Research Advisors, Inc.
CLOSED018,967-18,967-100%$70$0-$702026-04-30
Citigroup Inc
CLOSED016,221-16,221-100%$60.2K$0-$60.2K2026-05-11
Virtu Financial LLC
CLOSED014,739-14,739-100%$55$0-$552026-05-14
Morton Capital Management LLC
CLOSED014,579-14,579-100%$54.1K$0-$54.1K2026-04-21
Kestra Advisory Services, LLC
CLOSED014,000-14,000-100%$51.9K$0-$51.9K2026-04-30
Arkadios Wealth Advisors
CLOSED011,697-11,697-100%$43.4K$0-$43.4K2026-05-18
Cerity Partners LLC
CLOSED011,623-11,623-100%$43.1K$0-$43.1K2026-05-15
Osaic Holdings, Inc.
CLOSED07,328-7,328-100%$27.2K$0-$27.2K2026-05-15
Morgan Stanley
CLOSED06,607-6,607-100%$24.5K$0-$24.5K2026-05-15
UBS Group AG
CLOSED02,344-2,344-100%$8.7K$0-$8.7K2026-05-05
BlackRock, Inc.
CLOSED0846-846-100%$3.1K$0-$3.1K2026-05-13
Bank of America Corp
CLOSED0629-629-100%$2.3K$0-$2.3K2026-05-18
Quadrant Capital Group LLC
CLOSED0622-622-100%$2.3K$0-$2.3K2026-05-13
Wells Fargo & Company
CLOSED0103-103-100%$382$0-$3822026-07-08
Sound Income Strategies, LLC
CLOSED0103-103-100%$321$0-$3212026-04-27
Caldwell Sutter Capital, Inc.
CLOSED093-93-100%$345$0-$3452026-05-06
Tidemark, LLC
CLOSED051-51-100%$189$0-$1892026-05-07
Royal Bank of Canada
CLOSED043-43-100%$0$0$02026-05-15
BFC Planning, Inc.
CLOSED031-31-100%$115$0-$1152026-10-29
Berthel, Fisher & Company Financial Services, Inc.
CLOSED031-31-100%$115$0-$1152026-10-30
Nisa Investment Advisors, LLC
CLOSED028-28-100%$104$0-$1042026-04-30
Showing 22 of 22 institutions