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Clmos R 2000 S A P ETF - JAN (CPRY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Crown Wealth Group, LLC
DECREASED
Shares495,791 from 499,424
Change-3,633 (-1%)
Value$14.0M (+$10.8K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares28,149 from 28,194
Change-45 (0%)
Value$794.1K (+$5.1K)
Filed 2026-11-02
Calamos Wealth Management LLC
DECREASED
Shares23,392 from 27,412
Change-4,020 (-15%)
Value$659.9K (-$107.4K)
Filed 2026-11-02
Wedbush Securities Inc
UNCHANGED
Shares20,260 from 20,260
Change0 (0%)
Value$572.0K (+$5.0K)
Filed 2026-10-22
Creative Planning
UNCHANGED
Shares10,647 from 10,647
Change0 (0%)
Value$300.4K (+$2.4K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares9,071 from 23,248
Change-14,177 (-61%)
Value$255.9K (-$394.7K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares7,822 from 7,373
Change+449 (+6%)
Value$220.7K (+$14.3K)
Filed 2026-11-04
Burkett Financial Services, LLC
DECREASED
Shares5,500 from 5,928
Change-428 (-7%)
Value$155.2K (-$10.7K)
Filed 2026-10-01
CX Institutional
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$11 (+$1)
Filed 2026-10-02
Essential Investment Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.5K (+$68)
Filed 2026-10-27
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 10,235
Change-10,235 (-100%)
Value$0 (-$286.4K)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-29
Harbour Investments, Inc.
N/A
Shares— from 53,039
Change-53,039 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 23,248
Change-23,248 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,199
Change-21,199 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,255
Change-19,255 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,968
Change-12,968 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,647
Change-10,647 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Status
Crown Wealth Group, LLC
DECREASED495,791499,424-3,633-1%$14.0M$14.0M+$10.8K2026-10-19
Commonwealth Equity Services, LLC
DECREASED28,14928,194-450%$789.0K$794.1K+$5.1K2026-11-02
Calamos Wealth Management LLC
DECREASED23,39227,412-4,020-15%$767.3K$659.9K-$107.4K2026-11-02
Wedbush Securities Inc
UNCHANGED20,26020,26000%$567.0K$572.0K+$5.0K2026-10-22
Creative Planning
UNCHANGED10,64710,64700%$298.0K$300.4K+$2.4K2026-11-02
Signal Advisors Wealth, LLC
DECREASED9,07123,248-14,177-61%$650.6K$255.9K-$394.7K2026-10-13
Creative Financial Designs Inc
INCREASED7,8227,373+449+6%$206.3K$220.7K+$14.3K2026-11-04
Burkett Financial Services, LLC
DECREASED5,5005,928-428-7%$165.9K$155.2K-$10.7K2026-10-01
CX Institutional
UNCHANGED37437400%$10$11+$12026-10-02
Essential Investment Partners LLC
UNCHANGED30030000%$8.4K$8.5K+$682026-10-27
Adamsbrown Wealth Consultants LLC
CLOSED010,235-10,235-100%$286.4K$0-$286.4K2026-10-20
Tucker Asset Management LLC
CLOSED0140-140-100%$3.9K$0-$3.9K2026-10-29
Harbour Investments, Inc.
N/A—53,039-53,039-100%$1.5M———
Maripau Wealth Management LLC
N/A—23,248-23,248-100%$650.6K———
Centaurus Financial, Inc.
N/A—21,199-21,199-100%$593.0K———
Old Mission Capital LLC
N/A—19,255-19,255-100%$538.9K———
Capital Analysts, LLC
N/A—12,968-12,968-100%$363.0K———
SageView Advisory Group, LLC
N/A—10,647-10,647-100%$298.0K———
Aptus Capital Advisors, LLC
N/A—1,230-1,230-100%$34.4K———
Showing 19 of 19 institutions