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Clms RSL 2000 S A P ETF -Apr (CPRA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stolz & Associates, PS
UNCHANGED
Shares37,060 from 37,060
Change0 (0%)
Value$1.0M (+$5.7K)
Filed 2026-11-05
Calamos Wealth Management LLC
DECREASED
Shares20,160 from 22,485
Change-2,325 (-10%)
Value$560.7K (-$61.3K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares522 from 521
Change+1 (+0%)
Value$14.5K (+$107)
Filed 2026-11-04
Burkett Financial Services, LLC
CLOSED
Shares0 from 1,325
Change-1,325 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-01
Centaurus Financial, Inc.
N/A
Shares— from 91,422
Change-91,422 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 89,974
Change-89,974 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,902
Change-23,902 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Status
Stolz & Associates, PS
UNCHANGED37,06037,06000%$1.0M$1.0M+$5.7K2026-11-05
Calamos Wealth Management LLC
DECREASED20,16022,485-2,325-10%$621.9K$560.7K-$61.3K2026-11-02
Creative Financial Designs Inc
INCREASED522521+1+0%$14.4K$14.5K+$1072026-11-04
Burkett Financial Services, LLC
CLOSED01,325-1,325-100%$36.6K$0-$36.6K2026-10-01
Centaurus Financial, Inc.
N/A—91,422-91,422-100%$2.5M———
Harbour Investments, Inc.
N/A—89,974-89,974-100%$2.5M———
Susquehanna International Group, LLP
N/A—23,902-23,902-100%$661.1K———
Capital Analysts, LLC
N/A—4,762-4,762-100%$132.0K———
UBS Group AG
N/A—1,380-1,380-100%$38.2K———
Showing 9 of 9 institutions