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Calm LAD S&P 500 STR A P ETF (CPSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Burkett Financial Services, LLC
INCREASED
Shares772,621 from 759,599
Change+13,022 (+2%)
Value$21.8M (+$641.7K)
Filed 2026-10-01
Prime Capital Investment Advisors, LLC
INCREASED
Shares140,468 from 134,220
Change+6,248 (+5%)
Value$4.0M (+$225.0K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares91,182 from 114,410
Change-23,228 (-20%)
Value$2.6M (-$615.7K)
Filed 2026-11-02
Worth Asset Management, LLC
INCREASED
Shares85,463 from 69,990
Change+15,473 (+22%)
Value$2.4M (+$462.8K)
Filed 2026-10-07
Family Office Research LLC
INCREASED
Shares78,674 from 7,794
Change+70,880 (+909%)
Value$2.2M (+$2.0M)
Filed 2026-10-14
BIP Wealth, LLC
NEW
Shares51,766
Change+51,766
Value$1.5M
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares38,504 from 32,908
Change+5,596 (+17%)
Value$1.1M (+$170.0K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
DECREASED
Shares27,588 from 73,449
Change-45,861 (-62%)
Value$780.2K (-$1.3M)
Filed 2026-10-20
Verdence Capital Advisors LLC
NEW
Shares22,675
Change+22,675
Value$641.2K
Filed 2026-10-26
Calamos Wealth Management LLC
DECREASED
Shares21,841 from 33,869
Change-12,028 (-36%)
Value$617.7K (-$328.0K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
NEW
Shares17,505
Change+17,505
Value$495.0K
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares17,425 from 13,103
Change+4,322 (+33%)
Value$492.8K (+$126.9K)
Filed 2026-11-06
Leelyn Smith, LLC
UNCHANGED
Shares9,578 from 9,578
Change0 (0%)
Value$270.9K (+$3.4K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,864 from 1,864
Change0 (0%)
Value$52.7K (+$671)
Filed 2026-10-09
William Mack & Associates, Inc.
NEW
Shares20
Change+20
Value$566
Filed 2026-10-27
SBI Securities Co., Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$113 (+$1)
Filed 2026-10-22
Blue Trust, Inc.
CLOSED
Shares0 from 4,363
Change-4,363 (-100%)
Value$0 (-$121.8K)
Filed 2026-10-15
Harbour Investments, Inc.
N/A
Shares— from 161,079
Change-161,079 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 153,497
Change-153,497 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 137,543
Change-137,543 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 86,761
Change-86,761 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 81,559
Change-81,559 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 76,916
Change-76,916 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 26,113
Change-26,113 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,020
Change-20,020 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 18,452
Change-18,452 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,731
Change-17,731 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,522
Change-17,522 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,231
Change-14,231 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,788
Change-11,788 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,183
Change-8,183 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 60
Change-60 (-100%)
Value—
Status
Burkett Financial Services, LLC
INCREASED772,621759,599+13,022+2%$21.2M$21.8M+$641.7K2026-10-01
Prime Capital Investment Advisors, LLC
INCREASED140,468134,220+6,248+5%$3.7M$4.0M+$225.0K2026-10-20
Commonwealth Equity Services, LLC
DECREASED91,182114,410-23,228-20%$3.2M$2.6M-$615.7K2026-11-02
Worth Asset Management, LLC
INCREASED85,46369,990+15,473+22%$2.0M$2.4M+$462.8K2026-10-07
Family Office Research LLC
INCREASED78,6747,794+70,880+909%$217.6K$2.2M+$2.0M2026-10-14
BIP Wealth, LLC
NEW51,766—+51,766——$1.5M—2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED38,50432,908+5,596+17%$919.0K$1.1M+$170.0K2026-11-02
Amplius Wealth Advisors, LLC
DECREASED27,58873,449-45,861-62%$2.1M$780.2K-$1.3M2026-10-20
Verdence Capital Advisors LLC
NEW22,675—+22,675——$641.2K—2026-10-26
Calamos Wealth Management LLC
DECREASED21,84133,869-12,028-36%$945.6K$617.7K-$328.0K2026-11-02
SeaCrest Wealth Management, LLC
NEW17,505—+17,505——$495.0K—2026-10-21
LPL Financial LLC
INCREASED17,42513,103+4,322+33%$365.8K$492.8K+$126.9K2026-11-06
Leelyn Smith, LLC
UNCHANGED9,5789,57800%$267.4K$270.9K+$3.4K2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED1,8641,86400%$52.0K$52.7K+$6712026-10-09
William Mack & Associates, Inc.
NEW20—+20——$566—2026-10-27
SBI Securities Co., Ltd.
UNCHANGED4400%$112$113+$12026-10-22
Blue Trust, Inc.
CLOSED04,363-4,363-100%$121.8K$0-$121.8K2026-10-15
Harbour Investments, Inc.
N/A—161,079-161,079-100%$4.5M———
Mutual Advisors, LLC
N/A—153,497-153,497-100%$4.3M———
HighTower Advisors, LLC
N/A—137,543-137,543-100%$3.8M———
Innovative Asset Advisors Group, LLC
N/A—86,761-86,761-100%$2.4M———
Capital Analysts, LLC
N/A—81,559-81,559-100%$2.3M———
Centaurus Financial, Inc.
N/A—76,916-76,916-100%$2.1M———
Applied Capital LLC
N/A—26,113-26,113-100%$729.1K———
Osaic Holdings, Inc.
N/A—20,020-20,020-100%$559.0K———
TD Capital Management LLC
N/A—18,452-18,452-100%$515.2K———
Cetera Investment Advisers
N/A—17,731-17,731-100%$495.1K———
Royal Bank of Canada
N/A—17,522-17,522-100%$489.0K———
Susquehanna International Group, LLP
N/A—14,231-14,231-100%$397.3K———
Old Mission Capital LLC
N/A—11,788-11,788-100%$329.1K———
MML Investors Services, LLC
N/A—11,140-11,140-100%$311.0K———
Smith, Moore & Co.
N/A—8,183-8,183-100%$228.5K———
Geneos Wealth Management Inc.
N/A—5,750-5,750-100%$160.5K———
Aptus Capital Advisors, LLC
N/A—1,229-1,229-100%$34.3K———
Continuum Advisory, LLC
N/A—1,000-1,000-100%$27.9K———
Fiduciary Financial Advisors
N/A—60-60-100%$1.7K———
Showing 36 of 36 institutions