IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cals RUS 2000 S A P ETF - JL (CPRJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares64,645 from 53,281
Change+11,364 (+21%)
Value$1.8M (+$292.9K)
Filed 2026-11-02
Harbour Investments, Inc.
INCREASED
Shares60,117 from 1,025
Change+59,092 (+5765%)
Value$1.6M (+$1.6M)
Filed 2026-11-09
Crown Wealth Group, LLC
NEW
Shares56,301
Change+56,301
Value$1.5M
Filed 2026-10-19
Verdence Capital Advisors LLC
NEW
Shares39,175
Change+39,175
Value$1.1M
Filed 2026-10-26
JIM Saulnier & Associates, LLC
DECREASED
Shares35,903 from 37,159
Change-1,256 (-3%)
Value$981.4K (-$46.7K)
Filed 2026-11-04
Calamos Wealth Management LLC
DECREASED
Shares33,774 from 42,914
Change-9,140 (-21%)
Value$923.4K (-$264.0K)
Filed 2026-11-02
Camelot Portfolios, LLC
INCREASED
Shares25,896 from 25,760
Change+136 (+1%)
Value$707.9K (-$4.9K)
Filed 2026-11-09
Investment Partners Asset Management, Inc.
UNCHANGED
Shares22,016 from 22,016
Change0 (0%)
Value$601.8K (-$7.3K)
Filed 2026-10-09
Amplius Wealth Advisors, LLC
DECREASED
Shares20,356 from 26,500
Change-6,144 (-23%)
Value$556.4K (-$176.8K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares17,383 from 10,703
Change+6,680 (+62%)
Value$475.2K (+$179.0K)
Filed 2026-10-23
Able Wealth Management LLC
UNCHANGED
Shares9,230 from 9,230
Change0 (0%)
Value$253.2K (-$2.1K)
Filed 2026-10-13
Sound Income Strategies, LLC
UNCHANGED
Shares7,710 from 7,710
Change0 (0%)
Value$210.8K (-$2.5K)
Filed 2026-10-09
Advisor OS, LLC
DECREASED
Shares7,595 from 9,645
Change-2,050 (-21%)
Value$207.6K (-$59.3K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
NEW
Shares3,597
Change+3,597
Value$98.3K
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares3,051 from 3,051
Change0 (0%)
Value$83.4K (-$1.0K)
Filed 2026-11-04
Sunrise Financial Services, LLC
NEW
Shares1,446
Change+1,446
Value$39.5K
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares1,080 from 1,094
Change-14 (-1%)
Value$29.5K (-$747)
Filed 2026-10-08
Planning Strategies Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$13.7K (-$166)
Filed 2026-10-02
Burkett Financial Services, LLC
NEW
Shares234
Change+234
Value$6.4K
Filed 2026-10-01
IFP Advisors, Inc
DECREASED
Shares133 from 310
Change-177 (-57%)
Value$3.6K (-$4.9K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 87,392
Change-87,392 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-02
PFG Advisors
CLOSED
Shares0 from 11,906
Change-11,906 (-100%)
Value$0 (-$329.4K)
Filed 2026-10-16
Advus Financial Partners, LLC
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-20
Centaurus Financial, Inc.
N/A
Shares— from 96,395
Change-96,395 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 72,609
Change-72,609 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,509
Change-12,509 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,230
Change-9,230 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 185
Change-185 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED64,64553,281+11,364+21%$1.5M$1.8M+$292.9K2026-11-02
Harbour Investments, Inc.
INCREASED60,1171,025+59,092+5765%$28.4K$1.6M+$1.6M2026-11-09
Crown Wealth Group, LLC
NEW56,301—+56,301——$1.5M—2026-10-19
Verdence Capital Advisors LLC
NEW39,175—+39,175——$1.1M—2026-10-26
JIM Saulnier & Associates, LLC
DECREASED35,90337,159-1,256-3%$1.0M$981.4K-$46.7K2026-11-04
Calamos Wealth Management LLC
DECREASED33,77442,914-9,140-21%$1.2M$923.4K-$264.0K2026-11-02
Camelot Portfolios, LLC
INCREASED25,89625,760+136+1%$712.7K$707.9K-$4.9K2026-11-09
Investment Partners Asset Management, Inc.
UNCHANGED22,01622,01600%$609.1K$601.8K-$7.3K2026-10-09
Amplius Wealth Advisors, LLC
DECREASED20,35626,500-6,144-23%$733.2K$556.4K-$176.8K2026-10-20
Sigma Planning Corp
INCREASED17,38310,703+6,680+62%$296.1K$475.2K+$179.0K2026-10-23
Able Wealth Management LLC
UNCHANGED9,2309,23000%$255.4K$253.2K-$2.1K2026-10-13
Sound Income Strategies, LLC
UNCHANGED7,7107,71000%$213.3K$210.8K-$2.5K2026-10-09
Advisor OS, LLC
DECREASED7,5959,645-2,050-21%$266.9K$207.6K-$59.3K2026-11-03
Armstrong Advisory Group, Inc
NEW3,597—+3,597——$98.3K—2026-10-09
Creative Financial Designs Inc
UNCHANGED3,0513,05100%$84.4K$83.4K-$1.0K2026-11-04
Sunrise Financial Services, LLC
NEW1,446—+1,446——$39.5K—2026-10-21
Farther Finance Advisors, LLC
DECREASED1,0801,094-14-1%$30.3K$29.5K-$7472026-10-08
Planning Strategies Inc.
UNCHANGED50050000%$13.8K$13.7K-$1662026-10-02
Burkett Financial Services, LLC
NEW234—+234——$6.4K—2026-10-01
IFP Advisors, Inc
DECREASED133310-177-57%$8.6K$3.6K-$4.9K2026-10-16
Cambridge Investment Research Advisors, Inc.
CLOSED087,392-87,392-100%$2.4M$0-$2.4M2026-11-02
PFG Advisors
CLOSED011,906-11,906-100%$329.4K$0-$329.4K2026-10-16
Advus Financial Partners, LLC
CLOSED07,500-7,500-100%$207.5K$0-$207.5K2026-10-20
Centaurus Financial, Inc.
N/A—96,395-96,395-100%$2.7M———
Susquehanna International Group, LLP
N/A—72,609-72,609-100%$2.0M———
Owen LaRue, LLC
N/A—17,925-17,925-100%$496.0K———
Capital Analysts, LLC
N/A—12,509-12,509-100%$346.0K———
MJP Associates Inc
N/A—9,645-9,645-100%$266.9K———
Vestmark Advisory Solutions, Inc.
N/A—9,230-9,230-100%$255.4K———
Fiduciary Financial Advisors
N/A—6,861-6,861-100%$189.8K———
Innovative Asset Advisors Group, LLC
N/A—5,134-5,134-100%$142.1K———
Osaic Holdings, Inc.
N/A—3,000-3,000-100%$83.0K———
Northwestern Mutual Wealth Management Co
N/A—1,232-1,232-100%$34.1K———
JPMorgan Chase & Co
N/A—185-185-100%$5.1K———
Showing 34 of 34 institutions