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CL ND 100 ST at PR ETF - MAR (CPNM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
JIM Saulnier & Associates, LLC
DECREASED
Shares60,002 from 60,133
Change-131 (0%)
Value$1.6M (+$18.2K)
Filed 2026-11-04
Harbour Investments, Inc.
DECREASED
Shares37,986 from 38,983
Change-997 (-3%)
Value$1.0M (-$13.0K)
Filed 2026-11-09
Calamos Wealth Management LLC
DECREASED
Shares15,274 from 18,357
Change-3,083 (-17%)
Value$414.5K (-$77.1K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED
Shares14,162 from 13,683
Change+479 (+4%)
Value$384.4K (+$18.0K)
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$25.8K (+$344)
Filed 2026-10-21
Burkett Financial Services, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-01
Susquehanna International Group, LLP
N/A
Shares— from 21,491
Change-21,491 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,094
Change-11,094 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Status
JIM Saulnier & Associates, LLC
DECREASED60,00260,133-1310%$1.6M$1.6M+$18.2K2026-11-04
Harbour Investments, Inc.
DECREASED37,98638,983-997-3%$1.0M$1.0M-$13.0K2026-11-09
Calamos Wealth Management LLC
DECREASED15,27418,357-3,083-17%$491.6K$414.5K-$77.1K2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED14,16213,683+479+4%$366.4K$384.4K+$18.0K2026-10-15
Sunrise Financial Services, LLC
UNCHANGED95295200%$25.5K$25.8K+$3442026-10-21
Burkett Financial Services, LLC
CLOSED044-44-100%$1.2K$0-$1.2K2026-10-01
Susquehanna International Group, LLP
N/A—21,491-21,491-100%$575.5K———
Owen LaRue, LLC
N/A—19,060-19,060-100%$510.4K———
Capital Analysts, LLC
N/A—14,350-14,350-100%$384.0K———
Centaurus Financial, Inc.
N/A—14,097-14,097-100%$377.0K———
Cetera Investment Advisers
N/A—11,094-11,094-100%$297.1K———
Osaic Holdings, Inc.
N/A—2,863-2,863-100%$76.7K———
Fiduciary Financial Advisors
N/A—2,211-2,211-100%$59.2K———
Aptus Capital Advisors, LLC
N/A—817-817-100%$21.9K———
Showing 14 of 14 institutions