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CAL Nasdaq 100 ST ALT PR (CPNQ)

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
UNCHANGED
Shares44,187 from 44,187
Change0 (0%)
Value$1.2M (+$20.8K)
Filed 2026-11-02
Verdence Capital Advisors LLC
NEW
Shares27,610
Change+27,610
Value$769.8K
Filed 2026-10-26
JIM Saulnier & Associates, LLC
UNCHANGED
Shares25,481 from 25,481
Change0 (0%)
Value$710.4K (+$12.0K)
Filed 2026-11-04
Claro Advisors Inc.
DECREASED
Shares14,645 from 14,795
Change-150 (-1%)
Value$408.3K (+$2.8K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares14,196 from 21,378
Change-7,182 (-34%)
Value$395.8K (-$190.2K)
Filed 2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares12,651 from 12,651
Change0 (0%)
Value$346.8K ($0)
Filed 2026-11-03
Wedbush Securities Inc
UNCHANGED
Shares10,516 from 10,516
Change0 (0%)
Value$293.0K (+$5.0K)
Filed 2026-10-22
Leelyn Smith, LLC
UNCHANGED
Shares9,813 from 9,813
Change0 (0%)
Value$273.6K (+$4.6K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares7,470 from 7,472
Change-2 (0%)
Value$208.3K (+$3.5K)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares2,872 from 2,872
Change0 (0%)
Value$80.1K (+$1.4K)
Filed 2026-11-04
Harbour Investments, Inc.
DECREASED
Shares1,366 from 57,429
Change-56,063 (-98%)
Value$38.1K (-$1.5M)
Filed 2026-11-09
CX Institutional
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$10 ($0)
Filed 2026-10-02
Calamos Wealth Management LLC
CLOSED
Shares0 from 14,285
Change-14,285 (-100%)
Value$0 (-$391.6K)
Filed 2026-11-02
Maripau Wealth Management LLC
N/A
Shares— from 21,389
Change-21,389 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,517
Change-17,517 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,488
Change-17,488 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,425
Change-17,425 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,251
Change-9,251 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 610
Change-610 (-100%)
Value—
UBS Group AG
N/A
Shares— from 102
Change-102 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
UNCHANGED44,18744,18700%$1.2M$1.2M+$20.8K2026-11-02
Verdence Capital Advisors LLC
NEW27,610—+27,610——$769.8K—2026-10-26
JIM Saulnier & Associates, LLC
UNCHANGED25,48125,48100%$698.4K$710.4K+$12.0K2026-11-04
Claro Advisors Inc.
DECREASED14,64514,795-150-1%$405.5K$408.3K+$2.8K2026-11-02
Signal Advisors Wealth, LLC
DECREASED14,19621,378-7,182-34%$586.0K$395.8K-$190.2K2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED12,65112,65100%$346.8K$346.8K$02026-11-03
Wedbush Securities Inc
UNCHANGED10,51610,51600%$288.0K$293.0K+$5.0K2026-10-22
Leelyn Smith, LLC
UNCHANGED9,8139,81300%$269.0K$273.6K+$4.6K2026-11-03
Sigma Planning Corp
DECREASED7,4707,472-20%$204.8K$208.3K+$3.5K2026-10-23
Creative Financial Designs Inc
UNCHANGED2,8722,87200%$78.7K$80.1K+$1.4K2026-11-04
Harbour Investments, Inc.
DECREASED1,36657,429-56,063-98%$1.6M$38.1K-$1.5M2026-11-09
CX Institutional
UNCHANGED37437400%$10$10$02026-10-02
Calamos Wealth Management LLC
CLOSED014,285-14,285-100%$391.6K$0-$391.6K2026-11-02
Maripau Wealth Management LLC
N/A—21,389-21,389-100%$586.0K———
Old Mission Capital LLC
N/A—17,517-17,517-100%$480.1K———
Capital Analysts, LLC
N/A—17,488-17,488-100%$479.0K———
Cetera Investment Advisers
N/A—17,425-17,425-100%$477.6K———
Susquehanna International Group, LLP
N/A—9,251-9,251-100%$253.6K———
Regatta Research & Money Management
N/A—1,098-1,098-100%$30.1K———
Osaic Holdings, Inc.
N/A—830-830-100%$22.7K———
Fiduciary Financial Advisors
N/A—610-610-100%$16.7K———
UBS Group AG
N/A—102-102-100%$2.8K———
Showing 22 of 22 institutions