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RJ Eagle GCM DIV S Inc ETF (RJDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares211,808 from 210,262
Change+1,546 (+1%)
Value$6.0M (-$138.9K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares156,648 from 51,576
Change+105,072 (+204%)
Value$4.5M (+$2.9M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares76,932 from 70,317
Change+6,615 (+9%)
Value$2.2M (+$127.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares69,004 from 52,612
Change+16,392 (+31%)
Value$2.0M (+$420.6K)
Filed 2026-11-02
Clear Trail Advisors, LLC
INCREASED
Shares54,202 from 54,000
Change+202 (+0%)
Value$1.5M (-$41.2K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares30,295 from 35,085
Change-4,790 (-14%)
Value$861.9K (-$166.8K)
Filed 2026-10-09
Saxon Interests, Inc.
INCREASED
Shares23,166 from 22,988
Change+178 (+1%)
Value$659.1K (-$14.9K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED
Shares15,702 from 14,356
Change+1,346 (+9%)
Value$447.9K (+$25.9K)
Filed 2026-10-13
UMB Bank, n.a.
INCREASED
Shares11,439 from 10,070
Change+1,369 (+14%)
Value$325.4K (+$30.2K)
Filed 2026-11-06
Nemes Rush Group LLC
INCREASED
Shares10,742 from 10,720
Change+22 (+0%)
Value$305.6K (-$8.7K)
Filed 2026-11-04
Clear Investment Research, LLC
NEW
Shares9,733
Change+9,733
Value$276.9K
Filed 2026-11-06
Aegis Wealth Management, Inc.
NEW
Shares9,660
Change+9,660
Value$274.8K
Filed 2026-10-26
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 1,125,048
Change-1,125,048 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,629
Change-41,629 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 33,085
Change-33,085 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,914
Change-20,914 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
UBS Group AG
N/A
Shares— from 400
Change-400 (-100%)
Value—
Status
Mid-American Wealth Advisory Group, Inc.
INCREASED211,808210,262+1,546+1%$6.2M$6.0M-$138.9K2026-10-21
LPL Financial LLC
INCREASED156,64851,576+105,072+204%$1.5M$4.5M+$2.9M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED76,93270,317+6,615+9%$2.1M$2.2M+$127.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED69,00452,612+16,392+31%$1.5M$2.0M+$420.6K2026-11-02
Clear Trail Advisors, LLC
INCREASED54,20254,000+202+0%$1.6M$1.5M-$41.2K2026-10-20
Balefire, LLC
DECREASED30,29535,085-4,790-14%$1.0M$861.9K-$166.8K2026-10-09
Saxon Interests, Inc.
INCREASED23,16622,988+178+1%$674.0K$659.1K-$14.9K2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED15,70214,356+1,346+9%$422.0K$447.9K+$25.9K2026-10-13
UMB Bank, n.a.
INCREASED11,43910,070+1,369+14%$295.3K$325.4K+$30.2K2026-11-06
Nemes Rush Group LLC
INCREASED10,74210,720+22+0%$314.3K$305.6K-$8.7K2026-11-04
Clear Investment Research, LLC
NEW9,733—+9,733——$276.9K—2026-11-06
Aegis Wealth Management, Inc.
NEW9,660—+9,660——$274.8K—2026-10-26
Wealthcare Advisory Partners LLC
CLOSED07,000-7,000-100%$205.2K$0-$205.2K2026-10-21
Raymond James Financial Inc
N/A—1,125,048-1,125,048-100%$33.0M———
Steward Partners Investment Advisory, LLC
N/A—41,629-41,629-100%$1.2M———
Tulsa Wealth Advisors, Inc
N/A—33,085-33,085-100%$970.1K———
Jane Street Group, LLC
N/A—20,914-20,914-100%$613.2K———
Phillips Wealth Planners LLC
N/A—11,638-11,638-100%$338.1K———
Berry Wealth Group, LP
N/A—8,107-8,107-100%$237.7K———
Huntington National Bank
N/A—2,600-2,600-100%$76.2K———
UBS Group AG
N/A—400-400-100%$11.7K———
Showing 21 of 21 institutions