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Mohr Company NAV ETF (CNAV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signal Advisors Wealth, LLC
UNCHANGED
Shares9,731 from 9,731
Change0 (0%)
Value$403.8K (-$62.2K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
NEW
Shares2,422
Change+2,422
Value$100.5K
Filed 2026-11-04
Key Capital Management, Inc
DECREASED
Shares2,116 from 2,375
Change-259 (-11%)
Value$87.8K (-$25.9K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
INCREASED
Shares608 from 579
Change+29 (+5%)
Value$25.2K (-$2.5K)
Filed 2026-11-02
Gamma Investing LLC
NEW
Shares150
Change+150
Value$6.2K
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 440,323
Change-440,323 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 33,735
Change-33,735 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Signal Advisors Wealth, LLC
UNCHANGED9,7319,73100%$466.0K$403.8K-$62.2K2026-10-13
EverSource Wealth Advisors, LLC
NEW2,422—+2,422——$100.5K—2026-11-04
Key Capital Management, Inc
DECREASED2,1162,375-259-11%$113.7K$87.8K-$25.9K2026-11-03
Lloyd Advisory Services, Llc.
INCREASED608579+29+5%$27.7K$25.2K-$2.5K2026-11-02
Gamma Investing LLC
NEW150—+150——$6.2K—2026-10-08
AE Wealth Management LLC
N/A—440,323-440,323-100%$21.1M———
Maridea Wealth Management LLC
N/A—33,735-33,735-100%$1.6M———
FSA Advisors, Inc.
N/A—10,808-10,808-100%$517.6K———
GTS Securities LLC
N/A—6,668-6,668-100%$319.3K———
CMC Financial Group
N/A—5,701-5,701-100%$273.0K———
UBS Group AG
N/A—3-3-100%$144———
Showing 11 of 11 institutions