IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TS S&P Autocal Dfns Inc ETF (PAYM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares1,913,849 from 1,811,587
Change+102,262 (+6%)
Value$48.6M (+$3.1M)
Filed 2026-10-21
POM Investment Strategies, LLC
INCREASED
Shares474,474 from 33,507
Change+440,967 (+1316%)
Value$12.0M (+$11.2M)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares212,389 from 212,996
Change-607 (0%)
Value$5.4M (+$42.1K)
Filed 2026-11-02
Aegis Wealth Management, Inc.
INCREASED
Shares192,946 from 43,326
Change+149,620 (+345%)
Value$4.9M (+$3.8M)
Filed 2026-10-26
Beacon Capital Management, LLC
NEW
Shares109,927
Change+109,927
Value$2.8M
Filed 2026-10-23
Elevated Capital Advisors, LLC
INCREASED
Shares62,572 from 54,234
Change+8,338 (+15%)
Value$1.6M (+$226.3K)
Filed 2026-11-04
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares53,785 from 57,768
Change-3,983 (-7%)
Value$1.4M (-$85.5K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares52,241 from 55,228
Change-2,987 (-5%)
Value$1.3M (-$60.9K)
Filed 2026-10-27
Integrated Wealth Management
DECREASED
Shares36,850 from 36,877
Change-27 (0%)
Value$935.6K (+$9.3K)
Filed 2026-10-19
Great Lakes Retirement, Inc.
DECREASED
Shares35,606 from 38,844
Change-3,238 (-8%)
Value$904.0K (-$79.8K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares35,341 from 30,582
Change+4,759 (+16%)
Value$897.3K (+$129.1K)
Filed 2026-11-04
Wellment Financial
INCREASED
Shares34,485 from 33,999
Change+486 (+1%)
Value$875.6K (+$21.5K)
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares31,807 from 11,822
Change+19,985 (+169%)
Value$807.6K (+$510.6K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares23,792 from 25,899
Change-2,107 (-8%)
Value$604.1K (-$46.5K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares22,483 from 23,734
Change-1,251 (-5%)
Value$570.8K (-$25.4K)
Filed 2026-10-28
Integrated Advisors Network LLC
NEW
Shares21,350
Change+21,350
Value$542.1K
Filed 2026-10-20
Centennial Advisors, LLC
DECREASED
Shares20,742 from 22,309
Change-1,567 (-7%)
Value$526.6K (-$33.8K)
Filed 2026-10-21
Spectrum Advisors, Inc.
INCREASED
Shares17,625 from 8,061
Change+9,564 (+119%)
Value$447.5K (+$245.0K)
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares15,371 from 14,191
Change+1,180 (+8%)
Value$390.3K (+$33.8K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares14,256 from 2,730
Change+11,526 (+422%)
Value$362.0K (+$293.4K)
Filed 2026-11-03
LifeWealth Investments, LLC
DECREASED
Shares13,713 from 19,272
Change-5,559 (-29%)
Value$348.2K (-$136.0K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
DECREASED
Shares13,681 from 13,951
Change-270 (-2%)
Value$347.4K (-$3.1K)
Filed 2026-10-28
Smart Wealth LLC
DECREASED
Shares12,740 from 19,419
Change-6,679 (-34%)
Value$323.5K (-$164.3K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares11,257 from 11,633
Change-376 (-3%)
Value$285.8K (-$6.4K)
Filed 2026-11-04
Montgomery Financial Services LLC
DECREASED
Shares6,468 from 6,882
Change-414 (-6%)
Value$164.2K (-$8.7K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,046 from 4,879
Change+167 (+3%)
Value$128.1K (+$5.5K)
Filed 2026-11-02
Decker Retirement Planning Inc.
INCREASED
Shares4,493 from 4,297
Change+196 (+5%)
Value$114.1K (+$6.1K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares2,966 from 2,275
Change+691 (+30%)
Value$74.7K (+$17.5K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
NEW
Shares565
Change+565
Value$14.3K
Filed 2026-11-04
CoreCap Advisors, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$427)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 1,207,960
Change-1,207,960 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 193,152
Change-193,152 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 41,737
Change-41,737 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,910
Change-23,910 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,521
Change-11,521 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
UBS Group AG
N/A
Shares— from 594
Change-594 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 96
Change-96 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29
Change-29 (-100%)
Value—
Status
Mid-American Wealth Advisory Group, Inc.
INCREASED1,913,8491,811,587+102,262+6%$45.5M$48.6M+$3.1M2026-10-21
POM Investment Strategies, LLC
INCREASED474,47433,507+440,967+1316%$841.7K$12.0M+$11.2M2026-10-20
Lloyd Advisory Services, Llc.
DECREASED212,389212,996-6070%$5.4M$5.4M+$42.1K2026-11-02
Aegis Wealth Management, Inc.
INCREASED192,94643,326+149,620+345%$1.1M$4.9M+$3.8M2026-10-26
Beacon Capital Management, LLC
NEW109,927—+109,927——$2.8M—2026-10-23
Elevated Capital Advisors, LLC
INCREASED62,57254,234+8,338+15%$1.4M$1.6M+$226.3K2026-11-04
B.O.S.S. Retirement Advisors, LLC
DECREASED53,78557,768-3,983-7%$1.5M$1.4M-$85.5K2026-10-26
Howard Bailey Securities, LLC
DECREASED52,24155,228-2,987-5%$1.4M$1.3M-$60.9K2026-10-27
Integrated Wealth Management
DECREASED36,85036,877-270%$926.4K$935.6K+$9.3K2026-10-19
Great Lakes Retirement, Inc.
DECREASED35,60638,844-3,238-8%$983.8K$904.0K-$79.8K2026-10-26
Csenge Advisory Group
INCREASED35,34130,582+4,759+16%$768.2K$897.3K+$129.1K2026-11-04
Wellment Financial
INCREASED34,48533,999+486+1%$854.1K$875.6K+$21.5K2026-10-28
Networth Advisors, LLC
INCREASED31,80711,822+19,985+169%$297.0K$807.6K+$510.6K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED23,79225,899-2,107-8%$650.6K$604.1K-$46.5K2026-11-04
Evolution Wealth Management Inc.
DECREASED22,48323,734-1,251-5%$596.2K$570.8K-$25.4K2026-10-28
Integrated Advisors Network LLC
NEW21,350—+21,350——$542.1K—2026-10-20
Centennial Advisors, LLC
DECREASED20,74222,309-1,567-7%$560.4K$526.6K-$33.8K2026-10-21
Spectrum Advisors, Inc.
INCREASED17,6258,061+9,564+119%$202.5K$447.5K+$245.0K2026-11-03
FWG Investments, Llc.
INCREASED15,37114,191+1,180+8%$356.5K$390.3K+$33.8K2026-11-03
Key Capital Management, Inc
INCREASED14,2562,730+11,526+422%$68.6K$362.0K+$293.4K2026-11-03
LifeWealth Investments, LLC
DECREASED13,71319,272-5,559-29%$484.1K$348.2K-$136.0K2026-10-21
Outlook Wealth Advisors, LLC
DECREASED13,68113,951-270-2%$350.4K$347.4K-$3.1K2026-10-28
Smart Wealth LLC
DECREASED12,74019,419-6,679-34%$487.8K$323.5K-$164.3K2026-11-04
Kingdom Financial Group Llc.
DECREASED11,25711,633-376-3%$292.2K$285.8K-$6.4K2026-11-04
Montgomery Financial Services LLC
DECREASED6,4686,882-414-6%$172.9K$164.2K-$8.7K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED5,0464,879+167+3%$122.6K$128.1K+$5.5K2026-11-02
Decker Retirement Planning Inc.
INCREASED4,4934,297+196+5%$107.9K$114.1K+$6.1K2026-10-19
Mosley Wealth Management
INCREASED2,9662,275+691+30%$57.1K$74.7K+$17.5K2026-10-16
EverSource Wealth Advisors, LLC
NEW565—+565——$14.3K—2026-11-04
CoreCap Advisors, LLC
CLOSED017-17-100%$427$0-$4272026-10-08
AE Wealth Management LLC
N/A—1,207,960-1,207,960-100%$30.3M———
Authentikos Wealth Advisory, LLC
N/A—193,152-193,152-100%$4.9M———
FSA Advisors, Inc.
N/A—41,737-41,737-100%$1.0M———
Envestnet Asset Management Inc
N/A—23,910-23,910-100%$600.6K———
Morgan Stanley
N/A—11,521-11,521-100%$289.4K———
IFG Advisory, LLC
N/A—11,043-11,043-100%$277.4K———
UBS Group AG
N/A—594-594-100%$14.9K———
JPMorgan Chase & Co
N/A—96-96-100%$2.4K———
Northwestern Mutual Wealth Management Co
N/A—29-29-100%$728———
Showing 39 of 39 institutions