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Trueshares Struct Outc JAN (JANZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
INCREASED
Shares622,919 from 592,652
Change+30,267 (+5%)
Value$25.9M (+$1.6M)
Filed 2026-11-05
Weaver Consulting Group
DECREASED
Shares15,750 from 16,250
Change-500 (-3%)
Value$654.1K (-$11.4K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
DECREASED
Shares800 from 17,216
Change-16,416 (-95%)
Value$33.2K (-$671.9K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares510 from 509
Change+1 (+0%)
Value$21.2K (+$325)
Filed 2026-11-02
Mosley Wealth Management
DECREASED
Shares414 from 468
Change-54 (-12%)
Value$17.3K (-$1.8K)
Filed 2026-10-16
Kingdom Financial Group Llc.
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$11.7K (+$161)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares170 from 231
Change-61 (-26%)
Value$7.1K (-$2.6K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares110 from 165
Change-55 (-33%)
Value$4.6K (-$2.2K)
Filed 2026-11-04
POM Investment Strategies, LLC
DECREASED
Shares69 from 87
Change-18 (-21%)
Value$2.9K (-$697)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (+$17)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$415 (+$5)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 3,577
Change-3,577 (-100%)
Value$0 (-$146.5K)
Filed 2026-10-30
Authentikos Wealth Advisory, LLC
N/A
Shares— from 214,395
Change-214,395 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 26,777
Change-26,777 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,614
Change-13,614 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,761
Change-10,761 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 293
Change-293 (-100%)
Value—
UBS Group AG
N/A
Shares— from 253
Change-253 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
TrueMark Investments, LLC
INCREASED622,919592,652+30,267+5%$24.3M$25.9M+$1.6M2026-11-05
Weaver Consulting Group
DECREASED15,75016,250-500-3%$665.5K$654.1K-$11.4K2026-10-07
Elevated Capital Advisors, LLC
DECREASED80017,216-16,416-95%$705.1K$33.2K-$671.9K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED510509+1+0%$20.9K$21.2K+$3252026-11-02
Mosley Wealth Management
DECREASED414468-54-12%$19.2K$17.3K-$1.8K2026-10-16
Kingdom Financial Group Llc.
UNCHANGED28128100%$11.5K$11.7K+$1612026-11-04
Compass Financial Management LLC
DECREASED170231-61-26%$9.7K$7.1K-$2.6K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED110165-55-33%$6.8K$4.6K-$2.2K2026-11-04
POM Investment Strategies, LLC
DECREASED6987-18-21%$3.6K$2.9K-$6972026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED303000%$1.2K$1.2K+$172026-10-23
Assetmark, Inc
UNCHANGED101000%$410$415+$52026-10-21
Capital Investment Advisory Services, LLC
CLOSED03,577-3,577-100%$146.5K$0-$146.5K2026-10-30
Authentikos Wealth Advisory, LLC
N/A—214,395-214,395-100%$8.8M———
Old Mission Capital LLC
N/A—26,777-26,777-100%$1.1M———
AE Wealth Management LLC
N/A—13,614-13,614-100%$557.6K———
Susquehanna International Group, LLP
N/A—10,761-10,761-100%$440.7K———
IFG Advisory, LLC
N/A—4,446-4,446-100%$182.1K———
Aptus Capital Advisors, LLC
N/A—856-856-100%$35.1K———
Harbour Investments, Inc.
N/A—293-293-100%$12.0K———
UBS Group AG
N/A—253-253-100%$10.4K———
Osaic Holdings, Inc.
N/A—35-35-100%$1.4K———
Northwestern Mutual Wealth Management Co
N/A—24-24-100%$983———
Showing 22 of 22 institutions