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Trueshares Struc Outcome NOV (NOVZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
DECREASED
Shares564,796 from 584,693
Change-19,897 (-3%)
Value$26.9M (-$617.9K)
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
DECREASED
Shares67,804 from 68,693
Change-889 (-1%)
Value$3.2M (-$3.6K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares33,762 from 35,686
Change-1,924 (-5%)
Value$1.6K (-$1.7M)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3,159 from 3,159
Change0 (0%)
Value$150.4K (+$1.8K)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$11.4K (+$135)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED
Shares12 from 72
Change-60 (-83%)
Value$572 (-$2.8K)
Filed 2026-10-23
Compass Financial Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$524 (-$6)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$381 (+$5)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$387 (+$4)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-30
Old Mission Capital LLC
N/A
Shares— from 17,433
Change-17,433 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,969
Change-11,969 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 269
Change-269 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
TrueMark Investments, LLC
DECREASED564,796584,693-19,897-3%$27.5M$26.9M-$617.9K2026-11-05
Valtinson Bruner Financial Planning LLC
DECREASED67,80468,693-889-1%$3.2M$3.2M-$3.6K2026-11-02
Wedbush Securities Inc
DECREASED33,76235,686-1,924-5%$1.7M$1.6K-$1.7M2026-10-22
Blue Bell Private Wealth Management, LLC
UNCHANGED3,1593,15900%$148.6K$150.4K+$1.8K2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED24024000%$11.3K$11.4K+$1352026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED1272-60-83%$3.4K$572-$2.8K2026-10-23
Compass Financial Management LLC
UNCHANGED111100%$530$524-$62026-10-30
Assetmark, Inc
UNCHANGED8800%$376$381+$52026-10-21
Lloyd Advisory Services, Llc.
UNCHANGED8800%$383$387+$42026-11-02
Capital Investment Advisory Services, LLC
CLOSED0181-181-100%$8.5K$0-$8.5K2026-10-30
Old Mission Capital LLC
N/A—17,433-17,433-100%$820.1K———
Osaic Holdings, Inc.
N/A—11,969-11,969-100%$563.2K———
LaSalle St. Investment Advisors, LLC
N/A—5,133-5,133-100%$241.5K———
LPL Financial LLC
N/A—4,632-4,632-100%$217.9K———
AE Wealth Management LLC
N/A—582-582-100%$27.4K———
Arax Advisory Partners
N/A—269-269-100%$12.7K———
IFG Advisory, LLC
N/A—24-24-100%$1.1K———
Northwestern Mutual Wealth Management Co
N/A—20-20-100%$941———
Showing 18 of 18 institutions