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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares282,417 from 178,490
Change+103,927 (+58%)
Value$11.7M (+$4.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares150,159 from 146,453
Change+3,706 (+3%)
Value$6.2M (+$499.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares144,142 from 146,189
Change-2,047 (-1%)
Value$6.0M (+$283.4K)
Filed 2026-10-13
Prosperity Financial Group, Inc.
DECREASED
Shares79,839 from 81,209
Change-1,370 (-2%)
Value$3.3M (+$135.1K)
Filed 2026-10-29
Crosspoint Financial, LLC
INCREASED
Shares55,625 from 27,899
Change+27,726 (+99%)
Value$2.3M (+$1.2M)
Filed 2026-11-03
Archford Capital Strategies, LLC
INCREASED
Shares29,047 from 28,972
Change+75 (+0%)
Value$1.2M (+$71.5K)
Filed 2026-10-19
Wespac Advisors, LLC
NEW
Shares28,180
Change+28,180
Value$1.2M
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares19,932 from 19,040
Change+892 (+5%)
Value$824.2K (+$81.8K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,658 from 20,006
Change-1,348 (-7%)
Value$772.0K (-$8.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares16,421 from 21,085
Change-4,664 (-22%)
Value$679.0K (-$143.1K)
Filed 2026-10-08
International Assets Investment Management, LLC
NEW
Shares5,105
Change+5,105
Value$211.9K
Filed 2026-11-02
Golden State Wealth Management, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$43.0K (+$2.5K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
DECREASED
Shares784 from 907
Change-123 (-14%)
Value$32.4K (-$2.9K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 180,000
Change-180,000 (-100%)
Value$0 (-$7.0M)
Filed 2026-11-03
WCG Wealth Advisors LLC
N/A
Shares— from 1,926,232
Change-1,926,232 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 81,482
Change-81,482 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 76,839
Change-76,839 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 68,116
Change-68,116 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 68,071
Change-68,071 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 45,004
Change-45,004 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,993
Change-24,993 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,248
Change-20,248 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 19,546
Change-19,546 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 831
Change-831 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 594
Change-594 (-100%)
Value—
FMR LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Status
LPL Financial LLC
INCREASED282,417178,490+103,927+58%$7.0M$11.7M+$4.7M2026-11-06
Commonwealth Equity Services, LLC
INCREASED150,159146,453+3,706+3%$5.7M$6.2M+$499.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED144,142146,189-2,047-1%$5.7M$6.0M+$283.4K2026-10-13
Prosperity Financial Group, Inc.
DECREASED79,83981,209-1,370-2%$3.2M$3.3M+$135.1K2026-10-29
Crosspoint Financial, LLC
INCREASED55,62527,899+27,726+99%$1.1M$2.3M+$1.2M2026-11-03
Archford Capital Strategies, LLC
INCREASED29,04728,972+75+0%$1.1M$1.2M+$71.5K2026-10-19
Wespac Advisors, LLC
NEW28,180—+28,180——$1.2M—2026-10-26
Dynamic Advisor Solutions LLC
INCREASED19,93219,040+892+5%$742.4K$824.2K+$81.8K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED18,65820,006-1,348-7%$780.0K$772.0K-$8.0K2026-11-02
Farther Finance Advisors, LLC
DECREASED16,42121,085-4,664-22%$822.1K$679.0K-$143.1K2026-10-08
International Assets Investment Management, LLC
NEW5,105—+5,105——$211.9K—2026-11-02
Golden State Wealth Management, LLC
UNCHANGED1,0401,04000%$40.5K$43.0K+$2.5K2026-11-02
Cape Investment Advisory, Inc.
DECREASED784907-123-14%$35.4K$32.4K-$2.9K2026-10-13
Mirae Asset Global Investments Co., Ltd.
CLOSED0180,000-180,000-100%$7.0M$0-$7.0M2026-11-03
WCG Wealth Advisors LLC
N/A—1,926,232-1,926,232-100%$75.1M———
Cetera Investment Advisers
N/A—81,482-81,482-100%$3.2M———
Envestnet Asset Management Inc
N/A—76,839-76,839-100%$3.0M———
Old Mission Capital LLC
N/A—68,116-68,116-100%$2.7M———
Royal Bank of Canada
N/A—68,071-68,071-100%$2.7M———
Morgan Stanley
N/A—45,004-45,004-100%$1.8M———
Citadel Advisors LLC
N/A—24,993-24,993-100%$974.5K———
Jane Street Group, LLC
N/A—20,248-20,248-100%$789.5K———
Goldstone Financial Group, LLC
N/A—19,546-19,546-100%$762.1K———
World Investment Advisors
N/A—11,585-11,585-100%$410.7K———
Advyzon Investment Management, LLC
N/A—10,356-10,356-100%$403.8K———
Bank of America Corp
N/A—7,255-7,255-100%$282.9K———
Delta Investment Management, LLC
N/A—6,256-6,256-100%$243.9K———
JPMorgan Chase & Co
N/A—5,562-5,562-100%$214.3K———
SHP Wealth Management
N/A—2,031-2,031-100%$79.2K———
Jones Financial Companies Lllp
N/A—831-831-100%$31.6K———
Osaic Holdings, Inc.
N/A—594-594-100%$23.2K———
FMR LLC
N/A—288-288-100%$11.2K———
Showing 32 of 32 institutions