IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Direxion Auspice BRD Cmdty (COM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Global View Capital Management LLC
INCREASED
Shares211,028 from 175,550
Change+35,478 (+20%)
Value$7.4M (+$1.6M)
Filed 2026-10-28
Encompass More Asset Management
INCREASED
Shares180,941 from 64,938
Change+116,003 (+179%)
Value$6.3M (+$4.2M)
Filed 2026-10-16
Ifrah Financial Services, Inc.
DECREASED
Shares117,184 from 117,595
Change-411 (0%)
Value$4.1M (+$247.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares117,001 from 90,005
Change+26,996 (+30%)
Value$4.1M (+$1.1M)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares98,911 from 95,719
Change+3,192 (+3%)
Value$3.4M (+$324.6K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares93,555 from 91,340
Change+2,215 (+2%)
Value$3.3M (+$281.0K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares75,775 from 101,833
Change-26,058 (-26%)
Value$2.6M (-$680.5K)
Filed 2026-11-06
Compass Financial Group, Inc.
INCREASED
Shares63,487 from 62,158
Change+1,329 (+2%)
Value$2.2M (+$184.9K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares60,862 from 60,862
Change0 (0%)
Value$2.1M (+$135.7K)
Filed 2026-11-06
Essential Partners LLC
INCREASED
Shares49,160 from 46,267
Change+2,893 (+6%)
Value$1.7M (+$203.9K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares48,847 from 48,825
Change+22 (+0%)
Value$1.7M (+$109.6K)
Filed 2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares46,655 from 46,655
Change0 (0%)
Value$1.5M ($0)
Filed 2026-11-03
Thor Investment Management Inc
INCREASED
Shares40,331 from 40,226
Change+105 (+0%)
Value$1.4M (+$93.3K)
Filed 2026-10-13
Avestar Capital, LLC
INCREASED
Shares39,352 from 37,000
Change+2,352 (+6%)
Value$1.4M (+$164.4K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares32,946 from 32,768
Change+178 (+1%)
Value$1.1M (+$77.7K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares30,801 from 30,705
Change+96 (+0%)
Value$1.1M (+$74.9K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares23,521 from 20,520
Change+3,001 (+15%)
Value$819.2K (+$150.3K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares21,017 from 22,405
Change-1,388 (-6%)
Value$732.0K (+$1.6K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares14,921 from 18,641
Change-3,720 (-20%)
Value$519.7K (-$88.0K)
Filed 2026-10-20
Ignite Planners, LLC
NEW
Shares12,897
Change+12,897
Value$449.3K
Filed 2026-10-14
Signal Advisors Wealth, LLC
DECREASED
Shares11,032 from 11,207
Change-175 (-2%)
Value$384.2K (+$18.9K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares8,434
Change+8,434
Value$293.8K
Filed 2026-10-28
SBI Securities Co., Ltd.
INCREASED
Shares7,412 from 3,341
Change+4,071 (+122%)
Value$258.2K (+$149.2K)
Filed 2026-10-22
Iron Financial LLC
DECREASED
Shares7,064 from 8,682
Change-1,618 (-19%)
Value$246.1K (-$37.0K)
Filed 2026-10-23
NTV Asset Management LLC
UNCHANGED
Shares6,560 from 6,560
Change0 (0%)
Value$228.5K (+$14.6K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares6,528 from 7,316
Change-788 (-11%)
Value$227.4K (-$11.1K)
Filed 2026-10-08
Occidental Asset Management, LLC
UNCHANGED
Shares6,492 from 6,492
Change0 (0%)
Value$226.1K (+$14.5K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares6,000 from 6,266
Change-266 (-4%)
Value$209.0K (+$4.7K)
Filed 2026-11-03
Viewpoint Investment Partners Corp
NEW
Shares5,895
Change+5,895
Value$210.4K
Filed 2026-10-26
Ballast Rock Private Wealth LLC
NEW
Shares5,848
Change+5,848
Value$203.7K
Filed 2026-10-26
Gen-Wealth Partners Inc
DECREASED
Shares4,551 from 12,540
Change-7,989 (-64%)
Value$158.5K (-$250.3K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$48.8K (+$3.1K)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$43.1K (+$2.8K)
Filed 2026-10-02
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$40.3K (+$2.6K)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares507 from 2,822
Change-2,315 (-82%)
Value$17.7K (-$74.3K)
Filed 2026-11-04
Blue Trust, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$13.9K (+$892)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares329 from 327
Change+2 (+1%)
Value$11.5K (+$855)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares281 from 577
Change-296 (-51%)
Value$9.8K (-$9.0K)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$7.7K (+$491)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.3K (+$147)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$976 (+$63)
Filed 2026-10-23
Signature Resources Capital Management, LLC
DECREASED
Shares11 from 455
Change-444 (-98%)
Value$383 (-$14.5K)
Filed 2026-10-16
CVS Health Corp
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$489.0K)
Filed 2026-11-05
Kestra Advisory Services, LLC
CLOSED
Shares0 from 7,994
Change-7,994 (-100%)
Value$0 (-$260.6K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$31 (+$2)
Filed 2026-10-08
HighTower Advisors, LLC
N/A
Shares— from 841,746
Change-841,746 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 450,318
Change-450,318 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 265,233
Change-265,233 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 131,283
Change-131,283 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 55,180
Change-55,180 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 33,305
Change-33,305 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 26,822
Change-26,822 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 26,374
Change-26,374 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,178
Change-24,178 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,177
Change-18,177 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 14,910
Change-14,910 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,406
Change-14,406 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 11,936
Change-11,936 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,665
Change-11,665 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,469
Change-9,469 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 985
Change-985 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 961
Change-961 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 298
Change-298 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 37
Change-37 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 30
Change-30 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Global View Capital Management LLC
INCREASED211,028175,550+35,478+20%$5.7M$7.4M+$1.6M2026-10-28
Encompass More Asset Management
INCREASED180,94164,938+116,003+179%$2.1M$6.3M+$4.2M2026-10-16
Ifrah Financial Services, Inc.
DECREASED117,184117,595-4110%$3.8M$4.1M+$247.9K2026-10-13
Commonwealth Equity Services, LLC
INCREASED117,00190,005+26,996+30%$2.9M$4.1M+$1.1M2026-11-02
Nations Financial Group Inc,
INCREASED98,91195,719+3,192+3%$3.1M$3.4M+$324.6K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED93,55591,340+2,215+2%$3.0M$3.3M+$281.0K2026-11-02
LPL Financial LLC
DECREASED75,775101,833-26,058-26%$3.3M$2.6M-$680.5K2026-11-06
Compass Financial Group, Inc.
INCREASED63,48762,158+1,329+2%$2.0M$2.2M+$184.9K2026-11-06
UMB Bank, n.a.
UNCHANGED60,86260,86200%$2.0M$2.1M+$135.7K2026-11-06
Essential Partners LLC
INCREASED49,16046,267+2,893+6%$1.5M$1.7M+$203.9K2026-10-14
IFP Advisors, Inc
INCREASED48,84748,825+22+0%$1.6M$1.7M+$109.6K2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED46,65546,65500%$1.5M$1.5M$02026-11-03
Thor Investment Management Inc
INCREASED40,33140,226+105+0%$1.3M$1.4M+$93.3K2026-10-13
Avestar Capital, LLC
INCREASED39,35237,000+2,352+6%$1.2M$1.4M+$164.4K2026-10-28
TD Waterhouse Canada Inc.
INCREASED32,94632,768+178+1%$1.1M$1.1M+$77.7K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED30,80130,705+96+0%$997.9K$1.1M+$74.9K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED23,52120,520+3,001+15%$669.0K$819.2K+$150.3K2026-10-29
Wealthcare Advisory Partners LLC
DECREASED21,01722,405-1,388-6%$730.4K$732.0K+$1.6K2026-10-21
Wilkerson Advisory Group LLC
DECREASED14,92118,641-3,720-20%$607.7K$519.7K-$88.0K2026-10-20
Ignite Planners, LLC
NEW12,897—+12,897——$449.3K—2026-10-14
Signal Advisors Wealth, LLC
DECREASED11,03211,207-175-2%$365.3K$384.2K+$18.9K2026-10-13
Partners Wealth Management, LLC
NEW8,434—+8,434——$293.8K—2026-10-28
SBI Securities Co., Ltd.
INCREASED7,4123,341+4,071+122%$108.9K$258.2K+$149.2K2026-10-22
Iron Financial LLC
DECREASED7,0648,682-1,618-19%$283.0K$246.1K-$37.0K2026-10-23
NTV Asset Management LLC
UNCHANGED6,5606,56000%$213.9K$228.5K+$14.6K2026-10-23
Farther Finance Advisors, LLC
DECREASED6,5287,316-788-11%$238.5K$227.4K-$11.1K2026-10-08
Occidental Asset Management, LLC
UNCHANGED6,4926,49200%$211.6K$226.1K+$14.5K2026-11-05
Verus Capital Partners, LLC
DECREASED6,0006,266-266-4%$204.3K$209.0K+$4.7K2026-11-03
Viewpoint Investment Partners Corp
NEW5,895—+5,895——$210.4K—2026-10-26
Ballast Rock Private Wealth LLC
NEW5,848—+5,848——$203.7K—2026-10-26
Gen-Wealth Partners Inc
DECREASED4,55112,540-7,989-64%$408.8K$158.5K-$250.3K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED1,4001,40000%$45.6K$48.8K+$3.1K2026-10-23
Versant Capital Management, Inc
UNCHANGED1,2371,23700%$40.3K$43.1K+$2.8K2026-10-02
Nvest Wealth Strategies, Inc.
UNCHANGED1,1571,15700%$37.7K$40.3K+$2.6K2026-10-14
Simplex Trading, LLC
DECREASED5072,822-2,315-82%$92.0K$17.7K-$74.3K2026-11-04
Blue Trust, Inc.
UNCHANGED40040000%$13.0K$13.9K+$8922026-10-15
Mosley Wealth Management
INCREASED329327+2+1%$10.7K$11.5K+$8552026-10-16
Creative Financial Designs Inc
DECREASED281577-296-51%$18.8K$9.8K-$9.0K2026-11-04
Clearstead Advisors, LLC
UNCHANGED22022000%$7.2K$7.7K+$4912026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED666600%$2.2K$2.3K+$1472026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED282800%$913$976+$632026-10-23
Signature Resources Capital Management, LLC
DECREASED11455-444-98%$14.8K$383-$14.5K2026-10-16
CVS Health Corp
CLOSED015,000-15,000-100%$489.0K$0-$489.0K2026-11-05
Kestra Advisory Services, LLC
CLOSED07,994-7,994-100%$260.6K$0-$260.6K2026-11-02
CoreCap Advisors, LLC
DECREASED01-1-100%$29$31+$22026-10-08
HighTower Advisors, LLC
N/A—841,746-841,746-100%$27.4M———
Pitcairn Wealth Advisors LLC
N/A—450,318-450,318-100%$14.7M———
Pasadena Private Wealth, LLC
N/A—265,233-265,233-100%$8.6M———
Royal Bank of Canada
N/A—131,283-131,283-100%$4.3M———
Envestnet Asset Management Inc
N/A—55,180-55,180-100%$1.8M———
HRT Financial LP
N/A—33,305-33,305-100%$1.1M———
Morgan Stanley
N/A—26,822-26,822-100%$874.4K———
Stratos Investment Management, LLC
N/A—26,374-26,374-100%$859.8K———
Susquehanna International Group, LLP
N/A—24,178-24,178-100%$788.2K———
Jane Street Group, LLC
N/A—18,177-18,177-100%$592.6K———
Stifel Financial Corp
N/A—16,700-16,700-100%$544.4K———
Flow Traders U.S. LLC
N/A—14,910-14,910-100%$486.0K———
Cetera Investment Advisers
N/A—14,406-14,406-100%$469.6K———
Envision Financial Transparency, LLC
N/A—11,936-11,936-100%$389.1K———
Raymond James Financial Inc
N/A—11,665-11,665-100%$380.3K———
GWN Securities Inc.
N/A—11,236-11,236-100%$366.3K———
Federation des caisses Desjardins du Quebec
N/A—11,000-11,000-100%$358.6K———
Stratos Wealth Partners, Ltd.
N/A—9,469-9,469-100%$308.7K———
Brookwood Investment Group LLC
N/A—6,148-6,148-100%$200.4K———
Fiduciary Financial Advisors
N/A—5,550-5,550-100%$180.9K———
Geneos Wealth Management Inc.
N/A—4,097-4,097-100%$133.6K———
Osaic Holdings, Inc.
N/A—3,364-3,364-100%$109.7K———
Morgan Dempsey Capital Management LLC
N/A—1,056-1,056-100%$34.4K———
Bank of Montreal
N/A—985-985-100%$32.1K———
Toronto Dominion Bank
N/A—961-961-100%$31.3K———
Qube Research & Technologies Ltd
N/A—298-298-100%$9.7K———
Wells Fargo & Company
N/A—37-37-100%$1.2K———
BNP Paribas Financial Markets
N/A—30-30-100%$978———
JPMorgan Chase & Co
N/A—13-13-100%$423———
Global Retirement Partners, LLC
N/A—2-2-100%$69———
Showing 75 of 75 institutions