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Aptus January Buffer ETF (JANB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares1,046,732 from 1,040,916
Change+5,816 (+1%)
Value$29.3M (+$959.7K)
Filed 2026-10-08
KFG Wealth Management, LLC
INCREASED
Shares708,391 from 686,892
Change+21,499 (+3%)
Value$19.8M (+$1.1M)
Filed 2026-10-16
Long Island Wealth Management, Inc.
INCREASED
Shares526,999 from 510,249
Change+16,750 (+3%)
Value$14.8M (+$859.6K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares26,955 from 24,127
Change+2,828 (+12%)
Value$754.6K (+$97.6K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares19,007 from 19,007
Change0 (0%)
Value$532.1K (+$14.6K)
Filed 2026-10-29
Websterrogers Financial Advisors, LLC
DECREASED
Shares15,294 from 16,594
Change-1,300 (-8%)
Value$428.2K (-$23.7K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares9,089 from 9,510
Change-421 (-4%)
Value$254.5K (-$4.5K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
NEW
Shares8,449
Change+8,449
Value$236.5K
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.1K (+$30)
Filed 2026-10-23
First Heartland Consultants, Inc.
CLOSED
Shares0 from 12,383
Change-12,383 (-100%)
Value$0 (-$337.2K)
Filed 2026-10-08
Paladin Wealth, LLC
CLOSED
Shares0 from 7,463
Change-7,463 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-23
Uniting Wealth Partners, LLC
N/A
Shares— from 375,780
Change-375,780 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 232,025
Change-232,025 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 152,175
Change-152,175 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 120,537
Change-120,537 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,749
Change-24,749 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,568
Change-10,568 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
UBS Group AG
N/A
Shares— from 511
Change-511 (-100%)
Value—
Status
Gradient Investments LLC
INCREASED1,046,7321,040,916+5,816+1%$28.3M$29.3M+$959.7K2026-10-08
KFG Wealth Management, LLC
INCREASED708,391686,892+21,499+3%$18.7M$19.8M+$1.1M2026-10-16
Long Island Wealth Management, Inc.
INCREASED526,999510,249+16,750+3%$13.9M$14.8M+$859.6K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED26,95524,127+2,828+12%$657.0K$754.6K+$97.6K2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED19,00719,00700%$517.6K$532.1K+$14.6K2026-10-29
Websterrogers Financial Advisors, LLC
DECREASED15,29416,594-1,300-8%$451.9K$428.2K-$23.7K2026-11-02
Meridian Wealth Management, LLC
DECREASED9,0899,510-421-4%$259.0K$254.5K-$4.5K2026-11-05
Prime Capital Investment Advisors, LLC
NEW8,449—+8,449——$236.5K—2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED404000%$1.1K$1.1K+$302026-10-23
First Heartland Consultants, Inc.
CLOSED012,383-12,383-100%$337.2K$0-$337.2K2026-10-08
Paladin Wealth, LLC
CLOSED07,463-7,463-100%$203.2K$0-$203.2K2026-10-23
Uniting Wealth Partners, LLC
N/A—375,780-375,780-100%$10.2M———
Integrated Wealth Concepts LLC
N/A—232,025-232,025-100%$6.3M———
Aptus Capital Advisors, LLC
N/A—152,175-152,175-100%$4.1M———
Guardian Wealth Advisors, LLC / NC
N/A—120,537-120,537-100%$3.3M———
Susquehanna International Group, LLP
N/A—24,749-24,749-100%$673.9K———
Brown Financial Advisors
N/A—12,003-12,003-100%$326.8K———
Kovack Advisors, Inc.
N/A—10,568-10,568-100%$287.8K———
Mattson Financial Services, LLC
N/A—7,987-7,987-100%$218.8K———
UBS Group AG
N/A—511-511-100%$13.9K———
Showing 20 of 20 institutions