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Clearshares Piton INT FI ETF (PIFI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Planning Group, LLC
INCREASED
Shares36,612 from 11,362
Change+25,250 (+222%)
Value$3.3M (+$2.3M)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares11,300 from 11,830
Change-530 (-4%)
Value$1.0M (-$81.1K)
Filed 2026-10-23
LPL Financial LLC
DECREASED
Shares4,444 from 5,281
Change-837 (-16%)
Value$403.2K (-$90.7K)
Filed 2026-11-06
Arax Advisory Partners
N/A
Shares— from 984,286
Change-984,286 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,074
Change-10,074 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 225
Change-225 (-100%)
Value—
UBS Group AG
N/A
Shares— from 218
Change-218 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 82
Change-82 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Retirement Planning Group, LLC
INCREASED36,61211,362+25,250+222%$1.1M$3.3M+$2.3M2026-10-19
Apollon Wealth Management, LLC
DECREASED11,30011,830-530-4%$1.1M$1.0M-$81.1K2026-10-23
LPL Financial LLC
DECREASED4,4445,281-837-16%$493.8K$403.2K-$90.7K2026-11-06
Arax Advisory Partners
N/A—984,286-984,286-100%$92.0M———
Susquehanna International Group, LLP
N/A—10,692-10,692-100%$999.8K———
Citadel Advisors LLC
N/A—10,074-10,074-100%$942.0K———
Colonial Trust Advisors
N/A—1,196-1,196-100%$111.9K———
JPMorgan Chase & Co
N/A—225-225-100%$21.2K———
UBS Group AG
N/A—218-218-100%$20.4K———
Osaic Holdings, Inc.
N/A—82-82-100%$7.7K———
Morgan Stanley
N/A—1-1-100%$184———
Showing 11 of 11 institutions