Cltpnt NT Leas RL Est-Usd in (NETL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dynamic Advisor Solutions LLC

INCREASED

Shares244,481 from 239,778

Change+4,703 (+2%)

Value$5.8M (-$561.4K)

Filed 2026-10-13

Sound Income Strategies, LLC

NEW

Shares61,621

Change+61,621

Value$1.5M

Filed 2026-10-09

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares58,564 from 22,658

Change+35,906 (+158%)

Value$1.4M (+$794.0K)

Filed 2026-11-02

WT Wealth Management

INCREASED

Shares43,562 from 41,210

Change+2,352 (+6%)

Value$1.0M (-$59.6K)

Filed 2026-10-13

New England Private Wealth Advisors LLC

INCREASED

Shares20,737 from 20,486

Change+251 (+1%)

Value$495.4K (-$78.2K)

Filed 2026-10-19

PFG Advisors

INCREASED

Shares14,125 from 14,023

Change+102 (+1%)

Value$337.4K (-$37.0K)

Filed 2026-10-16

Versant Capital Management, Inc

DECREASED

Shares6,858 from 7,649

Change-791 (-10%)

Value$163.8K (-$40.4K)

Filed 2026-10-02

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares4,200 from 4,200

Change0 (0%)

Value$100.3K (-$11.8K)

Filed 2026-10-16

UMB Private Wealth Management, LLC

NEW

Shares718

Change+718

Value$17.1K

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares636 from 636

Change0 (0%)

Value$15.2K (-$1.8K)

Filed 2026-10-20

Fifth Third Bancorp

INCREASED

Shares560 from 535

Change+25 (+5%)

Value$13.4K (-$907)

Filed 2026-11-05

Latitude Advisors, LLC

NEW

Shares190

Change+190

Value$4.5K

Filed 2026-10-27

Mather Group, Llc.

UNCHANGED

Shares188 from 188

Change0 (0%)

Value$4.5K (-$529)

Filed 2026-10-14

Creative Planning

CLOSED

Shares0 from 8,127

Change-8,127 (-100%)

Value$0 (-$217.0K)

Filed 2026-11-02

LifeSteps Financial, Inc.

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-15

Raymond James Financial Inc

N/A

Shares— from 329,885

Change-329,885 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 171,754

Change-171,754 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 125,175

Change-125,175 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 75,230

Change-75,230 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 61,544

Change-61,544 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 48,362

Change-48,362 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 41,316

Change-41,316 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 18,500

Change-18,500 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 17,716

Change-17,716 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 16,024

Change-16,024 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 15,568

Change-15,568 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,641

Change-10,641 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,038

Change-8,038 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 2,486

Change-2,486 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,995

Change-1,995 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 516

Change-516 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 368

Change-368 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dynamic Advisor Solutions LLC	INCREASED	244,481	239,778	+4,703	+2%	$6.4M	$5.8M	-$561.4K	2026-10-13
Sound Income Strategies, LLC	NEW	61,621	—	+61,621	—	—	$1.5M	—	2026-10-09
Cambridge Investment Research Advisors, Inc.	INCREASED	58,564	22,658	+35,906	+158%	$605.0K	$1.4M	+$794.0K	2026-11-02
WT Wealth Management	INCREASED	43,562	41,210	+2,352	+6%	$1.1M	$1.0M	-$59.6K	2026-10-13
New England Private Wealth Advisors LLC	INCREASED	20,737	20,486	+251	+1%	$573.6K	$495.4K	-$78.2K	2026-10-19
PFG Advisors	INCREASED	14,125	14,023	+102	+1%	$374.4K	$337.4K	-$37.0K	2026-10-16
Versant Capital Management, Inc	DECREASED	6,858	7,649	-791	-10%	$204.2K	$163.8K	-$40.4K	2026-10-02
Pension & Wealth Management Advisors, Inc.	UNCHANGED	4,200	4,200	0	0%	$112.1K	$100.3K	-$11.8K	2026-10-16
UMB Private Wealth Management, LLC	NEW	718	—	+718	—	—	$17.1K	—	2026-10-19
Private Trust Co NA	UNCHANGED	636	636	0	0%	$17.0K	$15.2K	-$1.8K	2026-10-20
Fifth Third Bancorp	INCREASED	560	535	+25	+5%	$14.3K	$13.4K	-$907	2026-11-05
Latitude Advisors, LLC	NEW	190	—	+190	—	—	$4.5K	—	2026-10-27
Mather Group, Llc.	UNCHANGED	188	188	0	0%	$5.0K	$4.5K	-$529	2026-10-14
Creative Planning	CLOSED	0	8,127	-8,127	-100%	$217.0K	$0	-$217.0K	2026-11-02
LifeSteps Financial, Inc.	CLOSED	0	55	-55	-100%	$1.5K	$0	-$1.5K	2026-10-15
Raymond James Financial Inc	N/A	—	329,885	-329,885	-100%	$8.8M	—	—	—
LPL Financial LLC	N/A	—	171,754	-171,754	-100%	$4.6M	—	—	—
Morgan Stanley	N/A	—	125,175	-125,175	-100%	$3.3M	—	—	—
MAI Capital Management	N/A	—	75,230	-75,230	-100%	$2.0M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	61,544	-61,544	-100%	$1.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	48,362	-48,362	-100%	$1.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	41,316	-41,316	-100%	$1.1M	—	—	—
Two Sigma Investments, LP	N/A	—	18,500	-18,500	-100%	$494.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	17,716	-17,716	-100%	$473.0K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	16,024	-16,024	-100%	$427.9K	—	—	—
Private Advisor Group, LLC	N/A	—	15,568	-15,568	-100%	$415.7K	—	—	—
Cetera Investment Advisers	N/A	—	10,641	-10,641	-100%	$284.1K	—	—	—
Jane Street Group, LLC	N/A	—	8,038	-8,038	-100%	$214.6K	—	—	—
UMB Bank, n.a.	N/A	—	2,486	-2,486	-100%	$66.4K	—	—	—
Continuum Advisory, LLC	N/A	—	1,995	-1,995	-100%	$53.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	516	-516	-100%	$13.8K	—	—	—
Royal Bank of Canada	N/A	—	368	-368	-100%	$10.0K	—	—	—
Harbour Investments, Inc.	N/A	—	10	-10	-100%	$271	—	—	—
Russell Investments Group, Ltd.	N/A	—	1	-1	-100%	$27	—	—	—

Showing 34 of 34 institutions