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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Mainstay Capital Management LLC
INCREASED
Shares66,913 from 64,562
Change+2,351 (+4%)
Value$2.1M (-$122.5K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
NEW
Shares23,517
Change+23,517
Value$739.3K
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares12,422 from 17,275
Change-4,853 (-28%)
Value$390.5K (-$205.1K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares11,306 from 12,870
Change-1,564 (-12%)
Value$355.4K (-$88.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares10,100 from 9,850
Change+250 (+3%)
Value$317.5K (-$22.1K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares9,143 from 8,300
Change+843 (+10%)
Value$287.4K (+$1.3K)
Filed 2026-11-05
HBW Advisory Services LLC
NEW
Shares7,040
Change+7,040
Value$221.3K
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$34.1K (-$3.3K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares207
Change+207
Value$6.5K
Filed 2026-10-21
PNC Financial Services Group, Inc.
NEW
Shares56
Change+56
Value$1.8K
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$172)
Filed 2026-10-27
Jane Street Group, LLC
N/A
Shares— from 35,763
Change-35,763 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,145
Change-9,145 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 400
Change-400 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Mainstay Capital Management LLC
INCREASED66,91364,562+2,351+4%$2.2M$2.1M-$122.5K2026-11-09
Ashton Thomas Private Wealth, LLC
NEW23,517—+23,517——$739.3K—2026-11-03
Concurrent Investment Advisors, LLC
DECREASED12,42217,275-4,853-28%$595.7K$390.5K-$205.1K2026-10-16
Commonwealth Equity Services, LLC
DECREASED11,30612,870-1,564-12%$443.8K$355.4K-$88.3K2026-11-02
Kestra Advisory Services, LLC
INCREASED10,1009,850+250+3%$339.6K$317.5K-$22.1K2026-11-02
Nations Financial Group Inc,
INCREASED9,1438,300+843+10%$286.2K$287.4K+$1.3K2026-11-05
HBW Advisory Services LLC
NEW7,040—+7,040——$221.3K—2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED1,0841,08400%$37.4K$34.1K-$3.3K2026-11-04
Root Financial Partners, LLC
NEW207—+207——$6.5K—2026-10-21
PNC Financial Services Group, Inc.
NEW56—+56——$1.8K—2026-11-06
Comprehensive Financial Planning, Inc.
CLOSED05-5-100%$172$0-$1722026-10-27
Jane Street Group, LLC
N/A—35,763-35,763-100%$1.2M———
Citadel Advisors LLC
N/A—9,145-9,145-100%$315.3K———
Royal Bank of Canada
N/A—1,337-1,337-100%$46.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—400-400-100%$13.8K———
BFC Planning, Inc.
N/A—35-35-100%$1.2K———
Medallion Wealth Advisors, LLC
N/A—5-5-100%$172———
Showing 17 of 17 institutions