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Brookmont Catastrophic Bond (ILS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Huntleigh Advisors, Inc.
INCREASED
Shares451,833 from 237,107
Change+214,726 (+91%)
Value$9.1M (+$4.4M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares126,273 from 115,450
Change+10,823 (+9%)
Value$2.5M (+$274.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares59,581 from 58,067
Change+1,514 (+3%)
Value$1.2M (+$59.0K)
Filed 2026-11-02
XML Financial, LLC
DECREASED
Shares39,600 from 45,300
Change-5,700 (-13%)
Value$798.3K (-$92.7K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares35,192 from 33,303
Change+1,889 (+6%)
Value$709.5K (+$54.4K)
Filed 2026-10-08
Cordoba Advisory Partners LLC
UNCHANGED
Shares13,580 from 13,580
Change0 (0%)
Value$273.8K (+$6.7K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
NEW
Shares4,627
Change+4,627
Value$94.4K
Filed 2026-11-03
Empirical Asset Management, LLC
N/A
Shares— from 202,430
Change-202,430 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 189,712
Change-189,712 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 121,100
Change-121,100 (-100%)
Value—
Towle & Co
N/A
Shares— from 26,512
Change-26,512 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,124
Change-26,124 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Huntleigh Advisors, Inc.
INCREASED451,833237,107+214,726+91%$4.7M$9.1M+$4.4M2026-11-03
Commonwealth Equity Services, LLC
INCREASED126,273115,450+10,823+9%$2.3M$2.5M+$274.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED59,58158,067+1,514+3%$1.1M$1.2M+$59.0K2026-11-02
XML Financial, LLC
DECREASED39,60045,300-5,700-13%$891.1K$798.3K-$92.7K2026-10-29
Farther Finance Advisors, LLC
INCREASED35,19233,303+1,889+6%$655.0K$709.5K+$54.4K2026-10-08
Cordoba Advisory Partners LLC
UNCHANGED13,58013,58000%$267.1K$273.8K+$6.7K2026-10-19
Ashton Thomas Private Wealth, LLC
NEW4,627—+4,627——$94.4K—2026-11-03
Empirical Asset Management, LLC
N/A—202,430-202,430-100%$4.0M———
EP Wealth Advisors, LLC
N/A—189,712-189,712-100%$3.7M———
Hilton Capital Management, LLC
N/A—121,100-121,100-100%$2.4M———
Towle & Co
N/A—26,512-26,512-100%$521.5K———
HRT Financial LP
N/A—26,124-26,124-100%$513.0K———
Ancora Advisors LLCA
N/A—100-100-100%$2.0K———
Showing 13 of 13 institutions