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Tappalpha SPY G and D in ETF (TSPY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Chicago Partners Investment Group LLC
INCREASED
Shares113,705 from 97,559
Change+16,146 (+17%)
Value$2.8M (+$396.8K)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares71,341 from 70,290
Change+1,051 (+2%)
Value$1.8M (+$28.7K)
Filed 2026-10-14
Milestone Asset Management Group, LLC
DECREASED
Shares58,296 from 58,997
Change-701 (-1%)
Value$1.5M (-$16.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares52,503 from 29,031
Change+23,472 (+81%)
Value$1.3M (+$595.9K)
Filed 2026-10-08
Arete Wealth Advisors, LLC
INCREASED
Shares48,039 from 44,245
Change+3,794 (+9%)
Value$1.2M (+$97.5K)
Filed 2026-11-09
Kesler, Norman & Wride, LLC
INCREASED
Shares24,280 from 12,005
Change+12,275 (+102%)
Value$615.5K (+$311.6K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares23,270 from 22,187
Change+1,083 (+5%)
Value$589.9K (+$28.1K)
Filed 2026-10-21
Compass Financial Management LLC
NEW
Shares19,746
Change+19,746
Value$500.6K
Filed 2026-10-30
Essential Investment Partners LLC
INCREASED
Shares3,966 from 2,966
Change+1,000 (+34%)
Value$100.5K (+$25.4K)
Filed 2026-10-27
Bank of Montreal
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$17.7K (+$21)
Filed 2026-11-09
TD Waterhouse Canada Inc.
NEW
Shares312
Change+312
Value$7.9K
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares120
Change+120
Value$3.0K
Filed 2026-10-09
Provenance Wealth Advisors, LLC
NEW
Shares110
Change+110
Value$2.8K
Filed 2026-10-30
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 8,251
Change-8,251 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-04
Clear Street Group Inc.
N/A
Shares— from 689,516
Change-689,516 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 401,354
Change-401,354 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 82,965
Change-82,965 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 26,593
Change-26,593 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 24,453
Change-24,453 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,130
Change-23,130 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 16,766
Change-16,766 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,035
Change-15,035 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,207
Change-11,207 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,913
Change-9,913 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,839
Change-8,839 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Chicago Partners Investment Group LLC
INCREASED113,70597,559+16,146+17%$2.5M$2.8M+$396.8K2026-10-27
Triumph Capital Management
INCREASED71,34170,290+1,051+2%$1.8M$1.8M+$28.7K2026-10-14
Milestone Asset Management Group, LLC
DECREASED58,29658,997-701-1%$1.5M$1.5M-$16.0K2026-10-20
Farther Finance Advisors, LLC
INCREASED52,50329,031+23,472+81%$735.1K$1.3M+$595.9K2026-10-08
Arete Wealth Advisors, LLC
INCREASED48,03944,245+3,794+9%$1.1M$1.2M+$97.5K2026-11-09
Kesler, Norman & Wride, LLC
INCREASED24,28012,005+12,275+102%$304.0K$615.5K+$311.6K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED23,27022,187+1,083+5%$561.8K$589.9K+$28.1K2026-10-21
Compass Financial Management LLC
NEW19,746—+19,746——$500.6K—2026-10-30
Essential Investment Partners LLC
INCREASED3,9662,966+1,000+34%$75.1K$100.5K+$25.4K2026-10-27
Bank of Montreal
UNCHANGED70070000%$17.7K$17.7K+$212026-11-09
TD Waterhouse Canada Inc.
NEW312—+312——$7.9K—2026-10-16
GK Wealth Management LLC
NEW120—+120——$3.0K—2026-10-09
Provenance Wealth Advisors, LLC
NEW110—+110——$2.8K—2026-10-30
Commonwealth Equity Services, LLC
CLOSED08,251-8,251-100%$208.9K$0-$208.9K2026-11-02
Tucker Asset Management LLC
CLOSED0302-302-100%$7.6K$0-$7.6K2026-10-29
Simplex Trading, LLC
CLOSED0200-200-100%$5.1K$0-$5.1K2026-11-04
Clear Street Group Inc.
N/A—689,516-689,516-100%$17.5M———
Summit Financial, LLC
N/A—401,354-401,354-100%$10.3M———
Integrated Wealth Concepts LLC
N/A—82,965-82,965-100%$2.1M———
Sanctuary Advisors, LLC
N/A—26,593-26,593-100%$673.3K———
Cloud Capital Management, LLC
N/A—24,453-24,453-100%$625.0K———
Focus Partners Wealth
N/A—23,130-23,130-100%$585.7K———
J. M. Brown & Associates Inc.
N/A—16,766-16,766-100%$424.5K———
Arax Advisory Partners
N/A—15,035-15,035-100%$380.7K———
Old Mission Capital LLC
N/A—11,207-11,207-100%$283.8K———
Kingsview Wealth Management, LLC
N/A—9,913-9,913-100%$251.0K———
Susquehanna International Group, LLP
N/A—8,839-8,839-100%$223.8K———
Steward Partners Investment Advisory, LLC
N/A—6,632-6,632-100%$167.9K———
Swan Capital LLC
N/A—2,316-2,316-100%$58.6K———
PIN OAK Investment Advisors Inc
N/A—2,273-2,273-100%$58.0K———
Osaic Holdings, Inc.
N/A—2,250-2,250-100%$57.0K———
AE Wealth Management LLC
N/A—200-200-100%$5.1K———
Morgan Stanley
N/A—1-1-100%$26———
Wells Fargo & Company
N/A—00—$9———
Showing 34 of 34 institutions