IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Exchange Listed FDS TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Foundations Investment Advisors, LLC
DECREASED
Shares352,026 from 470,627
Change-118,601 (-25%)
Value$7.2M (-$2.6M)
Filed 2023-10-05
GTS Securities LLC
NEW
Shares54,984
Change+54,984
Value$1.1M
Filed 2023-11-15
GeoWealth Management, LLC
DECREASED
Shares52,023 from 174,133
Change-122,110 (-70%)
Value$1.1K (-$2.6K)
Filed 2023-11-13
JPMorgan Chase & Co
INCREASED
Shares48,576 from 47,386
Change+1,190 (+3%)
Value$996.1K (+$7.3K)
Filed 2023-11-14
Jane Street Group, LLC
NEW
Shares28,939
Change+28,939
Value$593.4K
Filed 2023-11-15
Maripau Wealth Management LLC
DECREASED
Shares19,139 from 32,656
Change-13,517 (-41%)
Value$392.4K (-$288.9K)
Filed 2023-11-15
UBS Group AG
NEW
Shares107
Change+107
Value$2.2K
Filed 2023-11-09
Townsquare Capital LLC
CLOSED
Shares0 from 10,408
Change-10,408 (-100%)
Value$0 (-$217.2K)
Filed 2023-11-15
AE Wealth Management LLC
CLOSED
Shares0 from 9,611
Change-9,611 (-100%)
Value$0 (-$200.5K)
Filed 2023-10-11
Impact Partnership Wealth, LLC
CLOSED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$24.0K)
Filed 2023-10-17
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$2.8K)
Filed 2023-11-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Foundations Investment Advisors, LLC
DECREASED352,026470,627-118,601-25%$9.8M$7.2M-$2.6M2023-10-05
GTS Securities LLC
NEW54,984—+54,984——$1.1M—2023-11-15
GeoWealth Management, LLC
DECREASED52,023174,133-122,110-70%$3.6K$1.1K-$2.6K2023-11-13
JPMorgan Chase & Co
INCREASED48,57647,386+1,190+3%$988.7K$996.1K+$7.3K2023-11-14
Jane Street Group, LLC
NEW28,939—+28,939——$593.4K—2023-11-15
Maripau Wealth Management LLC
DECREASED19,13932,656-13,517-41%$681.4K$392.4K-$288.9K2023-11-15
UBS Group AG
NEW107—+107——$2.2K—2023-11-09
Townsquare Capital LLC
CLOSED010,408-10,408-100%$217.2K$0-$217.2K2023-11-15
AE Wealth Management LLC
CLOSED09,611-9,611-100%$200.5K$0-$200.5K2023-10-11
Impact Partnership Wealth, LLC
CLOSED01,152-1,152-100%$24.0K$0-$24.0K2023-10-17
Tower Research Capital LLC (TRC)
CLOSED0136-136-100%$2.8K$0-$2.8K2023-11-14
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 12 of 12 institutions