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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Insight Advisors, LLC/ PA
INCREASED
Shares199,352 from 190,221
Change+9,131 (+5%)
Value$2.9M (+$736.8K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares145,153 from 128,693
Change+16,460 (+13%)
Value$2.1K (-$1.4M)
Filed 2026-11-02
Winnacle Wealth LLC
INCREASED
Shares59,789 from 25,544
Change+34,245 (+134%)
Value$855.4K (+$571.3K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares45,800 from 56,135
Change-10,335 (-18%)
Value$655.2K (+$31.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares22,947 from 19,929
Change+3,018 (+15%)
Value$328.3K (+$106.7K)
Filed 2026-11-02
Accurate Wealth Management, LLC
NEW
Shares17,617
Change+17,617
Value$246.7K
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares16,971 from 16,275
Change+696 (+4%)
Value$242.8K (+$61.8K)
Filed 2026-10-16
Capital CS Group, LLC
INCREASED
Shares16,547 from 16,161
Change+386 (+2%)
Value$236.7K (+$57.0K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW
Shares11,174
Change+11,174
Value$153.8K
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares7,441 from 2,130
Change+5,311 (+249%)
Value$106.5K (+$82.8K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares1,537 from 1,302
Change+235 (+18%)
Value$22.0K (+$7.5K)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$4.3K (+$956)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$3.6K (+$797)
Filed 2026-11-04
Benson Wealth Management Inc
N/A
Shares— from 39,635
Change-39,635 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,646
Change-17,646 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,314
Change-15,314 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,405
Change-11,405 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,221
Change-10,221 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Status
Insight Advisors, LLC/ PA
INCREASED199,352190,221+9,131+5%$2.1M$2.9M+$736.8K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED145,153128,693+16,460+13%$1.4M$2.1K-$1.4M2026-11-02
Winnacle Wealth LLC
INCREASED59,78925,544+34,245+134%$284.0K$855.4K+$571.3K2026-10-15
Independent Financial Group, LLC
DECREASED45,80056,135-10,335-18%$624.2K$655.2K+$31.0K2026-10-13
Kestra Advisory Services, LLC
INCREASED22,94719,929+3,018+15%$221.6K$328.3K+$106.7K2026-11-02
Accurate Wealth Management, LLC
NEW17,617—+17,617——$246.7K—2026-10-20
SteelPeak Wealth, LLC
INCREASED16,97116,275+696+4%$181.0K$242.8K+$61.8K2026-10-16
Capital CS Group, LLC
INCREASED16,54716,161+386+2%$179.7K$236.7K+$57.0K2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW11,174—+11,174——$153.8K—2026-10-13
Archer Investment Corp
INCREASED7,4412,130+5,311+249%$23.7K$106.5K+$82.8K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED1,5371,302+235+18%$14.5K$22.0K+$7.5K2026-10-30
Triumph Capital Management
UNCHANGED30030000%$3.3K$4.3K+$9562026-10-14
Creative Financial Designs Inc
UNCHANGED25025000%$2.8K$3.6K+$7972026-11-04
Benson Wealth Management Inc
N/A—39,635-39,635-100%$440.7K———
Susquehanna International Group, LLP
N/A—17,646-17,646-100%$196.2K———
Jane Street Group, LLC
N/A—15,314-15,314-100%$170.3K———
Envestnet Asset Management Inc
N/A—11,405-11,405-100%$126.8K———
Old Mission Capital LLC
N/A—10,876-10,876-100%$120.9K———
Western Wealth Management, LLC
N/A—10,754-10,754-100%$119.6K———
Cresset Asset Management, LLC
N/A—10,221-10,221-100%$113.7K———
Harbour Investments, Inc.
N/A—3,600-3,600-100%$40.0K———
UBS Group AG
N/A—1,159-1,159-100%$12.9K———
Osaic Holdings, Inc.
N/A—501-501-100%$5.6K———
Showing 23 of 23 institutions