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First Trust Alerian US Nextg (RBLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares26,101 from 25,043
Change+1,058 (+4%)
Value$2.2M (-$99.2K)
Filed 2026-11-06
Cooper Capital Advisors LLC
DECREASED
Shares3,981 from 154,945
Change-150,964 (-97%)
Value$328.7K (-$13.6M)
Filed 2026-10-29
Sterling Investment Advisors, Ltd.
INCREASED
Shares3,715 from 3,695
Change+20 (+1%)
Value$306.7K (-$25.9K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares3,508 from 3,500
Change+8 (+0%)
Value$289.6K (-$25.4K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares3,337 from 3,347
Change-10 (0%)
Value$277.6K (-$18.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,084 from 3,053
Change+31 (+1%)
Value$255.0K (-$20.0K)
Filed 2026-11-02
Optivise Advisory Services LLC
DECREASED
Shares2,754 from 2,783
Change-29 (-1%)
Value$227.3K (-$23.1K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares2,653 from 2,760
Change-107 (-4%)
Value$219.0K (-$29.3K)
Filed 2026-10-13
Keystone Financial Group, Inc.
DECREASED
Shares1,795 from 1,804
Change-9 (0%)
Value$148.2K (-$14.2K)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$7.6K (-$660)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$77.0K)
Filed 2026-11-06
Performance Wealth Partners, LLC
N/A
Shares— from 38,113
Change-38,113 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 31,129
Change-31,129 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,052
Change-8,052 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 716
Change-716 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 600
Change-600 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED26,10125,043+1,058+4%$2.3M$2.2M-$99.2K2026-11-06
Cooper Capital Advisors LLC
DECREASED3,981154,945-150,964-97%$13.9M$328.7K-$13.6M2026-10-29
Sterling Investment Advisors, Ltd.
INCREASED3,7153,695+20+1%$332.6K$306.7K-$25.9K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED3,5083,500+8+0%$315.0K$289.6K-$25.4K2026-11-06
International Assets Investment Management, LLC
DECREASED3,3373,347-100%$296.3K$277.6K-$18.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED3,0843,053+31+1%$275.0K$255.0K-$20.0K2026-11-02
Optivise Advisory Services LLC
DECREASED2,7542,783-29-1%$250.5K$227.3K-$23.1K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED2,6532,760-107-4%$248.4K$219.0K-$29.3K2026-10-13
Keystone Financial Group, Inc.
DECREASED1,7951,804-90%$162.4K$148.2K-$14.2K2026-10-13
Creative Financial Designs Inc
UNCHANGED919100%$8.2K$7.6K-$6602026-11-04
Institute for Wealth Management, Llc.
CLOSED0855-855-100%$77.0K$0-$77.0K2026-11-06
Performance Wealth Partners, LLC
N/A—38,113-38,113-100%$3.4M———
Royal Bank of Canada
N/A—31,129-31,129-100%$2.8M———
Sanctuary Advisors, LLC
N/A—8,052-8,052-100%$724.7K———
Susquehanna International Group, LLP
N/A—5,715-5,715-100%$514.4K———
Raymond James Financial Inc
N/A—4,319-4,319-100%$388.7K———
Morgan Stanley
N/A—3,209-3,209-100%$288.8K———
Jane Street Group, LLC
N/A—2,307-2,307-100%$207.6K———
NewEdge Advisors, LLC
N/A—800-800-100%$72.0K———
Osaic Holdings, Inc.
N/A—716-716-100%$64.5K———
National Bank of Canada
N/A—600-600-100%$53.9K———
Harbour Investments, Inc.
N/A—380-380-100%$34.2K———
Geneos Wealth Management Inc.
N/A—175-175-100%$15.8K———
Global Retirement Partners, LLC
N/A—60-60-100%$5.4K———
JPMorgan Chase & Co
N/A—00—$23———
Showing 25 of 25 institutions