IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishrs MS WR Co DI SA Uci-Usd (DALI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strid Group, LLC
DECREASED
Shares2,903,600 from 2,984,981
Change-81,381 (-3%)
Value$82.1M (-$6.7M)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares125,560 from 127,549
Change-1,989 (-2%)
Value$3.4M (-$404.0K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,636 from 2,636
Change0 (0%)
Value$74.5K (-$3.9K)
Filed 2026-10-15
Holos Integrated Wealth LLC
DECREASED
Shares2,291 from 2,650
Change-359 (-14%)
Value$62.9K (-$13.6K)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 71,772
Change-71,772 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,071
Change-39,071 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 37,979
Change-37,979 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 16,011
Change-16,011 (-100%)
Value—
EWA, LLC
N/A
Shares— from 10,529
Change-10,529 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,423
Change-8,423 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
UBS Group AG
N/A
Shares— from 360
Change-360 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 84
Change-84 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Strid Group, LLC
DECREASED2,903,6002,984,981-81,381-3%$88.8M$82.1M-$6.7M2026-10-28
Prospera Financial Services Inc
DECREASED125,560127,549-1,989-2%$3.8M$3.4M-$404.0K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED2,6362,63600%$78.4K$74.5K-$3.9K2026-10-15
Holos Integrated Wealth LLC
DECREASED2,2912,650-359-14%$76.5K$62.9K-$13.6K2026-10-23
LPL Financial LLC
N/A—71,772-71,772-100%$2.1M———
Susquehanna International Group, LLP
N/A—39,071-39,071-100%$1.2M———
Pathstone Holdings, LLC
N/A—37,979-37,979-100%$1.1M———
Keel Point, LLC
N/A—16,011-16,011-100%$476.4K———
EWA, LLC
N/A—10,529-10,529-100%$313.3K———
Raymond James Financial Inc
N/A—8,423-8,423-100%$250.6K———
Stifel Financial Corp
N/A—7,815-7,815-100%$232.5K———
Morgan Stanley
N/A—3,548-3,548-100%$105.6K———
UBS Group AG
N/A—360-360-100%$10.7K———
Jones Financial Companies Lllp
N/A—84-84-100%$2.5K———
Founders Financial Alliance, LLC
N/A—51-51-100%$1.5K———
Wells Fargo & Company
N/A—2-2-100%$49———
Showing 16 of 16 institutions