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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Apollon Wealth Management, LLC

DECREASED

Shares31,212 from 32,362

Change-1,150 (-4%)

Value$1.1M (-$19.4K)

Filed 2026-10-23

LVZ, Inc.

DECREASED

Shares26,429 from 29,688

Change-3,259 (-11%)

Value$904.3K (-$93.2K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares20,948 from 22,057

Change-1,109 (-5%)

Value$717.0K (-$24.0K)

Filed 2026-11-02

FWG Investments, Llc.

UNCHANGED

Shares20,569 from 20,569

Change0 (0%)

Value$703.8K (+$12.7K)

Filed 2026-11-03

Madrona Financial Services, LLC

UNCHANGED

Shares18,531 from 18,531

Change0 (0%)

Value$634.0K (+$11.4K)

Filed 2026-10-23

Buck Wealth Strategies, LLC

UNCHANGED

Shares18,140 from 18,140

Change0 (0%)

Value$620.7K (+$11.2K)

Filed 2026-10-28

Kestra Advisory Services, LLC

DECREASED

Shares16,282 from 54,694

Change-38,412 (-70%)

Value$557.1K (-$1.3M)

Filed 2026-11-02

Americana Partners, LLC

DECREASED

Shares15,674 from 15,760

Change-86 (-1%)

Value$536.3K (+$6.8K)

Filed 2026-10-28

MGO One Seven LLC

UNCHANGED

Shares15,417 from 15,417

Change0 (0%)

Value$527.5K (+$9.5K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares13,983 from 16,770

Change-2,787 (-17%)

Value$478.4K (-$85.0K)

Filed 2026-11-02

Beacon Financial Advisory LLC

UNCHANGED

Shares13,570 from 13,570

Change0 (0%)

Value$464.3K (+$8.4K)

Filed 2026-10-16

BostonPremier Wealth LLC

UNCHANGED

Shares12,508 from 12,508

Change0 (0%)

Value$428.0K (+$7.7K)

Filed 2026-10-16

Atria Investments, Inc

DECREASED

Shares11,173 from 11,548

Change-375 (-3%)

Value$382.3K (-$5.7K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

NEW

Shares7,151

Change+7,151

Value$245.0K

Filed 2026-10-13

Milestone Asset Management, LLC

UNCHANGED

Shares6,119 from 6,119

Change0 (0%)

Value$209.4K (+$3.8K)

Filed 2026-10-15

Evolution Wealth Management Inc.

DECREASED

Shares3,523 from 3,529

Change-6 (0%)

Value$120.5K (+$2.0K)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

UNCHANGED

Shares2,987 from 2,987

Change0 (0%)

Value$102.2K (+$1.8K)

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares2,464 from 2,464

Change0 (0%)

Value$84.3K (+$1.5K)

Filed 2026-10-08

Financial Network Wealth Advisors LLC

UNCHANGED

Shares2,249 from 2,249

Change0 (0%)

Value$77.0K (+$1.4K)

Filed 2026-10-28

CoreCap Advisors, LLC

NEW

Shares923

Change+923

Value$31.6K

Filed 2026-10-08

Capital Investment Advisory Services, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$20.5K (+$369)

Filed 2026-10-30

Maia Wealth LLC

CLOSED

Shares0 from 18,202

Change-18,202 (-100%)

Value$0 (-$611.6K)

Filed 2026-10-19

Precedent Wealth Partners, LLC

CLOSED

Shares0 from 7,554

Change-7,554 (-100%)

Value$0 (-$253.8K)

Filed 2026-10-21

Harbour Investments, Inc.

N/A

Shares— from 42,783

Change-42,783 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 31,095

Change-31,095 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 23,499

Change-23,499 (-100%)

Value—

Capasso Planning Partners LLC

N/A

Shares— from 23,318

Change-23,318 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 23,142

Change-23,142 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,057

Change-14,057 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,786

Change-12,786 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,150

Change-11,150 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 9,465

Change-9,465 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 7,994

Change-7,994 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 6,933

Change-6,933 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 4,449

Change-4,449 (-100%)

Value—

Barclays PLC

N/A

Shares— from 4,341

Change-4,341 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,215

Change-2,215 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,326

Change-1,326 (-100%)

Value—

UBS Group AG

N/A

Shares— from 333

Change-333 (-100%)

Value—

	Status
Apollon Wealth Management, LLC	DECREASED	31,212	32,362	-1,150	-4%	$1.1M	$1.1M	-$19.4K	2026-10-23
LVZ, Inc.	DECREASED	26,429	29,688	-3,259	-11%	$997.5K	$904.3K	-$93.2K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	20,948	22,057	-1,109	-5%	$741.0K	$717.0K	-$24.0K	2026-11-02
FWG Investments, Llc.	UNCHANGED	20,569	20,569	0	0%	$691.1K	$703.8K	+$12.7K	2026-11-03
Madrona Financial Services, LLC	UNCHANGED	18,531	18,531	0	0%	$622.6K	$634.0K	+$11.4K	2026-10-23
Buck Wealth Strategies, LLC	UNCHANGED	18,140	18,140	0	0%	$609.5K	$620.7K	+$11.2K	2026-10-28
Kestra Advisory Services, LLC	DECREASED	16,282	54,694	-38,412	-70%	$1.8M	$557.1K	-$1.3M	2026-11-02
Americana Partners, LLC	DECREASED	15,674	15,760	-86	-1%	$529.5K	$536.3K	+$6.8K	2026-10-28
MGO One Seven LLC	UNCHANGED	15,417	15,417	0	0%	$518.0K	$527.5K	+$9.5K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	13,983	16,770	-2,787	-17%	$563.5K	$478.4K	-$85.0K	2026-11-02
Beacon Financial Advisory LLC	UNCHANGED	13,570	13,570	0	0%	$455.9K	$464.3K	+$8.4K	2026-10-16
BostonPremier Wealth LLC	UNCHANGED	12,508	12,508	0	0%	$420.3K	$428.0K	+$7.7K	2026-10-16
Atria Investments, Inc	DECREASED	11,173	11,548	-375	-3%	$388.0K	$382.3K	-$5.7K	2026-10-15
Wealth Enhancement Advisory Services, LLC	NEW	7,151	—	+7,151	—	—	$245.0K	—	2026-10-13
Milestone Asset Management, LLC	UNCHANGED	6,119	6,119	0	0%	$205.6K	$209.4K	+$3.8K	2026-10-15
Evolution Wealth Management Inc.	DECREASED	3,523	3,529	-6	0%	$118.6K	$120.5K	+$2.0K	2026-10-28
Tounjian Advisory Partners, LLC	UNCHANGED	2,987	2,987	0	0%	$100.4K	$102.2K	+$1.8K	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	2,464	2,464	0	0%	$82.8K	$84.3K	+$1.5K	2026-10-08
Financial Network Wealth Advisors LLC	UNCHANGED	2,249	2,249	0	0%	$75.6K	$77.0K	+$1.4K	2026-10-28
CoreCap Advisors, LLC	NEW	923	—	+923	—	—	$31.6K	—	2026-10-08
Capital Investment Advisory Services, LLC	UNCHANGED	600	600	0	0%	$20.2K	$20.5K	+$369	2026-10-30
Maia Wealth LLC	CLOSED	0	18,202	-18,202	-100%	$611.6K	$0	-$611.6K	2026-10-19
Precedent Wealth Partners, LLC	CLOSED	0	7,554	-7,554	-100%	$253.8K	$0	-$253.8K	2026-10-21
Harbour Investments, Inc.	N/A	—	42,783	-42,783	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	31,095	-31,095	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	23,499	-23,499	-100%	$790.0K	—	—	—
Capasso Planning Partners LLC	N/A	—	23,318	-23,318	-100%	$783.5K	—	—	—
Old Mission Capital LLC	N/A	—	23,142	-23,142	-100%	$777.6K	—	—	—
Cetera Investment Advisers	N/A	—	14,057	-14,057	-100%	$472.3K	—	—	—
Mariner, LLC	N/A	—	12,786	-12,786	-100%	$429.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,150	-11,150	-100%	$374.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	10,600	-10,600	-100%	$356.2K	—	—	—
Wealthgarden F.S. LLC	N/A	—	9,465	-9,465	-100%	$318.0K	—	—	—
Capital Analysts, LLC	N/A	—	7,994	-7,994	-100%	$269.0K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	6,933	-6,933	-100%	$232.9K	—	—	—
Integrity Financial Corp	N/A	—	4,449	-4,449	-100%	$149.5K	—	—	—
Barclays PLC	N/A	—	4,341	-4,341	-100%	$145.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,215	-2,215	-100%	$74.4K	—	—	—
AE Wealth Management LLC	N/A	—	1,326	-1,326	-100%	$44.6K	—	—	—
UBS Group AG	N/A	—	333	-333	-100%	$11.2K	—	—	—

Showing 40 of 40 institutions