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Ftvestembuffetfsep (TSEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HFG Wealth Management, LLC
UNCHANGED
Shares192,561 from 192,561
Change0 (0%)
Value$5.0M ($0)
Filed 2026-10-16
Ignite Planners, LLC
UNCHANGED
Shares25,538 from 25,538
Change0 (0%)
Value$684.9K (+$20.9K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
NEW
Shares12,533
Change+12,533
Value$336.1K
Filed 2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$62.1K (+$1.9K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$16.1K (+$492)
Filed 2026-10-29
IFP Advisors, Inc
NEW
Shares184
Change+184
Value$4.9K
Filed 2026-10-16
Old Mission Capital LLC
N/A
Shares— from 29,993
Change-29,993 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,311
Change-9,311 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,204
Change-9,204 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 0
Change0
Value—
Status
HFG Wealth Management, LLC
UNCHANGED192,561192,56100%$5.0M$5.0M$02026-10-16
Ignite Planners, LLC
UNCHANGED25,53825,53800%$664.0K$684.9K+$20.9K2026-10-14
Commonwealth Equity Services, LLC
NEW12,533—+12,533——$336.1K—2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED2,3152,31500%$60.2K$62.1K+$1.9K2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED60060000%$15.6K$16.1K+$4922026-10-29
IFP Advisors, Inc
NEW184—+184——$4.9K—2026-10-16
Old Mission Capital LLC
N/A—29,993-29,993-100%$779.8K———
Citadel Advisors LLC
N/A—9,311-9,311-100%$242.1K———
Cetera Investment Advisers
N/A—9,204-9,204-100%$239.3K———
Harbour Investments, Inc.
N/A—8,515-8,515-100%$221.4K———
Regatta Research & Money Management
N/A—2,476-2,476-100%$64.4K———
Integrity Financial Corp
N/A—1,465-1,465-100%$38.1K———
Osaic Holdings, Inc.
N/A—00—$4———
Showing 13 of 13 institutions