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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Maltin Wealth Management, Inc.
DECREASED
Shares435,286 from 437,348
Change-2,062 (0%)
Value$10.1M (-$4.2K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares123,078 from 126,536
Change-3,458 (-3%)
Value$2.9M (-$67.7K)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares64,598 from 68,893
Change-4,295 (-6%)
Value$1.5M (-$93.0K)
Filed 2026-10-01
Commonwealth Equity Services, LLC
DECREASED
Shares53,664 from 283,275
Change-229,611 (-81%)
Value$1.2M (-$5.3M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares49,425 from 9,935
Change+39,490 (+397%)
Value$1.1M (+$919.1K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares21,182 from 21,182
Change0 (0%)
Value$492.5K (+$2.1K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,842 from 14,891
Change-1,049 (-7%)
Value$322.0K (-$23.0K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares10,021 from 34,313
Change-24,292 (-71%)
Value$233.0K (-$561.4K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,948 from 1,311
Change+637 (+49%)
Value$45.3K (+$14.9K)
Filed 2026-10-23
Maia Wealth LLC
CLOSED
Shares0 from 91,325
Change-91,325 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-19
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 1,420
Change-1,420 (-100%)
Value$0 (-$32.9K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 216,453
Change-216,453 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,840
Change-66,840 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,381
Change-34,381 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 28,097
Change-28,097 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,631
Change-18,631 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,199
Change-17,199 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,834
Change-10,834 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Status
Maltin Wealth Management, Inc.
DECREASED435,286437,348-2,0620%$10.1M$10.1M-$4.2K2026-10-13
Truist Financial Corp
DECREASED123,078126,536-3,458-3%$2.9M$2.9M-$67.7K2026-10-30
Noble Wealth Management PBC
DECREASED64,59868,893-4,295-6%$1.6M$1.5M-$93.0K2026-10-01
Commonwealth Equity Services, LLC
DECREASED53,664283,275-229,611-81%$6.6M$1.2M-$5.3M2026-11-02
Kestra Advisory Services, LLC
INCREASED49,4259,935+39,490+397%$230.0K$1.1M+$919.1K2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED21,18221,18200%$490.4K$492.5K+$2.1K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED13,84214,891-1,049-7%$345.0K$322.0K-$23.0K2026-11-02
Brookstone Capital Management
DECREASED10,02134,313-24,292-71%$794.3K$233.0K-$561.4K2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED1,9481,311+637+49%$30.4K$45.3K+$14.9K2026-10-23
Maia Wealth LLC
CLOSED091,325-91,325-100%$2.1M$0-$2.1M2026-10-19
GHP Investment Advisors, Inc.
CLOSED01,420-1,420-100%$32.9K$0-$32.9K2026-10-15
Envestnet Asset Management Inc
N/A—216,453-216,453-100%$5.0M———
Cetera Investment Advisers
N/A—66,840-66,840-100%$1.5M———
Susquehanna International Group, LLP
N/A—34,381-34,381-100%$795.9K———
Secured Retirement Advisors, LLC
N/A—28,097-28,097-100%$650.4K———
Jane Street Group, LLC
N/A—18,631-18,631-100%$431.3K———
Capital Analysts, LLC
N/A—17,199-17,199-100%$382.0K———
Janney Montgomery Scott LLC
N/A—12,425-12,425-100%$288.0K———
Old Mission Capital LLC
N/A—10,834-10,834-100%$250.8K———
Osaic Holdings, Inc.
N/A—5,653-5,653-100%$130.9K———
Harbour Investments, Inc.
N/A—3,397-3,397-100%$78.6K———
Strive Financial Group,LLC
N/A—251-251-100%$5.8K———
Showing 22 of 22 institutions