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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.
INCREASED
Shares103,547 from 101,897
Change+1,650 (+2%)
Value$3.8M (+$35.7K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares33,704 from 29,829
Change+3,875 (+13%)
Value$1.2M (+$136.0K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares29,088 from 19,859
Change+9,229 (+46%)
Value$1.1M (+$336.6K)
Filed 2026-11-04
Brookstone Capital Management
NEW
Shares16,393
Change+16,393
Value$606.6K
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares14,604 from 14,798
Change-194 (-1%)
Value$540.4K (-$10.9K)
Filed 2026-10-22
Novem Group
DECREASED
Shares13,100 from 13,350
Change-250 (-2%)
Value$484.8K (-$12.6K)
Filed 2026-10-19
Diligent Investors, LLC
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$433.0K (-$2.9K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares11,280 from 6,794
Change+4,486 (+66%)
Value$417.4K (+$164.3K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares10,137 from 10,137
Change0 (0%)
Value$375.1K (-$2.5K)
Filed 2026-10-08
VestGen Advisors, LLC
NEW
Shares9,567
Change+9,567
Value$354.0K
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares7,038 from 7,385
Change-347 (-5%)
Value$260.4K (-$14.7K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares4,476 from 4,476
Change0 (0%)
Value$165.6K (-$1.1K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4,319 from 4,319
Change0 (0%)
Value$159.8K (-$1.1K)
Filed 2026-10-23
Farther Finance Advisors, LLC
NEW
Shares2,753
Change+2,753
Value$101.9K
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
NEW
Shares1,100
Change+1,100
Value$40.7K
Filed 2026-10-29
Creative Financial Designs Inc
NEW
Shares805
Change+805
Value$29.8K
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares100
Change+100
Value$3.7K
Filed 2026-11-06
Fifth Third Bancorp
NEW
Shares1
Change+1
Value$37
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-29
Susquehanna International Group, LLP
N/A
Shares— from 48,655
Change-48,655 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 38,358
Change-38,358 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,496
Change-20,496 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,682
Change-13,682 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,057
Change-8,057 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
Maltin Wealth Management, Inc.
INCREASED103,547101,897+1,650+2%$3.8M$3.8M+$35.7K2026-10-13
Commonwealth Equity Services, LLC
INCREASED33,70429,829+3,875+13%$1.1M$1.2M+$136.0K2026-11-02
Csenge Advisory Group
INCREASED29,08819,859+9,229+46%$739.8K$1.1M+$336.6K2026-11-04
Brookstone Capital Management
NEW16,393—+16,393——$606.6K—2026-10-22
Strategic Blueprint, LLC
DECREASED14,60414,798-194-1%$551.3K$540.4K-$10.9K2026-10-22
Novem Group
DECREASED13,10013,350-250-2%$497.3K$484.8K-$12.6K2026-10-19
Diligent Investors, LLC
UNCHANGED11,70011,70000%$435.9K$433.0K-$2.9K2026-10-21
Kestra Advisory Services, LLC
INCREASED11,2806,794+4,486+66%$253.1K$417.4K+$164.3K2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED10,13710,13700%$377.6K$375.1K-$2.5K2026-10-08
VestGen Advisors, LLC
NEW9,567—+9,567——$354.0K—2026-10-27
United Advisor Group, LLC
DECREASED7,0387,385-347-5%$275.1K$260.4K-$14.7K2026-11-03
IFP Advisors, Inc
UNCHANGED4,4764,47600%$166.8K$165.6K-$1.1K2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED4,3194,31900%$160.9K$159.8K-$1.1K2026-10-23
Farther Finance Advisors, LLC
NEW2,753—+2,753——$101.9K—2026-10-08
Blue Bell Private Wealth Management, LLC
NEW1,100—+1,100——$40.7K—2026-10-29
Creative Financial Designs Inc
NEW805—+805——$29.8K—2026-11-04
PNC Financial Services Group, Inc.
NEW100—+100——$3.7K—2026-11-06
Fifth Third Bancorp
NEW1—+1——$37—2026-11-05
Bullseye Investment Management, LLC
CLOSED0630-630-100%$23.5K$0-$23.5K2026-10-29
Susquehanna International Group, LLP
N/A—48,655-48,655-100%$1.8M———
Cetera Investment Advisers
N/A—38,358-38,358-100%$1.4M———
Envestnet Asset Management Inc
N/A—20,496-20,496-100%$763.6K———
Old Mission Capital LLC
N/A—13,682-13,682-100%$509.7K———
Harbour Investments, Inc.
N/A—11,365-11,365-100%$423.4K———
Capital Analysts, LLC
N/A—8,057-8,057-100%$300.0K———
Osaic Holdings, Inc.
N/A—6,075-6,075-100%$226.3K———
Fiduciary Financial Advisors
N/A—2,827-2,827-100%$105.3K———
Park Square Financial Group, LLC
N/A—45-45-100%$1.7K———
Showing 28 of 28 institutions