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First TR ACT Glbl Qlty Inc (AGQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares43,998 from 46,071
Change-2,073 (-4%)
Value$799.2K (-$35.2K)
Filed 2026-11-06
Diversified Trust Co
UNCHANGED
Shares26,500 from 26,500
Change0 (0%)
Value$481.4K (+$1.4K)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$18.2K (+$54)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$16.1K ($0)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.1K (+$27)
Filed 2026-10-26
Prospera Financial Services Inc
CLOSED
Shares0 from 55,929
Change-55,929 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,349
Change-6,349 (-100%)
Value$0 (-$114.1K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 180,862
Change-180,862 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 137,228
Change-137,228 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 47,104
Change-47,104 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,017
Change-39,017 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 38,366
Change-38,366 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,216
Change-38,216 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 33,773
Change-33,773 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,154
Change-33,154 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 17,722
Change-17,722 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,151
Change-14,151 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Status
LPL Financial LLC
DECREASED43,99846,071-2,073-4%$834.4K$799.2K-$35.2K2026-11-06
Diversified Trust Co
UNCHANGED26,50026,50000%$479.9K$481.4K+$1.4K2026-11-06
Fifth Third Bancorp
UNCHANGED1,0011,00100%$18.1K$18.2K+$542026-11-05
Allworth Financial LP
UNCHANGED88788700%$16.1K$16.1K$02026-11-06
Lanark Financial, Inc.
UNCHANGED50050000%$9.1K$9.1K+$272026-10-26
Prospera Financial Services Inc
CLOSED055,929-55,929-100%$1.0M$0-$1.0M2026-11-04
International Assets Investment Management, LLC
CLOSED06,349-6,349-100%$114.1K$0-$114.1K2026-11-02
Morgan Stanley
N/A—180,862-180,862-100%$3.3M———
Atlas Wealth LLC
N/A—137,228-137,228-100%$2.5M———
Flow Traders U.S. LLC
N/A—47,104-47,104-100%$853.0K———
Raymond James Financial Inc
N/A—39,017-39,017-100%$706.6K———
Virtu Financial LLC
N/A—38,366-38,366-100%$695.0K———
Jane Street Group, LLC
N/A—38,216-38,216-100%$692.1K———
1776 Wealth LLC
N/A—33,773-33,773-100%$611.4K———
Global Retirement Partners, LLC
N/A—33,154-33,154-100%$600.4K———
Centric Wealth Management
N/A—17,722-17,722-100%$313.3K———
Stifel Financial Corp
N/A—14,151-14,151-100%$256.3K———
Osaic Holdings, Inc.
N/A—14,050-14,050-100%$254.5K———
Royal Bank of Canada
N/A—4,895-4,895-100%$89.0K———
UBS Group AG
N/A—4,868-4,868-100%$88.2K———
O'shaughnessy Asset Management, LLC
N/A—2,945-2,945-100%$53.3K———
AE Wealth Management LLC
N/A—2,500-2,500-100%$45.3K———
Wells Fargo & Company
N/A—1,823-1,823-100%$33.0K———
Harbour Investments, Inc.
N/A—1,500-1,500-100%$27.2K———
Steward Partners Investment Advisory, LLC
N/A—600-600-100%$10.9K———
Aptus Capital Advisors, LLC
N/A—326-326-100%$5.9K———
Showing 26 of 26 institutions