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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Maia Wealth LLC

NEW

Shares82,478

Change+82,478

Value$2.7M

Filed 2026-10-19

Madrona Financial Services, LLC

UNCHANGED

Shares22,284 from 22,284

Change0 (0%)

Value$716.5K (+$10.5K)

Filed 2026-10-23

Kestra Advisory Services, LLC

UNCHANGED

Shares19,010 from 19,010

Change0 (0%)

Value$611.3K (+$8.9K)

Filed 2026-11-02

HBW Advisory Services LLC

DECREASED

Shares17,036 from 18,125

Change-1,089 (-6%)

Value$547.8K (-$26.5K)

Filed 2026-10-15

Chris Bulman Inc

DECREASED

Shares15,434 from 15,494

Change-60 (0%)

Value$496.3K (+$5.3K)

Filed 2026-10-20

Victory Financial Group, LLC

UNCHANGED

Shares15,123 from 15,123

Change0 (0%)

Value$486.3K (+$7.1K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares12,559 from 11,754

Change+805 (+7%)

Value$403.8K (+$31.4K)

Filed 2026-11-02

Sovran Advisors, LLC

UNCHANGED

Shares7,952 from 7,952

Change0 (0%)

Value$256.9K (+$4.4K)

Filed 2026-11-02

VestGen Advisors, LLC

UNCHANGED

Shares6,361 from 6,361

Change0 (0%)

Value$204.5K (+$3.0K)

Filed 2026-10-27

Harbour Investments, Inc.

DECREASED

Shares3,229 from 5,040

Change-1,811 (-36%)

Value$103.8K (-$55.9K)

Filed 2026-11-09

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares1,402 from 1,402

Change0 (0%)

Value$45.1K (+$658)

Filed 2026-10-23

CoreCap Advisors, LLC

NEW

Shares980

Change+980

Value$31.5K

Filed 2026-10-08

Barclays PLC

UNCHANGED

Shares264 from 264

Change0 (0%)

Value$8.5K (+$124)

Filed 2026-11-06

UBS Group AG

NEW

Shares195

Change+195

Value$6.3K

Filed 2026-11-10

Susquehanna International Group, LLP

N/A

Shares— from 18,741

Change-18,741 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 16,182

Change-16,182 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 15,494

Change-15,494 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 8,440

Change-8,440 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,156

Change-3,156 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 2,979

Change-2,979 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 832

Change-832 (-100%)

Value—

	Status
Maia Wealth LLC	NEW	82,478	—	+82,478	—	—	$2.7M	—	2026-10-19
Madrona Financial Services, LLC	UNCHANGED	22,284	22,284	0	0%	$706.1K	$716.5K	+$10.5K	2026-10-23
Kestra Advisory Services, LLC	UNCHANGED	19,010	19,010	0	0%	$602.3K	$611.3K	+$8.9K	2026-11-02
HBW Advisory Services LLC	DECREASED	17,036	18,125	-1,089	-6%	$574.3K	$547.8K	-$26.5K	2026-10-15
Chris Bulman Inc	DECREASED	15,434	15,494	-60	0%	$490.9K	$496.3K	+$5.3K	2026-10-20
Victory Financial Group, LLC	UNCHANGED	15,123	15,123	0	0%	$479.2K	$486.3K	+$7.1K	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	12,559	11,754	+805	+7%	$372.4K	$403.8K	+$31.4K	2026-11-02
Sovran Advisors, LLC	UNCHANGED	7,952	7,952	0	0%	$252.5K	$256.9K	+$4.4K	2026-11-02
VestGen Advisors, LLC	UNCHANGED	6,361	6,361	0	0%	$201.5K	$204.5K	+$3.0K	2026-10-27
Harbour Investments, Inc.	DECREASED	3,229	5,040	-1,811	-36%	$159.7K	$103.8K	-$55.9K	2026-11-09
Dhjj Financial Advisors, Ltd.	UNCHANGED	1,402	1,402	0	0%	$44.4K	$45.1K	+$658	2026-10-23
CoreCap Advisors, LLC	NEW	980	—	+980	—	—	$31.5K	—	2026-10-08
Barclays PLC	UNCHANGED	264	264	0	0%	$8.4K	$8.5K	+$124	2026-11-06
UBS Group AG	NEW	195	—	+195	—	—	$6.3K	—	2026-11-10
Susquehanna International Group, LLP	N/A	—	18,741	-18,741	-100%	$593.8K	—	—	—
Old Mission Capital LLC	N/A	—	16,182	-16,182	-100%	$512.7K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	15,494	-15,494	-100%	$490.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	8,440	-8,440	-100%	$267.4K	—	—	—
AE Wealth Management LLC	N/A	—	3,156	-3,156	-100%	$100.0K	—	—	—
Integrity Financial Corp	N/A	—	2,979	-2,979	-100%	$94.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	832	-832	-100%	$26.4K	—	—	—

Showing 21 of 21 institutions