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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Cooper Capital Advisors LLC

UNCHANGED

Shares103,629 from 103,629

Change0 (0%)

Value$3.3M (+$51.2K)

Filed 2026-10-29

Madrona Financial Services, LLC

UNCHANGED

Shares71,785 from 71,785

Change0 (0%)

Value$2.3M (+$35.5K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares30,543 from 17,625

Change+12,918 (+73%)

Value$971.4K (+$419.3K)

Filed 2026-10-13

Foguth Wealth Management, Llc.

UNCHANGED

Shares27,752 from 27,752

Change0 (0%)

Value$881.1K (+$13.0K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares22,582 from 26,702

Change-4,120 (-15%)

Value$716.2K (-$117.5K)

Filed 2026-11-02

Ignite Planners, LLC

UNCHANGED

Shares17,735 from 17,735

Change0 (0%)

Value$562.5K (+$8.8K)

Filed 2026-10-14

Crusonia Wealth Advisors LLC

UNCHANGED

Shares17,052 from 17,052

Change0 (0%)

Value$540.8K (+$8.4K)

Filed 2026-10-26

Kestra Advisory Services, LLC

DECREASED

Shares16,530 from 16,706

Change-176 (-1%)

Value$524.2K (+$2.7K)

Filed 2026-11-02

Buck Wealth Strategies, LLC

UNCHANGED

Shares12,590 from 12,590

Change0 (0%)

Value$399.3K (+$6.2K)

Filed 2026-10-28

Americana Partners, LLC

DECREASED

Shares12,214 from 12,410

Change-196 (-2%)

Value$387.4K (-$82)

Filed 2026-10-28

Legacy Capital Wealth Partners, LLC

UNCHANGED

Shares10,643 from 10,643

Change0 (0%)

Value$337.5K (+$5.3K)

Filed 2026-10-21

Precedent Wealth Partners, LLC

UNCHANGED

Shares10,391 from 10,391

Change0 (0%)

Value$329.5K (+$5.1K)

Filed 2026-10-21

LVZ, Inc.

UNCHANGED

Shares9,511 from 9,511

Change0 (0%)

Value$301.6K (+$4.7K)

Filed 2026-10-20

Milestone Asset Management, LLC

DECREASED

Shares9,081 from 9,836

Change-755 (-8%)

Value$288.0K (-$19.1K)

Filed 2026-10-15

Triumph Capital Management

UNCHANGED

Shares7,914 from 7,914

Change0 (0%)

Value$251.0K (+$3.9K)

Filed 2026-10-14

Brookstone Capital Management

NEW

Shares7,313

Change+7,313

Value$231.9K

Filed 2026-10-22

FWG Investments, Llc.

UNCHANGED

Shares6,921 from 6,921

Change0 (0%)

Value$219.5K (+$3.4K)

Filed 2026-11-03

Barclays PLC

UNCHANGED

Shares4,880 from 4,880

Change0 (0%)

Value$154.8K (+$2.4K)

Filed 2026-11-06

CX Institutional

UNCHANGED

Shares1,381 from 1,381

Change0 (0%)

Value$44 (+$1)

Filed 2026-10-02

Assetmark, Inc

DECREASED

Shares985 from 1,333

Change-348 (-26%)

Value$31.2K (-$10.4K)

Filed 2026-10-21

CoreCap Advisors, LLC

NEW

Shares981

Change+981

Value$31.1K

Filed 2026-10-08

Ashton Thomas Private Wealth, LLC

DECREASED

Shares420 from 792

Change-372 (-47%)

Value$13.3K (-$11.4K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 47,702

Change-47,702 (-100%)

Value$0 (-$1.5M)

Filed 2026-11-02

WealthCare Asset Management, LLC

CLOSED

Shares0 from 10,598

Change-10,598 (-100%)

Value$0 (-$330.9K)

Filed 2026-10-26

Susquehanna International Group, LLP

N/A

Shares— from 42,130

Change-42,130 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 41,141

Change-41,141 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 38,667

Change-38,667 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 31,510

Change-31,510 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 19,905

Change-19,905 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 17,598

Change-17,598 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 14,893

Change-14,893 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 14,052

Change-14,052 (-100%)

Value—

Capasso Planning Partners LLC

N/A

Shares— from 13,215

Change-13,215 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 11,517

Change-11,517 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 10,789

Change-10,789 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 8,517

Change-8,517 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 7,975

Change-7,975 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 7,956

Change-7,956 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 7,450

Change-7,450 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 7,098

Change-7,098 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 6,881

Change-6,881 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,416

Change-6,416 (-100%)

Value—

	Status
Cooper Capital Advisors LLC	UNCHANGED	103,629	103,629	0	0%	$3.2M	$3.3M	+$51.2K	2026-10-29
Madrona Financial Services, LLC	UNCHANGED	71,785	71,785	0	0%	$2.2M	$2.3M	+$35.5K	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	30,543	17,625	+12,918	+73%	$552.1K	$971.4K	+$419.3K	2026-10-13
Foguth Wealth Management, Llc.	UNCHANGED	27,752	27,752	0	0%	$868.1K	$881.1K	+$13.0K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	22,582	26,702	-4,120	-15%	$833.6K	$716.2K	-$117.5K	2026-11-02
Ignite Planners, LLC	UNCHANGED	17,735	17,735	0	0%	$553.7K	$562.5K	+$8.8K	2026-10-14
Crusonia Wealth Advisors LLC	UNCHANGED	17,052	17,052	0	0%	$532.4K	$540.8K	+$8.4K	2026-10-26
Kestra Advisory Services, LLC	DECREASED	16,530	16,706	-176	-1%	$521.6K	$524.2K	+$2.7K	2026-11-02
Buck Wealth Strategies, LLC	UNCHANGED	12,590	12,590	0	0%	$393.1K	$399.3K	+$6.2K	2026-10-28
Americana Partners, LLC	DECREASED	12,214	12,410	-196	-2%	$387.4K	$387.4K	-$82	2026-10-28
Legacy Capital Wealth Partners, LLC	UNCHANGED	10,643	10,643	0	0%	$332.3K	$337.5K	+$5.3K	2026-10-21
Precedent Wealth Partners, LLC	UNCHANGED	10,391	10,391	0	0%	$324.4K	$329.5K	+$5.1K	2026-10-21
LVZ, Inc.	UNCHANGED	9,511	9,511	0	0%	$296.9K	$301.6K	+$4.7K	2026-10-20
Milestone Asset Management, LLC	DECREASED	9,081	9,836	-755	-8%	$307.1K	$288.0K	-$19.1K	2026-10-15
Triumph Capital Management	UNCHANGED	7,914	7,914	0	0%	$247.1K	$251.0K	+$3.9K	2026-10-14
Brookstone Capital Management	NEW	7,313	—	+7,313	—	—	$231.9K	—	2026-10-22
FWG Investments, Llc.	UNCHANGED	6,921	6,921	0	0%	$216.1K	$219.5K	+$3.4K	2026-11-03
Barclays PLC	UNCHANGED	4,880	4,880	0	0%	$152.4K	$154.8K	+$2.4K	2026-11-06
CX Institutional	UNCHANGED	1,381	1,381	0	0%	$43	$44	+$1	2026-10-02
Assetmark, Inc	DECREASED	985	1,333	-348	-26%	$41.6K	$31.2K	-$10.4K	2026-10-21
CoreCap Advisors, LLC	NEW	981	—	+981	—	—	$31.1K	—	2026-10-08
Ashton Thomas Private Wealth, LLC	DECREASED	420	792	-372	-47%	$24.7K	$13.3K	-$11.4K	2026-11-03
Cambridge Investment Research Advisors, Inc.	CLOSED	0	47,702	-47,702	-100%	$1.5M	$0	-$1.5M	2026-11-02
WealthCare Asset Management, LLC	CLOSED	0	10,598	-10,598	-100%	$330.9K	$0	-$330.9K	2026-10-26
Susquehanna International Group, LLP	N/A	—	42,130	-42,130	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	41,141	-41,141	-100%	$1.3M	—	—	—
Harbour Investments, Inc.	N/A	—	38,667	-38,667	-100%	$1.2M	—	—	—
Valmark Advisers, Inc.	N/A	—	31,510	-31,510	-100%	$983.7K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	19,905	-19,905	-100%	$621.4K	—	—	—
Advisory Services Network, LLC	N/A	—	17,598	-17,598	-100%	$549.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	14,893	-14,893	-100%	$465.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	14,052	-14,052	-100%	$438.7K	—	—	—
Capasso Planning Partners LLC	N/A	—	13,215	-13,215	-100%	$412.6K	—	—	—
LPL Financial LLC	N/A	—	11,517	-11,517	-100%	$359.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	10,789	-10,789	-100%	$336.8K	—	—	—
Kovack Advisors, Inc.	N/A	—	8,517	-8,517	-100%	$265.9K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	7,975	-7,975	-100%	$249.0K	—	—	—
Sequent Planning LLC	N/A	—	7,956	-7,956	-100%	$248.4K	—	—	—
Wealthgarden F.S. LLC	N/A	—	7,450	-7,450	-100%	$232.6K	—	—	—
Integrity Financial Corp	N/A	—	7,098	-7,098	-100%	$221.6K	—	—	—
AE Wealth Management LLC	N/A	—	6,881	-6,881	-100%	$214.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,416	-6,416	-100%	$200.3K	—	—	—

Showing 42 of 42 institutions