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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares296,285 from 292,050
Change+4,235 (+1%)
Value$7.1M (+$280.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares114,432 from 67,384
Change+47,048 (+70%)
Value$2.7M (+$1.2M)
Filed 2026-11-02
Sage Capital Advisors,llc
INCREASED
Shares107,102 from 106,399
Change+703 (+1%)
Value$2.6M (+$82.1K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares92,345 from 91,536
Change+809 (+1%)
Value$2.2M (+$75.5K)
Filed 2026-11-06
Falcon Wealth Planning
UNCHANGED
Shares45,845 from 45,845
Change0 (0%)
Value$1.1M (+$28.1K)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares43,962 from 43,880
Change+82 (+0%)
Value$1.1M (+$28.9K)
Filed 2026-11-10
Diligent Investors, LLC
DECREASED
Shares40,700 from 43,200
Change-2,500 (-6%)
Value$975.9K (-$33.5K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares39,673 from 42,890
Change-3,217 (-7%)
Value$951.3K (-$50.8K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares38,785 from 38,862
Change-77 (0%)
Value$930.0K (+$22.0K)
Filed 2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares37,147 from 37,147
Change0 (0%)
Value$890.7K (+$22.8K)
Filed 2026-10-15
Grantvest Financial Group LLC
DECREASED
Shares27,789 from 28,614
Change-825 (-3%)
Value$666.3K (-$2.2K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares22,200 from 22,200
Change0 (0%)
Value$532.3K (+$13.6K)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares17,117 from 16,435
Change+682 (+4%)
Value$410.4K (+$26.4K)
Filed 2026-11-09
Signature Equity Partners, LLC
UNCHANGED
Shares16,585 from 16,585
Change0 (0%)
Value$397.7K (+$10.2K)
Filed 2026-10-29
Park Avenue Securities LLC
UNCHANGED
Shares12,481 from 12,481
Change0 (0%)
Value$299.0K (+$7.0K)
Filed 2026-10-26
Cypress Wealth Services, LLC
UNCHANGED
Shares12,444 from 12,444
Change0 (0%)
Value$299.7K (+$8.9K)
Filed 2026-10-21
Silver OAK Securities, Incorporated
UNCHANGED
Shares11,785 from 11,785
Change0 (0%)
Value$273.9K (-$1.4K)
Filed 2026-11-09
Money Concepts Capital Corp
UNCHANGED
Shares9,677 from 9,677
Change0 (0%)
Value$232.0K (+$5.9K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares8,387
Change+8,387
Value$200.9K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,967 from 3,967
Change0 (0%)
Value$95.1K (+$2.4K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares2,455 from 3,135
Change-680 (-22%)
Value$58.9K (-$14.4K)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares1,857 from 1,857
Change0 (0%)
Value$44.5K (+$1.1K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares1,483 from 1,992
Change-509 (-26%)
Value$35.6K (-$10.8K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$24.0K (+$613)
Filed 2026-10-26
PNC Financial Services Group, Inc.
NEW
Shares704
Change+704
Value$16.9K
Filed 2026-11-06
UBS Group AG
NEW
Shares500
Change+500
Value$12.0K
Filed 2026-11-10
First International Bank of Israel Ltd.
CLOSED
Shares0 from 900,000
Change-900,000 (-100%)
Value$0 (-$21.0M)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 111,228
Change-111,228 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 104,955
Change-104,955 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,894
Change-52,894 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 39,818
Change-39,818 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 32,199
Change-32,199 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 32,108
Change-32,108 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,734
Change-26,734 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 22,314
Change-22,314 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 17,528
Change-17,528 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 14,777
Change-14,777 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,729
Change-13,729 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,828
Change-12,828 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,593
Change-12,593 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,386
Change-11,386 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 750
Change-750 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 284
Change-284 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED296,285292,050+4,235+1%$6.8M$7.1M+$280.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED114,43267,384+47,048+70%$1.6M$2.7M+$1.2M2026-11-02
Sage Capital Advisors,llc
INCREASED107,102106,399+703+1%$2.5M$2.6M+$82.1K2026-10-13
LPL Financial LLC
INCREASED92,34591,536+809+1%$2.1M$2.2M+$75.5K2026-11-06
Falcon Wealth Planning
UNCHANGED45,84545,84500%$1.1M$1.1M+$28.1K2026-11-06
HighTower Advisors, LLC
INCREASED43,96243,880+82+0%$1.0M$1.1M+$28.9K2026-11-10
Diligent Investors, LLC
DECREASED40,70043,200-2,500-6%$1.0M$975.9K-$33.5K2026-10-21
Commonwealth Equity Services, LLC
DECREASED39,67342,890-3,217-7%$1.0M$951.3K-$50.8K2026-11-02
Sigma Planning Corp
DECREASED38,78538,862-770%$908.0K$930.0K+$22.0K2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED37,14737,14700%$867.9K$890.7K+$22.8K2026-10-15
Grantvest Financial Group LLC
DECREASED27,78928,614-825-3%$668.6K$666.3K-$2.2K2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED22,20022,20000%$518.7K$532.3K+$13.6K2026-10-16
Harbour Investments, Inc.
INCREASED17,11716,435+682+4%$384.0K$410.4K+$26.4K2026-11-09
Signature Equity Partners, LLC
UNCHANGED16,58516,58500%$387.5K$397.7K+$10.2K2026-10-29
Park Avenue Securities LLC
UNCHANGED12,48112,48100%$292.0K$299.0K+$7.0K2026-10-26
Cypress Wealth Services, LLC
UNCHANGED12,44412,44400%$290.8K$299.7K+$8.9K2026-10-21
Silver OAK Securities, Incorporated
UNCHANGED11,78511,78500%$275.4K$273.9K-$1.4K2026-11-09
Money Concepts Capital Corp
UNCHANGED9,6779,67700%$226.1K$232.0K+$5.9K2026-11-06
StoneX Group Inc.
NEW8,387—+8,387——$200.9K—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED3,9673,96700%$92.7K$95.1K+$2.4K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED2,4553,135-680-22%$73.2K$58.9K-$14.4K2026-10-30
IFP Advisors, Inc
UNCHANGED1,8571,85700%$43.4K$44.5K+$1.1K2026-10-16
Farther Finance Advisors, LLC
DECREASED1,4831,992-509-26%$46.4K$35.6K-$10.8K2026-10-08
Lanark Financial, Inc.
UNCHANGED1,0001,00000%$23.4K$24.0K+$6132026-10-26
PNC Financial Services Group, Inc.
NEW704—+704——$16.9K—2026-11-06
UBS Group AG
NEW500—+500——$12.0K—2026-11-10
First International Bank of Israel Ltd.
CLOSED0900,000-900,000-100%$21.0M$0-$21.0M2026-11-04
Raymond James Financial Inc
N/A—111,228-111,228-100%$2.6M———
Cetera Investment Advisers
N/A—104,955-104,955-100%$2.5M———
Envestnet Asset Management Inc
N/A—52,894-52,894-100%$1.2M———
Sequent Planning LLC
N/A—39,818-39,818-100%$930.3K———
Pinnacle Financial Partners, Inc.
N/A—32,199-32,199-100%$752.3K———
Old Mission Capital LLC
N/A—32,108-32,108-100%$750.2K———
Susquehanna International Group, LLP
N/A—26,734-26,734-100%$624.6K———
Cary Street Partners Financial LLC
N/A—22,314-22,314-100%$521.4K———
Main Street Financial Solutions, LLC
N/A—17,528-17,528-100%$409.5K———
Jaffetilchin Investment Partners, LLC
N/A—14,777-14,777-100%$345.3K———
Steward Partners Investment Advisory, LLC
N/A—13,729-13,729-100%$320.8K———
Insigneo Advisory Services, LLC
N/A—12,828-12,828-100%$299.7K———
Osaic Holdings, Inc.
N/A—12,593-12,593-100%$294.2K———
Capital Analysts, LLC
N/A—11,386-11,386-100%$266.0K———
Foundations Investment Advisors, LLC
N/A—11,236-11,236-100%$262.5K———
Benson Wealth Management Inc
N/A—10,403-10,403-100%$243.1K———
JPMorgan Chase & Co
N/A—2,060-2,060-100%$48.0K———
Hollencrest Capital Management
N/A—750-750-100%$17.5K———
Integrity Financial Corp
N/A—284-284-100%$6.6K———
Showing 46 of 46 institutions