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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
Maia Wealth LLC
DECREASED
Shares104,004 from 113,000
Change-8,996 (-8%)
Value$2.8M (-$132.0K)
Filed 2026-10-19
Luken Investment Analytics, LLC
INCREASED
Shares29,088 from 27,511
Change+1,577 (+6%)
Value$793.4K (+$70.6K)
Filed 2026-11-06
Atlantic Private Wealth, LLC
NEW
Shares5,000
Change+5,000
Value$136.4K
Filed 2026-11-09
Spire Wealth Management
UNCHANGED
Shares3,039 from 3,039
Change0 (0%)
Value$82.9K (+$3.0K)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$34.3K (+$1.3K)
Filed 2026-10-16
Larson Financial Group LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-05
Advisory Services Network, LLC
N/A
Shares— from 56,012
Change-56,012 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 52,962
Change-52,962 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,321
Change-25,321 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 23,190
Change-23,190 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 19,926
Change-19,926 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 81
Change-81 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Maia Wealth LLC
DECREASED104,004113,000-8,996-8%$3.0M$2.8M-$132.0K2026-10-19
Luken Investment Analytics, LLC
INCREASED29,08827,511+1,577+6%$722.8K$793.4K+$70.6K2026-11-06
Atlantic Private Wealth, LLC
NEW5,000—+5,000——$136.4K—2026-11-09
Spire Wealth Management
UNCHANGED3,0393,03900%$79.8K$82.9K+$3.0K2026-10-30
IFP Advisors, Inc
UNCHANGED1,2571,25700%$33.0K$34.3K+$1.3K2026-10-16
Larson Financial Group LLC
CLOSED0122-122-100%$3.2K$0-$3.2K2026-11-05
Advisory Services Network, LLC
N/A—56,012-56,012-100%$1.5M———
Cetera Investment Advisers
N/A—52,962-52,962-100%$1.4M———
Susquehanna International Group, LLP
N/A—25,321-25,321-100%$665.3K———
LM Advisors LLC
N/A—23,190-23,190-100%$609.0K———
Harvest Investment Services, LLC
N/A—19,926-19,926-100%$523.5K———
Citadel Advisors LLC
N/A—19,452-19,452-100%$511.1K———
Envestnet Asset Management Inc
N/A—9,642-9,642-100%$253.3K———
Capital Analysts, LLC
N/A—1,990-1,990-100%$52.0K———
UBS Group AG
N/A—1,789-1,789-100%$47.0K———
Topsail Wealth Management, LLC
N/A—150-150-100%$3.9K———
Northwestern Mutual Wealth Management Co
N/A—81-81-100%$2.1K———
Osaic Holdings, Inc.
N/A—40-40-100%$1.1K———
Showing 18 of 18 institutions