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Ftvestuseqeqlwghtbuffetfdec (RSDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Maia Wealth LLC
DECREASED
Shares119,963 from 129,000
Change-9,037 (-7%)
Value$2.8M (-$215.3K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares119,419 from 104,151
Change+15,268 (+15%)
Value$2.8M (+$355.6K)
Filed 2026-10-08
Diligent Investors, LLC
DECREASED
Shares50,340 from 56,340
Change-6,000 (-11%)
Value$1.2M (-$142.2K)
Filed 2026-10-21
Maltin Wealth Management, Inc.
UNCHANGED
Shares34,968 from 34,968
Change0 (0%)
Value$820.4K (-$885)
Filed 2026-10-13
Novem Group
DECREASED
Shares23,836 from 24,436
Change-600 (-2%)
Value$559.2K (-$14.7K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares22,642 from 22,866
Change-224 (-1%)
Value$531.2K (-$5.8K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares13,612 from 20,775
Change-7,163 (-34%)
Value$319.3K (-$168.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
UNCHANGED
Shares10,180 from 10,180
Change0 (0%)
Value$238.8K (-$257)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares9,851 from 33,776
Change-23,925 (-71%)
Value$231.1K (-$562.1K)
Filed 2026-10-22
Balboa Wealth Partners
NEW
Shares9,038
Change+9,038
Value$212.0K
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares2,438 from 2,438
Change0 (0%)
Value$57.2K (-$62)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$28.5K (-$31)
Filed 2026-10-30
US Bancorp \de\
CLOSED
Shares0 from 10,792
Change-10,792 (-100%)
Value$0 (-$253.5K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,320
Change-1,320 (-100%)
Value$0 (-$31.0K)
Filed 2026-10-14
Hollencrest Capital Management
N/A
Shares— from 1,639,997
Change-1,639,997 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,285
Change-102,285 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 75,580
Change-75,580 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 58,536
Change-58,536 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 58,281
Change-58,281 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 41,616
Change-41,616 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 22,410
Change-22,410 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,476
Change-18,476 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,987
Change-13,987 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,533
Change-13,533 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,147
Change-13,147 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 240
Change-240 (-100%)
Value—
Status
Maia Wealth LLC
DECREASED119,963129,000-9,037-7%$3.0M$2.8M-$215.3K2026-10-19
Farther Finance Advisors, LLC
INCREASED119,419104,151+15,268+15%$2.4M$2.8M+$355.6K2026-10-08
Diligent Investors, LLC
DECREASED50,34056,340-6,000-11%$1.3M$1.2M-$142.2K2026-10-21
Maltin Wealth Management, Inc.
UNCHANGED34,96834,96800%$821.2K$820.4K-$8852026-10-13
Novem Group
DECREASED23,83624,436-600-2%$573.9K$559.2K-$14.7K2026-10-19
Sigma Planning Corp
DECREASED22,64222,866-224-1%$537.0K$531.2K-$5.8K2026-10-23
Commonwealth Equity Services, LLC
DECREASED13,61220,775-7,163-34%$487.9K$319.3K-$168.6K2026-11-02
Kestra Advisory Services, LLC
UNCHANGED10,18010,18000%$239.1K$238.8K-$2572026-11-02
Brookstone Capital Management
DECREASED9,85133,776-23,925-71%$793.3K$231.1K-$562.1K2026-10-22
Balboa Wealth Partners
NEW9,038—+9,038——$212.0K—2026-10-20
Lanark Financial, Inc.
UNCHANGED2,4382,43800%$57.3K$57.2K-$622026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED1,2151,21500%$28.5K$28.5K-$312026-10-30
US Bancorp \de\
CLOSED010,792-10,792-100%$253.5K$0-$253.5K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,320-1,320-100%$31.0K$0-$31.0K2026-10-14
Hollencrest Capital Management
N/A—1,639,997-1,639,997-100%$38.5M———
Cetera Investment Advisers
N/A—102,285-102,285-100%$2.4M———
Fiduciary Financial Advisors
N/A—75,580-75,580-100%$1.8M———
Envestnet Asset Management Inc
N/A—58,536-58,536-100%$1.4M———
Osaic Holdings, Inc.
N/A—58,281-58,281-100%$1.4M———
Old Mission Capital LLC
N/A—41,616-41,616-100%$977.4K———
Clearstead Advisors, LLC
N/A—22,410-22,410-100%$526.3K———
Susquehanna International Group, LLP
N/A—18,476-18,476-100%$433.9K———
Capital Analysts, LLC
N/A—13,987-13,987-100%$329.0K———
Silver OAK Securities, Incorporated
N/A—13,533-13,533-100%$317.8K———
Kingsview Wealth Management, LLC
N/A—13,147-13,147-100%$308.8K———
Envestnet Portfolio Solutions, Inc.
N/A—12,918-12,918-100%$303.4K———
Arkadios Wealth Advisors
N/A—9,500-9,500-100%$223.1K———
Harbour Investments, Inc.
N/A—2,149-2,149-100%$50.5K———
Northwestern Mutual Wealth Management Co
N/A—240-240-100%$5.6K———
Showing 29 of 29 institutions