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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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Kestra Advisory Services, LLC

DECREASED

Shares52,974 from 58,454

Change-5,480 (-9%)

Value$1.8M (-$154.6K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares33,390 from 53,874

Change-20,484 (-38%)

Value$1.1M (-$671.6K)

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares27,738 from 28,706

Change-968 (-3%)

Value$951.0K (-$16.9K)

Filed 2026-10-15

Madrona Financial Services, LLC

UNCHANGED

Shares26,158 from 26,158

Change0 (0%)

Value$896.8K (+$14.9K)

Filed 2026-10-23

Precedent Wealth Partners, LLC

DECREASED

Shares25,031 from 403,734

Change-378,703 (-94%)

Value$858.1K (-$12.8M)

Filed 2026-10-21

Clear Creek Financial Management, LLC

DECREASED

Shares22,671 from 23,900

Change-1,229 (-5%)

Value$777.2K (-$28.5K)

Filed 2026-10-28

HBW Advisory Services LLC

UNCHANGED

Shares16,989 from 16,989

Change0 (0%)

Value$582.4K (+$9.7K)

Filed 2026-10-15

LPL Financial LLC

INCREASED

Shares16,211 from 12,528

Change+3,683 (+29%)

Value$555.8K (+$133.4K)

Filed 2026-11-06

Legacy Capital Wealth Partners, LLC

UNCHANGED

Shares13,210 from 13,210

Change0 (0%)

Value$452.9K (+$7.5K)

Filed 2026-10-21

Americana Partners, LLC

UNCHANGED

Shares11,298 from 11,298

Change0 (0%)

Value$387.3K (+$6.4K)

Filed 2026-10-28

Buck Wealth Strategies, LLC

UNCHANGED

Shares10,400 from 10,400

Change0 (0%)

Value$356.6K (+$5.9K)

Filed 2026-10-28

Truist Financial Corp

INCREASED

Shares10,312 from 8,852

Change+1,460 (+16%)

Value$353.5K (+$55.1K)

Filed 2026-10-30

Milestone Asset Management, LLC

INCREASED

Shares9,289 from 9,166

Change+123 (+1%)

Value$318.5K (+$9.4K)

Filed 2026-10-15

Commonwealth Financial Services, LLC

UNCHANGED

Shares8,990 from 8,990

Change0 (0%)

Value$308.2K (+$5.1K)

Filed 2026-10-20

LVZ, Inc.

UNCHANGED

Shares8,573 from 8,573

Change0 (0%)

Value$293.9K (+$4.9K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares7,875 from 7,780

Change+95 (+1%)

Value$270.0K (+$8.0K)

Filed 2026-11-02

Security Financial Services, Inc.

UNCHANGED

Shares6,491 from 6,491

Change0 (0%)

Value$222.5K (+$3.7K)

Filed 2026-10-29

Grantvest Financial Group LLC

UNCHANGED

Shares5,965 from 5,965

Change0 (0%)

Value$204.5K (+$3.4K)

Filed 2026-10-21

Evolution Wealth Management Inc.

UNCHANGED

Shares2,675 from 2,675

Change0 (0%)

Value$91.7K (+$1.5K)

Filed 2026-10-28

Capital Investment Advisory Services, LLC

DECREASED

Shares945 from 1,995

Change-1,050 (-53%)

Value$32.4K (-$34.9K)

Filed 2026-10-30

CoreCap Advisors, LLC

NEW

Shares908

Change+908

Value$31.1K

Filed 2026-10-08

Noble Wealth Management PBC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$17.1K (+$285)

Filed 2026-10-01

Capasso Planning Partners LLC

N/A

Shares— from 70,431

Change-70,431 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 31,787

Change-31,787 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 26,341

Change-26,341 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 24,292

Change-24,292 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 22,769

Change-22,769 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,222

Change-16,222 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 15,033

Change-15,033 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 13,943

Change-13,943 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 11,593

Change-11,593 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,118

Change-10,118 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 9,092

Change-9,092 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,800

Change-6,800 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 6,235

Change-6,235 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,049

Change-3,049 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,655

Change-1,655 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,583

Change-1,583 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 479

Change-479 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 212

Change-212 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	DECREASED	52,974	58,454	-5,480	-9%	$2.0M	$1.8M	-$154.6K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	33,390	53,874	-20,484	-38%	$1.8M	$1.1M	-$671.6K	2026-11-02
Atria Investments, Inc	DECREASED	27,738	28,706	-968	-3%	$967.8K	$951.0K	-$16.9K	2026-10-15
Madrona Financial Services, LLC	UNCHANGED	26,158	26,158	0	0%	$881.9K	$896.8K	+$14.9K	2026-10-23
Precedent Wealth Partners, LLC	DECREASED	25,031	403,734	-378,703	-94%	$13.6M	$858.1K	-$12.8M	2026-10-21
Clear Creek Financial Management, LLC	DECREASED	22,671	23,900	-1,229	-5%	$805.8K	$777.2K	-$28.5K	2026-10-28
HBW Advisory Services LLC	UNCHANGED	16,989	16,989	0	0%	$572.8K	$582.4K	+$9.7K	2026-10-15
LPL Financial LLC	INCREASED	16,211	12,528	+3,683	+29%	$422.4K	$555.8K	+$133.4K	2026-11-06
Legacy Capital Wealth Partners, LLC	UNCHANGED	13,210	13,210	0	0%	$445.4K	$452.9K	+$7.5K	2026-10-21
Americana Partners, LLC	UNCHANGED	11,298	11,298	0	0%	$380.9K	$387.3K	+$6.4K	2026-10-28
Buck Wealth Strategies, LLC	UNCHANGED	10,400	10,400	0	0%	$350.6K	$356.6K	+$5.9K	2026-10-28
Truist Financial Corp	INCREASED	10,312	8,852	+1,460	+16%	$298.4K	$353.5K	+$55.1K	2026-10-30
Milestone Asset Management, LLC	INCREASED	9,289	9,166	+123	+1%	$309.0K	$318.5K	+$9.4K	2026-10-15
Commonwealth Financial Services, LLC	UNCHANGED	8,990	8,990	0	0%	$303.1K	$308.2K	+$5.1K	2026-10-20
LVZ, Inc.	UNCHANGED	8,573	8,573	0	0%	$289.0K	$293.9K	+$4.9K	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	7,875	7,780	+95	+1%	$262.0K	$270.0K	+$8.0K	2026-11-02
Security Financial Services, Inc.	UNCHANGED	6,491	6,491	0	0%	$218.8K	$222.5K	+$3.7K	2026-10-29
Grantvest Financial Group LLC	UNCHANGED	5,965	5,965	0	0%	$201.1K	$204.5K	+$3.4K	2026-10-21
Evolution Wealth Management Inc.	UNCHANGED	2,675	2,675	0	0%	$90.2K	$91.7K	+$1.5K	2026-10-28
Capital Investment Advisory Services, LLC	DECREASED	945	1,995	-1,050	-53%	$67.3K	$32.4K	-$34.9K	2026-10-30
CoreCap Advisors, LLC	NEW	908	—	+908	—	—	$31.1K	—	2026-10-08
Noble Wealth Management PBC	UNCHANGED	500	500	0	0%	$16.9K	$17.1K	+$285	2026-10-01
Capasso Planning Partners LLC	N/A	—	70,431	-70,431	-100%	$2.4M	—	—	—
Mariner, LLC	N/A	—	31,787	-31,787	-100%	$1.1M	—	—	—
Old Mission Capital LLC	N/A	—	26,341	-26,341	-100%	$888.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	24,292	-24,292	-100%	$819.0K	—	—	—
Harbour Investments, Inc.	N/A	—	22,769	-22,769	-100%	$767.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	16,222	-16,222	-100%	$546.9K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	15,033	-15,033	-100%	$506.8K	—	—	—
Cetera Investment Advisers	N/A	—	13,943	-13,943	-100%	$470.1K	—	—	—
Capital Analysts, LLC	N/A	—	11,593	-11,593	-100%	$391.0K	—	—	—
Jane Street Group, LLC	N/A	—	10,118	-10,118	-100%	$341.1K	—	—	—
AE Wealth Management LLC	N/A	—	9,092	-9,092	-100%	$306.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,800	-6,800	-100%	$229.3K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	6,235	-6,235	-100%	$210.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,049	-3,049	-100%	$102.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,655	-1,655	-100%	$55.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,583	-1,583	-100%	$53.4K	—	—	—
JPMorgan Chase & Co	N/A	—	479	-479	-100%	$16.1K	—	—	—
Integrity Financial Corp	N/A	—	212	-212	-100%	$7.1K	—	—	—

Showing 40 of 40 institutions