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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Commonwealth Equity Services, LLC

INCREASED

Shares56,120 from 45,471

Change+10,649 (+23%)

Value$1.9M (+$380.0K)

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

INCREASED

Shares47,414 from 47,391

Change+23 (+0%)

Value$1.6M (+$26.4K)

Filed 2026-11-03

Summit Wealth Group LLC / Co

NEW

Shares26,305

Change+26,305

Value$877.8K

Filed 2026-10-29

Americana Partners, LLC

DECREASED

Shares19,948 from 20,066

Change-118 (-1%)

Value$665.7K (+$6.9K)

Filed 2026-10-28

Kestra Advisory Services, LLC

DECREASED

Shares18,079 from 20,143

Change-2,064 (-10%)

Value$603.3K (-$58.0K)

Filed 2026-11-02

HBW Advisory Services LLC

DECREASED

Shares14,544 from 24,863

Change-10,319 (-41%)

Value$485.3K (-$330.9K)

Filed 2026-10-15

LVZ, Inc.

UNCHANGED

Shares14,118 from 14,118

Change0 (0%)

Value$471.1K (+$7.6K)

Filed 2026-10-20

Harbour Investments, Inc.

INCREASED

Shares12,224 from 11,799

Change+425 (+4%)

Value$407.9K (+$20.6K)

Filed 2026-11-09

Encompass More Asset Management

DECREASED

Shares11,479 from 11,621

Change-142 (-1%)

Value$383.1K (+$1.6K)

Filed 2026-10-16

Ashton Thomas Securities, LLC

DECREASED

Shares11,464 from 12,280

Change-816 (-7%)

Value$382.6K (-$20.6K)

Filed 2026-10-26

Atria Investments, Inc

DECREASED

Shares11,459 from 11,794

Change-335 (-3%)

Value$382.4K (-$4.8K)

Filed 2026-10-15

Concurrent Investment Advisors, LLC

NEW

Shares11,311

Change+11,311

Value$377.4K

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares8,160 from 6,438

Change+1,722 (+27%)

Value$272.0K (+$61.0K)

Filed 2026-11-02

Novem Group

UNCHANGED

Shares7,812 from 7,812

Change0 (0%)

Value$260.7K (+$4.2K)

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares6,589 from 6,413

Change+176 (+3%)

Value$219.9K (+$9.3K)

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares6,520 from 6,520

Change0 (0%)

Value$217.6K (+$3.5K)

Filed 2026-10-16

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

NEW

Shares6,501

Change+6,501

Value$216.9K

Filed 2026-10-14

Buck Wealth Strategies, LLC

UNCHANGED

Shares3,560 from 3,560

Change0 (0%)

Value$118.8K (+$1.9K)

Filed 2026-10-28

CoreCap Advisors, LLC

NEW

Shares935

Change+935

Value$31.2K

Filed 2026-10-08

Barclays PLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$100 (+$2)

Filed 2026-11-06

Park Avenue Securities LLC

CLOSED

Shares0 from 51,323

Change-51,323 (-100%)

Value$0 (-$1.7M)

Filed 2026-10-26

Old Mission Capital LLC

N/A

Shares— from 36,486

Change-36,486 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 31,167

Change-31,167 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,242

Change-21,242 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 20,138

Change-20,138 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,844

Change-16,844 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 12,859

Change-12,859 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 11,632

Change-11,632 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,665

Change-7,665 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,469

Change-7,469 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 7,315

Change-7,315 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 6,598

Change-6,598 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 6,482

Change-6,482 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 3,107

Change-3,107 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,941

Change-1,941 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	56,120	45,471	+10,649	+23%	$1.5M	$1.9M	+$380.0K	2026-11-02
Ashton Thomas Private Wealth, LLC	INCREASED	47,414	47,391	+23	+0%	$1.6M	$1.6M	+$26.4K	2026-11-03
Summit Wealth Group LLC / Co	NEW	26,305	—	+26,305	—	—	$877.8K	—	2026-10-29
Americana Partners, LLC	DECREASED	19,948	20,066	-118	-1%	$658.7K	$665.7K	+$6.9K	2026-10-28
Kestra Advisory Services, LLC	DECREASED	18,079	20,143	-2,064	-10%	$661.3K	$603.3K	-$58.0K	2026-11-02
HBW Advisory Services LLC	DECREASED	14,544	24,863	-10,319	-41%	$816.2K	$485.3K	-$330.9K	2026-10-15
LVZ, Inc.	UNCHANGED	14,118	14,118	0	0%	$463.5K	$471.1K	+$7.6K	2026-10-20
Harbour Investments, Inc.	INCREASED	12,224	11,799	+425	+4%	$387.3K	$407.9K	+$20.6K	2026-11-09
Encompass More Asset Management	DECREASED	11,479	11,621	-142	-1%	$381.5K	$383.1K	+$1.6K	2026-10-16
Ashton Thomas Securities, LLC	DECREASED	11,464	12,280	-816	-7%	$403.1K	$382.6K	-$20.6K	2026-10-26
Atria Investments, Inc	DECREASED	11,459	11,794	-335	-3%	$387.2K	$382.4K	-$4.8K	2026-10-15
Concurrent Investment Advisors, LLC	NEW	11,311	—	+11,311	—	—	$377.4K	—	2026-10-16
Cambridge Investment Research Advisors, Inc.	INCREASED	8,160	6,438	+1,722	+27%	$211.0K	$272.0K	+$61.0K	2026-11-02
Novem Group	UNCHANGED	7,812	7,812	0	0%	$256.5K	$260.7K	+$4.2K	2026-10-19
Truist Financial Corp	INCREASED	6,589	6,413	+176	+3%	$210.5K	$219.9K	+$9.3K	2026-10-30
IFP Advisors, Inc	UNCHANGED	6,520	6,520	0	0%	$214.0K	$217.6K	+$3.5K	2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	NEW	6,501	—	+6,501	—	—	$216.9K	—	2026-10-14
Buck Wealth Strategies, LLC	UNCHANGED	3,560	3,560	0	0%	$116.9K	$118.8K	+$1.9K	2026-10-28
CoreCap Advisors, LLC	NEW	935	—	+935	—	—	$31.2K	—	2026-10-08
Barclays PLC	UNCHANGED	3	3	0	0%	$98	$100	+$2	2026-11-06
Park Avenue Securities LLC	CLOSED	0	51,323	-51,323	-100%	$1.7M	$0	-$1.7M	2026-10-26
Old Mission Capital LLC	N/A	—	36,486	-36,486	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	31,167	-31,167	-100%	$1.0M	—	—	—
Citadel Advisors LLC	N/A	—	21,242	-21,242	-100%	$697.3K	—	—	—
Mariner, LLC	N/A	—	20,138	-20,138	-100%	$661.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	16,844	-16,844	-100%	$553.0K	—	—	—
AE Wealth Management LLC	N/A	—	12,859	-12,859	-100%	$422.1K	—	—	—
Waverly Advisors, LLC	N/A	—	11,632	-11,632	-100%	$381.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,665	-7,665	-100%	$251.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,469	-7,469	-100%	$245.2K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	7,315	-7,315	-100%	$240.1K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	6,598	-6,598	-100%	$216.6K	—	—	—
Mutual Advisors, LLC	N/A	—	6,482	-6,482	-100%	$212.8K	—	—	—
Capital Analysts, LLC	N/A	—	3,107	-3,107	-100%	$102.0K	—	—	—
UBS Group AG	N/A	—	1,941	-1,941	-100%	$63.7K	—	—	—

Showing 35 of 35 institutions