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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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Precedent Wealth Partners, LLC

NEW

Shares379,246

Change+379,246

Value$13.4M

Filed 2026-10-21

Park Avenue Securities LLC

NEW

Shares57,956

Change+57,956

Value$2.1M

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares30,800 from 29,259

Change+1,541 (+5%)

Value$1.1M (+$64.9K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares28,247 from 15,640

Change+12,607 (+81%)

Value$1.0M (+$451.9K)

Filed 2026-11-02

Ignite Planners, LLC

NEW

Shares23,426

Change+23,426

Value$829.4K

Filed 2026-10-14

Victory Financial Group, LLC

NEW

Shares21,698

Change+21,698

Value$768.2K

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares16,020 from 16,020

Change0 (0%)

Value$567.2K (+$5.7K)

Filed 2026-10-16

Grantvest Financial Group LLC

DECREASED

Shares14,811 from 15,124

Change-313 (-2%)

Value$524.4K (-$5.7K)

Filed 2026-10-21

Beacon Financial Advisory LLC

NEW

Shares12,146

Change+12,146

Value$430.0K

Filed 2026-10-16

Brookstone Capital Management

INCREASED

Shares12,132 from 7,865

Change+4,267 (+54%)

Value$429.5K (+$153.9K)

Filed 2026-10-22

Truist Financial Corp

DECREASED

Shares12,083 from 12,115

Change-32 (0%)

Value$427.8K (+$3.2K)

Filed 2026-10-30

Clear Creek Financial Management, LLC

DECREASED

Shares11,652 from 13,927

Change-2,275 (-16%)

Value$412.5K (-$75.6K)

Filed 2026-10-28

Americana Partners, LLC

UNCHANGED

Shares10,105 from 10,105

Change0 (0%)

Value$357.8K (+$3.6K)

Filed 2026-10-28

Madrona Financial Services, LLC

INCREASED

Shares9,837 from 7,717

Change+2,120 (+27%)

Value$348.3K (+$77.8K)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares9,819 from 9,819

Change0 (0%)

Value$347.6K (+$3.5K)

Filed 2026-11-03

Kingswood Wealth Advisors, LLC

NEW

Shares9,728

Change+9,728

Value$344.4K

Filed 2026-10-23

Triumph Capital Management

UNCHANGED

Shares9,603 from 9,603

Change0 (0%)

Value$340.0K (+$3.4K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares9,589 from 9,138

Change+451 (+5%)

Value$339.0K (+$19.0K)

Filed 2026-11-02

Buck Wealth Strategies, LLC

UNCHANGED

Shares6,366 from 6,366

Change0 (0%)

Value$225.4K (+$2.3K)

Filed 2026-10-28

HBW Advisory Services LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$212.4K (+$2.1K)

Filed 2026-10-15

StoneX Group Inc.

NEW

Shares5,650

Change+5,650

Value$200.0K

Filed 2026-11-03

Evolution Wealth Management Inc.

UNCHANGED

Shares3,748 from 3,748

Change0 (0%)

Value$132.7K (+$1.3K)

Filed 2026-10-28

Spire Wealth Management

NEW

Shares1,950

Change+1,950

Value$69.0K

Filed 2026-10-30

Creative Financial Designs Inc

DECREASED

Shares1,107 from 1,363

Change-256 (-19%)

Value$39.2K (-$8.6K)

Filed 2026-11-04

CX Institutional

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$32 ($0)

Filed 2026-10-02

CoreCap Advisors, LLC

NEW

Shares875

Change+875

Value$31.0K

Filed 2026-10-08

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares751 from 751

Change0 (0%)

Value$26.6K (+$266)

Filed 2026-10-23

Harbor Investment Advisory, LLC

NEW

Shares565

Change+565

Value$20.0K

Filed 2026-10-13

Bullseye Investment Management, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$70.1K)

Filed 2026-10-29

Susquehanna International Group, LLP

N/A

Shares— from 66,215

Change-66,215 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 30,034

Change-30,034 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 22,258

Change-22,258 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 16,970

Change-16,970 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 14,999

Change-14,999 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 12,836

Change-12,836 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,250

Change-11,250 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,203

Change-11,203 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,060

Change-11,060 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 10,986

Change-10,986 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 10,684

Change-10,684 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 9,468

Change-9,468 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,196

Change-8,196 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,115

Change-7,115 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,280

Change-6,280 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 5,793

Change-5,793 (-100%)

Value—

Barclays PLC

N/A

Shares— from 2,066

Change-2,066 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,560

Change-1,560 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,536

Change-1,536 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 310

Change-310 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 32

Change-32 (-100%)

Value—

	Status
Precedent Wealth Partners, LLC	NEW	379,246	—	+379,246	—	—	$13.4M	—	2026-10-21
Park Avenue Securities LLC	NEW	57,956	—	+57,956	—	—	$2.1M	—	2026-10-26
Kestra Advisory Services, LLC	INCREASED	30,800	29,259	+1,541	+5%	$1.0M	$1.1M	+$64.9K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	28,247	15,640	+12,607	+81%	$548.2K	$1.0M	+$451.9K	2026-11-02
Ignite Planners, LLC	NEW	23,426	—	+23,426	—	—	$829.4K	—	2026-10-14
Victory Financial Group, LLC	NEW	21,698	—	+21,698	—	—	$768.2K	—	2026-10-27
IFP Advisors, Inc	UNCHANGED	16,020	16,020	0	0%	$561.5K	$567.2K	+$5.7K	2026-10-16
Grantvest Financial Group LLC	DECREASED	14,811	15,124	-313	-2%	$530.1K	$524.4K	-$5.7K	2026-10-21
Beacon Financial Advisory LLC	NEW	12,146	—	+12,146	—	—	$430.0K	—	2026-10-16
Brookstone Capital Management	INCREASED	12,132	7,865	+4,267	+54%	$275.7K	$429.5K	+$153.9K	2026-10-22
Truist Financial Corp	DECREASED	12,083	12,115	-32	0%	$424.6K	$427.8K	+$3.2K	2026-10-30
Clear Creek Financial Management, LLC	DECREASED	11,652	13,927	-2,275	-16%	$488.1K	$412.5K	-$75.6K	2026-10-28
Americana Partners, LLC	UNCHANGED	10,105	10,105	0	0%	$354.2K	$357.8K	+$3.6K	2026-10-28
Madrona Financial Services, LLC	INCREASED	9,837	7,717	+2,120	+27%	$270.5K	$348.3K	+$77.8K	2026-10-23
Ashton Thomas Private Wealth, LLC	UNCHANGED	9,819	9,819	0	0%	$344.2K	$347.6K	+$3.5K	2026-11-03
Kingswood Wealth Advisors, LLC	NEW	9,728	—	+9,728	—	—	$344.4K	—	2026-10-23
Triumph Capital Management	UNCHANGED	9,603	9,603	0	0%	$336.6K	$340.0K	+$3.4K	2026-10-14
Cambridge Investment Research Advisors, Inc.	INCREASED	9,589	9,138	+451	+5%	$320.0K	$339.0K	+$19.0K	2026-11-02
Buck Wealth Strategies, LLC	UNCHANGED	6,366	6,366	0	0%	$223.1K	$225.4K	+$2.3K	2026-10-28
HBW Advisory Services LLC	UNCHANGED	6,000	6,000	0	0%	$210.3K	$212.4K	+$2.1K	2026-10-15
StoneX Group Inc.	NEW	5,650	—	+5,650	—	—	$200.0K	—	2026-11-03
Evolution Wealth Management Inc.	UNCHANGED	3,748	3,748	0	0%	$131.4K	$132.7K	+$1.3K	2026-10-28
Spire Wealth Management	NEW	1,950	—	+1,950	—	—	$69.0K	—	2026-10-30
Creative Financial Designs Inc	DECREASED	1,107	1,363	-256	-19%	$47.8K	$39.2K	-$8.6K	2026-11-04
CX Institutional	UNCHANGED	900	900	0	0%	$32	$32	$0	2026-10-02
CoreCap Advisors, LLC	NEW	875	—	+875	—	—	$31.0K	—	2026-10-08
Dhjj Financial Advisors, Ltd.	UNCHANGED	751	751	0	0%	$26.3K	$26.6K	+$266	2026-10-23
Harbor Investment Advisory, LLC	NEW	565	—	+565	—	—	$20.0K	—	2026-10-13
Bullseye Investment Management, LLC	CLOSED	0	2,000	-2,000	-100%	$70.1K	$0	-$70.1K	2026-10-29
Susquehanna International Group, LLP	N/A	—	66,215	-66,215	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	30,034	-30,034	-100%	$1.1M	—	—	—
Old Mission Capital LLC	N/A	—	22,258	-22,258	-100%	$780.1K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	16,970	-16,970	-100%	$594.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	14,999	-14,999	-100%	$526.0K	—	—	—
AE Wealth Management LLC	N/A	—	12,836	-12,836	-100%	$449.9K	—	—	—
Captrust Financial Advisors	N/A	—	11,250	-11,250	-100%	$394.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,203	-11,203	-100%	$392.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,060	-11,060	-100%	$387.7K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	10,986	-10,986	-100%	$385.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	10,684	-10,684	-100%	$374.0K	—	—	—
Waverly Advisors, LLC	N/A	—	9,468	-9,468	-100%	$331.9K	—	—	—
Mariner, LLC	N/A	—	8,196	-8,196	-100%	$287.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,115	-7,115	-100%	$249.4K	—	—	—
MML Investors Services, LLC	N/A	—	6,280	-6,280	-100%	$220.1K	—	—	—
CreativeOne Wealth, LLC	N/A	—	5,793	-5,793	-100%	$203.0K	—	—	—
Barclays PLC	N/A	—	2,066	-2,066	-100%	$72.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,560	-1,560	-100%	$54.7K	—	—	—
Capital Analysts, LLC	N/A	—	1,536	-1,536	-100%	$54.0K	—	—	—
Harbour Investments, Inc.	N/A	—	310	-310	-100%	$10.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	100	-100	-100%	$3.5K	—	—	—
Integrity Financial Corp	N/A	—	32	-32	-100%	$1.1K	—	—	—

Showing 51 of 51 institutions