IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Eqbuff&preminc - March (XIMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Advisory Resource Group
UNCHANGED
Shares42,987 from 42,987
Change0 (0%)
Value$1.4M (-$1.9K)
Filed 2026-10-26
Castleview Partners, LLC
INCREASED
Shares27,030 from 23,117
Change+3,913 (+17%)
Value$849.7K (+$122.0K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares23,181 from 21,061
Change+2,120 (+10%)
Value$728.7K (+$65.7K)
Filed 2026-11-02
LVZ, Inc.
INCREASED
Shares22,178 from 21,773
Change+405 (+2%)
Value$697.2K (+$11.8K)
Filed 2026-10-20
Uptick Partners, LLC
UNCHANGED
Shares15,999 from 15,999
Change0 (0%)
Value$502.9K (-$720)
Filed 2026-11-04
Harbour Investments, Inc.
INCREASED
Shares14,393 from 13,988
Change+405 (+3%)
Value$452.4K (+$12.1K)
Filed 2026-11-09
Triad Wealth Partners, LLC
DECREASED
Shares12,304 from 12,558
Change-254 (-2%)
Value$386.8K (-$6.5K)
Filed 2026-10-26
Focus Financial Network, Inc.
DECREASED
Shares10,178 from 10,232
Change-54 (-1%)
Value$319.9K (-$2.1K)
Filed 2026-10-14
Accel Wealth Management
DECREASED
Shares9,602 from 12,208
Change-2,606 (-21%)
Value$301.8K (-$82.5K)
Filed 2026-10-13
Silver OAK Securities, Incorporated
NEW
Shares8,565
Change+8,565
Value$266.2K
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares7,981 from 7,836
Change+145 (+2%)
Value$250.9K (+$4.2K)
Filed 2026-11-02
Money Concepts Capital Corp
UNCHANGED
Shares6,570 from 6,570
Change0 (0%)
Value$206.5K (-$296)
Filed 2026-11-06
Barclays PLC
UNCHANGED
Shares6,452 from 6,452
Change0 (0%)
Value$202.8K (-$290)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$31.4K (-$45)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares606 from 601
Change+5 (+1%)
Value$19.0K (+$119)
Filed 2026-10-08
Cetera Investment Advisers
N/A
Shares— from 388,677
Change-388,677 (-100%)
Value—
Stephens Inc
N/A
Shares— from 98,533
Change-98,533 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,643
Change-53,643 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,597
Change-24,597 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,052
Change-19,052 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,951
Change-18,951 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,614
Change-13,614 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Status
Advisory Resource Group
UNCHANGED42,98742,98700%$1.4M$1.4M-$1.9K2026-10-26
Castleview Partners, LLC
INCREASED27,03023,117+3,913+17%$727.7K$849.7K+$122.0K2026-10-09
Kestra Advisory Services, LLC
INCREASED23,18121,061+2,120+10%$663.0K$728.7K+$65.7K2026-11-02
LVZ, Inc.
INCREASED22,17821,773+405+2%$685.4K$697.2K+$11.8K2026-10-20
Uptick Partners, LLC
UNCHANGED15,99915,99900%$503.6K$502.9K-$7202026-11-04
Harbour Investments, Inc.
INCREASED14,39313,988+405+3%$440.3K$452.4K+$12.1K2026-11-09
Triad Wealth Partners, LLC
DECREASED12,30412,558-254-2%$393.3K$386.8K-$6.5K2026-10-26
Focus Financial Network, Inc.
DECREASED10,17810,232-54-1%$322.1K$319.9K-$2.1K2026-10-14
Accel Wealth Management
DECREASED9,60212,208-2,606-21%$384.3K$301.8K-$82.5K2026-10-13
Silver OAK Securities, Incorporated
NEW8,565—+8,565——$266.2K—2026-11-09
Commonwealth Equity Services, LLC
INCREASED7,9817,836+145+2%$246.7K$250.9K+$4.2K2026-11-02
Money Concepts Capital Corp
UNCHANGED6,5706,57000%$206.8K$206.5K-$2962026-11-06
Barclays PLC
UNCHANGED6,4526,45200%$203.1K$202.8K-$2902026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED1,0001,00000%$31.5K$31.4K-$452026-10-30
Farther Finance Advisors, LLC
INCREASED606601+5+1%$18.9K$19.0K+$1192026-10-08
Cetera Investment Advisers
N/A—388,677-388,677-100%$12.2M———
Stephens Inc
N/A—98,533-98,533-100%$3.1M———
Susquehanna International Group, LLP
N/A—53,643-53,643-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—24,597-24,597-100%$774.3K———
Old Mission Capital LLC
N/A—21,320-21,320-100%$671.2K———
Citadel Advisors LLC
N/A—19,052-19,052-100%$599.8K———
MML Investors Services, LLC
N/A—18,951-18,951-100%$596.6K———
Envestnet Asset Management Inc
N/A—13,614-13,614-100%$428.6K———
Osaic Holdings, Inc.
N/A—1,844-1,844-100%$58.0K———
Global Retirement Partners, LLC
N/A—157-157-100%$4.9K———
Showing 25 of 25 institutions