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Access Preferred and Hybrid (GPRF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Barrett & Company, Inc.
NEW
Shares2,000
Change+2,000
Value$96.2K
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.6K (-$399)
Filed 2026-10-26
UBS Group AG
DECREASED
Shares48 from 767
Change-719 (-94%)
Value$2.3K (-$36.1K)
Filed 2026-11-10
Goldman Sachs Group Inc
N/A
Shares— from 1,796,600
Change-1,796,600 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 106,705
Change-106,705 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 45,814
Change-45,814 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,856
Change-25,856 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,526
Change-21,526 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 269
Change-269 (-100%)
Value—
Status
Barrett & Company, Inc.
NEW2,000—+2,000——$96.2K—2026-10-22
Lanark Financial, Inc.
UNCHANGED20020000%$10.0K$9.6K-$3992026-10-26
UBS Group AG
DECREASED48767-719-94%$38.4K$2.3K-$36.1K2026-11-10
Goldman Sachs Group Inc
N/A—1,796,600-1,796,600-100%$90.0M———
Mercer Global Advisors Inc
N/A—106,705-106,705-100%$5.3M———
Morgan Stanley
N/A—45,814-45,814-100%$2.3M———
Citadel Advisors LLC
N/A—25,856-25,856-100%$1.3M———
Jane Street Group, LLC
N/A—21,526-21,526-100%$1.1M———
Summit Financial, LLC
N/A—13,755-13,755-100%$689.3K———
Fiduciary Financial Advisors
N/A—269-269-100%$13.5K———
Showing 10 of 10 institutions