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Vistasha Eletrican SC ETF (POW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WT Wealth Management
DECREASED
Shares229,229 from 250,880
Change-21,651 (-9%)
Value$6.0M (-$1.8M)
Filed 2026-10-13
Hudock, Inc.
NEW
Shares169,167
Change+169,167
Value$4.4M
Filed 2026-10-14
Balance Wealth Partners LLC
INCREASED
Shares83,129 from 69,598
Change+13,531 (+19%)
Value$2.2M (+$4.5K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
DECREASED
Shares76,892 from 424,682
Change-347,790 (-82%)
Value$2.0M (-$11.2M)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares47,398 from 37,692
Change+9,706 (+26%)
Value$1.2M (+$64.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares46,941 from 41,002
Change+5,939 (+14%)
Value$1.2M (-$50.2K)
Filed 2026-11-02
LPL Financial LLC
NEW
Shares34,417
Change+34,417
Value$894.8K
Filed 2026-11-06
Moors & Cabot, Inc.
NEW
Shares29,428
Change+29,428
Value$765.1K
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares20,189 from 13,744
Change+6,445 (+47%)
Value$524.9K (+$99.0K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares11,343
Change+11,343
Value$294.9K
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares11,144 from 11,144
Change0 (0%)
Value$294.5K (-$21.4K)
Filed 2026-10-13
D.A. Davidson & Co.
NEW
Shares10,385
Change+10,385
Value$270.0K
Filed 2026-10-28
Simplex Trading, LLC
DECREASED
Shares146 from 250
Change-104 (-42%)
Value$3.8K (-$4.0K)
Filed 2026-11-04
Wolff Wiese Magana LLC
INCREASED
Shares113 from 78
Change+35 (+45%)
Value$2.9K (+$528)
Filed 2026-10-15
MB, Levis & Associates, LLC
DECREASED
Shares90 from 100
Change-10 (-10%)
Value$2.3K (-$759)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 1,578
Change-1,578 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-16
Ankerstar Wealth, LLC
N/A
Shares— from 52,390
Change-52,390 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 27,752
Change-27,752 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,204
Change-7,204 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 375
Change-375 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
WT Wealth Management
DECREASED229,229250,880-21,651-9%$7.8M$6.0M-$1.8M2026-10-13
Hudock, Inc.
NEW169,167—+169,167——$4.4M—2026-10-14
Balance Wealth Partners LLC
INCREASED83,12969,598+13,531+19%$2.2M$2.2M+$4.5K2026-10-27
Beaumont Financial Advisors, LLC
DECREASED76,892424,682-347,790-82%$13.2M$2.0M-$11.2M2026-10-22
Mather Group, Llc.
INCREASED47,39837,692+9,706+26%$1.2M$1.2M+$64.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED46,94141,002+5,939+14%$1.3M$1.2M-$50.2K2026-11-02
LPL Financial LLC
NEW34,417—+34,417——$894.8K—2026-11-06
Moors & Cabot, Inc.
NEW29,428—+29,428——$765.1K—2026-11-06
Uptick Partners, LLC
INCREASED20,18913,744+6,445+47%$425.9K$524.9K+$99.0K2026-11-04
Concurrent Investment Advisors, LLC
NEW11,343—+11,343——$294.9K—2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED11,14411,14400%$315.9K$294.5K-$21.4K2026-10-13
D.A. Davidson & Co.
NEW10,385—+10,385——$270.0K—2026-10-28
Simplex Trading, LLC
DECREASED146250-104-42%$7.7K$3.8K-$4.0K2026-11-04
Wolff Wiese Magana LLC
INCREASED11378+35+45%$2.4K$2.9K+$5282026-10-15
MB, Levis & Associates, LLC
DECREASED90100-10-10%$3.1K$2.3K-$7592026-10-16
Capital Investment Advisory Services, LLC
CLOSED01,578-1,578-100%$48.9K$0-$48.9K2026-10-30
Cornerstone Planning Group LLC
CLOSED0100-100-100%$2.8K$0-$2.8K2026-10-16
Ankerstar Wealth, LLC
N/A—52,390-52,390-100%$1.6M———
Delta Investment Management, LLC
N/A—27,752-27,752-100%$860.1K———
UBS Group AG
N/A—7,204-7,204-100%$223.3K———
Steward Partners Investment Advisory, LLC
N/A—3,600-3,600-100%$111.6K———
NewEdge Advisors, LLC
N/A—400-400-100%$12.4K———
Royal Bank of Canada
N/A—375-375-100%$12.0K———
Hollencrest Capital Management
N/A—200-200-100%$6.2K———
Showing 24 of 24 institutions