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Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$509 ($0)
Filed 2026-02-06
Old Mission Capital LLC
CLOSED
Shares0 from 42,943
Change-42,943 (-100%)
Value$0 (-$1.5M)
Filed 2026-02-17
Wood Tarver Financial Group, LLC
CLOSED
Shares0 from 13,071
Change-13,071 (-100%)
Value$0 (-$443)
Filed 2026-02-12
Barclays PLC
CLOSED
Shares0 from 5,444
Change-5,444 (-100%)
Value$0 (-$184.6K)
Filed 2026-02-13
Osaic Holdings, Inc.
CLOSED
Shares0 from 4,633
Change-4,633 (-100%)
Value$0 (-$155.3K)
Filed 2026-02-17
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 2,810
Change-2,810 (-100%)
Value$0 (-$95.3K)
Filed 2026-01-23
UBS Group AG
CLOSED
Shares0 from 2,498
Change-2,498 (-100%)
Value$0 (-$84.7K)
Filed 2026-01-29
Sunbelt Securities, Inc.
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$8.3K)
Filed 2026-02-20
Blue Bell Private Wealth Management, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED151500%$509$509$02026-02-06
Old Mission Capital LLC
CLOSED042,943-42,943-100%$1.5M$0-$1.5M2026-02-17
Wood Tarver Financial Group, LLC
CLOSED013,071-13,071-100%$443$0-$4432026-02-12
Barclays PLC
CLOSED05,444-5,444-100%$184.6K$0-$184.6K2026-02-13
Osaic Holdings, Inc.
CLOSED04,633-4,633-100%$155.3K$0-$155.3K2026-02-17
Dhjj Financial Advisors, Ltd.
CLOSED02,810-2,810-100%$95.3K$0-$95.3K2026-01-23
UBS Group AG
CLOSED02,498-2,498-100%$84.7K$0-$84.7K2026-01-29
Sunbelt Securities, Inc.
CLOSED0245-245-100%$8.3K$0-$8.3K2026-02-20
Blue Bell Private Wealth Management, LLC
N/A—2,410-2,410-100%$81.7K———
Showing 9 of 9 institutions