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IN EQU D PR ETF - 2 Y O 2026 (AOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares87,732 from 102,639
Change-14,907 (-15%)
Value$2.4M (-$369.6K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares52,848 from 53,374
Change-526 (-1%)
Value$1.5M (+$8.6K)
Filed 2026-10-22
Continuum Wealth Advisors, LLC
UNCHANGED
Shares27,024 from 27,024
Change0 (0%)
Value$751.0K (+$11.8K)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares25,880 from 25,880
Change0 (0%)
Value$707.9K ($0)
Filed 2026-11-06
Chicago Partners Investment Group LLC
NEW
Shares19,978
Change+19,978
Value$556.2K
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares19,952 from 19,952
Change0 (0%)
Value$554.0K (+$8.0K)
Filed 2026-11-02
KFG Wealth Management, LLC
UNCHANGED
Shares18,493 from 18,493
Change0 (0%)
Value$513.9K (+$8.0K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares18,167 from 9,564
Change+8,603 (+90%)
Value$504.9K (+$243.2K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
UNCHANGED
Shares15,339 from 15,339
Change0 (0%)
Value$426.3K (+$6.7K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares11,735 from 11,735
Change0 (0%)
Value$326.1K (+$5.1K)
Filed 2026-10-13
Sovran Advisors, LLC
NEW
Shares10,842
Change+10,842
Value$303.3K
Filed 2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares10,767 from 11,016
Change-249 (-2%)
Value$299.2K (-$2.1K)
Filed 2026-10-15
Independent Financial Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$277.9K (+$4.4K)
Filed 2026-10-13
Cypress Wealth Services, LLC
UNCHANGED
Shares9,056 from 9,056
Change0 (0%)
Value$253.6K (+$5.8K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,549
Change+8,549
Value$238.9K
Filed 2026-10-13
Barclays PLC
UNCHANGED
Shares7,356 from 7,356
Change0 (0%)
Value$204.4K (+$3.2K)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares3,675 from 3,675
Change0 (0%)
Value$102.1K (+$1.6K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,006 from 1,462
Change-456 (-31%)
Value$28.0K (-$12.0K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$16.7K (+$261)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 984
Change-984 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 114,624
Change-114,624 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 64,881
Change-64,881 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 50,872
Change-50,872 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 39,088
Change-39,088 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 24,460
Change-24,460 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,581
Change-22,581 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,367
Change-22,367 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 20,518
Change-20,518 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,821
Change-9,821 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,882
Change-7,882 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 176
Change-176 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED87,732102,639-14,907-15%$2.8M$2.4M-$369.6K2026-11-02
Brookstone Capital Management
DECREASED52,84853,374-526-1%$1.5M$1.5M+$8.6K2026-10-22
Continuum Wealth Advisors, LLC
UNCHANGED27,02427,02400%$739.2K$751.0K+$11.8K2026-10-20
Allworth Financial LP
UNCHANGED25,88025,88000%$707.9K$707.9K$02026-11-06
Chicago Partners Investment Group LLC
NEW19,978—+19,978——$556.2K—2026-10-27
Cambridge Investment Research Advisors, Inc.
UNCHANGED19,95219,95200%$546.0K$554.0K+$8.0K2026-11-02
KFG Wealth Management, LLC
UNCHANGED18,49318,49300%$505.9K$513.9K+$8.0K2026-10-16
LPL Financial LLC
INCREASED18,1679,564+8,603+90%$261.6K$504.9K+$243.2K2026-11-06
Concurrent Investment Advisors, LLC
UNCHANGED15,33915,33900%$419.6K$426.3K+$6.7K2026-10-16
Syntegra Private Wealth Group, LLC
UNCHANGED11,73511,73500%$321.0K$326.1K+$5.1K2026-10-13
Sovran Advisors, LLC
NEW10,842—+10,842——$303.3K—2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
DECREASED10,76711,016-249-2%$301.3K$299.2K-$2.1K2026-10-15
Independent Financial Group, LLC
UNCHANGED10,00010,00000%$273.6K$277.9K+$4.4K2026-10-13
Cypress Wealth Services, LLC
UNCHANGED9,0569,05600%$247.7K$253.6K+$5.8K2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW8,549—+8,549——$238.9K—2026-10-13
Barclays PLC
UNCHANGED7,3567,35600%$201.2K$204.4K+$3.2K2026-11-06
CoreCap Advisors, LLC
UNCHANGED3,6753,67500%$100.5K$102.1K+$1.6K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED1,0061,462-456-31%$40.0K$28.0K-$12.0K2026-11-03
IFP Advisors, Inc
UNCHANGED60060000%$16.4K$16.7K+$2612026-10-16
Bullseye Investment Management, LLC
CLOSED0984-984-100%$26.9K$0-$26.9K2026-10-29
Raymond James Financial Inc
N/A—114,624-114,624-100%$3.1M———
Susquehanna International Group, LLP
N/A—64,881-64,881-100%$1.8M———
HighTower Advisors, LLC
N/A—50,872-50,872-100%$1.4M———
Tradition Wealth Management, LLC
N/A—39,088-39,088-100%$1.1M———
Capasso Planning Partners LLC
N/A—24,460-24,460-100%$669.1K———
JPMorgan Chase & Co
N/A—22,581-22,581-100%$615.8K———
Cetera Investment Advisers
N/A—22,367-22,367-100%$611.8K———
Old Mission Capital LLC
N/A—20,518-20,518-100%$561.3K———
MTM Financial Group, LLC
N/A—17,860-17,860-100%$488.6K———
AE Wealth Management LLC
N/A—11,607-11,607-100%$317.5K———
HRT Financial LP
N/A—9,821-9,821-100%$268.0K———
Citadel Advisors LLC
N/A—7,882-7,882-100%$215.6K———
WealthShield Partners, LLC
N/A—7,730-7,730-100%$211.5K———
Steward Partners Investment Advisory, LLC
N/A—6,863-6,863-100%$187.7K———
Osaic Holdings, Inc.
N/A—3,700-3,700-100%$101.2K———
ST Germain D J Co Inc
N/A—1,977-1,977-100%$54.1K———
Global Retirement Partners, LLC
N/A—1,321-1,321-100%$36.1K———
Wells Fargo & Company
N/A—1,298-1,298-100%$35.5K———
Morgan Stanley
N/A—176-176-100%$4.8K———
Showing 39 of 39 institutions