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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Wealth Management, LLC
INCREASED
Shares608,960 from 587,317
Change+21,643 (+4%)
Value$26.5M (+$1.2M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares248,968 from 228,417
Change+20,551 (+9%)
Value$10.8K (-$9.8M)
Filed 2026-11-02
Certified Advisory Corp
INCREASED
Shares130,559 from 96,957
Change+33,602 (+35%)
Value$5.7M (+$1.5M)
Filed 2026-10-29
Lighthouse Wealth Management Inc.
INCREASED
Shares119,563 from 118,436
Change+1,127 (+1%)
Value$5.2M (+$103.5K)
Filed 2026-10-13
Ipsen Advisor Group LLC
DECREASED
Shares101,796 from 102,597
Change-801 (-1%)
Value$4.4M (+$12.4K)
Filed 2026-10-29
Comprehensive Wealth Management, LLC
INCREASED
Shares84,133 from 83,898
Change+235 (+0%)
Value$3.7M (+$48.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares82,126 from 79,476
Change+2,650 (+3%)
Value$3.6M (+$151.7K)
Filed 2026-11-02
First Premier Bank
INCREASED
Shares54,891 from 42,256
Change+12,635 (+30%)
Value$2.4K (+$568)
Filed 2026-10-13
Apella Capital, LLC
DECREASED
Shares35,364 from 35,555
Change-191 (-1%)
Value$1.5M (+$2.4K)
Filed 2026-10-08
Berkeley, Inc
DECREASED
Shares28,532 from 30,950
Change-2,418 (-8%)
Value$1.2M (-$90.8K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares20,334 from 20,680
Change-346 (-2%)
Value$883.3K (-$5.5K)
Filed 2026-10-16
Fortitude Financial, LLC
NEW
Shares16,335
Change+16,335
Value$709.6K
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares14,558 from 15,592
Change-1,034 (-7%)
Value$632.4K (-$37.7K)
Filed 2026-10-13
Capital Square, LLC
INCREASED
Shares10,620 from 9,381
Change+1,239 (+13%)
Value$461.4K (+$58.5K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares10,297 from 10,618
Change-321 (-3%)
Value$447.3K (-$9.1K)
Filed 2026-10-13
Diversify Wealth Management, LLC
NEW
Shares9,268
Change+9,268
Value$398.4K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares9,268
Change+9,268
Value$398.4K
Filed 2026-10-20
Montis Financial, LLC
UNCHANGED
Shares9,234 from 9,234
Change0 (0%)
Value$401.1K (+$4.2K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares8,958 from 7,593
Change+1,365 (+18%)
Value$389.1K (+$62.8K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares8,125 from 9,671
Change-1,546 (-16%)
Value$352.9K (-$62.7K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares6,992 from 6,428
Change+564 (+9%)
Value$303.7K (+$27.5K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED
Shares5,958 from 7,551
Change-1,593 (-21%)
Value$258.8K (-$65.7K)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares1,693 from 6,720
Change-5,027 (-75%)
Value$73.5K (-$215.3K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$41.3K (+$437)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares775 from 230
Change+545 (+237%)
Value$33.7K (+$23.8K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares61
Change+61
Value$2.6K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.7K (+$28)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 5,680
Change-5,680 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-09
CoreCap Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 154,473
Change-154,473 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 152,371
Change-152,371 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 140,702
Change-140,702 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 93,255
Change-93,255 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,070
Change-92,070 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 84,183
Change-84,183 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,476
Change-46,476 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 44,700
Change-44,700 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 43,489
Change-43,489 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 40,444
Change-40,444 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,296
Change-39,296 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 33,065
Change-33,065 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,886
Change-28,886 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,089
Change-18,089 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,551
Change-7,551 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 739
Change-739 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 563
Change-563 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 507
Change-507 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 388
Change-388 (-100%)
Value—
FMR LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 65
Change-65 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Capital Wealth Management, LLC
INCREASED608,960587,317+21,643+4%$25.2M$26.5M+$1.2M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED248,968228,417+20,551+9%$9.8M$10.8K-$9.8M2026-11-02
Certified Advisory Corp
INCREASED130,55996,957+33,602+35%$4.2M$5.7M+$1.5M2026-10-29
Lighthouse Wealth Management Inc.
INCREASED119,563118,436+1,127+1%$5.1M$5.2M+$103.5K2026-10-13
Ipsen Advisor Group LLC
DECREASED101,796102,597-801-1%$4.4M$4.4M+$12.4K2026-10-29
Comprehensive Wealth Management, LLC
INCREASED84,13383,898+235+0%$3.6M$3.7M+$48.8K2026-11-02
Commonwealth Equity Services, LLC
INCREASED82,12679,476+2,650+3%$3.4M$3.6M+$151.7K2026-11-02
First Premier Bank
INCREASED54,89142,256+12,635+30%$1.8K$2.4K+$5682026-10-13
Apella Capital, LLC
DECREASED35,36435,555-191-1%$1.5M$1.5M+$2.4K2026-10-08
Berkeley, Inc
DECREASED28,53230,950-2,418-8%$1.3M$1.2M-$90.8K2026-10-20
IFP Advisors, Inc
DECREASED20,33420,680-346-2%$888.8K$883.3K-$5.5K2026-10-16
Fortitude Financial, LLC
NEW16,335—+16,335——$709.6K—2026-10-19
Dynamic Advisor Solutions LLC
DECREASED14,55815,592-1,034-7%$670.1K$632.4K-$37.7K2026-10-13
Capital Square, LLC
INCREASED10,6209,381+1,239+13%$402.9K$461.4K+$58.5K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED10,29710,618-321-3%$456.4K$447.3K-$9.1K2026-10-13
Diversify Wealth Management, LLC
NEW9,268—+9,268——$398.4K—2026-10-20
Diversify Advisory Services, LLC
NEW9,268—+9,268——$398.4K—2026-10-20
Montis Financial, LLC
UNCHANGED9,2349,23400%$396.9K$401.1K+$4.2K2026-11-04
Truist Financial Corp
INCREASED8,9587,593+1,365+18%$326.3K$389.1K+$62.8K2026-10-30
Sigma Planning Corp
DECREASED8,1259,671-1,546-16%$415.7K$352.9K-$62.7K2026-10-23
Brookstone Capital Management
INCREASED6,9926,428+564+9%$276.3K$303.7K+$27.5K2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED5,9587,551-1,593-21%$324.6K$258.8K-$65.7K2026-10-26
Creative Financial Designs Inc
DECREASED1,6936,720-5,027-75%$288.8K$73.5K-$215.3K2026-11-04
Key Capital Management, Inc
UNCHANGED95195100%$40.9K$41.3K+$4372026-11-03
Mather Group, Llc.
INCREASED775230+545+237%$9.9K$33.7K+$23.8K2026-10-14
Latitude Advisors, LLC
NEW61—+61——$2.6K—2026-10-27
Assetmark, Inc
UNCHANGED616100%$2.6K$2.7K+$282026-10-21
Williams & Novak Wealth Management, LLC
CLOSED05,680-5,680-100%$244.1K$0-$244.1K2026-10-09
CoreCap Advisors, LLC
UNCHANGED000—$1$1$02026-10-08
AE Wealth Management LLC
N/A—154,473-154,473-100%$6.6M———
Raymond James Financial Inc
N/A—152,371-152,371-100%$6.5M———
LPL Financial LLC
N/A—140,702-140,702-100%$6.0M———
Bank of America Corp
N/A—93,255-93,255-100%$4.0M———
Cetera Investment Advisers
N/A—92,070-92,070-100%$4.0M———
Sachetta, LLC
N/A—84,183-84,183-100%$3.6M———
Janney Montgomery Scott LLC
N/A—46,476-46,476-100%$2.0M———
Wescap Management Group, Inc.
N/A—44,700-44,700-100%$1.9M———
JPMorgan Chase & Co
N/A—43,489-43,489-100%$1.9M———
Envestnet Asset Management Inc
N/A—40,444-40,444-100%$1.7M———
MML Investors Services, LLC
N/A—39,296-39,296-100%$1.7M———
Osaic Holdings, Inc.
N/A—33,065-33,065-100%$1.4M———
Citadel Advisors LLC
N/A—28,886-28,886-100%$1.2M———
Principal Securities, Inc.
N/A—18,089-18,089-100%$777.5K———
Mercer Global Advisors Inc
N/A—7,551-7,551-100%$324.6K———
LaSalle St. Investment Advisors, LLC
N/A—6,991-6,991-100%$300.5K———
Great Valley Advisor Group, Inc.
N/A—6,769-6,769-100%$290.9K———
Thoroughbred Financial Services, LLC
N/A—5,755-5,755-100%$247.0K———
Equitable Holdings, Inc.
N/A—4,955-4,955-100%$213.0K———
Private Advisor Group, LLC
N/A—4,891-4,891-100%$210.2K———
Susquehanna International Group, LLP
N/A—4,701-4,701-100%$202.0K———
Geneos Wealth Management Inc.
N/A—3,102-3,102-100%$133.3K———
Capital Analysts, LLC
N/A—1,541-1,541-100%$66.0K———
Morgan Stanley
N/A—739-739-100%$31.8K———
Continuum Advisory, LLC
N/A—656-656-100%$28.2K———
Royal Bank of Canada
N/A—563-563-100%$24.0K———
Hantz Financial Services, Inc.
N/A—507-507-100%$22.0K———
NewEdge Advisors, LLC
N/A—500-500-100%$21.5K———
Fiduciary Financial Advisors
N/A—388-388-100%$16.7K———
FMR LLC
N/A—329-329-100%$14.2K———
Global Retirement Partners, LLC
N/A—103-103-100%$4.4K———
Harbour Investments, Inc.
N/A—100-100-100%$4.3K———
Northwestern Mutual Wealth Management Co
N/A—65-65-100%$2.8K———
Wells Fargo & Company
N/A—7-7-100%$310———
Showing 63 of 63 institutions