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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares160,837 from 160,044
Change+793 (+1%)
Value$9.5M (+$157.4K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares42,189 from 42,276
Change-87 (0%)
Value$2.5M (+$24.0K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares38,746 from 41,256
Change-2,510 (-6%)
Value$2.3M (-$119.9K)
Filed 2026-11-02
WestHill Financial Advisors, Inc.
NEW
Shares24,457
Change+24,457
Value$1.4M
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares12,028
Change+12,028
Value$711.0K
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares8,782 from 8,888
Change-106 (-1%)
Value$519.1K (-$129)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares8,664
Change+8,664
Value$512.1K
Filed 2026-11-03
Prosperity Planning, Inc.
UNCHANGED
Shares4,044 from 4,044
Change0 (0%)
Value$239.0K (+$2.8K)
Filed 2026-10-09
Thrivent Financial for Lutherans
NEW
Shares3,755
Change+3,755
Value$222.0K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares3,241 from 2,745
Change+496 (+18%)
Value$191.6K (+$31.2K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares2,431 from 2,392
Change+39 (+2%)
Value$143.7K (+$4.0K)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares1,904
Change+1,904
Value$112.5K
Filed 2026-10-21
Bfsg, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$26.6K (+$311)
Filed 2026-10-30
Sherman Asset Management, Inc.
DECREASED
Shares326 from 352
Change-26 (-7%)
Value$19.3K (-$1.3K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW
Shares200
Change+200
Value$11.8K
Filed 2026-10-20
IFG Advisory, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$473 (+$6)
Filed 2026-11-09
SageView Advisory Group, LLC
N/A
Shares— from 41,256
Change-41,256 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,519
Change-31,519 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,395
Change-17,395 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,083
Change-16,083 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,907
Change-8,907 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,966
Change-7,966 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED160,837160,044+793+1%$9.3M$9.5M+$157.4K2026-11-04
Perigon Wealth Management, LLC
DECREASED42,18942,276-870%$2.5M$2.5M+$24.0K2026-10-22
Creative Planning
DECREASED38,74641,256-2,510-6%$2.4M$2.3M-$119.9K2026-11-02
WestHill Financial Advisors, Inc.
NEW24,457—+24,457——$1.4M—2026-10-14
Vise Technologies, Inc.
NEW12,028—+12,028——$711.0K—2026-10-29
Apollon Wealth Management, LLC
DECREASED8,7828,888-106-1%$519.2K$519.1K-$1292026-10-23
Ascentis Independent Advisors
NEW8,664—+8,664——$512.1K—2026-11-03
Prosperity Planning, Inc.
UNCHANGED4,0444,04400%$236.3K$239.0K+$2.8K2026-10-09
Thrivent Financial for Lutherans
NEW3,755—+3,755——$222.0K—2026-11-05
IFP Advisors, Inc
INCREASED3,2412,745+496+18%$160.4K$191.6K+$31.2K2026-10-16
Larson Financial Group LLC
INCREASED2,4312,392+39+2%$139.7K$143.7K+$4.0K2026-11-05
Assetmark, Inc
NEW1,904—+1,904——$112.5K—2026-10-21
Bfsg, LLC
UNCHANGED45045000%$26.3K$26.6K+$3112026-10-30
Sherman Asset Management, Inc.
DECREASED326352-26-7%$20.6K$19.3K-$1.3K2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW200—+200——$11.8K—2026-10-20
IFG Advisory, LLC
UNCHANGED8800%$467$473+$62026-11-09
SageView Advisory Group, LLC
N/A—41,256-41,256-100%$2.4M———
JPMorgan Chase & Co
N/A—31,519-31,519-100%$1.8M———
Goldman Sachs Group Inc
N/A—17,395-17,395-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—16,083-16,083-100%$939.6K———
Pathstone Holdings, LLC
N/A—8,907-8,907-100%$520.3K———
J. Mark Nickell & Co.
N/A—8,413-8,413-100%$491.5K———
Jane Street Group, LLC
N/A—7,966-7,966-100%$465.4K———
GTS Securities LLC
N/A—5,950-5,950-100%$347.6K———
SOA Wealth Advisors, Llc.
N/A—5,184-5,184-100%$302.8K———
Benjamin Edwards Inc
N/A—4,506-4,506-100%$263.2K———
Mercer Global Advisors Inc
N/A—4,060-4,060-100%$237.2K———
Front Row Advisors LLC
N/A—680-680-100%$40.0K———
Vanguard Advisers Inc
N/A—70-70-100%$4.1K———
Showing 29 of 29 institutions