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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares39,258 from 34,620
Change+4,638 (+13%)
Value$2.4M (+$286.6K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares22,445 from 24,739
Change-2,294 (-9%)
Value$1.4M (-$134.4K)
Filed 2026-10-14
Values Added Financial LLC
INCREASED
Shares18,959 from 15,706
Change+3,253 (+21%)
Value$1.1M (+$199.5K)
Filed 2026-10-28
Daiwa Securities Group Inc.
UNCHANGED
Shares16,260 from 16,260
Change0 (0%)
Value$983.7K (+$2.8K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
INCREASED
Shares8,405 from 8,040
Change+365 (+5%)
Value$508.5K (+$23.5K)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares7,366 from 7,316
Change+50 (+1%)
Value$445.6K (+$4.3K)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares5,434 from 5,567
Change-133 (-2%)
Value$328.7K (-$7.1K)
Filed 2026-10-28
Ariadne Wealth Management, LP
DECREASED
Shares4,305 from 4,818
Change-513 (-11%)
Value$260.4K (-$30.2K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares4,263 from 3,169
Change+1,094 (+35%)
Value$257.9K (+$66.7K)
Filed 2026-10-08
Aprio Wealth Management, LLC
UNCHANGED
Shares4,060 from 4,060
Change0 (0%)
Value$245.6K (+$710)
Filed 2026-10-28
Aries Wealth Management
DECREASED
Shares3,630 from 4,630
Change-1,000 (-22%)
Value$219.6K (-$59.7K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares2,533 from 2,445
Change+88 (+4%)
Value$153.2K (+$5.8K)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$56.3K (+$163)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$40.1K (+$116)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares344 from 540
Change-196 (-36%)
Value$20.8K (-$11.8K)
Filed 2026-10-13
J. R. Prunier Capital Management LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$7.9K (+$23)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$4.3K (+$13)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares48 from 914
Change-866 (-95%)
Value$2.9K (-$52.2K)
Filed 2026-11-04
StoneX Group Inc.
CLOSED
Shares0 from 4,578
Change-4,578 (-100%)
Value$0 (-$281.3K)
Filed 2026-11-03
Old Mission Capital LLC
N/A
Shares— from 45,146
Change-45,146 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 44,680
Change-44,680 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,942
Change-27,942 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,109
Change-7,109 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 441
Change-441 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
UBS Group AG
N/A
Shares— from 171
Change-171 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 80
Change-80 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 43
Change-43 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED39,25834,620+4,638+13%$2.1M$2.4M+$286.6K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED22,44524,739-2,294-9%$1.5M$1.4M-$134.4K2026-10-14
Values Added Financial LLC
INCREASED18,95915,706+3,253+21%$947.4K$1.1M+$199.5K2026-10-28
Daiwa Securities Group Inc.
UNCHANGED16,26016,26000%$980.8K$983.7K+$2.8K2026-10-29
Integrity Advisory Solutions, LLC
INCREASED8,4058,040+365+5%$485.0K$508.5K+$23.5K2026-10-29
Merit Financial Group, LLC
INCREASED7,3667,316+50+1%$441.3K$445.6K+$4.3K2026-11-06
MGO One Seven LLC
DECREASED5,4345,567-133-2%$335.8K$328.7K-$7.1K2026-10-28
Ariadne Wealth Management, LP
DECREASED4,3054,818-513-11%$290.6K$260.4K-$30.2K2026-11-06
Farther Finance Advisors, LLC
INCREASED4,2633,169+1,094+35%$191.1K$257.9K+$66.7K2026-10-08
Aprio Wealth Management, LLC
UNCHANGED4,0604,06000%$244.9K$245.6K+$7102026-10-28
Aries Wealth Management
DECREASED3,6304,630-1,000-22%$279.3K$219.6K-$59.7K2026-10-23
Citigroup Inc
INCREASED2,5332,445+88+4%$147.5K$153.2K+$5.8K2026-11-04
Mather Group, Llc.
UNCHANGED93193100%$56.2K$56.3K+$1632026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED66366300%$40.0K$40.1K+$1162026-11-03
Cape Investment Advisory, Inc.
DECREASED344540-196-36%$32.6K$20.8K-$11.8K2026-10-13
J. R. Prunier Capital Management LLC
UNCHANGED13113100%$7.9K$7.9K+$232026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED717100%$4.3K$4.3K+$132026-10-26
EverSource Wealth Advisors, LLC
DECREASED48914-866-95%$55.1K$2.9K-$52.2K2026-11-04
StoneX Group Inc.
CLOSED04,578-4,578-100%$281.3K$0-$281.3K2026-11-03
Old Mission Capital LLC
N/A—45,146-45,146-100%$2.7M———
GTS Securities LLC
N/A—44,680-44,680-100%$2.7M———
JPMorgan Chase & Co
N/A—27,942-27,942-100%$1.7M———
CI Investments Inc.
N/A—13,140-13,140-100%$792.6K———
Beta Wealth Group, Inc.
N/A—8,710-8,710-100%$525.4K———
Waterford Advisors, LLC
N/A—8,481-8,481-100%$205.4K———
One Wealth Advisors, LLC
N/A—7,284-7,284-100%$439.4K———
Pathstone Holdings, LLC
N/A—7,109-7,109-100%$428.8K———
Jones Financial Companies Lllp
N/A—6,135-6,135-100%$365.1K———
Bank of America Corp
N/A—3,735-3,735-100%$225.3K———
Jane Street Group, LLC
N/A—3,698-3,698-100%$223.1K———
Royal Bank of Canada
N/A—1,612-1,612-100%$97.0K———
Osaic Holdings, Inc.
N/A—441-441-100%$26.6K———
Oakmont Advisory Group, LLC
N/A—378-378-100%$22.8K———
O'shaughnessy Asset Management, LLC
N/A—368-368-100%$22.2K———
Aptus Capital Advisors, LLC
N/A—368-368-100%$22.2K———
Front Row Advisors LLC
N/A—215-215-100%$13.0K———
UBS Group AG
N/A—171-171-100%$10.3K———
Arax Advisory Partners
N/A—80-80-100%$4.8K———
Morgan Stanley
N/A—43-43-100%$2.6K———
BlackRock, Inc.
N/A—1-1-100%$46———
Showing 40 of 40 institutions