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Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bond & Devick Financial Network, Inc.
INCREASED
Shares18,408 from 15,151
Change+3,257 (+22%)
Value$579.1K (+$128.6K)
Filed 2026-07-16
Susquehanna International Group, LLP
INCREASED
Shares14,944 from 13,232
Change+1,712 (+13%)
Value$470.2K (+$76.7K)
Filed 2026-08-14
Citadel Advisors LLC
DECREASED
Shares12,434 from 17,705
Change-5,271 (-30%)
Value$391.2K (-$135.3K)
Filed 2026-09-02
Tradition Wealth Management, LLC
INCREASED
Shares7,464 from 7,419
Change+45 (+1%)
Value$234.8K (+$14.2K)
Filed 2026-08-11
CoreCap Advisors, LLC
INCREASED
Shares2,385 from 2,219
Change+166 (+7%)
Value$75.0K (+$9.1K)
Filed 2026-07-06
Financial Avengers, Inc.
INCREASED
Shares1,277 from 875
Change+402 (+46%)
Value$40.2K (+$14.2K)
Filed 2026-08-19
Planning Strategies Inc.
NEW
Shares1,040
Change+1,040
Value$32.7K
Filed 2026-07-27
National Bank of Canada
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$16.8K (+$824)
Filed 2026-08-10
Mascoma Wealth Management LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$8.7K (+$476)
Filed 2026-07-24
UBS Group AG
INCREASED
Shares120 from 81
Change+39 (+48%)
Value$3.8K (+$1.4K)
Filed 2026-08-13
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$44 (+$9)
Filed 2026-08-13
Status
Bond & Devick Financial Network, Inc.
INCREASED18,40815,151+3,257+22%$450.5K$579.1K+$128.6K2026-07-16
Susquehanna International Group, LLP
INCREASED14,94413,232+1,712+13%$393.5K$470.2K+$76.7K2026-08-14
Citadel Advisors LLC
DECREASED12,43417,705-5,271-30%$526.5K$391.2K-$135.3K2026-09-02
Tradition Wealth Management, LLC
INCREASED7,4647,419+45+1%$220.6K$234.8K+$14.2K2026-08-11
CoreCap Advisors, LLC
INCREASED2,3852,219+166+7%$66.0K$75.0K+$9.1K2026-07-06
Financial Avengers, Inc.
INCREASED1,277875+402+46%$26.0K$40.2K+$14.2K2026-08-19
Planning Strategies Inc.
NEW1,040—+1,040——$32.7K—2026-07-27
National Bank of Canada
UNCHANGED53953900%$16.0K$16.8K+$8242026-08-10
Mascoma Wealth Management LLC
UNCHANGED27627600%$8.2K$8.7K+$4762026-07-24
UBS Group AG
INCREASED12081+39+48%$2.4K$3.8K+$1.4K2026-08-13
Morgan Stanley
UNCHANGED1100%$35$44+$92026-08-13
Showing 11 of 11 institutions