IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishrs LG Cap 10% TR BUF DEC (TEND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Ashton Thomas Private Wealth, LLC
INCREASED
Shares60,397 from 60,208
Change+189 (+0%)
Value$1.7M (+$51.6K)
Filed 2026-11-03
Clear Point Advisors Inc.
UNCHANGED
Shares23,070 from 23,070
Change0 (0%)
Value$646.1K (+$17.7K)
Filed 2026-10-30
Encompass More Asset Management
DECREASED
Shares13,998 from 14,121
Change-123 (-1%)
Value$392.0K (+$7.4K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,078 from 9,428
Change-350 (-4%)
Value$254.2K (-$2.6K)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.3K (+$34)
Filed 2026-10-16
Lido Advisors, LLC
CLOSED
Shares0 from 629,089
Change-629,089 (-100%)
Value$0 (-$17.1M)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 106,842
Change-106,842 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,160
Change-14,160 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,490
Change-12,490 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,843
Change-11,843 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 307
Change-307 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Status
Ashton Thomas Private Wealth, LLC
INCREASED60,39760,208+189+0%$1.6M$1.7M+$51.6K2026-11-03
Clear Point Advisors Inc.
UNCHANGED23,07023,07000%$628.4K$646.1K+$17.7K2026-10-30
Encompass More Asset Management
DECREASED13,99814,121-123-1%$384.6K$392.0K+$7.4K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,0789,428-350-4%$256.8K$254.2K-$2.6K2026-10-14
IFP Advisors, Inc
UNCHANGED454500%$1.2K$1.3K+$342026-10-16
Lido Advisors, LLC
CLOSED0629,089-629,089-100%$17.1M$0-$17.1M2026-11-04
BlackRock, Inc.
N/A—400,000-400,000-100%$10.9M———
Raymond James Financial Inc
N/A—106,842-106,842-100%$2.9M———
Goldman Sachs Group Inc
N/A—16,370-16,370-100%$445.9K———
Susquehanna International Group, LLP
N/A—14,160-14,160-100%$385.7K———
Captrust Financial Advisors
N/A—12,490-12,490-100%$340.2K———
Old Mission Capital LLC
N/A—11,843-11,843-100%$322.6K———
UBS Group AG
N/A—10,703-10,703-100%$291.5K———
Fiduciary Financial Advisors
N/A—307-307-100%$8.4K———
AE Wealth Management LLC
N/A—112-112-100%$3.1K———
Showing 15 of 15 institutions