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Ishr L Cap 10% T BUF SEP ETF (STEN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Diversify Advisory Services, LLC
NEW
Shares39,435
Change+39,435
Value$1.1M
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares39,435
Change+39,435
Value$1.1M
Filed 2026-10-20
Grantvest Financial Group LLC
UNCHANGED
Shares37,837 from 37,837
Change0 (0%)
Value$1.1M (+$32.5K)
Filed 2026-10-21
Atria Investments, Inc
NEW
Shares21,484
Change+21,484
Value$610.4K
Filed 2026-10-15
Cypress Wealth Services, LLC
UNCHANGED
Shares12,510 from 12,510
Change0 (0%)
Value$359.9K (+$15.3K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,015 from 9,361
Change-346 (-4%)
Value$256.1K (-$1.8K)
Filed 2026-10-14
IFP Advisors, Inc
NEW
Shares85
Change+85
Value$2.4K
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 81,394
Change-81,394 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 78,850
Change-78,850 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 38,200
Change-38,200 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Status
Diversify Advisory Services, LLC
NEW39,435—+39,435——$1.1M—2026-10-20
Diversify Wealth Management, LLC
NEW39,435—+39,435——$1.1M—2026-10-20
Grantvest Financial Group LLC
UNCHANGED37,83737,83700%$1.0M$1.1M+$32.5K2026-10-21
Atria Investments, Inc
NEW21,484—+21,484——$610.4K—2026-10-15
Cypress Wealth Services, LLC
UNCHANGED12,51012,51000%$344.7K$359.9K+$15.3K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,0159,361-346-4%$257.9K$256.1K-$1.8K2026-10-14
IFP Advisors, Inc
NEW85—+85——$2.4K—2026-10-16
BlackRock, Inc.
N/A—400,000-400,000-100%$11.0M———
Raymond James Financial Inc
N/A—81,394-81,394-100%$2.2M———
Susquehanna International Group, LLP
N/A—78,850-78,850-100%$2.2M———
OneDigital Investment Advisors LLC
N/A—38,200-38,200-100%$1.1M———
Old Mission Capital LLC
N/A—8,087-8,087-100%$222.8K———
Showing 12 of 12 institutions