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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ted Buchan & Co
DECREASED
Shares307,159 from 309,090
Change-1,931 (-1%)
Value$9.5M (+$1.0M)
Filed 2026-10-23
Abbington Investment Group
INCREASED
Shares279,147 from 252,724
Change+26,423 (+10%)
Value$8.7M (+$1.7M)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares279,114 from 257,219
Change+21,895 (+9%)
Value$8.7M (+$1.6M)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares164,636 from 9,850
Change+154,786 (+1571%)
Value$5.1M (+$4.8M)
Filed 2026-10-30
Longview Financial Advisors, Inc.
DECREASED
Shares119,099 from 127,935
Change-8,836 (-7%)
Value$3.7M (+$182.2K)
Filed 2026-10-09
Sound Financial Strategies Group, LLC
DECREASED
Shares112,928 from 113,028
Change-100 (0%)
Value$3.5M (+$400.4K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares79,946 from 78,827
Change+1,119 (+1%)
Value$2.5M (+$316.2K)
Filed 2026-10-27
Altiora Financial Group, LLC
INCREASED
Shares75,300 from 23,975
Change+51,325 (+214%)
Value$2.3M (+$1.7M)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares57,869 from 55,057
Change+2,812 (+5%)
Value$1.8M (+$284.0K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
NEW
Shares57,324
Change+57,324
Value$1.8M
Filed 2026-10-28
Beacon Capital Management, Inc.
DECREASED
Shares53,548 from 55,464
Change-1,916 (-3%)
Value$1.7M (+$138.4K)
Filed 2026-10-13
Meredith Wealth Planning
NEW
Shares46,384
Change+46,384
Value$1.4M
Filed 2026-10-14
Nvwm, LLC
INCREASED
Shares43,275 from 41,195
Change+2,080 (+5%)
Value$1.3M (+$211.7K)
Filed 2026-10-14
Lifetime Wealth Management P.C.
DECREASED
Shares43,022 from 44,907
Change-1,885 (-4%)
Value$1.3M (+$101.7K)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares40,583 from 13,278
Change+27,305 (+206%)
Value$1.3M (+$896.3K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares40,079
Change+40,079
Value$1.2M
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares37,129
Change+37,129
Value$1.2M
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares36,417 from 33,581
Change+2,836 (+8%)
Value$1.1M (+$208.1K)
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares32,352 from 30,837
Change+1,515 (+5%)
Value$1.0M (+$157.2K)
Filed 2026-10-13
Tactive Advisors, LLC
NEW
Shares32,151
Change+32,151
Value$999.6K
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares28,567 from 18,394
Change+10,173 (+55%)
Value$888.1K (+$381.9K)
Filed 2026-10-08
FMA Wealth Management, LLC
DECREASED
Shares22,371 from 22,765
Change-394 (-2%)
Value$695.5K (+$69.0K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares22,180 from 21,901
Change+279 (+1%)
Value$689.6K (+$86.9K)
Filed 2026-10-15
Invested Advisors
INCREASED
Shares19,020 from 12,929
Change+6,091 (+47%)
Value$591.3K (+$235.5K)
Filed 2026-10-23
Blueprint Investment Partners LLC
INCREASED
Shares18,189 from 17,979
Change+210 (+1%)
Value$565.5K (+$70.7K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares18,189 from 17,979
Change+210 (+1%)
Value$565.5K (+$70.7K)
Filed 2026-10-28
Worth Asset Management, LLC
NEW
Shares17,827
Change+17,827
Value$554.2K
Filed 2026-10-07
Visionary Wealth Advisors
DECREASED
Shares17,479 from 18,095
Change-616 (-3%)
Value$543.4K (+$45.5K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
NEW
Shares16,284
Change+16,284
Value$506.3K
Filed 2026-10-21
Creative Planning
UNCHANGED
Shares15,453 from 15,453
Change0 (0%)
Value$480.4K (+$55.2K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares14,847 from 14,913
Change-66 (0%)
Value$461.6K (+$51.2K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
NEW
Shares12,824
Change+12,824
Value$398.7K
Filed 2026-10-13
Keeler Thomas Management LLC
NEW
Shares11,528
Change+11,528
Value$358.4K
Filed 2026-10-29
Compound Planning, Inc.
NEW
Shares11,364
Change+11,364
Value$353.3K
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares9,547 from 9,221
Change+326 (+4%)
Value$296.8K (+$43.1K)
Filed 2026-10-13
Ignite Planners, LLC
NEW
Shares9,349
Change+9,349
Value$290.7K
Filed 2026-10-14
IPG Investment Advisors LLC
UNCHANGED
Shares8,048 from 8,048
Change0 (0%)
Value$250.2K (+$28.7K)
Filed 2026-10-30
Kestra Advisory Services, LLC
NEW
Shares7,337
Change+7,337
Value$228.1K
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
NEW
Shares6,918
Change+6,918
Value$215.1K
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares1,668
Change+1,668
Value$51.9K
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$9.3K (+$1.1K)
Filed 2026-10-14
IFP Advisors, Inc
NEW
Shares152
Change+152
Value$4.7K
Filed 2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$3.2K (+$368)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares36 from 48
Change-12 (-25%)
Value$1.1K (-$202)
Filed 2026-10-21
Persium Advisors, LLC
CLOSED
Shares0 from 28,950
Change-28,950 (-100%)
Value$0 (-$796.7K)
Filed 2026-10-07
Simplex Trading, LLC
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-04
NBT Bank, N.A.
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-21
Creative Capital Management Investments LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$110)
Filed 2026-10-28
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$3.5M (+$423.4K)
Filed 2026-10-22
Raymond James Financial Inc
N/A
Shares— from 304,197
Change-304,197 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 270,164
Change-270,164 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 240,545
Change-240,545 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 104,924
Change-104,924 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 91,204
Change-91,204 (-100%)
Value—
CSS LLC
N/A
Shares— from 80,747
Change-80,747 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 72,917
Change-72,917 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 59,746
Change-59,746 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 52,880
Change-52,880 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 34,215
Change-34,215 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 27,068
Change-27,068 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 18,111
Change-18,111 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,135
Change-15,135 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 13,789
Change-13,789 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,761
Change-9,761 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 624
Change-624 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 408
Change-408 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 121
Change-121 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Ted Buchan & Co
DECREASED307,159309,090-1,931-1%$8.5M$9.5M+$1.0M2026-10-23
Abbington Investment Group
INCREASED279,147252,724+26,423+10%$7.0M$8.7M+$1.7M2026-11-03
Alliance Wealth Advisors, LLC
INCREASED279,114257,219+21,895+9%$7.1M$8.7M+$1.6M2026-10-28
Compass Financial Management LLC
INCREASED164,6369,850+154,786+1571%$276.5K$5.1M+$4.8M2026-10-30
Longview Financial Advisors, Inc.
DECREASED119,099127,935-8,836-7%$3.5M$3.7M+$182.2K2026-10-09
Sound Financial Strategies Group, LLC
DECREASED112,928113,028-1000%$3.1M$3.5M+$400.4K2026-10-30
Latitude Advisors, LLC
INCREASED79,94678,827+1,119+1%$2.2M$2.5M+$316.2K2026-10-27
Altiora Financial Group, LLC
INCREASED75,30023,975+51,325+214%$659.8K$2.3M+$1.7M2026-11-04
Ascentis Wealth Management, LLC
INCREASED57,86955,057+2,812+5%$1.5M$1.8M+$284.0K2026-11-03
Exchange Traded Concepts, LLC
NEW57,324—+57,324——$1.8M—2026-10-28
Beacon Capital Management, Inc.
DECREASED53,54855,464-1,916-3%$1.5M$1.7M+$138.4K2026-10-13
Meredith Wealth Planning
NEW46,384—+46,384——$1.4M—2026-10-14
Nvwm, LLC
INCREASED43,27541,195+2,080+5%$1.1M$1.3M+$211.7K2026-10-14
Lifetime Wealth Management P.C.
DECREASED43,02244,907-1,885-4%$1.2M$1.3M+$101.7K2026-10-29
Claro Advisors Inc.
INCREASED40,58313,278+27,305+206%$365.4K$1.3M+$896.3K2026-11-02
Ascentis Independent Advisors
NEW40,079—+40,079——$1.2M—2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW37,129—+37,129——$1.2M—2026-10-13
SteelPeak Wealth, LLC
INCREASED36,41733,581+2,836+8%$924.2K$1.1M+$208.1K2026-10-16
Fermata Advisors, LLC
INCREASED32,35230,837+1,515+5%$848.6K$1.0M+$157.2K2026-10-13
Tactive Advisors, LLC
NEW32,151—+32,151——$999.6K—2026-10-08
Farther Finance Advisors, LLC
INCREASED28,56718,394+10,173+55%$506.2K$888.1K+$381.9K2026-10-08
FMA Wealth Management, LLC
DECREASED22,37122,765-394-2%$626.5K$695.5K+$69.0K2026-10-21
Atria Investments, Inc
INCREASED22,18021,901+279+1%$602.7K$689.6K+$86.9K2026-10-15
Invested Advisors
INCREASED19,02012,929+6,091+47%$355.8K$591.3K+$235.5K2026-10-23
Blueprint Investment Partners LLC
INCREASED18,18917,979+210+1%$494.8K$565.5K+$70.7K2026-10-28
Blueprint Financial Advisors LLC
INCREASED18,18917,979+210+1%$494.8K$565.5K+$70.7K2026-10-28
Worth Asset Management, LLC
NEW17,827—+17,827——$554.2K—2026-10-07
Visionary Wealth Advisors
DECREASED17,47918,095-616-3%$498.0K$543.4K+$45.5K2026-11-04
Wealthcare Advisory Partners LLC
NEW16,284—+16,284——$506.3K—2026-10-21
Creative Planning
UNCHANGED15,45315,45300%$425.3K$480.4K+$55.2K2026-11-02
MGO One Seven LLC
DECREASED14,84714,913-660%$410.4K$461.6K+$51.2K2026-10-28
Signal Advisors Wealth, LLC
NEW12,824—+12,824——$398.7K—2026-10-13
Keeler Thomas Management LLC
NEW11,528—+11,528——$358.4K—2026-10-29
Compound Planning, Inc.
NEW11,364—+11,364——$353.3K—2026-11-05
Independent Financial Group, LLC
INCREASED9,5479,221+326+4%$253.8K$296.8K+$43.1K2026-10-13
Ignite Planners, LLC
NEW9,349—+9,349——$290.7K—2026-10-14
IPG Investment Advisors LLC
UNCHANGED8,0488,04800%$221.5K$250.2K+$28.7K2026-10-30
Kestra Advisory Services, LLC
NEW7,337—+7,337——$228.1K—2026-11-02
Hidden Cove Wealth Management, LLC
NEW6,918—+6,918——$215.1K—2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
NEW1,668—+1,668——$51.9K—2026-10-14
Mather Group, Llc.
UNCHANGED29829800%$8.2K$9.3K+$1.1K2026-10-14
IFP Advisors, Inc
NEW152—+152——$4.7K—2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED10310300%$2.8K$3.2K+$3682026-10-13
Assetmark, Inc
DECREASED3648-12-25%$1.3K$1.1K-$2022026-10-21
Persium Advisors, LLC
CLOSED028,950-28,950-100%$796.7K$0-$796.7K2026-10-07
Simplex Trading, LLC
CLOSED0636-636-100%$17.5K$0-$17.5K2026-11-04
NBT Bank, N.A.
CLOSED0120-120-100%$3.3K$0-$3.3K2026-10-21
Creative Capital Management Investments LLC
CLOSED04-4-100%$110$0-$1102026-10-28
Illumine Investment Management, LLC
UNCHANGED000—$3.0M$3.5M+$423.4K2026-10-22
Raymond James Financial Inc
N/A—304,197-304,197-100%$8.4M———
Envestnet Asset Management Inc
N/A—270,164-270,164-100%$7.4M———
Manning & Napier Advisors LLC
N/A—240,545-240,545-100%$6.6M———
Magnolia Private Wealth, LLC
N/A—104,924-104,924-100%$1.6M———
Captrust Financial Advisors
N/A—91,204-91,204-100%$2.5M———
CSS LLC
N/A—80,747-80,747-100%$2.2M———
Bank of Montreal
N/A—72,917-72,917-100%$2.0M———
LPL Financial LLC
N/A—59,746-59,746-100%$1.6M———
Royal Bank of Canada
N/A—52,880-52,880-100%$1.5M———
CIBC World Market Inc.
N/A—34,215-34,215-100%$941.6K———
Ameritas Advisory Services, LLC
N/A—27,068-27,068-100%$744.9K———
WFA of San Diego, LLC
N/A—18,111-18,111-100%$521.6K———
Fiduciary Financial Advisors
N/A—16,839-16,839-100%$462.7K———
Kovack Advisors, Inc.
N/A—15,135-15,135-100%$416.6K———
Ancora Advisors LLCA
N/A—13,789-13,789-100%$379.5K———
PFG Investments, LLC
N/A—10,212-10,212-100%$281.0K———
Cetera Investment Advisers
N/A—9,761-9,761-100%$268.6K———
NewEdge Advisors, LLC
N/A—8,525-8,525-100%$234.6K———
Quadrature Capital Ltd
N/A—7,413-7,413-100%$204.0K———
UBS Group AG
N/A—3,705-3,705-100%$102.0K———
Osaic Holdings, Inc.
N/A—2,138-2,138-100%$58.9K———
Qube Research & Technologies Ltd
N/A—1,635-1,635-100%$45.0K———
Wells Fargo & Company
N/A—624-624-100%$17.2K———
Fifth Third Bancorp
N/A—408-408-100%$11.2K———
Global Retirement Partners, LLC
N/A—130-130-100%$3.6K———
Harbour Investments, Inc.
N/A—121-121-100%$3.3K———
JPMorgan Chase & Co
N/A—12-12-100%$328———
Morgan Stanley
N/A—1-1-100%$52———
Showing 77 of 77 institutions