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Kurv Gold ENH Income ETF (KGLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Nfsg Corp
INCREASED
Shares50,957 from 32,047
Change+18,910 (+59%)
Value$1.3M (+$469.9K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares40,794 from 37,071
Change+3,723 (+10%)
Value$1.1M (+$76.0K)
Filed 2026-10-21
Pekin Hardy Strauss, Inc.
NEW
Shares11,090
Change+11,090
Value$285.7K
Filed 2026-11-02
Valley Wealth Managers, Inc.
NEW
Shares3,817
Change+3,817
Value$98.3K
Filed 2026-10-09
Harbour Investments, Inc.
INCREASED
Shares1,036 from 500
Change+536 (+107%)
Value$26.7K (+$13.5K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$25.8K
Filed 2026-11-04
City State Bank
INCREASED
Shares300 from 150
Change+150 (+100%)
Value$7.7K (+$3.8K)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
IFS Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.2K (-$107)
Filed 2026-10-14
Roble, Belko & Company, Inc
NEW
Shares145
Change+145
Value$4
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 7,995
Change-7,995 (-100%)
Value$0 (-$210)
Filed 2026-11-02
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$35.1K)
Filed 2026-10-08
Salem Investment Counselors Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-13
UBS Group AG
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-10
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Nfsg Corp
INCREASED50,95732,047+18,910+59%$842.7K$1.3M+$469.9K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED40,79437,071+3,723+10%$974.9K$1.1M+$76.0K2026-10-21
Pekin Hardy Strauss, Inc.
NEW11,090—+11,090——$285.7K—2026-11-02
Valley Wealth Managers, Inc.
NEW3,817—+3,817——$98.3K—2026-10-09
Harbour Investments, Inc.
INCREASED1,036500+536+107%$13.1K$26.7K+$13.5K2026-11-09
EverSource Wealth Advisors, LLC
NEW1,000—+1,000——$25.8K—2026-11-04
City State Bank
INCREASED300150+150+100%$3.9K$7.7K+$3.8K2026-10-20
Avion Wealth
UNCHANGED30030000%$7$7$02026-11-04
IFS Advisors, LLC
UNCHANGED20020000%$5.3K$5.2K-$1072026-10-14
Roble, Belko & Company, Inc
NEW145—+145——$4—2026-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED07,995-7,995-100%$210$0-$2102026-11-02
Farther Finance Advisors, LLC
CLOSED01,335-1,335-100%$35.1K$0-$35.1K2026-10-08
Salem Investment Counselors Inc
CLOSED0500-500-100%$13.1K$0-$13.1K2026-10-13
UBS Group AG
CLOSED068-68-100%$1.8K$0-$1.8K2026-11-10
Steward Partners Investment Advisory, LLC
N/A—7,430-7,430-100%$195.4K———
PIN OAK Investment Advisors Inc
N/A—400-400-100%$11———
Morgan Stanley
N/A—1-1-100%$30———
Showing 17 of 17 institutions