IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

STF Tactical Growth Income (SEPQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Q3 Asset Management
DECREASED
Shares247,283 from 252,756
Change-5,473 (-2%)
Value$6.9K (-$320)
Filed 2026-11-06
HBW Advisory Services LLC
DECREASED
Shares111,571 from 112,152
Change-581 (-1%)
Value$3.1M (-$90.9K)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares109,397 from 9,656
Change+99,741 (+1033%)
Value$3.0M (+$2.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares60,034 from 45,090
Change+14,944 (+33%)
Value$1.7M (+$407.7K)
Filed 2026-10-13
Redwood Family Wealth LLC
UNCHANGED
Shares40,058 from 40,058
Change0 (0%)
Value$1.1M (-$26.7K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares15,758 from 11,307
Change+4,451 (+39%)
Value$436.8K (+$115.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW
Shares9,099
Change+9,099
Value$252
Filed 2026-11-02
Spire Wealth Management
NEW
Shares1,572
Change+1,572
Value$43.6K
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.5K (-$133)
Filed 2026-10-14
Fifth Third Securities, Inc.
CLOSED
Shares0 from 147,079
Change-147,079 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-21
PFG Investments, LLC
N/A
Shares— from 29,527
Change-29,527 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,454
Change-16,454 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,108
Change-11,108 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 700
Change-700 (-100%)
Value—
UBS Group AG
N/A
Shares— from 455
Change-455 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Q3 Asset Management
DECREASED247,283252,756-5,473-2%$7.2K$6.9K-$3202026-11-06
HBW Advisory Services LLC
DECREASED111,571112,152-581-1%$3.2M$3.1M-$90.9K2026-10-15
LPL Financial LLC
INCREASED109,3979,656+99,741+1033%$274.1K$3.0M+$2.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED60,03445,090+14,944+33%$1.3M$1.7M+$407.7K2026-10-13
Redwood Family Wealth LLC
UNCHANGED40,05840,05800%$1.1M$1.1M-$26.7K2026-10-20
Commonwealth Equity Services, LLC
INCREASED15,75811,307+4,451+39%$321.0K$436.8K+$115.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW9,099—+9,099——$252—2026-11-02
Spire Wealth Management
NEW1,572—+1,572——$43.6K—2026-10-30
Triumph Capital Management
UNCHANGED20020000%$5.7K$5.5K-$1332026-10-14
Fifth Third Securities, Inc.
CLOSED0147,079-147,079-100%$4.2M$0-$4.2M2026-10-21
PFG Investments, LLC
N/A—29,527-29,527-100%$838.1K———
MML Investors Services, LLC
N/A—16,454-16,454-100%$467.1K———
Old Mission Capital LLC
N/A—11,108-11,108-100%$315.3K———
Transamerica Financial Advisors, LLC
N/A—5,148-5,148-100%$146.1K———
AE Wealth Management LLC
N/A—4,080-4,080-100%$115.8K———
Harbour Investments, Inc.
N/A—3,817-3,817-100%$108.4K———
Rockefeller Capital Management L.P.
N/A—700-700-100%$19.9K———
UBS Group AG
N/A—455-455-100%$12.9K———
Wells Fargo & Company
N/A—1-1-100%$27———
Morgan Stanley
N/A—1-1-100%$29———
FMR LLC
N/A—1-1-100%$28———
Showing 21 of 21 institutions