Listed FD TR

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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TrueMark Investments, LLC

INCREASED

Shares77,591 from 49,372

Change+28,219 (+57%)

Value$3.0M (+$1.2M)

Filed 2025-07-29

Elevated Capital Advisors, LLC

UNCHANGED

Shares34,020 from 34,020

Change0 (0%)

Value$1.2M ($0)

Filed 2025-07-15

Weaver Consulting Group

DECREASED

Shares25,471 from 26,471

Change-1,000 (-4%)

Value$979.8K (+$31.1K)

Filed 2025-08-12

CreativeOne Wealth, LLC

INCREASED

Shares14,016 from 11,790

Change+2,226 (+19%)

Value$539.2K (+$116.6K)

Filed 2025-08-12

AE Wealth Management LLC

DECREASED

Shares6,599 from 706,884

Change-700,285 (-99%)

Value$253.8K (-$25.1M)

Filed 2025-08-06

Capital Investment Advisory Services, LLC

UNCHANGED

Shares6,052 from 6,052

Change0 (0%)

Value$232.8K (+$15.9K)

Filed 2025-08-08

Harbour Investments, Inc.

UNCHANGED

Shares5,794 from 5,794

Change0 (0%)

Value$219.9K (+$12.3K)

Filed 2025-07-28

Susquehanna International Group, LLP

NEW

Shares5,477

Change+5,477

Value$210.7K

Filed 2025-08-14

Aptus Capital Advisors, LLC

UNCHANGED

Shares3,413 from 3,413

Change0 (0%)

Value$131.3K (+$9.0K)

Filed 2025-08-11

UBS Group AG

NEW

Shares3,291

Change+3,291

Value$126.6K

Filed 2025-08-14

Blue Bell Private Wealth Management, LLC

NEW

Shares1,200

Change+1,200

Value$46.2K

Filed 2025-08-11

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares709 from 709

Change0 (0%)

Value$27.3K (+$1.9K)

Filed 2025-07-21

Pineridge Advisors LLC

DECREASED

Shares118 from 352

Change-234 (-66%)

Value$4.5K (-$8.1K)

Filed 2025-08-11

Ameritas Advisory Services, LLC

NEW

Shares82

Change+82

Value$3.2K

Filed 2025-07-21

Capital A Wealth Management, LLC

DECREASED

Shares18 from 316

Change-298 (-94%)

Value$574 (-$10.8K)

Filed 2025-09-26

Access Financial Services, Inc.

CLOSED

Shares0 from 270,008

Change-270,008 (-100%)

Value$0 (-$9.7M)

Filed 2025-07-18

Lloyd Advisory Services, Llc.

CLOSED

Shares0 from 114,020

Change-114,020 (-100%)

Value$0 (-$4.1M)

Filed 2025-07-16

B.O.S.S. Retirement Advisors, LLC

CLOSED

Shares0 from 49,776

Change-49,776 (-100%)

Value$0 (-$1.8M)

Filed 2025-07-18

Smart Wealth LLC

CLOSED

Shares0 from 32,601

Change-32,601 (-100%)

Value$0 (-$1.2M)

Filed 2025-08-13

Wellment Financial

CLOSED

Shares0 from 31,115

Change-31,115 (-100%)

Value$0 (-$1.1M)

Filed 2025-07-31

Howard Bailey Securities, LLC

CLOSED

Shares0 from 27,048

Change-27,048 (-100%)

Value$0 (-$969.4K)

Filed 2026-02-27

FWG Investments, Llc.

CLOSED

Shares0 from 21,986

Change-21,986 (-100%)

Value$0 (-$788.0K)

Filed 2025-08-04

Great Lakes Retirement, Inc.

CLOSED

Shares0 from 16,791

Change-16,791 (-100%)

Value$0 (-$601.8K)

Filed 2025-08-04

LifeWealth Investments, LLC

CLOSED

Shares0 from 15,480

Change-15,480 (-100%)

Value$0 (-$554.8K)

Filed 2026-01-26

Jane Street Group, LLC

CLOSED

Shares0 from 12,225

Change-12,225 (-100%)

Value$0 (-$438.1K)

Filed 2025-08-14

Old Mission Capital LLC

CLOSED

Shares0 from 9,480

Change-9,480 (-100%)

Value$0 (-$339.8K)

Filed 2025-08-14

Csenge Advisory Group

CLOSED

Shares0 from 8,899

Change-8,899 (-100%)

Value$0 (-$306.1K)

Filed 2025-08-06

Quest 10 Wealth Builders, Inc.

CLOSED

Shares0 from 7,915

Change-7,915 (-100%)

Value$0 (-$283.7K)

Filed 2025-10-20

FSA Advisors, Inc.

CLOSED

Shares0 from 6,976

Change-6,976 (-100%)

Value$0 (-$250.0K)

Filed 2025-08-01

Wolverine Trading, LLC

CLOSED

Shares0 from 6,858

Change-6,858 (-100%)

Value$0 (-$245.2K)

Filed 2025-08-18

Lord & Richards Wealth Management, LLC

CLOSED

Shares0 from 1,319

Change-1,319 (-100%)

Value$0 (-$47.3K)

Filed 2025-08-05

Transce3nd, LLC

CLOSED

Shares0 from 1,002

Change-1,002 (-100%)

Value$0 (-$35.9K)

Filed 2025-08-13

Decker Retirement Planning Inc.

CLOSED

Shares0 from 118

Change-118 (-100%)

Value$0 (-$4.2K)

Filed 2025-08-06

Richard W. Paul & Associates, LLC

CLOSED

Shares0 from 45

Change-45 (-100%)

Value$0 (-$1.6K)

Filed 2025-08-12

JPMorgan Chase & Co

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$1.3K)

Filed 2025-08-12

Allworth Financial LP

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$1.2K)

Filed 2025-08-07

CWM, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 ($0)

Filed 2025-07-25

New Millennium Group LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$215)

Filed 2025-08-06

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

Park Square Financial Group, LLC

N/A

Shares— from 546

Change-546 (-100%)

Value—

	Status
TrueMark Investments, LLC	INCREASED	77,591	49,372	+28,219	+57%	$1.8M	$3.0M	+$1.2M	2025-07-29
Elevated Capital Advisors, LLC	UNCHANGED	34,020	34,020	0	0%	$1.2M	$1.2M	$0	2025-07-15
Weaver Consulting Group	DECREASED	25,471	26,471	-1,000	-4%	$948.7K	$979.8K	+$31.1K	2025-08-12
CreativeOne Wealth, LLC	INCREASED	14,016	11,790	+2,226	+19%	$422.5K	$539.2K	+$116.6K	2025-08-12
AE Wealth Management LLC	DECREASED	6,599	706,884	-700,285	-99%	$25.3M	$253.8K	-$25.1M	2025-08-06
Capital Investment Advisory Services, LLC	UNCHANGED	6,052	6,052	0	0%	$216.9K	$232.8K	+$15.9K	2025-08-08
Harbour Investments, Inc.	UNCHANGED	5,794	5,794	0	0%	$207.7K	$219.9K	+$12.3K	2025-07-28
Susquehanna International Group, LLP	NEW	5,477	—	+5,477	—	—	$210.7K	—	2025-08-14
Aptus Capital Advisors, LLC	UNCHANGED	3,413	3,413	0	0%	$122.3K	$131.3K	+$9.0K	2025-08-11
UBS Group AG	NEW	3,291	—	+3,291	—	—	$126.6K	—	2025-08-14
Blue Bell Private Wealth Management, LLC	NEW	1,200	—	+1,200	—	—	$46.2K	—	2025-08-11
Dhjj Financial Advisors, Ltd.	UNCHANGED	709	709	0	0%	$25.4K	$27.3K	+$1.9K	2025-07-21
Pineridge Advisors LLC	DECREASED	118	352	-234	-66%	$12.6K	$4.5K	-$8.1K	2025-08-11
Ameritas Advisory Services, LLC	NEW	82	—	+82	—	—	$3.2K	—	2025-07-21
Capital A Wealth Management, LLC	DECREASED	18	316	-298	-94%	$11.3K	$574	-$10.8K	2025-09-26
Access Financial Services, Inc.	CLOSED	0	270,008	-270,008	-100%	$9.7M	$0	-$9.7M	2025-07-18
Lloyd Advisory Services, Llc.	CLOSED	0	114,020	-114,020	-100%	$4.1M	$0	-$4.1M	2025-07-16
B.O.S.S. Retirement Advisors, LLC	CLOSED	0	49,776	-49,776	-100%	$1.8M	$0	-$1.8M	2025-07-18
Smart Wealth LLC	CLOSED	0	32,601	-32,601	-100%	$1.2M	$0	-$1.2M	2025-08-13
Wellment Financial	CLOSED	0	31,115	-31,115	-100%	$1.1M	$0	-$1.1M	2025-07-31
Howard Bailey Securities, LLC	CLOSED	0	27,048	-27,048	-100%	$969.4K	$0	-$969.4K	2026-02-27
FWG Investments, Llc.	CLOSED	0	21,986	-21,986	-100%	$788.0K	$0	-$788.0K	2025-08-04
Great Lakes Retirement, Inc.	CLOSED	0	16,791	-16,791	-100%	$601.8K	$0	-$601.8K	2025-08-04
LifeWealth Investments, LLC	CLOSED	0	15,480	-15,480	-100%	$554.8K	$0	-$554.8K	2026-01-26
Jane Street Group, LLC	CLOSED	0	12,225	-12,225	-100%	$438.1K	$0	-$438.1K	2025-08-14
Old Mission Capital LLC	CLOSED	0	9,480	-9,480	-100%	$339.8K	$0	-$339.8K	2025-08-14
Csenge Advisory Group	CLOSED	0	8,899	-8,899	-100%	$306.1K	$0	-$306.1K	2025-08-06
Quest 10 Wealth Builders, Inc.	CLOSED	0	7,915	-7,915	-100%	$283.7K	$0	-$283.7K	2025-10-20
FSA Advisors, Inc.	CLOSED	0	6,976	-6,976	-100%	$250.0K	$0	-$250.0K	2025-08-01
Wolverine Trading, LLC	CLOSED	0	6,858	-6,858	-100%	$245.2K	$0	-$245.2K	2025-08-18
Lord & Richards Wealth Management, LLC	CLOSED	0	1,319	-1,319	-100%	$47.3K	$0	-$47.3K	2025-08-05
Transce3nd, LLC	CLOSED	0	1,002	-1,002	-100%	$35.9K	$0	-$35.9K	2025-08-13
Decker Retirement Planning Inc.	CLOSED	0	118	-118	-100%	$4.2K	$0	-$4.2K	2025-08-06
Richard W. Paul & Associates, LLC	CLOSED	0	45	-45	-100%	$1.6K	$0	-$1.6K	2025-08-12
JPMorgan Chase & Co	CLOSED	0	35	-35	-100%	$1.3K	$0	-$1.3K	2025-08-12
Allworth Financial LP	CLOSED	0	35	-35	-100%	$1.2K	$0	-$1.2K	2025-08-07
CWM, LLC	CLOSED	0	11	-11	-100%	$0	$0	$0	2025-07-25
New Millennium Group LLC	CLOSED	0	6	-6	-100%	$215	$0	-$215	2025-08-06
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-08-12
Park Square Financial Group, LLC	N/A	—	546	-546	-100%	$19.6K	—	—	—

Showing 40 of 40 institutions