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Listed FDS TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
DECREASED
Shares1,570 from 11,669
Change-10,099 (-87%)
Value$66.9K (-$422.4K)
Filed 2025-11-14
TrueMark Investments, LLC
CLOSED
Shares0 from 179,641
Change-179,641 (-100%)
Value$0 (-$7.5M)
Filed 2025-10-30
AE Wealth Management LLC
CLOSED
Shares0 from 114,545
Change-114,545 (-100%)
Value$0 (-$4.8M)
Filed 2025-11-03
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 71,989
Change-71,989 (-100%)
Value$0 (-$3.0M)
Filed 2025-11-04
Wedbush Securities Inc
CLOSED
Shares0 from 48,579
Change-48,579 (-100%)
Value$0 (-$2.0K)
Filed 2025-11-06
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 37,751
Change-37,751 (-100%)
Value$0 (-$1.6M)
Filed 2025-10-30
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 21,873
Change-21,873 (-100%)
Value$0 (-$916.9K)
Filed 2025-11-05
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 15,115
Change-15,115 (-100%)
Value$0 (-$587.0K)
Filed 2025-11-13
Howard Bailey Securities, LLC
CLOSED
Shares0 from 11,754
Change-11,754 (-100%)
Value$0 (-$492.7K)
Filed 2026-02-27
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 7,271
Change-7,271 (-100%)
Value$0 (-$304.8K)
Filed 2025-11-12
Insight 2811, Inc.
CLOSED
Shares0 from 5,961
Change-5,961 (-100%)
Value$0 (-$249.9K)
Filed 2025-11-06
Citadel Advisors LLC
CLOSED
Shares0 from 5,913
Change-5,913 (-100%)
Value$0 (-$247.9K)
Filed 2025-11-14
LifeWealth Investments, LLC
CLOSED
Shares0 from 5,846
Change-5,846 (-100%)
Value$0 (-$245.1K)
Filed 2026-01-26
LaSalle St. Investment Advisors, LLC
CLOSED
Shares0 from 5,133
Change-5,133 (-100%)
Value$0 (-$215)
Filed 2025-11-13
JPMorgan Chase & Co
CLOSED
Shares0 from 3,488
Change-3,488 (-100%)
Value$0 (-$146.2K)
Filed 2025-11-26
Spire Wealth Management
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$25.6K)
Filed 2025-10-23
UBS Group AG
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$22.5K)
Filed 2025-11-13
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 458
Change-458 (-100%)
Value$0 (-$19.2K)
Filed 2025-10-20
Transce3nd, LLC
CLOSED
Shares0 from 421
Change-421 (-100%)
Value$0 (-$17.6K)
Filed 2025-11-12
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$9.3K)
Filed 2025-10-20
Decker Retirement Planning Inc.
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$3.0K)
Filed 2025-10-27
Richard W. Paul & Associates, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$882)
Filed 2025-11-13
Global Retirement Partners, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$750)
Filed 2025-10-21
Pineridge Advisors LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$300)
Filed 2025-11-04
Capital A Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
DECREASED1,57011,669-10,099-87%$489.3K$66.9K-$422.4K2025-11-14
TrueMark Investments, LLC
CLOSED0179,641-179,641-100%$7.5M$0-$7.5M2025-10-30
AE Wealth Management LLC
CLOSED0114,545-114,545-100%$4.8M$0-$4.8M2025-11-03
Valtinson Bruner Financial Planning LLC
CLOSED071,989-71,989-100%$3.0M$0-$3.0M2025-11-04
Wedbush Securities Inc
CLOSED048,579-48,579-100%$2.0K$0-$2.0K2025-11-06
Lloyd Advisory Services, Llc.
CLOSED037,751-37,751-100%$1.6M$0-$1.6M2025-10-30
B.O.S.S. Retirement Advisors, LLC
CLOSED021,873-21,873-100%$916.9K$0-$916.9K2025-11-05
Elevated Capital Advisors, LLC
CLOSED015,115-15,115-100%$587.0K$0-$587.0K2025-11-13
Howard Bailey Securities, LLC
CLOSED011,754-11,754-100%$492.7K$0-$492.7K2026-02-27
Great Lakes Retirement, Inc.
CLOSED07,271-7,271-100%$304.8K$0-$304.8K2025-11-12
Insight 2811, Inc.
CLOSED05,961-5,961-100%$249.9K$0-$249.9K2025-11-06
Citadel Advisors LLC
CLOSED05,913-5,913-100%$247.9K$0-$247.9K2025-11-14
LifeWealth Investments, LLC
CLOSED05,846-5,846-100%$245.1K$0-$245.1K2026-01-26
LaSalle St. Investment Advisors, LLC
CLOSED05,133-5,133-100%$215$0-$2152025-11-13
JPMorgan Chase & Co
CLOSED03,488-3,488-100%$146.2K$0-$146.2K2025-11-26
Spire Wealth Management
CLOSED0610-610-100%$25.6K$0-$25.6K2025-10-23
UBS Group AG
CLOSED0537-537-100%$22.5K$0-$22.5K2025-11-13
Quest 10 Wealth Builders, Inc.
CLOSED0458-458-100%$19.2K$0-$19.2K2025-10-20
Transce3nd, LLC
CLOSED0421-421-100%$17.6K$0-$17.6K2025-11-12
Dhjj Financial Advisors, Ltd.
CLOSED0222-222-100%$9.3K$0-$9.3K2025-10-20
Decker Retirement Planning Inc.
CLOSED072-72-100%$3.0K$0-$3.0K2025-10-27
Richard W. Paul & Associates, LLC
CLOSED021-21-100%$882$0-$8822025-11-13
Global Retirement Partners, LLC
CLOSED018-18-100%$750$0-$7502025-10-21
Pineridge Advisors LLC
CLOSED07-7-100%$300$0-$3002025-11-04
Capital A Wealth Management, LLC
N/A—8-8-100%$278———
Proequities, Inc.
N/A—00—$0———
Showing 26 of 26 institutions