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Listed FD TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$54.0K (+$897)
Filed 2025-11-14
AE Wealth Management LLC
CLOSED
Shares0 from 271,582
Change-271,582 (-100%)
Value$0 (-$11.1M)
Filed 2025-11-03
TrueMark Investments, LLC
CLOSED
Shares0 from 109,912
Change-109,912 (-100%)
Value$0 (-$4.5M)
Filed 2025-10-30
Authentikos Wealth Advisory, LLC
CLOSED
Shares0 from 51,089
Change-51,089 (-100%)
Value$0 (-$2.1M)
Filed 2026-02-26
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 37,320
Change-37,320 (-100%)
Value$0 (-$1.5M)
Filed 2025-10-30
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 22,241
Change-22,241 (-100%)
Value$0 (-$908.9K)
Filed 2025-11-05
Wellment Financial
CLOSED
Shares0 from 17,517
Change-17,517 (-100%)
Value$0 (-$715.9K)
Filed 2025-10-29
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 13,834
Change-13,834 (-100%)
Value$0 (-$525.4K)
Filed 2025-11-12
Howard Bailey Securities, LLC
CLOSED
Shares0 from 11,894
Change-11,894 (-100%)
Value$0 (-$486.1K)
Filed 2026-02-27
Smart Wealth LLC
CLOSED
Shares0 from 9,463
Change-9,463 (-100%)
Value$0 (-$386.7K)
Filed 2025-11-07
Outlook Wealth Advisors, LLC
CLOSED
Shares0 from 8,423
Change-8,423 (-100%)
Value$0 (-$344.2K)
Filed 2025-10-30
LifeWealth Investments, LLC
CLOSED
Shares0 from 7,654
Change-7,654 (-100%)
Value$0 (-$312.8K)
Filed 2026-01-26
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 7,158
Change-7,158 (-100%)
Value$0 (-$292.5K)
Filed 2025-11-12
FWG Investments, Llc.
CLOSED
Shares0 from 5,899
Change-5,899 (-100%)
Value$0 (-$241.1K)
Filed 2025-10-29
Aptus Capital Advisors, LLC
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$224.8K)
Filed 2025-11-12
Retirement Planning Group, LLC
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$224.8K)
Filed 2025-10-27
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 2,581
Change-2,581 (-100%)
Value$0 (-$105.5K)
Filed 2025-10-20
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 2,445
Change-2,445 (-100%)
Value$0 (-$99.9K)
Filed 2025-11-05
Transce3nd, LLC
CLOSED
Shares0 from 418
Change-418 (-100%)
Value$0 (-$17.1K)
Filed 2025-11-12
Decker Retirement Planning Inc.
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$4.0K)
Filed 2025-10-27
Richard W. Paul & Associates, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$828)
Filed 2025-11-13
Global Retirement Partners, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$744)
Filed 2025-10-21
Pineridge Advisors LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$289)
Filed 2025-11-04
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
UNCHANGED1,3001,30000%$53.1K$54.0K+$8972025-11-14
AE Wealth Management LLC
CLOSED0271,582-271,582-100%$11.1M$0-$11.1M2025-11-03
TrueMark Investments, LLC
CLOSED0109,912-109,912-100%$4.5M$0-$4.5M2025-10-30
Authentikos Wealth Advisory, LLC
CLOSED051,089-51,089-100%$2.1M$0-$2.1M2026-02-26
Lloyd Advisory Services, Llc.
CLOSED037,320-37,320-100%$1.5M$0-$1.5M2025-10-30
B.O.S.S. Retirement Advisors, LLC
CLOSED022,241-22,241-100%$908.9K$0-$908.9K2025-11-05
Wellment Financial
CLOSED017,517-17,517-100%$715.9K$0-$715.9K2025-10-29
Tounjian Advisory Partners, LLC
CLOSED013,834-13,834-100%$525.4K$0-$525.4K2025-11-12
Howard Bailey Securities, LLC
CLOSED011,894-11,894-100%$486.1K$0-$486.1K2026-02-27
Smart Wealth LLC
CLOSED09,463-9,463-100%$386.7K$0-$386.7K2025-11-07
Outlook Wealth Advisors, LLC
CLOSED08,423-8,423-100%$344.2K$0-$344.2K2025-10-30
LifeWealth Investments, LLC
CLOSED07,654-7,654-100%$312.8K$0-$312.8K2026-01-26
Great Lakes Retirement, Inc.
CLOSED07,158-7,158-100%$292.5K$0-$292.5K2025-11-12
FWG Investments, Llc.
CLOSED05,899-5,899-100%$241.1K$0-$241.1K2025-10-29
Aptus Capital Advisors, LLC
CLOSED05,500-5,500-100%$224.8K$0-$224.8K2025-11-12
Retirement Planning Group, LLC
CLOSED05,500-5,500-100%$224.8K$0-$224.8K2025-10-27
Quest 10 Wealth Builders, Inc.
CLOSED02,581-2,581-100%$105.5K$0-$105.5K2025-10-20
Capital Investment Advisory Services, LLC
CLOSED02,445-2,445-100%$99.9K$0-$99.9K2025-11-05
Transce3nd, LLC
CLOSED0418-418-100%$17.1K$0-$17.1K2025-11-12
Decker Retirement Planning Inc.
CLOSED097-97-100%$4.0K$0-$4.0K2025-10-27
Richard W. Paul & Associates, LLC
CLOSED020-20-100%$828$0-$8282025-11-13
Global Retirement Partners, LLC
CLOSED018-18-100%$744$0-$7442025-10-21
Pineridge Advisors LLC
CLOSED07-7-100%$289$0-$2892025-11-04
Proequities, Inc.
N/A—00—$0———
Showing 24 of 24 institutions