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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.
DECREASED
Shares10,993 from 21,105
Change-10,112 (-48%)
Value$458.8K (-$395.7K)
Filed 2025-11-14
TrueMark Investments, LLC
CLOSED
Shares0 from 124,034
Change-124,034 (-100%)
Value$0 (-$5.0M)
Filed 2025-10-30
Weaver Consulting Group
CLOSED
Shares0 from 108,526
Change-108,526 (-100%)
Value$0 (-$4.4M)
Filed 2025-11-12
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 29,875
Change-29,875 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-05
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 29,000
Change-29,000 (-100%)
Value$0 (-$1.2K)
Filed 2025-10-22
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 17,240
Change-17,240 (-100%)
Value$0 (-$643.8K)
Filed 2025-11-12
Old Mission Capital LLC
CLOSED
Shares0 from 15,534
Change-15,534 (-100%)
Value$0 (-$628.9K)
Filed 2025-11-14
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 12,024
Change-12,024 (-100%)
Value$0 (-$486.8K)
Filed 2025-11-04
Susquehanna International Group, LLP
CLOSED
Shares0 from 10,891
Change-10,891 (-100%)
Value$0 (-$440.9K)
Filed 2025-11-14
Goldman Sachs Group Inc
CLOSED
Shares0 from 7,031
Change-7,031 (-100%)
Value$0 (-$284.7K)
Filed 2025-11-14
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 6,794
Change-6,794 (-100%)
Value$0 (-$275.1K)
Filed 2025-11-06
JPMorgan Chase & Co
CLOSED
Shares0 from 3,520
Change-3,520 (-100%)
Value$0 (-$142.5K)
Filed 2025-11-26
Aptus Capital Advisors, LLC
CLOSED
Shares0 from 2,152
Change-2,152 (-100%)
Value$0 (-$87.1K)
Filed 2025-11-12
Harbour Investments, Inc.
CLOSED
Shares0 from 1,316
Change-1,316 (-100%)
Value$0 (-$53.3K)
Filed 2025-11-12
AE Wealth Management LLC
CLOSED
Shares0 from 1,191
Change-1,191 (-100%)
Value$0 (-$48.2K)
Filed 2025-11-03
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$11.3K)
Filed 2025-10-20
UBS Group AG
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$5.1K)
Filed 2025-11-13
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
DECREASED10,99321,105-10,112-48%$854.5K$458.8K-$395.7K2025-11-14
TrueMark Investments, LLC
CLOSED0124,034-124,034-100%$5.0M$0-$5.0M2025-10-30
Weaver Consulting Group
CLOSED0108,526-108,526-100%$4.4M$0-$4.4M2025-11-12
Capital Investment Advisory Services, LLC
CLOSED029,875-29,875-100%$1.2M$0-$1.2M2025-11-05
Commonwealth Equity Services, LLC
CLOSED029,000-29,000-100%$1.2K$0-$1.2K2025-10-22
Tounjian Advisory Partners, LLC
CLOSED017,240-17,240-100%$643.8K$0-$643.8K2025-11-12
Old Mission Capital LLC
CLOSED015,534-15,534-100%$628.9K$0-$628.9K2025-11-14
Valtinson Bruner Financial Planning LLC
CLOSED012,024-12,024-100%$486.8K$0-$486.8K2025-11-04
Susquehanna International Group, LLP
CLOSED010,891-10,891-100%$440.9K$0-$440.9K2025-11-14
Goldman Sachs Group Inc
CLOSED07,031-7,031-100%$284.7K$0-$284.7K2025-11-14
Stratos Wealth Partners, Ltd.
CLOSED06,794-6,794-100%$275.1K$0-$275.1K2025-11-06
JPMorgan Chase & Co
CLOSED03,520-3,520-100%$142.5K$0-$142.5K2025-11-26
Aptus Capital Advisors, LLC
CLOSED02,152-2,152-100%$87.1K$0-$87.1K2025-11-12
Harbour Investments, Inc.
CLOSED01,316-1,316-100%$53.3K$0-$53.3K2025-11-12
AE Wealth Management LLC
CLOSED01,191-1,191-100%$48.2K$0-$48.2K2025-11-03
Dhjj Financial Advisors, Ltd.
CLOSED0280-280-100%$11.3K$0-$11.3K2025-10-20
UBS Group AG
CLOSED0127-127-100%$5.1K$0-$5.1K2025-11-13
Proequities, Inc.
N/A—00—$0———
Showing 18 of 18 institutions