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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
Shares1,250 from 1,250
Change0 (0%)
Value$45.3K (+$725)
Filed 2025-11-14
TrueMark Investments, LLC
CLOSED
Shares0 from 113,189
Change-113,189 (-100%)
Value$0 (-$4.0M)
Filed 2025-10-30
Weaver Consulting Group
CLOSED
Shares0 from 104,383
Change-104,383 (-100%)
Value$0 (-$3.7M)
Filed 2025-11-12
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 14,946
Change-14,946 (-100%)
Value$0 (-$492.0K)
Filed 2025-11-13
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 11,280
Change-11,280 (-100%)
Value$0 (-$371.3K)
Filed 2025-11-12
Harbour Investments, Inc.
CLOSED
Shares0 from 2,498
Change-2,498 (-100%)
Value$0 (-$89.0K)
Filed 2025-11-12
Spire Wealth Management
CLOSED
Shares0 from 1,875
Change-1,875 (-100%)
Value$0 (-$66.8K)
Filed 2025-10-23
AE Wealth Management LLC
CLOSED
Shares0 from 1,405
Change-1,405 (-100%)
Value$0 (-$50.0K)
Filed 2025-11-03
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$14.6K)
Filed 2025-10-20
UBS Group AG
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$10.2K)
Filed 2025-11-13
Aptus Capital Advisors, LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$7.4K)
Filed 2025-11-12
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$3.2K)
Filed 2025-11-05
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$769)
Filed 2025-11-06
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
UNCHANGED1,2501,25000%$44.5K$45.3K+$7252025-11-14
TrueMark Investments, LLC
CLOSED0113,189-113,189-100%$4.0M$0-$4.0M2025-10-30
Weaver Consulting Group
CLOSED0104,383-104,383-100%$3.7M$0-$3.7M2025-11-12
Elevated Capital Advisors, LLC
CLOSED014,946-14,946-100%$492.0K$0-$492.0K2025-11-13
Tounjian Advisory Partners, LLC
CLOSED011,280-11,280-100%$371.3K$0-$371.3K2025-11-12
Harbour Investments, Inc.
CLOSED02,498-2,498-100%$89.0K$0-$89.0K2025-11-12
Spire Wealth Management
CLOSED01,875-1,875-100%$66.8K$0-$66.8K2025-10-23
AE Wealth Management LLC
CLOSED01,405-1,405-100%$50.0K$0-$50.0K2025-11-03
Dhjj Financial Advisors, Ltd.
CLOSED0410-410-100%$14.6K$0-$14.6K2025-10-20
UBS Group AG
CLOSED0286-286-100%$10.2K$0-$10.2K2025-11-13
Aptus Capital Advisors, LLC
CLOSED0207-207-100%$7.4K$0-$7.4K2025-11-12
Capital Investment Advisory Services, LLC
CLOSED090-90-100%$3.2K$0-$3.2K2025-11-05
Ameritas Advisory Services, LLC
CLOSED022-22-100%$769$0-$7692025-11-06
Proequities, Inc.
N/A—00—$0———
Showing 14 of 14 institutions