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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
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,901 from 96,481
Change-78,580 (-81%)
Value$681.4K (-$2.8M)
Filed 2025-10-29
Authentikos Wealth Advisory, LLC
CLOSED
Shares0 from 254,953
Change-254,953 (-100%)
Value$0 (-$9.1M)
Filed 2026-02-26
TrueMark Investments, LLC
CLOSED
Shares0 from 168,996
Change-168,996 (-100%)
Value$0 (-$6.0M)
Filed 2025-10-30
Vise Technologies, Inc.
CLOSED
Shares0 from 39,212
Change-39,212 (-100%)
Value$0 (-$1.4M)
Filed 2025-11-13
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 15,378
Change-15,378 (-100%)
Value$0 (-$511.7K)
Filed 2025-11-12
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 14,993
Change-14,993 (-100%)
Value$0 (-$498.9K)
Filed 2025-11-13
Weaver Consulting Group
CLOSED
Shares0 from 14,545
Change-14,545 (-100%)
Value$0 (-$519.5K)
Filed 2025-11-12
JPMorgan Chase & Co
CLOSED
Shares0 from 11,126
Change-11,126 (-100%)
Value$0 (-$397.4K)
Filed 2025-11-26
AE Wealth Management LLC
CLOSED
Shares0 from 7,589
Change-7,589 (-100%)
Value$0 (-$271.1K)
Filed 2025-11-03
Mid-American Wealth Advisory Group, Inc.
CLOSED
Shares0 from 5,666
Change-5,666 (-100%)
Value$0 (-$202.4K)
Filed 2025-10-20
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 3,491
Change-3,491 (-100%)
Value$0 (-$124.7K)
Filed 2025-11-05
BlackRock, Inc.
CLOSED
Shares0 from 1,454
Change-1,454 (-100%)
Value$0 (-$51.9K)
Filed 2025-11-12
Harbour Investments, Inc.
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$33.4K)
Filed 2025-11-12
Aptus Capital Advisors, LLC
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$30.6K)
Filed 2025-11-12
UBS Group AG
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$14.5K)
Filed 2025-11-13
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.1K)
Filed 2025-10-20
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$807)
Filed 2025-11-06
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Wealth Enhancement Advisory Services, LLC
DECREASED17,90196,481-78,580-81%$3.5M$681.4K-$2.8M2025-10-29
Authentikos Wealth Advisory, LLC
CLOSED0254,953-254,953-100%$9.1M$0-$9.1M2026-02-26
TrueMark Investments, LLC
CLOSED0168,996-168,996-100%$6.0M$0-$6.0M2025-10-30
Vise Technologies, Inc.
CLOSED039,212-39,212-100%$1.4M$0-$1.4M2025-11-13
Tounjian Advisory Partners, LLC
CLOSED015,378-15,378-100%$511.7K$0-$511.7K2025-11-12
Elevated Capital Advisors, LLC
CLOSED014,993-14,993-100%$498.9K$0-$498.9K2025-11-13
Weaver Consulting Group
CLOSED014,545-14,545-100%$519.5K$0-$519.5K2025-11-12
JPMorgan Chase & Co
CLOSED011,126-11,126-100%$397.4K$0-$397.4K2025-11-26
AE Wealth Management LLC
CLOSED07,589-7,589-100%$271.1K$0-$271.1K2025-11-03
Mid-American Wealth Advisory Group, Inc.
CLOSED05,666-5,666-100%$202.4K$0-$202.4K2025-10-20
Capital Investment Advisory Services, LLC
CLOSED03,491-3,491-100%$124.7K$0-$124.7K2025-11-05
BlackRock, Inc.
CLOSED01,454-1,454-100%$51.9K$0-$51.9K2025-11-12
Harbour Investments, Inc.
CLOSED0936-936-100%$33.4K$0-$33.4K2025-11-12
Aptus Capital Advisors, LLC
CLOSED0856-856-100%$30.6K$0-$30.6K2025-11-12
UBS Group AG
CLOSED0406-406-100%$14.5K$0-$14.5K2025-11-13
Dhjj Financial Advisors, Ltd.
CLOSED030-30-100%$1.1K$0-$1.1K2025-10-20
Ameritas Advisory Services, LLC
CLOSED023-23-100%$807$0-$8072025-11-06
Proequities, Inc.
N/A—00—$0———
Showing 18 of 18 institutions