Listed FD TR

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Wedbush Securities Inc

INCREASED

Shares24,484 from 23,246

Change+1,238 (+5%)

Value$842 (-$64)

Filed 2025-05-06

Tower Research Capital LLC (TRC)

INCREASED

Shares16,757 from 4,913

Change+11,844 (+241%)

Value$576.3K (+$384.8K)

Filed 2025-05-15

Susquehanna International Group, LLP

DECREASED

Shares16,273 from 16,720

Change-447 (-3%)

Value$559.7K (-$92.1K)

Filed 2025-05-14

Authentikos Wealth Advisory, LLC

NEW

Shares9,822

Change+9,822

Value$337.8K

Filed 2026-02-26

Two Sigma Investments, LP

NEW

Shares9,681

Change+9,681

Value$332.9K

Filed 2025-05-15

Mid-American Wealth Advisory Group, Inc.

INCREASED

Shares8,939 from 5,871

Change+3,068 (+52%)

Value$307.4K (+$78.6K)

Filed 2025-04-09

Acorn Wealth Advisors, LLC

UNCHANGED

Shares6,780 from 6,780

Change0 (0%)

Value$233.2K (-$31.1K)

Filed 2025-05-01

Sloy Dahl & Holst, LLC

NEW

Shares6,070

Change+6,070

Value$208.8K

Filed 2025-05-12

Osaic Holdings, Inc.

INCREASED

Shares4,877 from 4,529

Change+348 (+8%)

Value$167.8K (-$8.8K)

Filed 2025-05-12

Park Square Financial Group, LLC

DECREASED

Shares3,258 from 3,300

Change-42 (-1%)

Value$112.0K (-$16.6K)

Filed 2025-05-01

Signaturefd, LLC

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$92.9K (-$12.4K)

Filed 2025-05-02

AE Wealth Management LLC

INCREASED

Shares2,238 from 1,342

Change+896 (+67%)

Value$77.0K (+$24.7K)

Filed 2025-05-06

Continuum Advisory, LLC

UNCHANGED

Shares2,185 from 2,185

Change0 (0%)

Value$75.1K (-$10.0K)

Filed 2025-04-23

Morgan Stanley

DECREASED

Shares1,336 from 2,086

Change-750 (-36%)

Value$46.0K (-$35.4K)

Filed 2025-05-15

Coldstream Capital Management Inc

NEW

Shares892

Change+892

Value$30.7K

Filed 2025-05-13

Harbour Investments, Inc.

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$15.5K (-$2.1K)

Filed 2025-05-08

Capital Investment Advisory Services, LLC

DECREASED

Shares376 from 656

Change-280 (-43%)

Value$12.9K (-$12.7K)

Filed 2025-04-29

Carolina Wealth Advisors, LLC

DECREASED

Shares339 from 353

Change-14 (-4%)

Value$11.7K (-$2.1K)

Filed 2025-04-24

UBS Group AG

DECREASED

Shares176 from 338

Change-162 (-48%)

Value$6.1K (-$7.1K)

Filed 2025-05-13

Bogart Wealth, LLC

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$5.5K (-$734)

Filed 2025-05-02

Parallel Advisors, LLC

UNCHANGED

Shares136 from 136

Change0 (0%)

Value$4.7K (-$626)

Filed 2025-04-08

Sunbelt Securities, Inc.

UNCHANGED

Shares95 from 95

Change0 (0%)

Value$3.3K (-$474)

Filed 2025-04-24

Royal Bank of Canada

NEW

Shares90

Change+90

Value$3.0K

Filed 2025-11-21

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 10,320

Change-10,320 (-100%)

Value$0 (-$402)

Filed 2025-05-09

Citadel Advisors LLC

CLOSED

Shares0 from 8,325

Change-8,325 (-100%)

Value$0 (-$324.5K)

Filed 2025-05-15

Independent Financial Group, LLC

CLOSED

Shares0 from 6,078

Change-6,078 (-100%)

Value$0 (-$236.9K)

Filed 2026-05-19

Weaver Consulting Group

CLOSED

Shares0 from 5,304

Change-5,304 (-100%)

Value$0 (-$206.7K)

Filed 2025-04-28

Prime Capital Investment Advisors, LLC

CLOSED

Shares0 from 5,260

Change-5,260 (-100%)

Value$0 (-$205.0K)

Filed 2025-05-13

Allworth Financial LP

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$29.2K)

Filed 2025-04-30

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 356

Change-356 (-100%)

Value$0 (-$13.9K)

Filed 2025-05-15

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 125

Change-125 (-100%)

Value$0 (-$4.9K)

Filed 2025-05-14

Wells Fargo & Company

CLOSED

Shares0 from 123

Change-123 (-100%)

Value$0 (-$4.8K)

Filed 2025-05-13

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-05-14

	Status
Wedbush Securities Inc	INCREASED	24,484	23,246	+1,238	+5%	$906	$842	-$64	2025-05-06
Tower Research Capital LLC (TRC)	INCREASED	16,757	4,913	+11,844	+241%	$191.5K	$576.3K	+$384.8K	2025-05-15
Susquehanna International Group, LLP	DECREASED	16,273	16,720	-447	-3%	$651.7K	$559.7K	-$92.1K	2025-05-14
Authentikos Wealth Advisory, LLC	NEW	9,822	—	+9,822	—	—	$337.8K	—	2026-02-26
Two Sigma Investments, LP	NEW	9,681	—	+9,681	—	—	$332.9K	—	2025-05-15
Mid-American Wealth Advisory Group, Inc.	INCREASED	8,939	5,871	+3,068	+52%	$228.8K	$307.4K	+$78.6K	2025-04-09
Acorn Wealth Advisors, LLC	UNCHANGED	6,780	6,780	0	0%	$264.3K	$233.2K	-$31.1K	2025-05-01
Sloy Dahl & Holst, LLC	NEW	6,070	—	+6,070	—	—	$208.8K	—	2025-05-12
Osaic Holdings, Inc.	INCREASED	4,877	4,529	+348	+8%	$176.6K	$167.8K	-$8.8K	2025-05-12
Park Square Financial Group, LLC	DECREASED	3,258	3,300	-42	-1%	$128.6K	$112.0K	-$16.6K	2025-05-01
Signaturefd, LLC	UNCHANGED	2,700	2,700	0	0%	$105.2K	$92.9K	-$12.4K	2025-05-02
AE Wealth Management LLC	INCREASED	2,238	1,342	+896	+67%	$52.3K	$77.0K	+$24.7K	2025-05-06
Continuum Advisory, LLC	UNCHANGED	2,185	2,185	0	0%	$85.2K	$75.1K	-$10.0K	2025-04-23
Morgan Stanley	DECREASED	1,336	2,086	-750	-36%	$81.3K	$46.0K	-$35.4K	2025-05-15
Coldstream Capital Management Inc	NEW	892	—	+892	—	—	$30.7K	—	2025-05-13
Harbour Investments, Inc.	UNCHANGED	450	450	0	0%	$17.5K	$15.5K	-$2.1K	2025-05-08
Capital Investment Advisory Services, LLC	DECREASED	376	656	-280	-43%	$25.6K	$12.9K	-$12.7K	2025-04-29
Carolina Wealth Advisors, LLC	DECREASED	339	353	-14	-4%	$13.8K	$11.7K	-$2.1K	2025-04-24
UBS Group AG	DECREASED	176	338	-162	-48%	$13.2K	$6.1K	-$7.1K	2025-05-13
Bogart Wealth, LLC	UNCHANGED	160	160	0	0%	$6.2K	$5.5K	-$734	2025-05-02
Parallel Advisors, LLC	UNCHANGED	136	136	0	0%	$5.3K	$4.7K	-$626	2025-04-08
Sunbelt Securities, Inc.	UNCHANGED	95	95	0	0%	$3.7K	$3.3K	-$474	2025-04-24
Royal Bank of Canada	NEW	90	—	+90	—	—	$3.0K	—	2025-11-21
Commonwealth Equity Services, LLC	CLOSED	0	10,320	-10,320	-100%	$402	$0	-$402	2025-05-09
Citadel Advisors LLC	CLOSED	0	8,325	-8,325	-100%	$324.5K	$0	-$324.5K	2025-05-15
Independent Financial Group, LLC	CLOSED	0	6,078	-6,078	-100%	$236.9K	$0	-$236.9K	2026-05-19
Weaver Consulting Group	CLOSED	0	5,304	-5,304	-100%	$206.7K	$0	-$206.7K	2025-04-28
Prime Capital Investment Advisors, LLC	CLOSED	0	5,260	-5,260	-100%	$205.0K	$0	-$205.0K	2025-05-13
Allworth Financial LP	CLOSED	0	700	-700	-100%	$29.2K	$0	-$29.2K	2025-04-30
Federation des caisses Desjardins du Quebec	CLOSED	0	356	-356	-100%	$13.9K	$0	-$13.9K	2025-05-15
Northwestern Mutual Wealth Management Co	CLOSED	0	125	-125	-100%	$4.9K	$0	-$4.9K	2025-05-14
Wells Fargo & Company	CLOSED	0	123	-123	-100%	$4.8K	$0	-$4.8K	2025-05-13
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-05-14

Showing 33 of 33 institutions