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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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SEI Investments Co

INCREASED

Shares110,619 from 100,772

Change+9,847 (+10%)

Value$5.5M (+$199.6K)

Filed 2026-11-10

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares27,667 from 21,054

Change+6,613 (+31%)

Value$1.4K (-$1.1M)

Filed 2026-11-02

Private Advisor Group, LLC

NEW

Shares8,017

Change+8,017

Value$401.9K

Filed 2026-11-10

Perigon Wealth Management, LLC

INCREASED

Shares5,593 from 5,548

Change+45 (+1%)

Value$280.4K (-$13.9K)

Filed 2026-10-22

US Bancorp \de\

UNCHANGED

Shares565 from 565

Change0 (0%)

Value$28.3K (-$1.6K)

Filed 2026-11-05

Meriwether Wealth & Planning, LLC

NEW

Shares101

Change+101

Value$5.1K

Filed 2026-10-13

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 3,906

Change-3,906 (-100%)

Value$0 (-$207.2K)

Filed 2026-11-02

CLOSED

Shares0 from 339

Change-339 (-100%)

Value$0 (-$18.0K)

Filed 2026-11-10

Rossby Financial, LCC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$45)

Filed 2026-11-05

Neuberger Berman Group LLC

N/A

Shares— from 1,786,160

Change-1,786,160 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 87,103

Change-87,103 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 29,625

Change-29,625 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 19,330

Change-19,330 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 14,339

Change-14,339 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 11,733

Change-11,733 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,869

Change-8,869 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 8,821

Change-8,821 (-100%)

Value—

XP Advisory US, Inc.

N/A

Shares— from 633

Change-633 (-100%)

Value—

N/A

Shares— from 43

Change-43 (-100%)

Value—

	Status
SEI Investments Co	INCREASED	110,619	100,772	+9,847	+10%	$5.3M	$5.5M	+$199.6K	2026-11-10
Cambridge Investment Research Advisors, Inc.	INCREASED	27,667	21,054	+6,613	+31%	$1.1M	$1.4K	-$1.1M	2026-11-02
Private Advisor Group, LLC	NEW	8,017	—	+8,017	—	—	$401.9K	—	2026-11-10
Perigon Wealth Management, LLC	INCREASED	5,593	5,548	+45	+1%	$294.3K	$280.4K	-$13.9K	2026-10-22
US Bancorp \de\	UNCHANGED	565	565	0	0%	$30.0K	$28.3K	-$1.6K	2026-11-05
Meriwether Wealth & Planning, LLC	NEW	101	—	+101	—	—	$5.1K	—	2026-10-13
Commonwealth Equity Services, LLC	CLOSED	0	3,906	-3,906	-100%	$207.2K	$0	-$207.2K	2026-11-02
UBS Group AG	CLOSED	0	339	-339	-100%	$18.0K	$0	-$18.0K	2026-11-10
Rossby Financial, LCC	CLOSED	0	1	-1	-100%	$45	$0	-$45	2026-11-05
Neuberger Berman Group LLC	N/A	—	1,786,160	-1,786,160	-100%	$94.8M	—	—	—
Benjamin Edwards Inc	N/A	—	87,103	-87,103	-100%	$4.6M	—	—	—
Captrust Financial Advisors	N/A	—	29,625	-29,625	-100%	$1.6M	—	—	—
Virtu Financial LLC	N/A	—	19,330	-19,330	-100%	$1.0M	—	—	—
Jane Street Group, LLC	N/A	—	14,339	-14,339	-100%	$760.7K	—	—	—
Bank of America Corp	N/A	—	11,733	-11,733	-100%	$622.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,869	-8,869	-100%	$470.5K	—	—	—
Principal Securities, Inc.	N/A	—	8,821	-8,821	-100%	$468.0K	—	—	—
XP Advisory US, Inc.	N/A	—	633	-633	-100%	$33.6K	—	—	—
Morgan Stanley	N/A	—	43	-43	-100%	$2.3K	—	—	—

Showing 19 of 19 institutions