IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Toews Agility Shares Managed (MRSK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,488,464 from 2,104,137
Change+384,327 (+18%)
Value$98.2M (+$17.0M)
Filed 2026-11-06
Visionary Horizons, LLC
INCREASED
Shares217,448 from 210,051
Change+7,397 (+4%)
Value$8.6M (+$472.2K)
Filed 2026-10-22
HFG Wealth Management, LLC
UNCHANGED
Shares160,726 from 160,726
Change0 (0%)
Value$6.2M ($0)
Filed 2026-10-16
Thrivent Financial for Lutherans
NEW
Shares87,896
Change+87,896
Value$3.5K
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares81,249 from 87,033
Change-5,784 (-7%)
Value$3.2K (-$3.4M)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
INCREASED
Shares73,938 from 68,996
Change+4,942 (+7%)
Value$3.0M (+$310.1K)
Filed 2026-10-19
Strategic Equity Management
DECREASED
Shares56,590 from 74,066
Change-17,476 (-24%)
Value$2.2M (-$626.2K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares55,680 from 56,344
Change-664 (-1%)
Value$2.2M (+$22.1K)
Filed 2026-10-13
Saxony Capital Management, LLC
INCREASED
Shares32,451 from 30,290
Change+2,161 (+7%)
Value$1.3M (+$111.3K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares29,875 from 16,989
Change+12,886 (+76%)
Value$1.2M (+$523.2K)
Filed 2026-11-02
TCP Asset Management, LLC
INCREASED
Shares24,743 from 24,452
Change+291 (+1%)
Value$984.5K (+$40.4K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares11,332 from 53,357
Change-42,025 (-79%)
Value$447.2K (-$1.6M)
Filed 2026-11-06
Capital Planning LLC
UNCHANGED
Shares11,069 from 11,069
Change0 (0%)
Value$436.9K (+$9.5K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
DECREASED
Shares10,600 from 11,250
Change-650 (-6%)
Value$418.4K (-$16.0K)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares9,599
Change+9,599
Value$378.8K
Filed 2026-10-15
Kestra Advisory Services, LLC
UNCHANGED
Shares9,499 from 9,499
Change0 (0%)
Value$374.9K (+$8.2K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
UNCHANGED
Shares7,103 from 7,103
Change0 (0%)
Value$280.3K (+$6.1K)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares6,757 from 6,757
Change0 (0%)
Value$266.7K (+$5.8K)
Filed 2026-10-30
Diversify Advisory Services, LLC
DECREASED
Shares6,438 from 7,388
Change-950 (-13%)
Value$257.3K (-$28.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares6,438 from 7,388
Change-950 (-13%)
Value$257.3K (-$28.1K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,969 from 2,969
Change0 (0%)
Value$117.2K (+$2.5K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares2,479 from 2,479
Change0 (0%)
Value$97.8K (+$2.1K)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$59.2K (+$1.3K)
Filed 2026-10-20
KFG LLC
NEW
Shares869
Change+869
Value$34.3K
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$23.1K (+$502)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares411 from 437
Change-26 (-6%)
Value$16.2K (-$651)
Filed 2026-10-21
Moneywise, Inc.
CLOSED
Shares0 from 14,188
Change-14,188 (-100%)
Value$0 (-$547.8K)
Filed 2026-10-30
Evolution Wealth Management Inc.
CLOSED
Shares0 from 2,127
Change-2,127 (-100%)
Value$0 (-$82.1K)
Filed 2026-10-28
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,839,780
Change-1,839,780 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 545,429
Change-545,429 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 234,409
Change-234,409 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 173,211
Change-173,211 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 150,605
Change-150,605 (-100%)
Value—
Toews Corp
N/A
Shares— from 135,882
Change-135,882 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 112,531
Change-112,531 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 101,434
Change-101,434 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 89,078
Change-89,078 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 22,684
Change-22,684 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,042
Change-22,042 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,655
Change-14,655 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,406
Change-9,406 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,144
Change-9,144 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 911
Change-911 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 233
Change-233 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,488,4642,104,137+384,327+18%$81.2M$98.2M+$17.0M2026-11-06
Visionary Horizons, LLC
INCREASED217,448210,051+7,397+4%$8.1M$8.6M+$472.2K2026-10-22
HFG Wealth Management, LLC
UNCHANGED160,726160,72600%$6.2M$6.2M$02026-10-16
Thrivent Financial for Lutherans
NEW87,896—+87,896——$3.5K—2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED81,24987,033-5,784-7%$3.4M$3.2K-$3.4M2026-11-02
CFS Investment Advisory Services, LLC
INCREASED73,93868,996+4,942+7%$2.7M$3.0M+$310.1K2026-10-19
Strategic Equity Management
DECREASED56,59074,066-17,476-24%$2.9M$2.2M-$626.2K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED55,68056,344-664-1%$2.2M$2.2M+$22.1K2026-10-13
Saxony Capital Management, LLC
INCREASED32,45130,290+2,161+7%$1.2M$1.3M+$111.3K2026-10-15
Commonwealth Equity Services, LLC
INCREASED29,87516,989+12,886+76%$655.9K$1.2M+$523.2K2026-11-02
TCP Asset Management, LLC
INCREASED24,74324,452+291+1%$944.1K$984.5K+$40.4K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED11,33253,357-42,025-79%$2.1M$447.2K-$1.6M2026-11-06
Capital Planning LLC
UNCHANGED11,06911,06900%$427.4K$436.9K+$9.5K2026-10-09
Silver Grove Financial Group, Inc.
DECREASED10,60011,250-650-6%$434.4K$418.4K-$16.0K2026-11-05
Blue Trust, Inc.
NEW9,599—+9,599——$378.8K—2026-10-15
Kestra Advisory Services, LLC
UNCHANGED9,4999,49900%$366.8K$374.9K+$8.2K2026-11-02
SeaCrest Wealth Management, LLC
UNCHANGED7,1037,10300%$274.2K$280.3K+$6.1K2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED6,7576,75700%$260.9K$266.7K+$5.8K2026-10-30
Diversify Advisory Services, LLC
DECREASED6,4387,388-950-13%$285.4K$257.3K-$28.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED6,4387,388-950-13%$285.4K$257.3K-$28.1K2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED2,9692,96900%$114.6K$117.2K+$2.5K2026-11-06
IFP Advisors, Inc
UNCHANGED2,4792,47900%$95.7K$97.8K+$2.1K2026-10-16
Private Trust Co NA
UNCHANGED1,4991,49900%$57.9K$59.2K+$1.3K2026-10-20
KFG LLC
NEW869—+869——$34.3K—2026-11-02
Farther Finance Advisors, LLC
UNCHANGED58558500%$22.6K$23.1K+$5022026-10-08
Assetmark, Inc
DECREASED411437-26-6%$16.9K$16.2K-$6512026-10-21
Moneywise, Inc.
CLOSED014,188-14,188-100%$547.8K$0-$547.8K2026-10-30
Evolution Wealth Management Inc.
CLOSED02,127-2,127-100%$82.1K$0-$82.1K2026-10-28
Orion Porfolio Solutions, LLC
N/A—1,839,780-1,839,780-100%$71.0M———
Osaic Holdings, Inc.
N/A—545,429-545,429-100%$21.1M———
RPg Family Wealth Advisory, LLC
N/A—234,409-234,409-100%$9.1M———
Capital Analysts, LLC
N/A—173,211-173,211-100%$6.7M———
Ausdal Financial Partners, Inc.
N/A—150,605-150,605-100%$5.8M———
Toews Corp
N/A—135,882-135,882-100%$5.2M———
Envestnet Asset Management Inc
N/A—112,531-112,531-100%$4.3M———
CreativeOne Wealth, LLC
N/A—101,434-101,434-100%$3.9M———
RPS Advisory Solutions LLC
N/A—89,078-89,078-100%$3.4M———
GWN Securities Inc.
N/A—22,684-22,684-100%$875.8K———
Jane Street Group, LLC
N/A—22,042-22,042-100%$851.0K———
GTS Securities LLC
N/A—14,655-14,655-100%$565.8K———
Cetera Investment Advisers
N/A—9,406-9,406-100%$363.2K———
Silver OAK Securities, Incorporated
N/A—9,144-9,144-100%$353.1K———
Centaurus Financial, Inc.
N/A—5,802-5,802-100%$224.0K———
Morgan Stanley
N/A—4,906-4,906-100%$189.4K———
Harbour Investments, Inc.
N/A—2,219-2,219-100%$85.7K———
Royal Bank of Canada
N/A—1,750-1,750-100%$67.0K———
Northwestern Mutual Wealth Management Co
N/A—911-911-100%$35.2K———
Hantz Financial Services, Inc.
N/A—233-233-100%$9.0K———
Private Wealth Asset Management, LLC
N/A—226-226-100%$8.7K———
Financial Gravity Companies, Inc.
N/A—97-97-100%$3.7K———
Geneos Wealth Management Inc.
N/A—27-27-100%$1.0K———
Showing 51 of 51 institutions