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Swan Enhanced DVD Inc ETF (SCLZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,807 from 18,356
Change-2,549 (-14%)
Value$896 (-$133)
Filed 2026-11-02
Taylor Securities Services, Inc.
INCREASED
Shares13,618 from 9,601
Change+4,017 (+42%)
Value$772.2K (+$234.2K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares5,538 from 5,515
Change+23 (+0%)
Value$314.0K (+$5.0K)
Filed 2026-11-02
Ethos Financial Group, LLC
N/A
Shares— from 25,782
Change-25,782 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 25,295
Change-25,295 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 24,484
Change-24,484 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,298
Change-21,298 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED15,80718,356-2,549-14%$1.0K$896-$1332026-11-02
Taylor Securities Services, Inc.
INCREASED13,6189,601+4,017+42%$538.1K$772.2K+$234.2K2026-10-20
Kestra Advisory Services, LLC
INCREASED5,5385,515+23+0%$309.1K$314.0K+$5.0K2026-11-02
Ethos Financial Group, LLC
N/A—25,782-25,782-100%$1.4M———
Swan Global Investments, LLC
N/A—25,295-25,295-100%$1.4M———
Camarda Financial Advisors, LLC
N/A—24,484-24,484-100%$1.4M———
Jane Street Group, LLC
N/A—21,298-21,298-100%$1.2M———
Morgan Stanley
N/A—2,395-2,395-100%$134.2K———
Osaic Holdings, Inc.
N/A—1,795-1,795-100%$100.6K———
Ameritas Advisory Services, LLC
N/A—196-196-100%$11.0K———
Showing 10 of 10 institutions