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PCR CSH Cowz 100N 100R (QQWZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Sigma Planning Corp
INCREASED
Shares233,330 from 223,852
Change+9,478 (+4%)
Value$6.4M (-$148.4K)
Filed 2026-10-23
Fortis Group Advisors, LLC
INCREASED
Shares133,605 from 118,231
Change+15,374 (+13%)
Value$3.4M (-$42.3K)
Filed 2026-11-06
MBL Wealth, LLC
INCREASED
Shares129,819 from 101,068
Change+28,751 (+28%)
Value$3.6M (+$608.0K)
Filed 2026-10-22
Colonial River Investments, LLC
NEW
Shares56,906
Change+56,906
Value$1.6M
Filed 2026-10-19
Tactive Advisors, LLC
INCREASED
Shares49,945 from 7,072
Change+42,873 (+606%)
Value$1.4M (+$1.2M)
Filed 2026-10-08
Clear Creek Financial Management, LLC
NEW
Shares34,868
Change+34,868
Value$961.7K
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares30,631 from 28,664
Change+1,967 (+7%)
Value$844.8K (+$1.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,410 from 16,148
Change-5,738 (-36%)
Value$287 (-$474.7K)
Filed 2026-11-02
IFP Advisors, Inc
NEW
Shares697
Change+697
Value$19.2K
Filed 2026-10-16
Farther Finance Advisors, LLC
NEW
Shares644
Change+644
Value$17.8K
Filed 2026-10-08
CX Institutional
NEW
Shares310
Change+310
Value$9
Filed 2026-10-02
Nwam LLC
CLOSED
Shares0 from 34,043
Change-34,043 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-09
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 16,642
Change-16,642 (-100%)
Value$0 (-$489.5K)
Filed 2026-10-15
Royal Bank of Canada
N/A
Shares— from 484,022
Change-484,022 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Status
Sigma Planning Corp
INCREASED233,330223,852+9,478+4%$6.6M$6.4M-$148.4K2026-10-23
Fortis Group Advisors, LLC
INCREASED133,605118,231+15,374+13%$3.5M$3.4M-$42.3K2026-11-06
MBL Wealth, LLC
INCREASED129,819101,068+28,751+28%$3.0M$3.6M+$608.0K2026-10-22
Colonial River Investments, LLC
NEW56,906—+56,906——$1.6M—2026-10-19
Tactive Advisors, LLC
INCREASED49,9457,072+42,873+606%$208.0K$1.4M+$1.2M2026-10-08
Clear Creek Financial Management, LLC
NEW34,868—+34,868——$961.7K—2026-10-28
Mather Group, Llc.
INCREASED30,63128,664+1,967+7%$843.0K$844.8K+$1.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED10,41016,148-5,738-36%$475.0K$287-$474.7K2026-11-02
IFP Advisors, Inc
NEW697—+697——$19.2K—2026-10-16
Farther Finance Advisors, LLC
NEW644—+644——$17.8K—2026-10-08
CX Institutional
NEW310—+310——$9—2026-10-02
Nwam LLC
CLOSED034,043-34,043-100%$1.0M$0-$1.0M2026-11-09
Mirae Asset Securities (USA) Inc.
CLOSED016,642-16,642-100%$489.5K$0-$489.5K2026-10-15
Royal Bank of Canada
N/A—484,022-484,022-100%$14.2M———
Medallion Wealth Advisors, LLC
N/A—841-841-100%$24.7K———
Showing 15 of 15 institutions