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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares122,674 from 127,455
Change-4,781 (-4%)
Value$12.2M (-$1.1M)
Filed 2026-11-02
Toth Financial Advisory Corp
INCREASED
Shares49,692 from 46,949
Change+2,743 (+6%)
Value$4.9M (+$57.4K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares31,043 from 31,951
Change-908 (-3%)
Value$3.1K (-$3.3M)
Filed 2026-11-02
WealthPlan Investment Management, LLC
DECREASED
Shares29,140 from 38,127
Change-8,987 (-24%)
Value$2.9M (-$1.1M)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares23,000 from 22,500
Change+500 (+2%)
Value$2.3M (-$53.4K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares20,333
Change+20,333
Value$2.0M
Filed 2026-11-03
WealthPLAN Partners, LLC
DECREASED
Shares12,757 from 18,349
Change-5,592 (-30%)
Value$1.3M (-$639.8K)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
UNCHANGED
Shares11,878 from 11,878
Change0 (0%)
Value$1.2M (+$40.4K)
Filed 2026-10-19
Concord Wealth Partners
DECREASED
Shares11,143 from 12,074
Change-931 (-8%)
Value$1.1M (-$147.9K)
Filed 2026-11-02
Concord Asset Management, LLC
DECREASED
Shares11,081 from 12,074
Change-993 (-8%)
Value$1.1M (-$154.0K)
Filed 2026-11-02
Independent Financial Group, LLC
UNCHANGED
Shares7,354 from 7,354
Change0 (0%)
Value$730.8K (-$33.7K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares6,838 from 6,657
Change+181 (+3%)
Value$679.6K (-$12.5K)
Filed 2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares5,991
Change+5,991
Value$595.4K
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares5,669 from 3,848
Change+1,821 (+47%)
Value$563.4K (+$163.3K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares5,421 from 5,312
Change+109 (+2%)
Value$538.8K (-$13.5K)
Filed 2026-11-05
Apollon Financial, LLC
UNCHANGED
Shares4,741 from 4,741
Change0 (0%)
Value$471.2K (-$21.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,133
Change+4,133
Value$419.7K
Filed 2026-10-13
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$385.6K (-$17.8K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
UNCHANGED
Shares3,399 from 3,399
Change0 (0%)
Value$337.8K (-$15.6K)
Filed 2026-10-08
Rhodes Investment Advisors Inc
DECREASED
Shares3,275 from 3,475
Change-200 (-6%)
Value$325.5K (-$35.8K)
Filed 2026-10-07
Magnolia Capital Management LTD
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$229 (-$10)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares2,158 from 2,236
Change-78 (-3%)
Value$214.4K (-$18.0K)
Filed 2026-10-08
Princeton Global Asset Management LLC
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$89.7K (-$4.1K)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$87.1K (-$4.0K)
Filed 2026-11-05
Global X Japan Co., Ltd.
DECREASED
Shares816 from 8,634
Change-7,818 (-91%)
Value$81.1K (-$816.5K)
Filed 2026-10-21
Citigroup Inc
NEW
Shares781
Change+781
Value$77.6K
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$76.4K (-$3.5K)
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$33.3K (-$1.5K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares152 from 147
Change+5 (+3%)
Value$15.1K (-$176)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares133
Change+133
Value$13.2K
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares104
Change+104
Value$10.4K
Filed 2026-11-05
Lanark Financial, Inc.
NEW
Shares94
Change+94
Value$9.3K
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.0K (-$367)
Filed 2026-10-20
Nfsg Corp
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.6K (-$119)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$398 (-$18)
Filed 2026-10-30
4Wealth Advisors, Inc.
CLOSED
Shares0 from 4,258
Change-4,258 (-100%)
Value$0 (-$432.7K)
Filed 2026-10-13
Lido Advisors, LLC
CLOSED
Shares0 from 1,975
Change-1,975 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-04
Financial Consulate, Inc
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$3)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 269,543
Change-269,543 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 194,058
Change-194,058 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 169,757
Change-169,757 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 141,386
Change-141,386 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 79,507
Change-79,507 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 55,027
Change-55,027 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 49,457
Change-49,457 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 46,649
Change-46,649 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 43,642
Change-43,642 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 42,281
Change-42,281 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 41,083
Change-41,083 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,744
Change-29,744 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,304
Change-28,304 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 26,563
Change-26,563 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,328
Change-23,328 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,340
Change-20,340 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 11,294
Change-11,294 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,557
Change-10,557 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
&partners
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 848
Change-848 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 835
Change-835 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 614
Change-614 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 584
Change-584 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 150
Change-150 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 146
Change-146 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED122,674127,455-4,781-4%$13.3M$12.2M-$1.1M2026-11-02
Toth Financial Advisory Corp
INCREASED49,69246,949+2,743+6%$4.9M$4.9M+$57.4K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED31,04331,951-908-3%$3.3M$3.1K-$3.3M2026-11-02
WealthPlan Investment Management, LLC
DECREASED29,14038,127-8,987-24%$4.0M$2.9M-$1.1M2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED23,00022,500+500+2%$2.3M$2.3M-$53.4K2026-11-03
Ascentis Independent Advisors
NEW20,333—+20,333——$2.0M—2026-11-03
WealthPLAN Partners, LLC
DECREASED12,75718,349-5,592-30%$1.9M$1.3M-$639.8K2026-10-15
CFS Investment Advisory Services, LLC
UNCHANGED11,87811,87800%$1.2M$1.2M+$40.4K2026-10-19
Concord Wealth Partners
DECREASED11,14312,074-931-8%$1.3M$1.1M-$147.9K2026-11-02
Concord Asset Management, LLC
DECREASED11,08112,074-993-8%$1.3M$1.1M-$154.0K2026-11-02
Independent Financial Group, LLC
UNCHANGED7,3547,35400%$764.5K$730.8K-$33.7K2026-10-13
Truist Financial Corp
INCREASED6,8386,657+181+3%$692.1K$679.6K-$12.5K2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
NEW5,991—+5,991——$595.4K—2026-10-28
Rossby Financial, LCC
INCREASED5,6693,848+1,821+47%$400.0K$563.4K+$163.3K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED5,4215,312+109+2%$552.3K$538.8K-$13.5K2026-11-05
Apollon Financial, LLC
UNCHANGED4,7414,74100%$492.9K$471.2K-$21.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW4,133—+4,133——$419.7K—2026-10-13
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED3,8803,88000%$403.4K$385.6K-$17.8K2026-10-15
Valeo Financial Advisors, LLC
UNCHANGED3,3993,39900%$353.4K$337.8K-$15.6K2026-10-08
Rhodes Investment Advisors Inc
DECREASED3,2753,475-200-6%$361.3K$325.5K-$35.8K2026-10-07
Magnolia Capital Management LTD
UNCHANGED2,3002,30000%$239$229-$102026-10-09
Farther Finance Advisors, LLC
DECREASED2,1582,236-78-3%$232.4K$214.4K-$18.0K2026-10-08
Princeton Global Asset Management LLC
UNCHANGED90390300%$93.8K$89.7K-$4.1K2026-10-21
Larson Financial Group LLC
UNCHANGED87687600%$91.1K$87.1K-$4.0K2026-11-05
Global X Japan Co., Ltd.
DECREASED8168,634-7,818-91%$897.6K$81.1K-$816.5K2026-10-21
Citigroup Inc
NEW781—+781——$77.6K—2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED76976900%$79.9K$76.4K-$3.5K2026-10-16
IFP Advisors, Inc
UNCHANGED33533500%$34.8K$33.3K-$1.5K2026-10-16
Assetmark, Inc
INCREASED152147+5+3%$15.3K$15.1K-$1762026-10-21
Nova Financial LLC
NEW133—+133——$13.2K—2026-11-04
Jacobi Capital Management LLC
NEW104—+104——$10.4K—2026-11-05
Lanark Financial, Inc.
NEW94—+94——$9.3K—2026-10-26
Private Trust Co NA
UNCHANGED808000%$8.3K$8.0K-$3672026-10-20
Nfsg Corp
UNCHANGED262600%$2.7K$2.6K-$1192026-10-15
Compass Financial Management LLC
UNCHANGED4400%$416$398-$182026-10-30
4Wealth Advisors, Inc.
CLOSED04,258-4,258-100%$432.7K$0-$432.7K2026-10-13
Lido Advisors, LLC
CLOSED01,975-1,975-100%$205.4K$0-$205.4K2026-11-04
Financial Consulate, Inc
CLOSED031-31-100%$3.2K$0-$3.2K2026-10-23
PNC Financial Services Group, Inc.
CLOSED000—$3$0-$32026-11-06
Morgan Stanley
N/A—269,543-269,543-100%$28.0M———
Orion Porfolio Solutions, LLC
N/A—194,058-194,058-100%$20.2M———
Bank of America Corp
N/A—169,757-169,757-100%$17.6M———
Wells Fargo & Company
N/A—141,386-141,386-100%$14.7M———
LPL Financial LLC
N/A—79,507-79,507-100%$8.3M———
Goldman Sachs Group Inc
N/A—55,027-55,027-100%$5.7M———
Royal Bank of Canada
N/A—49,457-49,457-100%$5.1M———
Mendel Capital Management LLC
N/A—46,649-46,649-100%$4.8M———
Coston, McIsaac & Partners
N/A—43,642-43,642-100%$4.5M———
Cetera Investment Advisers
N/A—42,281-42,281-100%$4.4M———
Osaic Holdings, Inc.
N/A—41,083-41,083-100%$4.3M———
Raymond James Financial Inc
N/A—29,744-29,744-100%$3.1M———
NewEdge Advisors, LLC
N/A—28,304-28,304-100%$2.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—26,563-26,563-100%$2.8M———
BFC Planning, Inc.
N/A—23,328-23,328-100%$2.4M———
World Investment Advisors
N/A—20,340-20,340-100%$1.7M———
AMJ Financial Wealth Management
N/A—11,294-11,294-100%$956.7K———
Geneos Wealth Management Inc.
N/A—10,557-10,557-100%$1.1M———
Janney Montgomery Scott LLC
N/A—10,490-10,490-100%$1.1M———
Sanctuary Advisors, LLC
N/A—8,630-8,630-100%$897.2K———
MWA Asset Management
N/A—8,300-8,300-100%$862.9K———
UBS Group AG
N/A—8,094-8,094-100%$841.5K———
Ameritas Advisory Services, LLC
N/A—6,185-6,185-100%$643.0K———
&partners
N/A—6,015-6,015-100%$622.4K———
HighPoint Advisor Group LLC
N/A—5,916-5,916-100%$615.0K———
Citadel Advisors LLC
N/A—5,860-5,860-100%$609.2K———
Two Sigma Investments, LP
N/A—5,700-5,700-100%$592.6K———
Integrated Wealth Concepts LLC
N/A—5,539-5,539-100%$575.8K———
Susquehanna International Group, LLP
N/A—4,984-4,984-100%$518.1K———
Sound View Wealth Advisors Group, LLC
N/A—4,823-4,823-100%$501.4K———
Steward Partners Investment Advisory, LLC
N/A—3,807-3,807-100%$395.8K———
FMR LLC
N/A—3,724-3,724-100%$387.2K———
Emissary Wealth LLC
N/A—3,234-3,234-100%$336.2K———
Money Concepts Capital Corp
N/A—3,231-3,231-100%$335.9K———
JPMorgan Chase & Co
N/A—2,996-2,996-100%$304.4K———
Global Retirement Partners, LLC
N/A—2,821-2,821-100%$293.3K———
GWN Securities Inc.
N/A—2,281-2,281-100%$237.1K———
Cozad Asset Management Inc
N/A—2,150-2,150-100%$223.5K———
Pathstone Holdings, LLC
N/A—2,119-2,119-100%$220.3K———
Harbour Investments, Inc.
N/A—1,647-1,647-100%$171.2K———
Nova Wealth Management, Inc.
N/A—1,339-1,339-100%$139.2K———
Benson Wealth Management Inc
N/A—848-848-100%$88.2K———
Tower Research Capital LLC (TRC)
N/A—835-835-100%$86.8K———
Northwestern Mutual Wealth Management Co
N/A—614-614-100%$63.8K———
Allworth Financial LP
N/A—584-584-100%$60.7K———
AE Wealth Management LLC
N/A—232-232-100%$24.1K———
BlackRock, Inc.
N/A—180-180-100%$18.7K———
National Bank of Canada
N/A—150-150-100%$15.5K———
Regatta Research & Money Management
N/A—146-146-100%$15.2K———
Aptus Capital Advisors, LLC
N/A—43-43-100%$4.5K———
Medallion Wealth Advisors, LLC
N/A—23-23-100%$2.4K———
Showing 90 of 90 institutions