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REX Autocallable Income ETF (ATCL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HUB Investment Partners, LLC
INCREASED
Shares349,783 from 310,436
Change+39,347 (+13%)
Value$8.5M (+$803.8K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
DECREASED
Shares100,916 from 112,639
Change-11,723 (-10%)
Value$2.5M (-$340.9K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares71,610 from 21,814
Change+49,796 (+228%)
Value$1.7M (+$1.2M)
Filed 2026-10-08
Gerber, LLC
INCREASED
Shares63,085 from 36,854
Change+26,231 (+71%)
Value$1.5M (+$620.0K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares56,579 from 54,455
Change+2,124 (+4%)
Value$1.4M (+$24.7K)
Filed 2026-10-21
Heritage OAK Wealth Advisors LLC
INCREASED
Shares23,576 from 20,591
Change+2,985 (+15%)
Value$573.6K (+$62.4K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares16,783 from 14,567
Change+2,216 (+15%)
Value$408.3K (+$46.7K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED
Shares14,321 from 10,584
Change+3,737 (+35%)
Value$348.4K (+$85.7K)
Filed 2026-10-21
One Wealth Capital Management, LLC
NEW
Shares13,642
Change+13,642
Value$331.9K
Filed 2026-10-23
Cap Partners, LLC
DECREASED
Shares12,900 from 20,400
Change-7,500 (-37%)
Value$313.9K (-$192.6K)
Filed 2026-10-19
Toth Financial Advisory Corp
INCREASED
Shares11 from 10
Change+1 (+10%)
Value$264 (+$4)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 76,196
Change-76,196 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-13
Box Hill Private Wealth LLC
CLOSED
Shares0 from 13,506
Change-13,506 (-100%)
Value$0 (-$335.3K)
Filed 2026-10-05
Disciplined Investments, LLC
N/A
Shares— from 80,708
Change-80,708 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 41,698
Change-41,698 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,586
Change-16,586 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Status
HUB Investment Partners, LLC
INCREASED349,783310,436+39,347+13%$7.7M$8.5M+$803.8K2026-11-03
Pinion Investment Advisors, LLC
DECREASED100,916112,639-11,723-10%$2.8M$2.5M-$340.9K2026-11-04
Farther Finance Advisors, LLC
INCREASED71,61021,814+49,796+228%$541.5K$1.7M+$1.2M2026-10-08
Gerber, LLC
INCREASED63,08536,854+26,231+71%$914.9K$1.5M+$620.0K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED56,57954,455+2,124+4%$1.4M$1.4M+$24.7K2026-10-21
Heritage OAK Wealth Advisors LLC
INCREASED23,57620,591+2,985+15%$511.2K$573.6K+$62.4K2026-10-14
Maia Wealth LLC
INCREASED16,78314,567+2,216+15%$361.6K$408.3K+$46.7K2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED14,32110,584+3,737+35%$262.7K$348.4K+$85.7K2026-10-21
One Wealth Capital Management, LLC
NEW13,642—+13,642——$331.9K—2026-10-23
Cap Partners, LLC
DECREASED12,90020,400-7,500-37%$506.4K$313.9K-$192.6K2026-10-19
Toth Financial Advisory Corp
INCREASED1110+1+10%$260$264+$42026-10-08
Wealth Enhancement Advisory Services, LLC
CLOSED076,196-76,196-100%$1.9M$0-$1.9M2026-10-13
Box Hill Private Wealth LLC
CLOSED013,506-13,506-100%$335.3K$0-$335.3K2026-10-05
Disciplined Investments, LLC
N/A—80,708-80,708-100%$2.0M———
Snowden Capital Advisors LLC
N/A—41,698-41,698-100%$1.0M———
Millington Financial Advisors, LLC
N/A—21,150-21,150-100%$520.7K———
Sanctuary Advisors, LLC
N/A—16,586-16,586-100%$411.7K———
Silver OAK Securities, Incorporated
N/A—12,487-12,487-100%$310.0K———
Summit Financial, LLC
N/A—9,362-9,362-100%$232.4K———
Kingsview Wealth Management, LLC
N/A—8,855-8,855-100%$219.8K———
PlanVest Financial, Inc
N/A—1,366-1,366-100%$33.9K———
Showing 21 of 21 institutions