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Rodh S&P 500 TAR 20 M DI ETF (XPAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Tactive Advisors, LLC
NEW
Shares16,760
Change+16,760
Value$869.8K
Filed 2026-10-08
Geneos Wealth Management Inc.
INCREASED
Shares2,300 from 1,900
Change+400 (+21%)
Value$119.4K (+$17.8K)
Filed 2026-11-09
Latitude Advisors, LLC
NEW
Shares1,796
Change+1,796
Value$93.2K
Filed 2026-10-27
Farther Finance Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K (-$35)
Filed 2026-10-08
Global Retirement Partners, LLC
INCREASED
Shares9 from 8
Change+1 (+13%)
Value$442 (+$10)
Filed 2026-11-10
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 6,668
Change-6,668 (-100%)
Value$0 (-$356)
Filed 2026-11-02
Clearstead Advisors, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-06
Old Mission Capital LLC
N/A
Shares— from 43,511
Change-43,511 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,373
Change-15,373 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Tactive Advisors, LLC
NEW16,760—+16,760——$869.8K—2026-10-08
Geneos Wealth Management Inc.
INCREASED2,3001,900+400+21%$101.5K$119.4K+$17.8K2026-11-09
Latitude Advisors, LLC
NEW1,796—+1,796——$93.2K—2026-10-27
Farther Finance Advisors, LLC
UNCHANGED232300%$1.2K$1.2K-$352026-10-08
Global Retirement Partners, LLC
INCREASED98+1+13%$432$442+$102026-11-10
Cambridge Investment Research Advisors, Inc.
CLOSED06,668-6,668-100%$356$0-$3562026-11-02
Clearstead Advisors, LLC
CLOSED020-20-100%$1.1K$0-$1.1K2026-11-06
Old Mission Capital LLC
N/A—43,511-43,511-100%$2.3M———
Kingsview Wealth Management, LLC
N/A—15,373-15,373-100%$821.5K———
Citadel Advisors LLC
N/A—6,322-6,322-100%$337.8K———
Planning Directions Inc
N/A—6,077-6,077-100%$324.8K———
JPMorgan Chase & Co
N/A—4-4-100%$212———
Wells Fargo & Company
N/A—1-1-100%$32———
AE Wealth Management LLC
N/A—1-1-100%$31———
Showing 14 of 14 institutions