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SS FI Sector Rotation (FISR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Aspire Private Capital, LLC
INCREASED
Shares983,487 from 851,703
Change+131,784 (+15%)
Value$24.0M (+$2.2M)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares640,855 from 404,902
Change+235,953 (+58%)
Value$15.6K (-$10.4M)
Filed 2026-10-26
Raleigh Capital Management Inc.
INCREASED
Shares640,556 from 490,557
Change+149,999 (+31%)
Value$15.6M (+$3.1M)
Filed 2026-10-28
Landmark Wealth Management, Inc.
INCREASED
Shares481,731 from 288,333
Change+193,398 (+67%)
Value$11.8M (+$4.4M)
Filed 2026-11-04
Hibernia Wealth Partners, LLC
INCREASED
Shares454,818 from 409,212
Change+45,606 (+11%)
Value$11.1M (+$605.8K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares246,642 from 76,542
Change+170,100 (+222%)
Value$6.0M (+$4.1M)
Filed 2026-10-13
Lockerman Financial Group, Inc.
INCREASED
Shares165,698 from 113,529
Change+52,169 (+46%)
Value$4.0M (+$1.1M)
Filed 2026-10-19
Legacy Wealth Partners, LLC
INCREASED
Shares156,575 from 76,205
Change+80,370 (+105%)
Value$3.8M (+$1.9M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares135,690 from 36,169
Change+99,521 (+275%)
Value$3.3K (-$924.7K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares93,475 from 114,438
Change-20,963 (-18%)
Value$2.3M (-$653.6K)
Filed 2026-10-21
International Private Wealth Advisors LLC
INCREASED
Shares92,436 from 71,825
Change+20,611 (+29%)
Value$2.3M (+$414.1K)
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
INCREASED
Shares86,328 from 66,154
Change+20,174 (+31%)
Value$2.1M (+$410.4K)
Filed 2026-11-02
Balboa Wealth Partners
INCREASED
Shares53,317 from 29,621
Change+23,696 (+80%)
Value$1.3M (+$541.7K)
Filed 2026-10-20
WealthPoint Financial, LLC
INCREASED
Shares48,983 from 23,259
Change+25,724 (+111%)
Value$1.2M (+$599.1K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares37,318 from 29,470
Change+7,848 (+27%)
Value$910.9K (+$155.0K)
Filed 2026-11-04
Outlook Wealth Advisors, LLC
NEW
Shares35,805
Change+35,805
Value$874.0K
Filed 2026-10-28
Global Financial Private Client, LLC
INCREASED
Shares32,916 from 19,205
Change+13,711 (+71%)
Value$803.5K (+$310.9K)
Filed 2026-10-15
Worth Financial Advisory Group, LLC
INCREASED
Shares19,681 from 15,619
Change+4,062 (+26%)
Value$480.4K (+$79.8K)
Filed 2026-10-19
Kelly Financial Services LLC
INCREASED
Shares18,610 from 12,737
Change+5,873 (+46%)
Value$454.3K (+$127.6K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares18,093 from 22,776
Change-4,683 (-21%)
Value$441.7K (-$142.6K)
Filed 2026-10-09
Absolute Capital Management, LLC
INCREASED
Shares17,922 from 8,727
Change+9,195 (+105%)
Value$437.5K (+$213.6K)
Filed 2026-10-16
October Effect Ltd
INCREASED
Shares17,148 from 13,165
Change+3,983 (+30%)
Value$418.6K (+$80.9K)
Filed 2026-10-20
Virtue Capital Management, LLC
NEW
Shares17,078
Change+17,078
Value$416.9K
Filed 2026-10-29
Integrity Wealth Partners, LLC
NEW
Shares15,698
Change+15,698
Value$383.2K
Filed 2026-10-14
Capital Asset Advisory Services LLC
NEW
Shares15,001
Change+15,001
Value$372.3K
Filed 2026-10-30
Aegis Wealth Management, Inc.
NEW
Shares13,771
Change+13,771
Value$336.2K
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares11,961 from 10,040
Change+1,921 (+19%)
Value$292.0K (+$34.4K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
DECREASED
Shares11,495 from 12,770
Change-1,275 (-10%)
Value$280.6K (-$47.0K)
Filed 2026-11-02
MSH Capital Advisors LLC
UNCHANGED
Shares10,778 from 10,778
Change0 (0%)
Value$263.1K (-$13.4K)
Filed 2026-11-03
Atria Investments, Inc
NEW
Shares10,142
Change+10,142
Value$247.6K
Filed 2026-10-15
Kraft, Davis & Associates, LLC
NEW
Shares8,860
Change+8,860
Value$217.8K
Filed 2026-10-21
FWG Investments, Llc.
NEW
Shares8,461
Change+8,461
Value$206.5K
Filed 2026-11-03
Brown, Lisle Ings, Inc.
DECREASED
Shares5,101 from 6,591
Change-1,490 (-23%)
Value$124.5K (-$44.5K)
Filed 2026-10-16
Richardson Financial Services Inc.
INCREASED
Shares3,094 from 2,170
Change+924 (+43%)
Value$75.5K (+$19.9K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares3,075 from 1,259
Change+1,816 (+144%)
Value$75.1K (+$42.8K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares2,239 from 1,878
Change+361 (+19%)
Value$54.7K (+$6.5K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
NEW
Shares726
Change+726
Value$17.7K
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares682 from 372
Change+310 (+83%)
Value$17 (+$7)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
INCREASED
Shares175 from 173
Change+2 (+1%)
Value$4.3K (-$171)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares109 from 59
Change+50 (+85%)
Value$2.7K (+$1.1K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares105 from 164
Change-59 (-36%)
Value$2.6K (-$1.6K)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$1.9K (-$94)
Filed 2026-11-05
Reap Financial Group, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$1.8K (-$92)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$1.8K (-$89)
Filed 2026-10-28
Key Capital Management, Inc
NEW
Shares30
Change+30
Value$732
Filed 2026-11-03
Networth Advisors, LLC
NEW
Shares14
Change+14
Value$342
Filed 2026-11-03
LPL Financial LLC
N/A
Shares— from 3,544,540
Change-3,544,540 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,494,333
Change-3,494,333 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,608,300
Change-2,608,300 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 848,331
Change-848,331 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 525,658
Change-525,658 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 413,378
Change-413,378 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 187,354
Change-187,354 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 143,413
Change-143,413 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 139,779
Change-139,779 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 116,908
Change-116,908 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 106,457
Change-106,457 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 90,314
Change-90,314 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 69,169
Change-69,169 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,380
Change-67,380 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 50,125
Change-50,125 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 44,545
Change-44,545 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 28,177
Change-28,177 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 26,028
Change-26,028 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 21,332
Change-21,332 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,425
Change-18,425 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,560
Change-15,560 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 14,443
Change-14,443 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,723
Change-10,723 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,727
Change-9,727 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,349
Change-7,349 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 477
Change-477 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Aspire Private Capital, LLC
INCREASED983,487851,703+131,784+15%$21.8M$24.0M+$2.2M2026-11-05
Park Avenue Securities LLC
INCREASED640,855404,902+235,953+58%$10.4M$15.6K-$10.4M2026-10-26
Raleigh Capital Management Inc.
INCREASED640,556490,557+149,999+31%$12.6M$15.6M+$3.1M2026-10-28
Landmark Wealth Management, Inc.
INCREASED481,731288,333+193,398+67%$7.4M$11.8M+$4.4M2026-11-04
Hibernia Wealth Partners, LLC
INCREASED454,818409,212+45,606+11%$10.5M$11.1M+$605.8K2026-10-29
Signal Advisors Wealth, LLC
INCREASED246,64276,542+170,100+222%$2.0M$6.0M+$4.1M2026-10-13
Lockerman Financial Group, Inc.
INCREASED165,698113,529+52,169+46%$2.9M$4.0M+$1.1M2026-10-19
Legacy Wealth Partners, LLC
INCREASED156,57576,205+80,370+105%$2.0M$3.8M+$1.9M2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED135,69036,169+99,521+275%$928.0K$3.3K-$924.7K2026-11-02
Axxcess Wealth Management, LLC
DECREASED93,475114,438-20,963-18%$2.9M$2.3M-$653.6K2026-10-21
International Private Wealth Advisors LLC
INCREASED92,43671,825+20,611+29%$1.8M$2.3M+$414.1K2026-11-05
Valtinson Bruner Financial Planning LLC
INCREASED86,32866,154+20,174+31%$1.7M$2.1M+$410.4K2026-11-02
Balboa Wealth Partners
INCREASED53,31729,621+23,696+80%$759.8K$1.3M+$541.7K2026-10-20
WealthPoint Financial, LLC
INCREASED48,98323,259+25,724+111%$596.6K$1.2M+$599.1K2026-11-03
Creative Financial Designs Inc
INCREASED37,31829,470+7,848+27%$755.9K$910.9K+$155.0K2026-11-04
Outlook Wealth Advisors, LLC
NEW35,805—+35,805——$874.0K—2026-10-28
Global Financial Private Client, LLC
INCREASED32,91619,205+13,711+71%$492.6K$803.5K+$310.9K2026-10-15
Worth Financial Advisory Group, LLC
INCREASED19,68115,619+4,062+26%$400.6K$480.4K+$79.8K2026-10-19
Kelly Financial Services LLC
INCREASED18,61012,737+5,873+46%$326.7K$454.3K+$127.6K2026-10-20
Balefire, LLC
DECREASED18,09322,776-4,683-21%$584.2K$441.7K-$142.6K2026-10-09
Absolute Capital Management, LLC
INCREASED17,9228,727+9,195+105%$223.9K$437.5K+$213.6K2026-10-16
October Effect Ltd
INCREASED17,14813,165+3,983+30%$337.7K$418.6K+$80.9K2026-10-20
Virtue Capital Management, LLC
NEW17,078—+17,078——$416.9K—2026-10-29
Integrity Wealth Partners, LLC
NEW15,698—+15,698——$383.2K—2026-10-14
Capital Asset Advisory Services LLC
NEW15,001—+15,001——$372.3K—2026-10-30
Aegis Wealth Management, Inc.
NEW13,771—+13,771——$336.2K—2026-10-26
Triumph Capital Management
INCREASED11,96110,040+1,921+19%$257.5K$292.0K+$34.4K2026-10-14
Quadcap Wealth Management, LLC
DECREASED11,49512,770-1,275-10%$327.6K$280.6K-$47.0K2026-11-02
MSH Capital Advisors LLC
UNCHANGED10,77810,77800%$276.5K$263.1K-$13.4K2026-11-03
Atria Investments, Inc
NEW10,142—+10,142——$247.6K—2026-10-15
Kraft, Davis & Associates, LLC
NEW8,860—+8,860——$217.8K—2026-10-21
FWG Investments, Llc.
NEW8,461—+8,461——$206.5K—2026-11-03
Brown, Lisle Ings, Inc.
DECREASED5,1016,591-1,490-23%$169.1K$124.5K-$44.5K2026-10-16
Richardson Financial Services Inc.
INCREASED3,0942,170+924+43%$55.7K$75.5K+$19.9K2026-10-30
Farther Finance Advisors, LLC
INCREASED3,0751,259+1,816+144%$32.3K$75.1K+$42.8K2026-10-08
Private Trust Co NA
INCREASED2,2391,878+361+19%$48.2K$54.7K+$6.5K2026-10-20
Buck Wealth Strategies, LLC
NEW726—+726——$17.7K—2026-10-28
Covestor Ltd
INCREASED682372+310+83%$10$17+$72026-10-30
Lloyd Advisory Services, Llc.
INCREASED175173+2+1%$4.4K$4.3K-$1712026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED10959+50+85%$1.5K$2.7K+$1.1K2026-11-02
Kingdom Financial Group Llc.
DECREASED105164-59-36%$4.2K$2.6K-$1.6K2026-11-04
Rossby Financial, LCC
UNCHANGED767600%$1.9K$1.9K-$942026-11-05
Reap Financial Group, LLC
UNCHANGED747400%$1.9K$1.8K-$922026-11-02
Evolution Wealth Management Inc.
UNCHANGED727200%$1.8K$1.8K-$892026-10-28
Key Capital Management, Inc
NEW30—+30——$732—2026-11-03
Networth Advisors, LLC
NEW14—+14——$342—2026-11-03
LPL Financial LLC
N/A—3,544,540-3,544,540-100%$90.9M———
Envestnet Portfolio Solutions, Inc.
N/A—3,494,333-3,494,333-100%$89.6M———
Envestnet Asset Management Inc
N/A—2,608,300-2,608,300-100%$66.9M———
NewEdge Advisors, LLC
N/A—848,331-848,331-100%$21.8M———
Cerity Partners LLC
N/A—525,658-525,658-100%$13.5M———
HighTower Advisors, LLC
N/A—413,378-413,378-100%$10.6M———
Principal Securities, Inc.
N/A—187,354-187,354-100%$4.8M———
MML Investors Services, LLC
N/A—143,413-143,413-100%$3.7M———
Raymond James Financial Inc
N/A—139,779-139,779-100%$3.6M———
Harbour Investments, Inc.
N/A—116,908-116,908-100%$3.0M———
AE Wealth Management LLC
N/A—106,457-106,457-100%$2.7M———
Novus Advisors, LLC
N/A—90,314-90,314-100%$2.3M———
Founders Financial Alliance, LLC
N/A—69,169-69,169-100%$1.8M———
Sanctuary Advisors, LLC
N/A—67,380-67,380-100%$1.7M———
Argent Trust Co
N/A—50,125-50,125-100%$1.3M———
CreativeOne Wealth, LLC
N/A—44,545-44,545-100%$1.1M———
World Investment Advisors
N/A—28,177-28,177-100%$722.8K———
GeoWealth Management, LLC
N/A—26,028-26,028-100%$667.6K———
Independent Advisor Alliance
N/A—21,332-21,332-100%$547.2K———
Stratos Wealth Partners, Ltd.
N/A—18,425-18,425-100%$472.6K———
Nwam LLC
N/A—15,560-15,560-100%$399.1K———
FSA Advisors, Inc.
N/A—14,443-14,443-100%$370.5K———
Arete Wealth Advisors, LLC
N/A—12,253-12,253-100%$314.3K———
Empirical Asset Management, LLC
N/A—10,723-10,723-100%$275.1K———
Morgan Stanley
N/A—9,727-9,727-100%$249.5K———
Citadel Advisors LLC
N/A—9,682-9,682-100%$248.3K———
Thompson David Blair
N/A—9,409-9,409-100%$241.3K———
Financial Sense Advisors, Inc.
N/A—8,197-8,197-100%$210.3K———
Osaic Holdings, Inc.
N/A—7,349-7,349-100%$188.5K———
Smartleaf Asset Management LLC
N/A—1,935-1,935-100%$49.8K———
Jones Financial Companies Lllp
N/A—477-477-100%$12.3K———
Richard W. Paul & Associates, LLC
N/A—219-219-100%$5.6K———
Global Retirement Partners, LLC
N/A—137-137-100%$3.5K———
Frazier Financial Advisors, LLC
N/A—63-63-100%$1.6K———
Caitlin John, LLC
N/A—11-11-100%$278———
Royal Bank of Canada
N/A—1-1-100%$0———
Showing 82 of 82 institutions