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Balanced Pool

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
DECREASED
Shares2,441 from 2,578
Change-137 (-5%)
Value$250.2K (-$13.8K)
Filed 2026-11-02
RHL Group, LLC
NEW
Shares98
Change+98
Value$10.0K
Filed 2026-11-04
Status
Westside Investment Management, Inc.
DECREASED2,4412,578-137-5%$264.0K$250.2K-$13.8K2026-11-02
RHL Group, LLC
NEW98—+98——$10.0K—2026-11-04
Showing 2 of 2 institutions