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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
UNCHANGED
Shares118,665 from 118,665
Change0 (0%)
Value$6.5M (+$504.3K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares109,699 from 107,017
Change+2,682 (+3%)
Value$6.0M (+$600.8K)
Filed 2026-11-06
Holcombe Financial, Inc.
INCREASED
Shares53,269 from 52,494
Change+775 (+1%)
Value$2.9M (+$265.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares46,956 from 57,891
Change-10,935 (-19%)
Value$2.6K (-$2.9M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares30,387 from 30,387
Change0 (0%)
Value$1.6M (+$74.8K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares30,326 from 26,147
Change+4,179 (+16%)
Value$1.7M (+$338.7K)
Filed 2026-11-03
Belvedere Trading LLC
NEW
Shares29,204
Change+29,204
Value$1.6M
Filed 2026-11-05
Cadent Capital Advisors, LLC
NEW
Shares23,581
Change+23,581
Value$1.3M
Filed 2026-10-09
Parsons Capital Management Inc
DECREASED
Shares18,418 from 20,461
Change-2,043 (-10%)
Value$1.0M (-$24.3K)
Filed 2026-10-28
Imc-Chicago, LLC
DECREASED
Shares12,942 from 13,010
Change-68 (-1%)
Value$704.6K (+$51.6K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares11,827 from 10,977
Change+850 (+8%)
Value$643.9K (+$92.9K)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares11,106 from 19,608
Change-8,502 (-43%)
Value$604.6K (-$379.5K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares11,019 from 30,149
Change-19,130 (-63%)
Value$599.9K (-$913.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares8,950 from 8,612
Change+338 (+4%)
Value$437.7K (+$5.5K)
Filed 2026-10-15
Hara Capital LLC
UNCHANGED
Shares8,899 from 8,899
Change0 (0%)
Value$484.5K (+$37.8K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares7,268 from 7,068
Change+200 (+3%)
Value$395.7K (+$40.9K)
Filed 2026-10-13
Plan Group Financial, LLC
INCREASED
Shares6,800 from 6,000
Change+800 (+13%)
Value$344.4K (+$43.2K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares6,088 from 6,066
Change+22 (+0%)
Value$331.4K (+$27.0K)
Filed 2026-11-02
MGO One Seven LLC
NEW
Shares4,902
Change+4,902
Value$266.9K
Filed 2026-10-28
Financial Enhancement Group LLC
DECREASED
Shares4,329 from 4,333
Change-4 (0%)
Value$226.6K (+$9.2K)
Filed 2026-10-08
Money Concepts Capital Corp
NEW
Shares4,115
Change+4,115
Value$224.0K
Filed 2026-11-06
J.W. Cole Advisors, Inc.
NEW
Shares4,064
Change+4,064
Value$221.3K
Filed 2026-11-05
Hendershot Investments Inc.
NEW
Shares3,923
Change+3,923
Value$213.6K
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
NEW
Shares3,914
Change+3,914
Value$213.1K
Filed 2026-10-13
4Wealth Advisors, Inc.
NEW
Shares3,708
Change+3,708
Value$205.3K
Filed 2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$165.5K (+$12.1K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$152.4K (+$12.6K)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares2,395
Change+2,395
Value$130.4K
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares1,684 from 215
Change+1,469 (+683%)
Value$91.7K (+$80.9K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares1,138 from 1,210
Change-72 (-6%)
Value$62.0K (+$1.2K)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares540
Change+540
Value$29.4K
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares463 from 1,252
Change-789 (-63%)
Value$25.2K (-$37.6K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares248 from 269
Change-21 (-8%)
Value$13.5K ($0)
Filed 2026-10-08
Transce3nd, LLC
NEW
Shares175
Change+175
Value$8.9K
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares143 from 193
Change-50 (-26%)
Value$7.8K (-$1.9K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares70
Change+70
Value$3.8K
Filed 2026-10-09
Meriwether Wealth & Planning, LLC
NEW
Shares17
Change+17
Value$925
Filed 2026-10-13
Prospera Financial Services Inc
CLOSED
Shares0 from 4,322
Change-4,322 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 504
Change-504 (-100%)
Value$0 (-$25.4K)
Filed 2026-11-02
Atlatl Advisers LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-29
Stifel Financial Corp
N/A
Shares— from 137,776
Change-137,776 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 92,967
Change-92,967 (-100%)
Value—
UBS Group AG
N/A
Shares— from 87,385
Change-87,385 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 82,258
Change-82,258 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 72,643
Change-72,643 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 58,298
Change-58,298 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 50,686
Change-50,686 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 43,519
Change-43,519 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 31,823
Change-31,823 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 30,305
Change-30,305 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 28,739
Change-28,739 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,949
Change-22,949 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21,889
Change-21,889 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 17,359
Change-17,359 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,250
Change-17,250 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 12,490
Change-12,490 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,971
Change-11,971 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,129
Change-9,129 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,999
Change-8,999 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 8,406
Change-8,406 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,589
Change-6,589 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 776
Change-776 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 363
Change-363 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 320
Change-320 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
FMR LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 28
Change-28 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 25
Change-25 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
UNCHANGED118,665118,66500%$6.0M$6.5M+$504.3K2026-11-06
LPL Financial LLC
INCREASED109,699107,017+2,682+3%$5.4M$6.0M+$600.8K2026-11-06
Holcombe Financial, Inc.
INCREASED53,26952,494+775+1%$2.6M$2.9M+$265.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED46,95657,891-10,935-19%$2.9M$2.6K-$2.9M2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED30,38730,38700%$1.5M$1.6M+$74.8K2026-10-13
180 Wealth Advisors, LLC
INCREASED30,32626,147+4,179+16%$1.3M$1.7M+$338.7K2026-11-03
Belvedere Trading LLC
NEW29,204—+29,204——$1.6M—2026-11-05
Cadent Capital Advisors, LLC
NEW23,581—+23,581——$1.3M—2026-10-09
Parsons Capital Management Inc
DECREASED18,41820,461-2,043-10%$1.0M$1.0M-$24.3K2026-10-28
Imc-Chicago, LLC
DECREASED12,94213,010-68-1%$653.0K$704.6K+$51.6K2026-11-05
Davenport & Co LLC
INCREASED11,82710,977+850+8%$550.9K$643.9K+$92.9K2026-10-14
Simplex Trading, LLC
DECREASED11,10619,608-8,502-43%$984.1K$604.6K-$379.5K2026-11-04
Commonwealth Equity Services, LLC
DECREASED11,01930,149-19,130-63%$1.5M$599.9K-$913.3K2026-11-02
AdvisorNet Financial, Inc
INCREASED8,9508,612+338+4%$432.2K$437.7K+$5.5K2026-10-15
Hara Capital LLC
UNCHANGED8,8998,89900%$446.6K$484.5K+$37.8K2026-10-30
Independent Financial Group, LLC
INCREASED7,2687,068+200+3%$354.7K$395.7K+$40.9K2026-10-13
Plan Group Financial, LLC
INCREASED6,8006,000+800+13%$301.1K$344.4K+$43.2K2026-10-22
Kestra Advisory Services, LLC
INCREASED6,0886,066+22+0%$304.4K$331.4K+$27.0K2026-11-02
MGO One Seven LLC
NEW4,902—+4,902——$266.9K—2026-10-28
Financial Enhancement Group LLC
DECREASED4,3294,333-40%$217.5K$226.6K+$9.2K2026-10-08
Money Concepts Capital Corp
NEW4,115—+4,115——$224.0K—2026-11-06
J.W. Cole Advisors, Inc.
NEW4,064—+4,064——$221.3K—2026-11-05
Hendershot Investments Inc.
NEW3,923—+3,923——$213.6K—2026-11-05
Signature Estate & Investment Advisors LLC
NEW3,914—+3,914——$213.1K—2026-10-13
4Wealth Advisors, Inc.
NEW3,708—+3,708——$205.3K—2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED3,0503,05000%$153.4K$165.5K+$12.1K2026-10-16
B. Riley Wealth Advisors, Inc.
UNCHANGED2,8002,80000%$139.8K$152.4K+$12.6K2026-10-13
Latitude Advisors, LLC
NEW2,395—+2,395——$130.4K—2026-10-27
Farther Finance Advisors, LLC
INCREASED1,684215+1,469+683%$10.8K$91.7K+$80.9K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED1,1381,210-72-6%$60.7K$62.0K+$1.2K2026-11-04
Rossby Financial, LCC
NEW540—+540——$29.4K—2026-11-05
IFP Advisors, Inc
DECREASED4631,252-789-63%$62.8K$25.2K-$37.6K2026-10-16
CoreCap Advisors, LLC
DECREASED248269-21-8%$13.5K$13.5K$02026-10-08
Transce3nd, LLC
NEW175—+175——$8.9K—2026-10-26
Creative Financial Designs Inc
DECREASED143193-50-26%$9.7K$7.8K-$1.9K2026-11-04
GK Wealth Management LLC
NEW70—+70——$3.8K—2026-10-09
Meriwether Wealth & Planning, LLC
NEW17—+17——$925—2026-10-13
Prospera Financial Services Inc
CLOSED04,322-4,322-100%$216.9K$0-$216.9K2026-11-04
International Assets Investment Management, LLC
CLOSED0504-504-100%$25.4K$0-$25.4K2026-11-02
Atlatl Advisers LLC
CLOSED0350-350-100%$17.6K$0-$17.6K2026-10-22
Salem Investment Counselors Inc
CLOSED0150-150-100%$7.5K$0-$7.5K2026-10-13
Ameliora Wealth Management Ltd.
CLOSED0143-143-100%$7.2K$0-$7.2K2026-10-23
Tucker Asset Management LLC
CLOSED025-25-100%$1.3K$0-$1.3K2026-10-29
Stifel Financial Corp
N/A—137,776-137,776-100%$6.9M———
Jane Street Group, LLC
N/A—92,967-92,967-100%$4.7M———
UBS Group AG
N/A—87,385-87,385-100%$4.4M———
GTS Securities LLC
N/A—82,258-82,258-100%$4.1M———
Cetera Investment Advisers
N/A—72,643-72,643-100%$3.6M———
Pine Valley Investments Ltd Liability Co
N/A—58,298-58,298-100%$2.9M———
Susquehanna International Group, LLP
N/A—50,686-50,686-100%$2.5M———
Scotia Capital Inc.
N/A—43,519-43,519-100%$2.2M———
Spwm Advisors LLC
N/A—31,823-31,823-100%$1.5M———
Federation des caisses Desjardins du Quebec
N/A—30,305-30,305-100%$1.5M———
Dakota Wealth Management
N/A—28,739-28,739-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—22,949-22,949-100%$1.2M———
National Bank of Canada
N/A—21,889-21,889-100%$1.1M———
Sprott Inc.
N/A—17,359-17,359-100%$871.3K———
Raymond James Financial Inc
N/A—17,250-17,250-100%$865.8K———
Group One Trading LLC
N/A—12,830-12,830-100%$643.9K———
Prasad Wealth Partners, LLC
N/A—12,490-12,490-100%$626.9K———
CIBC World Market Inc.
N/A—11,971-11,971-100%$600.8K———
Allied Private Wealth LLC
N/A—9,794-9,794-100%$469.9K———
Transcend Capital Advisors, LLC
N/A—9,129-9,129-100%$458.2K———
Morgan Stanley
N/A—8,999-8,999-100%$451.7K———
Jaffetilchin Investment Partners, LLC
N/A—8,670-8,670-100%$435.1K———
Royal Bank of Canada
N/A—8,525-8,525-100%$428.0K———
Tidal Investments LLC
N/A—8,406-8,406-100%$421.9K———
PFG Investments, LLC
N/A—8,376-8,376-100%$420.4K———
Cannell & Spears LLC
N/A—8,000-8,000-100%$401.5K———
Two Sigma Securities, LLC
N/A—7,531-7,531-100%$378.0K———
Sanctuary Advisors, LLC
N/A—7,187-7,187-100%$360.7K———
Toronto Dominion Bank
N/A—6,968-6,968-100%$349.7K———
AE Wealth Management LLC
N/A—6,817-6,817-100%$342.1K———
Cedrus Wealth Group LLC
N/A—6,650-6,650-100%$333.8K———
HighTower Advisors, LLC
N/A—6,589-6,589-100%$330.7K———
Mercer Global Advisors Inc
N/A—4,754-4,754-100%$238.6K———
Insigneo Advisory Services, LLC
N/A—4,738-4,738-100%$237.8K———
Kovack Advisors, Inc.
N/A—4,612-4,612-100%$231.5K———
HRT Financial LP
N/A—4,501-4,501-100%$225.0K———
OneDigital Investment Advisors LLC
N/A—4,447-4,447-100%$223.2K———
Bank of Montreal
N/A—4,297-4,297-100%$215.7K———
Ameritas Advisory Services, LLC
N/A—3,440-3,440-100%$172.7K———
Crewe Advisors LLC
N/A—3,070-3,070-100%$154.1K———
Northwestern Mutual Wealth Management Co
N/A—2,785-2,785-100%$139.8K———
EFG International AG
N/A—2,560-2,560-100%$128.5K———
Osaic Holdings, Inc.
N/A—1,623-1,623-100%$81.5K———
Banque Cantonale Vaudoise
N/A—1,336-1,336-100%$67.0K———
Beaird Harris Wealth Management, LLC
N/A—780-780-100%$39.1K———
Arax Advisory Partners
N/A—776-776-100%$39.0K———
Swan Capital LLC
N/A—720-720-100%$36.1K———
Rothschild Investment LLC
N/A—676-676-100%$33.9K———
Harbour Investments, Inc.
N/A—402-402-100%$20.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—363-363-100%$18.2K———
Steward Partners Investment Advisory, LLC
N/A—326-326-100%$16.4K———
Mcguire Capital Advisors Inc
N/A—320-320-100%$16.1K———
Continuum Advisory, LLC
N/A—315-315-100%$15.8K———
Global Retirement Partners, LLC
N/A—155-155-100%$7.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—75-75-100%$3.8K———
BFC Planning, Inc.
N/A—75-75-100%$3.8K———
FMR LLC
N/A—48-48-100%$2.4K———
SHP Wealth Management
N/A—28-28-100%$1.4K———
BNP Paribas Financial Markets
N/A—25-25-100%$1.3K———
Bogart Wealth, LLC
N/A—22-22-100%$1.1K———
Synergy Investment Management, LLC
N/A—15-15-100%$753———
Showing 104 of 104 institutions