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RH Tactical Rotation ETF (RHRX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Partners Wealth Management, LLC
INCREASED
Shares1,285,309 from 216,965
Change+1,068,344 (+492%)
Value$27.6M (+$22.8M)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares470,254 from 146,569
Change+323,685 (+221%)
Value$10.1M (+$6.9M)
Filed 2026-10-29
MGO One Seven LLC
NEW
Shares57,785
Change+57,785
Value$1.2M
Filed 2026-10-28
Avior Wealth Management, LLC
UNCHANGED
Shares31,904 from 31,904
Change0 (0%)
Value$685.0K (-$18.2K)
Filed 2026-10-13
IFP Advisors, Inc
NEW
Shares25,448
Change+25,448
Value$546.4K
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares24,113 from 24,113
Change0 (0%)
Value$517.7K (-$13.7K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
NEW
Shares9,604
Change+9,604
Value$206.2K
Filed 2026-10-29
Osaic Holdings, Inc.
N/A
Shares— from 162,694
Change-162,694 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 68,905
Change-68,905 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 57,477
Change-57,477 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,340
Change-25,340 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,237
Change-25,237 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 21,315
Change-21,315 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,880
Change-10,880 (-100%)
Value—
UBS Group AG
N/A
Shares— from 72
Change-72 (-100%)
Value—
Status
Partners Wealth Management, LLC
INCREASED1,285,309216,965+1,068,344+492%$4.8M$27.6M+$22.8M2026-10-28
Integrity Alliance, Llc.
INCREASED470,254146,569+323,685+221%$3.2M$10.1M+$6.9M2026-10-29
MGO One Seven LLC
NEW57,785—+57,785——$1.2M—2026-10-28
Avior Wealth Management, LLC
UNCHANGED31,90431,90400%$703.2K$685.0K-$18.2K2026-10-13
IFP Advisors, Inc
NEW25,448—+25,448——$546.4K—2026-10-16
Prime Capital Investment Advisors, LLC
UNCHANGED24,11324,11300%$531.5K$517.7K-$13.7K2026-10-20
Integrity Advisory Solutions, LLC
NEW9,604—+9,604——$206.2K—2026-10-29
Osaic Holdings, Inc.
N/A—162,694-162,694-100%$3.6M———
LPL Financial LLC
N/A—68,905-68,905-100%$1.5M———
Cetera Investment Advisers
N/A—57,477-57,477-100%$1.3M———
NewEdge Advisors, LLC
N/A—25,340-25,340-100%$558.5K———
WCG Wealth Advisors LLC
N/A—25,237-25,237-100%$556.2K———
Stratos Wealth Partners, Ltd.
N/A—21,315-21,315-100%$469.8K———
Centaurus Financial, Inc.
N/A—10,880-10,880-100%$240———
UBS Group AG
N/A—72-72-100%$1.6K———
Showing 15 of 15 institutions