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Themes Glbl Syst Imprt Bnks (GSIB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Oppenheimer & Co Inc
UNCHANGED
Shares28,410 from 28,410
Change0 (0%)
Value$1.8M (+$75.4K)
Filed 2026-10-26
Client First Investment Management LLC
NEW
Shares25,597
Change+25,597
Value$1.6M
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,176 from 18,533
Change-357 (-2%)
Value$1.1K (+$27)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares16,979 from 6,525
Change+10,454 (+160%)
Value$1.1M (+$668.0K)
Filed 2026-11-06
Compass Financial Management LLC
INCREASED
Shares7,950 from 13
Change+7,937 (+61054%)
Value$494.1K (+$493.4K)
Filed 2026-10-30
IFS Advisors, LLC
NEW
Shares5,131
Change+5,131
Value$319.4K
Filed 2026-10-14
Worth Asset Management, LLC
INCREASED
Shares3,945 from 3,775
Change+170 (+5%)
Value$245.6K (+$20.6K)
Filed 2026-10-07
Harbour Investments, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-09
Jane Street Group, LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Oppenheimer & Co Inc
UNCHANGED28,41028,41000%$1.7M$1.8M+$75.4K2026-10-26
Client First Investment Management LLC
NEW25,597—+25,597——$1.6M—2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED18,17618,533-357-2%$1.1K$1.1K+$272026-11-02
LPL Financial LLC
INCREASED16,9796,525+10,454+160%$388.8K$1.1M+$668.0K2026-11-06
Compass Financial Management LLC
INCREASED7,95013+7,937+61054%$775$494.1K+$493.4K2026-10-30
IFS Advisors, LLC
NEW5,131—+5,131——$319.4K—2026-10-14
Worth Asset Management, LLC
INCREASED3,9453,775+170+5%$225.0K$245.6K+$20.6K2026-10-07
Harbour Investments, Inc.
CLOSED0125-125-100%$7.4K$0-$7.4K2026-11-09
Jane Street Group, LLC
N/A—7,529-7,529-100%$448.7K———
Goldman Sachs Group Inc
N/A—4,129-4,129-100%$246.1K———
UBS Group AG
N/A—1,127-1,127-100%$67.2K———
Morgan Stanley
N/A—1,000-1,000-100%$59.6K———
Royal Bank of Canada
N/A—100-100-100%$6.0K———
Showing 13 of 13 institutions