IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Themes Transatlantic Defense (NATO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares183,082 from 165,995
Change+17,087 (+10%)
Value$6.7M (-$4.7K)
Filed 2026-11-06
Mogy Joel R Investment Counsel Inc
INCREASED
Shares86,445 from 45,315
Change+41,130 (+91%)
Value$3.2M (+$1.3M)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares16,991 from 18,531
Change-1,540 (-8%)
Value$625.0K (-$127.4K)
Filed 2026-11-04
Nautilus Advisors LLC
DECREASED
Shares15,780 from 16,030
Change-250 (-2%)
Value$580.5K (-$70.8K)
Filed 2026-10-07
Capital Investment Counsel, LLC
INCREASED
Shares12,626 from 6,817
Change+5,809 (+85%)
Value$464.5K (+$187.7K)
Filed 2026-10-14
Truist Financial Corp
UNCHANGED
Shares9,286 from 9,286
Change0 (0%)
Value$341.6K (-$35.4K)
Filed 2026-10-30
PFG Advisors
UNCHANGED
Shares8,464 from 8,464
Change0 (0%)
Value$311.3K (-$32.3K)
Filed 2026-10-16
IFP Advisors, Inc
NEW
Shares1,811
Change+1,811
Value$66.6K
Filed 2026-10-16
Clearstead Advisors, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$4.6K (-$479)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares120 from 173
Change-53 (-31%)
Value$4.4K (-$2.6K)
Filed 2026-11-09
Strive Financial Group,LLC
DECREASED
Shares5 from 12
Change-7 (-58%)
Value$184 (-$303)
Filed 2026-11-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 96,266
Change-96,266 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-02
Cetera Investment Advisers
N/A
Shares— from 63,661
Change-63,661 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 63,071
Change-63,071 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 52,290
Change-52,290 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,217
Change-40,217 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 27,272
Change-27,272 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,197
Change-17,197 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,089
Change-13,089 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,112
Change-12,112 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,692
Change-3,692 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED183,082165,995+17,087+10%$6.7M$6.7M-$4.7K2026-11-06
Mogy Joel R Investment Counsel Inc
INCREASED86,44545,315+41,130+91%$1.8M$3.2M+$1.3M2026-10-13
Visionary Wealth Advisors
DECREASED16,99118,531-1,540-8%$752.4K$625.0K-$127.4K2026-11-04
Nautilus Advisors LLC
DECREASED15,78016,030-250-2%$651.3K$580.5K-$70.8K2026-10-07
Capital Investment Counsel, LLC
INCREASED12,6266,817+5,809+85%$276.8K$464.5K+$187.7K2026-10-14
Truist Financial Corp
UNCHANGED9,2869,28600%$377.0K$341.6K-$35.4K2026-10-30
PFG Advisors
UNCHANGED8,4648,46400%$343.6K$311.3K-$32.3K2026-10-16
IFP Advisors, Inc
NEW1,811—+1,811——$66.6K—2026-10-16
Clearstead Advisors, LLC
UNCHANGED12612600%$5.1K$4.6K-$4792026-11-06
Harbour Investments, Inc.
DECREASED120173-53-31%$7.0K$4.4K-$2.6K2026-11-09
Strive Financial Group,LLC
DECREASED512-7-58%$487$184-$3032026-11-09
Commonwealth Equity Services, LLC
CLOSED096,266-96,266-100%$3.9M$0-$3.9M2026-11-02
Cetera Investment Advisers
N/A—63,661-63,661-100%$2.6M———
Principal Securities, Inc.
N/A—63,071-63,071-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—52,290-52,290-100%$2.1M———
Raymond James Financial Inc
N/A—40,217-40,217-100%$1.6M———
SHP Wealth Management
N/A—27,272-27,272-100%$1.1M———
Arax Advisory Partners
N/A—17,197-17,197-100%$698.2K———
HighTower Advisors, LLC
N/A—13,089-13,089-100%$531.4K———
Envestnet Asset Management Inc
N/A—12,112-12,112-100%$491.8K———
Fiduciary Financial Advisors
N/A—8,275-8,275-100%$336.0K———
Advyzon Investment Management, LLC
N/A—6,559-6,559-100%$266.3K———
Wealthspire Advisors, LLC
N/A—6,000-6,000-100%$243.6K———
Royal Bank of Canada
N/A—3,978-3,978-100%$161.0K———
National Bank of Canada
N/A—3,692-3,692-100%$149.6K———
Federation des caisses Desjardins du Quebec
N/A—3,531-3,531-100%$143.4K———
Banque Cantonale Vaudoise
N/A—1,616-1,616-100%$66.0K———
Minot DeBlois Advisors LLC
N/A—200-200-100%$8.1K———
Northwestern Mutual Wealth Management Co
N/A—1-1-100%$41———
Showing 29 of 29 institutions