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Fitz-Gera Must Have Port ETF (FITZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Polaris Financial Partners
NEW
Shares32,730
Change+32,730
Value$847
Filed 2026-10-02
Sigma Planning Corp
INCREASED
Shares31,454 from 17,145
Change+14,309 (+83%)
Value$809.0K (+$391.3K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares4,686 from 1,462
Change+3,224 (+221%)
Value$120.5K (+$84.9K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$35.6K (+$1.9K)
Filed 2026-11-06
Farther Finance Advisors, LLC
NEW
Shares471
Change+471
Value$12.1K
Filed 2026-10-08
Lanark Financial, Inc.
NEW
Shares400
Change+400
Value$10.3K
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$10.3K (+$544)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares103
Change+103
Value$2.6K
Filed 2026-10-27
Hilltop National Bank
NEW
Shares100
Change+100
Value$2.6K
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.6K (+$136)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares40 from 20
Change+20 (+100%)
Value$1.0K (+$544)
Filed 2026-11-05
Manchester Capital Management LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-22
Harvest Investment Services, LLC
N/A
Shares— from 35,760
Change-35,760 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,899
Change-17,899 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 810
Change-810 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Polaris Financial Partners
NEW32,730—+32,730——$847—2026-10-02
Sigma Planning Corp
INCREASED31,45417,145+14,309+83%$417.7K$809.0K+$391.3K2026-10-23
Signaturefd, LLC
INCREASED4,6861,462+3,224+221%$35.6K$120.5K+$84.9K2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED1,3831,38300%$33.7K$35.6K+$1.9K2026-11-06
Farther Finance Advisors, LLC
NEW471—+471——$12.1K—2026-10-08
Lanark Financial, Inc.
NEW400—+400——$10.3K—2026-10-26
Parallel Advisors, LLC
UNCHANGED40040000%$9.7K$10.3K+$5442026-11-03
Foresight Capital Management Advisors, Inc.
NEW103—+103——$2.6K—2026-10-27
Hilltop National Bank
NEW100—+100——$2.6K—2026-10-14
IFP Advisors, Inc
UNCHANGED10010000%$2.4K$2.6K+$1362026-10-16
Larson Financial Group LLC
INCREASED4020+20+100%$487$1.0K+$5442026-11-05
Manchester Capital Management LLC
CLOSED050-50-100%$1.2K$0-$1.2K2026-10-22
Harvest Investment Services, LLC
N/A—35,760-35,760-100%$871.1K———
Jane Street Group, LLC
N/A—17,899-17,899-100%$436.0K———
Harbour Investments, Inc.
N/A—810-810-100%$19.7K———
Continuum Advisory, LLC
N/A—278-278-100%$6.8K———
Bogart Wealth, LLC
N/A—200-200-100%$4.9K———
AE Wealth Management LLC
N/A—41-41-100%$999———
BlackRock, Inc.
N/A—1-1-100%$16———
Showing 19 of 19 institutions