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Yieldmx JPM OP Inc Strtg ETF (JPMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HUB Investment Partners, LLC
NEW
Shares31,400
Change+31,400
Value$417.9K
Filed 2026-11-03
Acorn Wealth Advisors, LLC
NEW
Shares29,910
Change+29,910
Value$398.1K
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$98.3K ($0)
Filed 2026-11-06
UBS Group AG
DECREASED
Shares728 from 1,520
Change-792 (-52%)
Value$9.7K (-$11.7K)
Filed 2026-11-10
IFP Advisors, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$8.0K (-$443)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$6.8K (-$377)
Filed 2026-10-26
Harbour Investments, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$60 (+$1)
Filed 2026-11-09
Zega Investments, LLC
CLOSED
Shares0 from 27,796
Change-27,796 (-100%)
Value$0 (-$390.5K)
Filed 2026-11-04
FMR LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$112)
Filed 2026-11-10
Tidal Investments LLC
N/A
Shares— from 571,699
Change-571,699 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,219
Change-31,219 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 122
Change-122 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
HUB Investment Partners, LLC
NEW31,400—+31,400——$417.9K—2026-11-03
Acorn Wealth Advisors, LLC
NEW29,910—+29,910——$398.1K—2026-10-19
Allworth Financial LP
UNCHANGED7,0007,00000%$98.3K$98.3K$02026-11-06
UBS Group AG
DECREASED7281,520-792-52%$21.4K$9.7K-$11.7K2026-11-10
IFP Advisors, Inc
UNCHANGED60060000%$8.4K$8.0K-$4432026-10-16
Lanark Financial, Inc.
UNCHANGED51151100%$7.2K$6.8K-$3772026-10-26
Harbour Investments, Inc.
UNCHANGED4400%$59$60+$12026-11-09
Zega Investments, LLC
CLOSED027,796-27,796-100%$390.5K$0-$390.5K2026-11-04
FMR LLC
CLOSED08-8-100%$112$0-$1122026-11-10
Tidal Investments LLC
N/A—571,699-571,699-100%$8.0M———
Susquehanna International Group, LLP
N/A—31,219-31,219-100%$438.6K———
Steward Partners Investment Advisory, LLC
N/A—1,549-1,549-100%$21.8K———
Morgan Stanley
N/A—122-122-100%$1.7K———
Wells Fargo & Company
N/A—00—$4———
Showing 14 of 14 institutions