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Pinnacle Focused Opport ETF (FCUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares315,048 from 335,645
Change-20,597 (-6%)
Value$13.3M (-$1.7M)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares189,029 from 196,946
Change-7,917 (-4%)
Value$8.0M (-$835.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares86,146 from 146,277
Change-60,131 (-41%)
Value$3.6M (-$2.9M)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares72,060 from 72,399
Change-339 (0%)
Value$3.0K (-$3.2M)
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares43,607 from 39,942
Change+3,665 (+9%)
Value$1.8M (+$53.4K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,526 from 31,934
Change+592 (+2%)
Value$1.4M (+$135.7K)
Filed 2026-10-13
Vista Investment Partners II, LLC
INCREASED
Shares28,199 from 26,601
Change+1,598 (+6%)
Value$1.2M (-$90)
Filed 2026-10-15
SLT Holdings LLC
DECREASED
Shares27,990 from 28,667
Change-677 (-2%)
Value$1.2M (-$101.5K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
NEW
Shares19,543
Change+19,543
Value$826.6K
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares13,599 from 20,036
Change-6,437 (-32%)
Value$575.1K (-$323.2K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares10,866 from 16,186
Change-5,320 (-33%)
Value$459.6K (-$266.2K)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
NEW
Shares10,462
Change+10,462
Value$442.5K
Filed 2026-11-03
Elm3 Financial Group, LLC
DECREASED
Shares9,745 from 10,691
Change-946 (-9%)
Value$412.2K (-$67.2K)
Filed 2026-10-07
HighPoint Advisor Group LLC
UNCHANGED
Shares9,130 from 9,130
Change0 (0%)
Value$386.1K (-$23.2K)
Filed 2026-11-09
Transce3nd, LLC
NEW
Shares3,090
Change+3,090
Value$124.0K
Filed 2026-10-26
Pinnacle Family Advisors, LLC
N/A
Shares— from 494,409
Change-494,409 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 194,136
Change-194,136 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 34,471
Change-34,471 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,667
Change-28,667 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,002
Change-19,002 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Status
LPL Financial LLC
DECREASED315,048335,645-20,597-6%$15.0M$13.3M-$1.7M2026-11-06
Sigma Planning Corp
DECREASED189,029196,946-7,917-4%$8.8M$8.0M-$835.7K2026-10-23
Farther Finance Advisors, LLC
DECREASED86,146146,277-60,131-41%$6.6M$3.6M-$2.9M2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED72,06072,399-3390%$3.2M$3.0K-$3.2M2026-11-02
Walker Asset Management, LLC
INCREASED43,60739,942+3,665+9%$1.8M$1.8M+$53.4K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED32,52631,934+592+2%$1.3M$1.4M+$135.7K2026-10-13
Vista Investment Partners II, LLC
INCREASED28,19926,601+1,598+6%$1.2M$1.2M-$902026-10-15
SLT Holdings LLC
DECREASED27,99028,667-677-2%$1.3M$1.2M-$101.5K2026-10-15
Signal Advisors Wealth, LLC
NEW19,543—+19,543——$826.6K—2026-10-13
Vise Technologies, Inc.
DECREASED13,59920,036-6,437-32%$898.3K$575.1K-$323.2K2026-10-29
Commonwealth Equity Services, LLC
DECREASED10,86616,186-5,320-33%$725.7K$459.6K-$266.2K2026-11-02
Beam Wealth Advisors, Inc.
NEW10,462—+10,462——$442.5K—2026-11-03
Elm3 Financial Group, LLC
DECREASED9,74510,691-946-9%$479.3K$412.2K-$67.2K2026-10-07
HighPoint Advisor Group LLC
UNCHANGED9,1309,13000%$409.4K$386.1K-$23.2K2026-11-09
Transce3nd, LLC
NEW3,090—+3,090——$124.0K—2026-10-26
Pinnacle Family Advisors, LLC
N/A—494,409-494,409-100%$22.2M———
Magnolia Capital Advisors LLC
N/A—194,136-194,136-100%$8.7M———
Goldman Sachs Group Inc
N/A—34,471-34,471-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—28,667-28,667-100%$1.3M———
Kovack Advisors, Inc.
N/A—19,002-19,002-100%$852.0K———
Jane Street Group, LLC
N/A—7,889-7,889-100%$353.7K———
Hollencrest Capital Management
N/A—5,017-5,017-100%$224.9K———
BlackRock, Inc.
N/A—1,208-1,208-100%$54.2K———
Showing 23 of 23 institutions