IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Unltd Hfnd Mult ST RET Track (HFND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mather Group, Llc.
DECREASED
Shares112,219 from 112,891
Change-672 (-1%)
Value$2.7M (-$90.3K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
NEW
Shares97,351
Change+97,351
Value$2.3M
Filed 2026-10-21
Fermata Advisors, LLC
INCREASED
Shares39,255 from 38,190
Change+1,065 (+3%)
Value$937.2K (+$276)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares26,406 from 13,231
Change+13,175 (+100%)
Value$630.4K (+$305.8K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares18,566 from 10,917
Change+7,649 (+70%)
Value$444.0K (+$176.5K)
Filed 2026-10-20
Oregon Pacific Wealth Management, LLC
DECREASED
Shares10,544 from 14,648
Change-4,104 (-28%)
Value$251.7K (-$107.6K)
Filed 2026-10-20
Clark Asset Management, LLC
UNCHANGED
Shares9,352 from 9,352
Change0 (0%)
Value$223.3K (-$6.2K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares2,933 from 4,104
Change-1,171 (-29%)
Value$70.0K (-$30.7K)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares2,874 from 2,874
Change0 (0%)
Value$68.6K (-$1.9K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 113,178
Change-113,178 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-21
Darwin Wealth Management, LLC
N/A
Shares— from 113,177
Change-113,177 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 96,542
Change-96,542 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 86,284
Change-86,284 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 75,272
Change-75,272 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 42,343
Change-42,343 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 16,423
Change-16,423 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 314
Change-314 (-100%)
Value—
Status
Mather Group, Llc.
DECREASED112,219112,891-672-1%$2.8M$2.7M-$90.3K2026-10-14
Wealthcare Advisory Partners LLC
NEW97,351—+97,351——$2.3M—2026-10-21
Fermata Advisors, LLC
INCREASED39,25538,190+1,065+3%$936.9K$937.2K+$2762026-10-13
Fifth Third Bancorp
INCREASED26,40613,231+13,175+100%$324.6K$630.4K+$305.8K2026-11-05
Accurate Wealth Management, LLC
INCREASED18,56610,917+7,649+70%$267.5K$444.0K+$176.5K2026-10-20
Oregon Pacific Wealth Management, LLC
DECREASED10,54414,648-4,104-28%$359.4K$251.7K-$107.6K2026-10-20
Clark Asset Management, LLC
UNCHANGED9,3529,35200%$229.4K$223.3K-$6.2K2026-10-19
Compass Financial Management LLC
DECREASED2,9334,104-1,171-29%$100.7K$70.0K-$30.7K2026-10-30
Farther Finance Advisors, LLC
UNCHANGED2,8742,87400%$70.5K$68.6K-$1.9K2026-10-08
Axxcess Wealth Management, LLC
CLOSED0113,178-113,178-100%$2.8M$0-$2.8M2026-10-21
Darwin Wealth Management, LLC
N/A—113,177-113,177-100%$2.8M———
Cary Street Partners Financial LLC
N/A—96,542-96,542-100%$2.4M———
Arete Wealth Advisors, LLC
N/A—86,284-86,284-100%$2.1M———
Arrowroot Family Office, LLC
N/A—75,272-75,272-100%$1.8M———
Empire Financial Management Company, LLC
N/A—42,343-42,343-100%$1.0M———
January Capital Advisors LLC
N/A—16,423-16,423-100%$402.9K———
GTS Securities LLC
N/A—10,826-10,826-100%$265.6K———
Royal Bank of Canada
N/A—314-314-100%$8.0K———
Showing 18 of 18 institutions