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Rtrn Stck Bnds & MNG Futures (RSBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares617,512 from 262,392
Change+355,120 (+135%)
Value$12.0M (+$7.0M)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares466,620 from 468,556
Change-1,936 (0%)
Value$9.1M (+$163.8K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares320,327 from 293,144
Change+27,183 (+9%)
Value$6.2M (+$691.6K)
Filed 2026-10-13
Innova Wealth Partners
INCREASED
Shares269,030 from 245,069
Change+23,961 (+10%)
Value$5.2M (+$571.9K)
Filed 2026-10-21
BWM Planning, LLC
INCREASED
Shares216,170 from 202,643
Change+13,527 (+7%)
Value$4.2M (+$350.5K)
Filed 2026-11-09
Wright Wealth LLC
INCREASED
Shares148,175 from 141,559
Change+6,616 (+5%)
Value$2.9M (+$189.7K)
Filed 2026-10-29
Kestra Advisory Services, LLC
NEW
Shares113,324
Change+113,324
Value$2.2M
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares90,023 from 90,821
Change-798 (-1%)
Value$1.8M (+$23.5K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares67,580 from 67,699
Change-119 (0%)
Value$1.3M (+$26.8K)
Filed 2026-10-16
Wedbush Securities Inc
NEW
Shares35,062
Change+35,062
Value$683
Filed 2026-10-22
Accurate Wealth Management, LLC
DECREASED
Shares11,771 from 13,489
Change-1,718 (-13%)
Value$231.5K (-$24.2K)
Filed 2026-10-20
Professional Financial Advisors, LLC
DECREASED
Shares11,248 from 15,083
Change-3,835 (-25%)
Value$219.0K (-$68.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares2,813 from 2,342
Change+471 (+20%)
Value$54.8K (+$10.2K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,576 from 4,055
Change-1,479 (-36%)
Value$50.2K (-$27.1K)
Filed 2026-10-07
Integrated Wealth Concepts LLC
N/A
Shares— from 403,047
Change-403,047 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 385,308
Change-385,308 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 146,697
Change-146,697 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 102,664
Change-102,664 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,836
Change-26,836 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 19,525
Change-19,525 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED617,512262,392+355,120+135%$5.0M$12.0M+$7.0M2026-11-02
Mather Group, Llc.
DECREASED466,620468,556-1,9360%$8.9M$9.1M+$163.8K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED320,327293,144+27,183+9%$5.6M$6.2M+$691.6K2026-10-13
Innova Wealth Partners
INCREASED269,030245,069+23,961+10%$4.7M$5.2M+$571.9K2026-10-21
BWM Planning, LLC
INCREASED216,170202,643+13,527+7%$3.9M$4.2M+$350.5K2026-11-09
Wright Wealth LLC
INCREASED148,175141,559+6,616+5%$2.7M$2.9M+$189.7K2026-10-29
Kestra Advisory Services, LLC
NEW113,324—+113,324——$2.2M—2026-11-02
Fermata Advisors, LLC
DECREASED90,02390,821-798-1%$1.7M$1.8M+$23.5K2026-10-13
SteelPeak Wealth, LLC
DECREASED67,58067,699-1190%$1.3M$1.3M+$26.8K2026-10-16
Wedbush Securities Inc
NEW35,062—+35,062——$683—2026-10-22
Accurate Wealth Management, LLC
DECREASED11,77113,489-1,718-13%$255.8K$231.5K-$24.2K2026-10-20
Professional Financial Advisors, LLC
DECREASED11,24815,083-3,835-25%$287.2K$219.0K-$68.2K2026-10-13
Farther Finance Advisors, LLC
INCREASED2,8132,342+471+20%$44.6K$54.8K+$10.2K2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED2,5764,055-1,479-36%$77.2K$50.2K-$27.1K2026-10-07
Integrated Wealth Concepts LLC
N/A—403,047-403,047-100%$7.7M———
World Investment Advisors
N/A—385,308-385,308-100%$7.3M———
Trailhead Planners LLC
N/A—146,697-146,697-100%$2.8M———
WealthTrak Capital Management LLC
N/A—102,664-102,664-100%$2.0M———
Betterment LLC
N/A—26,836-26,836-100%$511.0K———
Manhattan West Asset Management, LLC
N/A—19,525-19,525-100%$371.8K———
Aptus Capital Advisors, LLC
N/A—5,372-5,372-100%$102.3K———
Luminist Capital LLC
N/A—1,587-1,587-100%$30.2K———
Showing 22 of 22 institutions