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Defiance S&P 500 Weekly Dist (WDTE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stirlingshire Investments, Inc.
INCREASED
Shares46,314 from 42,004
Change+4,310 (+10%)
Value$1.3M (+$71.7K)
Filed 2026-11-05
Anchor Capital Management Group Inc
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$1.1M (-$49.6K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares24,990 from 22,879
Change+2,111 (+9%)
Value$717.7K (+$32.2K)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares5,727 from 4,700
Change+1,027 (+22%)
Value$164.5K (+$23.7K)
Filed 2026-10-08
Tucker Asset Management LLC
CLOSED
Shares0 from 712
Change-712 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$16.7K)
Filed 2026-11-02
Duncker Streett & Co Inc
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$989)
Filed 2026-10-27
Old Mission Capital LLC
N/A
Shares— from 18,923
Change-18,923 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 57
Change-57 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Stirlingshire Investments, Inc.
INCREASED46,31442,004+4,310+10%$1.3M$1.3M+$71.7K2026-11-05
Anchor Capital Management Group Inc
UNCHANGED40,00040,00000%$1.2M$1.1M-$49.6K2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED24,99022,879+2,111+9%$685.5K$717.7K+$32.2K2026-10-14
CoreCap Advisors, LLC
INCREASED5,7274,700+1,027+22%$140.8K$164.5K+$23.7K2026-10-08
Tucker Asset Management LLC
CLOSED0712-712-100%$21.3K$0-$21.3K2026-10-29
International Assets Investment Management, LLC
CLOSED0557-557-100%$16.7K$0-$16.7K2026-11-02
Duncker Streett & Co Inc
CLOSED033-33-100%$989$0-$9892026-10-27
Old Mission Capital LLC
N/A—18,923-18,923-100%$566.9K———
Ameritas Advisory Services, LLC
N/A—104-104-100%$3.1K———
Morgan Stanley
N/A—57-57-100%$1.7K———
FMR LLC
N/A—1-1-100%$30———
Wells Fargo & Company
N/A—1-1-100%$21———
Showing 12 of 12 institutions