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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RiverTree Advisors, LLC
INCREASED
Shares26,960 from 26,356
Change+604 (+2%)
Value$1.9M (-$449.0K)
Filed 2026-10-13
Belvedere Trading LLC
INCREASED
Shares25,391 from 100
Change+25,291 (+25291%)
Value$1.8M (+$1.8M)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares16,370 from 15,308
Change+1,062 (+7%)
Value$1.1M (-$211.3K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
NEW
Shares14,852
Change+14,852
Value$1.0M
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares7,414 from 4,973
Change+2,441 (+49%)
Value$515.4K (+$77.0K)
Filed 2026-10-22
Triton Wealth Management, Pllc
NEW
Shares6,319
Change+6,319
Value$355.0K
Filed 2026-11-04
Nations Financial Group Inc,
NEW
Shares4,876
Change+4,876
Value$338.9K
Filed 2026-11-05
Global Assets Advisory, LLC
NEW
Shares4,435
Change+4,435
Value$316.8K
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares3,671 from 2,740
Change+931 (+34%)
Value$255.2K (+$13.7K)
Filed 2026-11-05
Aldebaran Financial Inc.
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$250.9K (-$67.3K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares3,257
Change+3,257
Value$226.4K
Filed 2026-10-16
Larson Financial Group LLC
NEW
Shares2,485
Change+2,485
Value$172.7K
Filed 2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$139.0K (-$37.3K)
Filed 2026-10-23
Bank of Montreal
DECREASED
Shares653 from 1,207
Change-554 (-46%)
Value$45.4K (-$61.0K)
Filed 2026-11-09
Lanark Financial, Inc.
DECREASED
Shares275 from 532
Change-257 (-48%)
Value$19.1K (-$27.8K)
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13 (-$4)
Filed 2026-11-04
CoreCap Advisors, LLC
NEW
Shares140
Change+140
Value$9.7K
Filed 2026-10-08
Farther Finance Advisors, LLC
NEW
Shares100
Change+100
Value$7.0K
Filed 2026-10-08
Harbour Investments, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.1K (-$820)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
NEW
Shares16
Change+16
Value$1.1K
Filed 2026-10-30
Allworth Financial LP
NEW
Shares9
Change+9
Value$828
Filed 2026-11-06
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 2,512
Change-2,512 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-13
Tidal Investments LLC
N/A
Shares— from 265,405
Change-265,405 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 94,216
Change-94,216 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 36,902
Change-36,902 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 27,606
Change-27,606 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,019
Change-24,019 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,164
Change-15,164 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,561
Change-14,561 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 847
Change-847 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 416
Change-416 (-100%)
Value—
UBS Group AG
N/A
Shares— from 378
Change-378 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 32
Change-32 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
RiverTree Advisors, LLC
INCREASED26,96026,356+604+2%$2.3M$1.9M-$449.0K2026-10-13
Belvedere Trading LLC
INCREASED25,391100+25,291+25291%$8.8K$1.8M+$1.8M2026-11-05
Triumph Capital Management
INCREASED16,37015,308+1,062+7%$1.3M$1.1M-$211.3K2026-10-14
Commonwealth Equity Services, LLC
NEW14,852—+14,852——$1.0M—2026-11-02
Brookstone Capital Management
INCREASED7,4144,973+2,441+49%$438.3K$515.4K+$77.0K2026-10-22
Triton Wealth Management, Pllc
NEW6,319—+6,319——$355.0K—2026-11-04
Nations Financial Group Inc,
NEW4,876—+4,876——$338.9K—2026-11-05
Global Assets Advisory, LLC
NEW4,435—+4,435——$316.8K—2026-10-28
J.W. Cole Advisors, Inc.
INCREASED3,6712,740+931+34%$241.5K$255.2K+$13.7K2026-11-05
Aldebaran Financial Inc.
UNCHANGED3,6103,61000%$318.2K$250.9K-$67.3K2026-11-06
Concurrent Investment Advisors, LLC
NEW3,257—+3,257——$226.4K—2026-10-16
Larson Financial Group LLC
NEW2,485—+2,485——$172.7K—2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED2,0002,00000%$176.3K$139.0K-$37.3K2026-10-23
Bank of Montreal
DECREASED6531,207-554-46%$106.4K$45.4K-$61.0K2026-11-09
Lanark Financial, Inc.
DECREASED275532-257-48%$46.9K$19.1K-$27.8K2026-10-26
Avion Wealth
UNCHANGED20020000%$17$13-$42026-11-04
CoreCap Advisors, LLC
NEW140—+140——$9.7K—2026-10-08
Farther Finance Advisors, LLC
NEW100—+100——$7.0K—2026-10-08
Harbour Investments, Inc.
UNCHANGED444400%$3.9K$3.1K-$8202026-11-09
Capital Investment Advisory Services, LLC
NEW16—+16——$1.1K—2026-10-30
Allworth Financial LP
NEW9—+9——$828—2026-11-06
Dynamic Advisor Solutions LLC
CLOSED02,512-2,512-100%$221.4K$0-$221.4K2026-10-13
Tidal Investments LLC
N/A—265,405-265,405-100%$23.2M———
Jane Street Group, LLC
N/A—94,216-94,216-100%$8.3M———
Citadel Advisors LLC
N/A—36,902-36,902-100%$3.3M———
Old Mission Capital LLC
N/A—27,606-27,606-100%$2.4M———
HRT Financial LP
N/A—24,019-24,019-100%$2.1M———
Kovack Advisors, Inc.
N/A—15,164-15,164-100%$1.3M———
Susquehanna International Group, LLP
N/A—14,561-14,561-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—7,430-7,430-100%$654.9K———
Northstar Advisory Group, LLC
N/A—5,630-5,630-100%$496.2K———
Lifeworks Advisors, LLC
N/A—4,066-4,066-100%$358.3K———
Captrust Financial Advisors
N/A—4,030-4,030-100%$355.2K———
MML Investors Services, LLC
N/A—3,480-3,480-100%$306.7K———
Envestnet Asset Management Inc
N/A—2,992-2,992-100%$263.7K———
Naviter Wealth, LLC
N/A—2,700-2,700-100%$238.0K———
PFG Investments, LLC
N/A—2,550-2,550-100%$224.8K———
Insigneo Advisory Services, LLC
N/A—2,270-2,270-100%$200.1K———
JPMorgan Chase & Co
N/A—847-847-100%$72.0K———
AE Wealth Management LLC
N/A—789-789-100%$69.5K———
Atlantic Union Bankshares Corp
N/A—416-416-100%$36.7K———
UBS Group AG
N/A—378-378-100%$33.3K———
Morgan Stanley
N/A—32-32-100%$2.8K———
Wells Fargo & Company
N/A—2-2-100%$137———
Showing 44 of 44 institutions