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Yldm TAR 12 BIG 50 OPT I ETF (BIGY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Virtue Capital Management, LLC
NEW
Shares33,687
Change+33,687
Value$1.8M
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares23,510 from 56,326
Change-32,816 (-58%)
Value$1.2M (-$1.7M)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
NEW
Shares5,056
Change+5,056
Value$264.8K
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares184
Change+184
Value$9.6K
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$4.7K (+$13)
Filed 2026-10-14
Lanark Financial, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-26
Tidal Investments LLC
N/A
Shares— from 322,983
Change-322,983 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,544
Change-17,544 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 13,964
Change-13,964 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Virtue Capital Management, LLC
NEW33,687—+33,687——$1.8M—2026-10-29
Zega Investments, LLC
DECREASED23,51056,326-32,816-58%$2.9M$1.2M-$1.7M2026-11-04
Patriot Financial Group Insurance Agency, LLC
NEW5,056—+5,056——$264.8K—2026-10-14
Simplex Trading, LLC
NEW184—+184——$9.6K—2026-11-04
Mather Group, Llc.
UNCHANGED898900%$4.6K$4.7K+$132026-10-14
Lanark Financial, Inc.
CLOSED0150-150-100%$7.8K$0-$7.8K2026-10-26
Tidal Investments LLC
N/A—322,983-322,983-100%$16.9M———
Old Mission Capital LLC
N/A—17,544-17,544-100%$916.0K———
Authentikos Wealth Advisory, LLC
N/A—13,964-13,964-100%$729.1K———
Wealth Watch Advisors, Inc
N/A—8,925-8,925-100%$466.0K———
Centric Wealth Management
N/A—6,630-6,630-100%$345.7K———
Group One Trading LLC
N/A—1,144-1,144-100%$59.7K———
Swan Capital LLC
N/A—99-99-100%$5.2K———
Steward Partners Investment Advisory, LLC
N/A—37-37-100%$2.0K———
Wells Fargo & Company
N/A—00—$20———
Showing 15 of 15 institutions