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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealthcare Advisory Partners LLC
DECREASED
Shares58,946 from 64,740
Change-5,794 (-9%)
Value$1.6M (+$339.4K)
Filed 2026-10-21
Fermata Advisors, LLC
INCREASED
Shares49,978 from 35,749
Change+14,229 (+40%)
Value$1.3M (+$657.4K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares25,459 from 18,659
Change+6,800 (+36%)
Value$667.0K (+$267.5K)
Filed 2026-10-13
Zega Investments, LLC
INCREASED
Shares21,230 from 21,001
Change+229 (+1%)
Value$572.5K (+$167.0K)
Filed 2026-11-04
SteelPeak Wealth, LLC
NEW
Shares9,356
Change+9,356
Value$252.3K
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares2,558 from 2,558
Change0 (0%)
Value$69.0K (+$19.6K)
Filed 2026-10-08
American Capital Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$27.0K (+$7.7K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares461 from 497
Change-36 (-7%)
Value$12.4K (+$2.8K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares400
Change+400
Value$10.8K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares94
Change+94
Value$2.5K
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$1.5K (+$421)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares34 from 406
Change-372 (-92%)
Value$916 (-$6.9K)
Filed 2026-10-14
Centric Wealth Management
N/A
Shares— from 26,711
Change-26,711 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 19,919
Change-19,919 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 260
Change-260 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
UBS Group AG
N/A
Shares— from 44
Change-44 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Wealthcare Advisory Partners LLC
DECREASED58,94664,740-5,794-9%$1.3M$1.6M+$339.4K2026-10-21
Fermata Advisors, LLC
INCREASED49,97835,749+14,229+40%$690.3K$1.3M+$657.4K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED25,45918,659+6,800+36%$399.5K$667.0K+$267.5K2026-10-13
Zega Investments, LLC
INCREASED21,23021,001+229+1%$405.5K$572.5K+$167.0K2026-11-04
SteelPeak Wealth, LLC
NEW9,356—+9,356——$252.3K—2026-10-16
Farther Finance Advisors, LLC
UNCHANGED2,5582,55800%$49.4K$69.0K+$19.6K2026-10-08
American Capital Advisory, LLC
UNCHANGED1,0001,00000%$19.3K$27.0K+$7.7K2026-10-28
Mather Group, Llc.
DECREASED461497-36-7%$9.6K$12.4K+$2.8K2026-10-14
Simplex Trading, LLC
NEW400—+400——$10.8K—2026-11-04
Root Financial Partners, LLC
NEW94—+94——$2.5K—2026-10-21
Signaturefd, LLC
UNCHANGED555500%$1.1K$1.5K+$4212026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED34406-372-92%$7.8K$916-$6.9K2026-10-14
Centric Wealth Management
N/A—26,711-26,711-100%$821.6K———
Cumberland Partners Ltd
N/A—19,919-19,919-100%$384.6K———
Centaurus Financial, Inc.
N/A—9,209-9,209-100%$178.0K———
Osaic Holdings, Inc.
N/A—2,250-2,250-100%$43.4K———
Brown Brothers Harriman & Co
N/A—260-260-100%$5.0K———
AE Wealth Management LLC
N/A—244-244-100%$4.7K———
Crewe Advisors LLC
N/A—117-117-100%$2.3K———
UBS Group AG
N/A—44-44-100%$850———
Morgan Stanley
N/A—2-2-100%$39———
Showing 21 of 21 institutions