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Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares102,034 from 120,604
Change-18,570 (-15%)
Value$3.5M (-$361.8K)
Filed 2025-11-12
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,006 from 36,414
Change+592 (+2%)
Value$1.3K (+$100)
Filed 2025-11-12
Flow Traders U.S. LLC
NEW
Shares12,516
Change+12,516
Value$423
Filed 2025-11-14
Gladstone Institutional Advisory LLC
DECREASED
Shares9,319 from 12,577
Change-3,258 (-26%)
Value$315.3K (-$82.4K)
Filed 2025-10-22
Coppell Advisory Solutions LLC
DECREASED
Shares7,936 from 7,954
Change-18 (0%)
Value$267.7K (+$16.9K)
Filed 2025-11-14
Morgan Stanley
INCREASED
Shares890 from 1
Change+889 (+88900%)
Value$30.1K (+$30.1K)
Filed 2026-05-27
JPMorgan Chase & Co
NEW
Shares266
Change+266
Value$9.0K
Filed 2025-11-26
Wealth Watch Advisors, Inc
NEW
Shares239
Change+239
Value$8.1K
Filed 2025-11-13
Osaic Holdings, Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$5.4K (+$288)
Filed 2025-11-14
UBS Group AG
DECREASED
Shares25 from 12,741
Change-12,716 (-100%)
Value$846 (-$402.1K)
Filed 2025-11-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 7,512
Change-7,512 (-100%)
Value$0 (-$237.6K)
Filed 2025-11-14
Harbour Investments, Inc.
CLOSED
Shares0 from 2,849
Change-2,849 (-100%)
Value$0 (-$90.1K)
Filed 2025-11-12
Ameriflex Group, Inc.
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$2.5K)
Filed 2025-11-12
AE Wealth Management LLC
UNCHANGED
Shares0 from 0
Change0
Value$4 (-$12)
Filed 2025-11-03
Good Life Advisors, LLC
N/A
Shares— from 10,006
Change-10,006 (-100%)
Value—
Aurora Private Wealth, Inc.
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED102,034120,604-18,570-15%$3.8M$3.5M-$361.8K2025-11-12
Cambridge Investment Research Advisors, Inc.
INCREASED37,00636,414+592+2%$1.2K$1.3K+$1002025-11-12
Flow Traders U.S. LLC
NEW12,516—+12,516——$423—2025-11-14
Gladstone Institutional Advisory LLC
DECREASED9,31912,577-3,258-26%$397.7K$315.3K-$82.4K2025-10-22
Coppell Advisory Solutions LLC
DECREASED7,9367,954-180%$250.8K$267.7K+$16.9K2025-11-14
Morgan Stanley
INCREASED8901+889+88900%$32$30.1K+$30.1K2026-05-27
JPMorgan Chase & Co
NEW266—+266——$9.0K—2025-11-26
Wealth Watch Advisors, Inc
NEW239—+239——$8.1K—2025-11-13
Osaic Holdings, Inc.
UNCHANGED16116100%$5.1K$5.4K+$2882025-11-14
UBS Group AG
DECREASED2512,741-12,716-100%$402.9K$846-$402.1K2025-11-13
Susquehanna International Group, LLP
CLOSED07,512-7,512-100%$237.6K$0-$237.6K2025-11-14
Harbour Investments, Inc.
CLOSED02,849-2,849-100%$90.1K$0-$90.1K2025-11-12
Ameriflex Group, Inc.
CLOSED079-79-100%$2.5K$0-$2.5K2025-11-12
AE Wealth Management LLC
UNCHANGED000—$16$4-$122025-11-03
Good Life Advisors, LLC
N/A—10,006-10,006-100%$316.4K———
Aurora Private Wealth, Inc.
N/A—6,790-6,790-100%$215———
Proequities, Inc.
N/A—00—$0———
Showing 17 of 17 institutions