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Wstwd SAL Enhnc Engy INM ETF (WEEI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares582,090 from 383,187
Change+198,903 (+52%)
Value$14.1M (+$5.6M)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares17,744 from 17,798
Change-54 (0%)
Value$429.3K (+$35.7K)
Filed 2026-10-21
Chapin Davis, Inc.
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$387.1K (+$33.3K)
Filed 2026-10-09
Private Advisor Group, LLC
INCREASED
Shares15,957 from 14,419
Change+1,538 (+11%)
Value$386.1K (+$67.2K)
Filed 2026-11-10
Nottingham Advisors, Inc.
DECREASED
Shares15,738 from 19,188
Change-3,450 (-18%)
Value$385.5K (-$68.0K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,232 from 10,180
Change+52 (+1%)
Value$248 (-$224.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
NEW
Shares9,025
Change+9,025
Value$218.4K
Filed 2026-11-02
Founders Financial Alliance, LLC
UNCHANGED
Shares6,944 from 6,944
Change0 (0%)
Value$168.0K (+$14.4K)
Filed 2026-11-10
UMB Bank, n.a.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$48.4K (+$4.2K)
Filed 2026-11-06
City State Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.8K (+$416)
Filed 2026-10-20
IFS Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (+$208)
Filed 2026-10-14
Westwood Holdings Group Inc
N/A
Shares— from 497,889
Change-497,889 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,916
Change-20,916 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 364
Change-364 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
LPL Financial LLC
INCREASED582,090383,187+198,903+52%$8.5M$14.1M+$5.6M2026-11-06
Wealthcare Advisory Partners LLC
DECREASED17,74417,798-540%$393.6K$429.3K+$35.7K2026-10-21
Chapin Davis, Inc.
UNCHANGED16,00016,00000%$353.8K$387.1K+$33.3K2026-10-09
Private Advisor Group, LLC
INCREASED15,95714,419+1,538+11%$318.9K$386.1K+$67.2K2026-11-10
Nottingham Advisors, Inc.
DECREASED15,73819,188-3,450-18%$453.5K$385.5K-$68.0K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED10,23210,180+52+1%$225.0K$248-$224.8K2026-11-02
Commonwealth Equity Services, LLC
NEW9,025—+9,025——$218.4K—2026-11-02
Founders Financial Alliance, LLC
UNCHANGED6,9446,94400%$153.6K$168.0K+$14.4K2026-11-10
UMB Bank, n.a.
UNCHANGED2,0002,00000%$44.2K$48.4K+$4.2K2026-11-06
City State Bank
UNCHANGED20020000%$4.4K$4.8K+$4162026-10-20
IFS Advisors, LLC
UNCHANGED10010000%$2.2K$2.4K+$2082026-10-14
Westwood Holdings Group Inc
N/A—497,889-497,889-100%$11.0M———
Stratos Wealth Partners, Ltd.
N/A—20,916-20,916-100%$462.5K———
Jane Street Group, LLC
N/A—11,741-11,741-100%$259.6K———
Osaic Holdings, Inc.
N/A—5,353-5,353-100%$118.4K———
Royal Bank of Canada
N/A—364-364-100%$8.0K———
Osbon Capital Management LLC
N/A—45-45-100%$995———
Showing 17 of 17 institutions