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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,326,632 from 1,455,219
Change-128,587 (-9%)
Value$25.2M (-$3.0M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
NEW
Shares173,473
Change+173,473
Value$3.3M
Filed 2026-11-03
Valen Private Capital, LLC
NEW
Shares97,117
Change+97,117
Value$1.8M
Filed 2026-10-23
Almanack Investment Partners, Llc.
NEW
Shares71,593
Change+71,593
Value$1.4M
Filed 2026-11-03
Flagstar Securities, Inc
DECREASED
Shares56,480 from 56,481
Change-1 (0%)
Value$1.1M (-$23.7K)
Filed 2026-10-15
Gainplan LLC
INCREASED
Shares41,342 from 38,951
Change+2,391 (+6%)
Value$783.8K (+$29.0K)
Filed 2026-10-09
Imc-Chicago, LLC
DECREASED
Shares36,539 from 42,487
Change-5,948 (-14%)
Value$692.8K (-$130.6K)
Filed 2026-11-05
Archford Capital Strategies, LLC
NEW
Shares30,919
Change+30,919
Value$586.2K
Filed 2026-10-19
Secure Asset Management, LLC
DECREASED
Shares27,389 from 28,211
Change-822 (-3%)
Value$519.3K (-$27.4K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares27,156 from 25,441
Change+1,715 (+7%)
Value$514.9K (+$21.8K)
Filed 2026-10-13
TCP Asset Management, LLC
UNCHANGED
Shares15,826 from 15,826
Change0 (0%)
Value$302.4K (-$4.3K)
Filed 2026-10-14
Commerce Advisors, LLC
DECREASED
Shares14,359 from 14,449
Change-90 (-1%)
Value$272.2K (-$7.8K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares13,469 from 12,445
Change+1,024 (+8%)
Value$255.4K (+$14.2K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares12,000 from 7,000
Change+5,000 (+71%)
Value$227.5K (+$91.9K)
Filed 2026-10-08
Bank of New York Mellon Corp
NEW
Shares11,684
Change+11,684
Value$221.5K
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
NEW
Shares11,622
Change+11,622
Value$220.4K
Filed 2026-10-13
Rossby Financial, LCC
NEW
Shares8,000
Change+8,000
Value$151.7K
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares4,147 from 4,147
Change0 (0%)
Value$78.6K (-$1.7K)
Filed 2026-11-02
Manchester Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$38.9K (+$180)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$34.5K (-$763)
Filed 2026-10-13
Simplex Trading, LLC
NEW
Shares1,110
Change+1,110
Value$21.0K
Filed 2026-11-04
CX Institutional
NEW
Shares800
Change+800
Value$15
Filed 2026-10-02
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.8K (-$84)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$2.2K (-$49)
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$2.2K (-$49)
Filed 2026-10-26
Asset Dedication, LLC
NEW
Shares110
Change+110
Value$2.1K
Filed 2026-11-03
10Elms LLP
NEW
Shares108
Change+108
Value$2.0K
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.9K (-$42)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares76
Change+76
Value$1.4K
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares68 from 290
Change-222 (-77%)
Value$1.3K (-$4.3K)
Filed 2026-11-06
Creative Financial Designs Inc
NEW
Shares65
Change+65
Value$1.2K
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.2K (-$27)
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares37
Change+37
Value$702
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares11
Change+11
Value$209
Filed 2026-10-21
Farmers & Merchants Investments Inc
NEW
Shares4
Change+4
Value$76
Filed 2026-10-22
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 22,446
Change-22,446 (-100%)
Value$0 (-$435.0K)
Filed 2026-10-21
Avion Wealth
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 3,425,961
Change-3,425,961 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,067,503
Change-1,067,503 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 482,512
Change-482,512 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 176,147
Change-176,147 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 165,327
Change-165,327 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 138,060
Change-138,060 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 119,779
Change-119,779 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 115,525
Change-115,525 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 111,834
Change-111,834 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 98,137
Change-98,137 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 95,794
Change-95,794 (-100%)
Value—
UBS Group AG
N/A
Shares— from 83,552
Change-83,552 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 46,280
Change-46,280 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 44,500
Change-44,500 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 41,540
Change-41,540 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,837
Change-34,837 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,680
Change-33,680 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 33,370
Change-33,370 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 27,505
Change-27,505 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,731
Change-26,731 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,669
Change-25,669 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,264
Change-22,264 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 21,264
Change-21,264 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,978
Change-12,978 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 619
Change-619 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 383
Change-383 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 238
Change-238 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 180
Change-180 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 129
Change-129 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 77
Change-77 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 36
Change-36 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 18
Change-18 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
FMR LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,326,6321,455,219-128,587-9%$28.2M$25.2M-$3.0M2026-11-06
Mirae Asset Global Investments Co., Ltd.
NEW173,473—+173,473——$3.3M—2026-11-03
Valen Private Capital, LLC
NEW97,117—+97,117——$1.8M—2026-10-23
Almanack Investment Partners, Llc.
NEW71,593—+71,593——$1.4M—2026-11-03
Flagstar Securities, Inc
DECREASED56,48056,481-10%$1.1M$1.1M-$23.7K2026-10-15
Gainplan LLC
INCREASED41,34238,951+2,391+6%$754.9K$783.8K+$29.0K2026-10-09
Imc-Chicago, LLC
DECREASED36,53942,487-5,948-14%$823.4K$692.8K-$130.6K2026-11-05
Archford Capital Strategies, LLC
NEW30,919—+30,919——$586.2K—2026-10-19
Secure Asset Management, LLC
DECREASED27,38928,211-822-3%$546.7K$519.3K-$27.4K2026-10-19
Independent Financial Group, LLC
INCREASED27,15625,441+1,715+7%$493.0K$514.9K+$21.8K2026-10-13
TCP Asset Management, LLC
UNCHANGED15,82615,82600%$306.7K$302.4K-$4.3K2026-10-14
Commerce Advisors, LLC
DECREASED14,35914,449-90-1%$280.0K$272.2K-$7.8K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED13,46912,445+1,024+8%$241.2K$255.4K+$14.2K2026-11-04
Farther Finance Advisors, LLC
INCREASED12,0007,000+5,000+71%$135.7K$227.5K+$91.9K2026-10-08
Bank of New York Mellon Corp
NEW11,684—+11,684——$221.5K—2026-11-05
B. Riley Wealth Advisors, Inc.
NEW11,622—+11,622——$220.4K—2026-10-13
Rossby Financial, LCC
NEW8,000—+8,000——$151.7K—2026-11-05
Golden State Wealth Management, LLC
UNCHANGED4,1474,14700%$80.4K$78.6K-$1.7K2026-11-02
Manchester Capital Management LLC
UNCHANGED2,0002,00000%$38.8K$38.9K+$1802026-10-22
Downshift Financial, LLC
UNCHANGED1,8171,81700%$35.2K$34.5K-$7632026-10-13
Simplex Trading, LLC
NEW1,110—+1,110——$21.0K—2026-11-04
CX Institutional
NEW800—+800——$15—2026-10-02
Triumph Capital Management
UNCHANGED20020000%$3.9K$3.8K-$842026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED11711700%$2.3K$2.2K-$492026-11-05
TFC Financial Management, Inc.
UNCHANGED11611600%$2.2K$2.2K-$492026-10-26
Asset Dedication, LLC
NEW110—+110——$2.1K—2026-11-03
10Elms LLP
NEW108—+108——$2.0K—2026-11-06
Financial Consulate, Inc
UNCHANGED10010000%$1.9K$1.9K-$422026-10-23
Blue Trust, Inc.
NEW76—+76——$1.4K—2026-10-15
PNC Financial Services Group, Inc.
DECREASED68290-222-77%$5.6K$1.3K-$4.3K2026-11-06
Creative Financial Designs Inc
NEW65—+65——$1.2K—2026-11-04
IFP Advisors, Inc
UNCHANGED646400%$1.2K$1.2K-$272026-10-16
Team Financial Group, LLC
NEW37—+37——$702—2026-10-30
Root Financial Partners, LLC
NEW11—+11——$209—2026-10-21
Farmers & Merchants Investments Inc
NEW4—+4——$76—2026-10-22
Wealthcare Advisory Partners LLC
CLOSED022,446-22,446-100%$435.0K$0-$435.0K2026-10-21
Avion Wealth
CLOSED0200-200-100%$3$0-$32026-11-04
JPMorgan Chase & Co
N/A—3,425,961-3,425,961-100%$68.1M———
Bank of America Corp
N/A—1,067,503-1,067,503-100%$20.7M———
Private Advisor Group, LLC
N/A—482,512-482,512-100%$9.4M———
GTS Securities LLC
N/A—176,147-176,147-100%$3.4M———
Susquehanna International Group, LLP
N/A—165,327-165,327-100%$3.2M———
Flow Traders U.S. LLC
N/A—138,060-138,060-100%$2.7M———
Jane Street Group, LLC
N/A—119,779-119,779-100%$2.3M———
IHT Wealth Management, LLC
N/A—115,525-115,525-100%$2.2M———
Cetera Investment Advisers
N/A—111,834-111,834-100%$2.2M———
D. E. Shaw & Co., Inc.
N/A—98,137-98,137-100%$1.9M———
Van Hulzen Asset Management, LLC
N/A—95,794-95,794-100%$1.9M———
UBS Group AG
N/A—83,552-83,552-100%$1.6M———
Western Wealth Management, LLC
N/A—46,280-46,280-100%$896.9K———
Garden State Investment Advisory Services LLC
N/A—44,500-44,500-100%$862.4K———
Quattro Advisors LLC
N/A—41,540-41,540-100%$805.0K———
Citadel Advisors LLC
N/A—34,837-34,837-100%$675.1K———
Orion Porfolio Solutions, LLC
N/A—33,680-33,680-100%$652.7K———
Stifel Financial Corp
N/A—33,370-33,370-100%$646.7K———
Quadrature Capital Ltd
N/A—27,505-27,505-100%$533.0K———
HighTower Advisors, LLC
N/A—26,731-26,731-100%$518.1K———
Summit Financial, LLC
N/A—25,669-25,669-100%$497.5K———
Van Eck Associates Corp
N/A—25,000-25,000-100%$484.5K———
NewEdge Advisors, LLC
N/A—22,264-22,264-100%$431.5K———
Forefront Wealth Partners, LLC
N/A—21,264-21,264-100%$412.1K———
Sanctuary Advisors, LLC
N/A—12,978-12,978-100%$251.5K———
HighPoint Advisor Group LLC
N/A—12,429-12,429-100%$240.9K———
Steward Partners Investment Advisory, LLC
N/A—11,236-11,236-100%$217.8K———
Transcend Capital Advisors, LLC
N/A—11,229-11,229-100%$217.6K———
Osaic Holdings, Inc.
N/A—6,254-6,254-100%$121.2K———
Kiker Wealth Management, LLC
N/A—3,077-3,077-100%$59.6K———
Rockefeller Capital Management L.P.
N/A—2,770-2,770-100%$53.7K———
Abound Financial, LLC
N/A—1,555-1,555-100%$30.1K———
Group One Trading LLC
N/A—718-718-100%$13.9K———
Huntington National Bank
N/A—619-619-100%$12.0K———
Bessemer Group Inc
N/A—600-600-100%$12———
Marshall Investment Management, LLC
N/A—490-490-100%$9.5K———
Crewe Advisors LLC
N/A—458-458-100%$8.9K———
Ameritas Advisory Services, LLC
N/A—403-403-100%$7.8K———
Glassman Wealth Services
N/A—383-383-100%$7.4K———
Mcguire Capital Advisors Inc
N/A—238-238-100%$4.6K———
AE Wealth Management LLC
N/A—236-236-100%$4.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—180-180-100%$3.5K———
Security National Bank of Sioux City Iowa
N/A—129-129-100%$2.5K———
Morgan Stanley
N/A—77-77-100%$1.5K———
O'shaughnessy Asset Management, LLC
N/A—63-63-100%$1.2K———
Tower Research Capital LLC (TRC)
N/A—36-36-100%$698———
Wells Fargo & Company
N/A—18-18-100%$346———
Sankala Group LLC
N/A—6-6-100%$108———
FMR LLC
N/A—5-5-100%$101———
Showing 86 of 86 institutions