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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Royal Fund Management, LLC
NEW
Shares229,386
Change+229,386
Value$10.5M
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares82,997 from 85,708
Change-2,711 (-3%)
Value$3.8M (+$694.3K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares67,688 from 60,753
Change+6,935 (+11%)
Value$3.1M (+$897.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW
Shares33,498
Change+33,498
Value$1.5K
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
NEW
Shares32,581
Change+32,581
Value$1.5M
Filed 2026-10-13
HighTower Advisors, LLC
DECREASED
Shares32,118 from 33,533
Change-1,415 (-4%)
Value$1.5M (+$255.5K)
Filed 2026-11-10
Bison Wealth, LLC
DECREASED
Shares19,458 from 19,845
Change-387 (-2%)
Value$943.1K (+$178.6K)
Filed 2026-10-13
Avestar Capital, LLC
NEW
Shares17,940
Change+17,940
Value$821.1K
Filed 2026-10-28
Elevate Capital Advisors, LLC
INCREASED
Shares17,278 from 11,055
Change+6,223 (+56%)
Value$790.8K (+$390.4K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares16,897 from 19,410
Change-2,513 (-13%)
Value$773.4K (+$70.3K)
Filed 2026-11-04
VestGen Advisors, LLC
NEW
Shares11,568
Change+11,568
Value$529.5K
Filed 2026-10-27
Creative Planning
INCREASED
Shares10,247 from 10,187
Change+60 (+1%)
Value$469.0K (+$100.0K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares8,600 from 8,610
Change-10 (0%)
Value$393.6K (+$81.8K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$341.0K (+$71.1K)
Filed 2026-10-16
Kuhn & Co Investment Counsel
UNCHANGED
Shares6,952 from 6,952
Change0 (0%)
Value$318.2K (+$66.4K)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares6,913 from 6,459
Change+454 (+7%)
Value$316.4K (+$82.5K)
Filed 2026-10-15
Meridian Financial Advisors, LLC
DECREASED
Shares6,570 from 6,670
Change-100 (-1%)
Value$300.7K (+$59.1K)
Filed 2026-10-14
Nwam LLC
NEW
Shares5,977
Change+5,977
Value$273.6K
Filed 2026-11-09
Nations Financial Group Inc,
NEW
Shares5,100
Change+5,100
Value$233.4K
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
NEW
Shares4,661
Change+4,661
Value$213.3K
Filed 2026-10-20
Interchange Capital Partners, LLC
NEW
Shares3,261
Change+3,261
Value$244.7K
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$123.6K (+$25.8K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares2,200 from 1,800
Change+400 (+22%)
Value$100.7K (+$35.5K)
Filed 2026-11-06
Bokf, NA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$45.8K (+$9.5K)
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$45.4K (+$9.5K)
Filed 2026-11-03
Trust Co of Vermont
NEW
Shares575
Change+575
Value$26.3K
Filed 2026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$22.9K (+$4.8K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.3K (+$3.8K)
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$17.3K (+$3.6K)
Filed 2026-10-19
Harbour Investments, Inc.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$16.9K (+$3.5K)
Filed 2026-11-09
Lanark Financial, Inc.
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$14.3K (+$3.0K)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$13.5K (+$2.8K)
Filed 2026-10-08
Concord Wealth Partners
INCREASED
Shares210 from 50
Change+160 (+320%)
Value$9.6K (+$7.8K)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$9.2K (+$1.9K)
Filed 2026-10-28
Bank of Montreal
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.2K (+$449)
Filed 2026-11-09
Blue Trust, Inc.
NEW
Shares10
Change+10
Value$436
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares6
Change+6
Value$275
Filed 2026-10-21
IFP Advisors, Inc
CLOSED
Shares0 from 1,654
Change-1,654 (-100%)
Value$0 (-$59.9K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 62,258
Change-62,258 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 51,402
Change-51,402 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,301
Change-35,301 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 20,251
Change-20,251 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,576
Change-18,576 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,634
Change-17,634 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,479
Change-15,479 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,931
Change-12,931 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,733
Change-9,733 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
FMR LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 285
Change-285 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 190
Change-190 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 50
Change-50 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Royal Fund Management, LLC
NEW229,386—+229,386——$10.5M—2026-10-22
Procyon Advisors, LLC
DECREASED82,99785,708-2,711-3%$3.1M$3.8M+$694.3K2026-10-21
LPL Financial LLC
INCREASED67,68860,753+6,935+11%$2.2M$3.1M+$897.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW33,498—+33,498——$1.5K—2026-11-02
B. Riley Wealth Advisors, Inc.
NEW32,581—+32,581——$1.5M—2026-10-13
HighTower Advisors, LLC
DECREASED32,11833,533-1,415-4%$1.2M$1.5M+$255.5K2026-11-10
Bison Wealth, LLC
DECREASED19,45819,845-387-2%$764.5K$943.1K+$178.6K2026-10-13
Avestar Capital, LLC
NEW17,940—+17,940——$821.1K—2026-10-28
Elevate Capital Advisors, LLC
INCREASED17,27811,055+6,223+56%$400.4K$790.8K+$390.4K2026-11-02
Creative Financial Designs Inc
DECREASED16,89719,410-2,513-13%$703.0K$773.4K+$70.3K2026-11-04
VestGen Advisors, LLC
NEW11,568—+11,568——$529.5K—2026-10-27
Creative Planning
INCREASED10,24710,187+60+1%$369.0K$469.0K+$100.0K2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED8,6008,610-100%$311.8K$393.6K+$81.8K2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED7,4507,45000%$269.8K$341.0K+$71.1K2026-10-16
Kuhn & Co Investment Counsel
UNCHANGED6,9526,95200%$251.8K$318.2K+$66.4K2026-10-29
Atria Investments, Inc
INCREASED6,9136,459+454+7%$233.9K$316.4K+$82.5K2026-10-15
Meridian Financial Advisors, LLC
DECREASED6,5706,670-100-1%$241.6K$300.7K+$59.1K2026-10-14
Nwam LLC
NEW5,977—+5,977——$273.6K—2026-11-09
Nations Financial Group Inc,
NEW5,100—+5,100——$233.4K—2026-11-05
Prime Capital Investment Advisors, LLC
NEW4,661—+4,661——$213.3K—2026-10-20
Interchange Capital Partners, LLC
NEW3,261—+3,261——$244.7K—2026-10-28
Signaturefd, LLC
UNCHANGED2,7002,70000%$97.8K$123.6K+$25.8K2026-10-23
PNC Financial Services Group, Inc.
INCREASED2,2001,800+400+22%$65.2K$100.7K+$35.5K2026-11-06
Bokf, NA
UNCHANGED1,0001,00000%$36.2K$45.8K+$9.5K2026-10-27
Parallel Advisors, LLC
UNCHANGED99199100%$35.9K$45.4K+$9.5K2026-11-03
Trust Co of Vermont
NEW575—+575——$26.3K—2026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED50050000%$18.1K$22.9K+$4.8K2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED40040000%$14.5K$18.3K+$3.8K2026-10-29
Ares Financial Consulting, LLC
UNCHANGED37937900%$13.7K$17.3K+$3.6K2026-10-19
Harbour Investments, Inc.
UNCHANGED37037000%$13.4K$16.9K+$3.5K2026-11-09
Lanark Financial, Inc.
UNCHANGED31331300%$11.3K$14.3K+$3.0K2026-10-26
Farther Finance Advisors, LLC
UNCHANGED29429400%$10.7K$13.5K+$2.8K2026-10-08
Concord Wealth Partners
INCREASED21050+160+320%$1.8K$9.6K+$7.8K2026-11-02
Evolution Wealth Management Inc.
UNCHANGED20220200%$7.3K$9.2K+$1.9K2026-10-28
Bank of Montreal
UNCHANGED474700%$1.7K$2.2K+$4492026-11-09
Blue Trust, Inc.
NEW10—+10——$436—2026-10-15
Root Financial Partners, LLC
NEW6—+6——$275—2026-10-21
IFP Advisors, Inc
CLOSED01,654-1,654-100%$59.9K$0-$59.9K2026-10-16
Simplex Trading, LLC
CLOSED0301-301-100%$10.9K$0-$10.9K2026-11-04
Bank of America Corp
N/A—62,258-62,258-100%$2.3M———
GTS Securities LLC
N/A—51,402-51,402-100%$1.9M———
Citadel Advisors LLC
N/A—35,301-35,301-100%$1.3M———
Quadrature Capital Ltd
N/A—20,251-20,251-100%$733.5K———
Cetera Investment Advisers
N/A—18,576-18,576-100%$672.8K———
Envestnet Asset Management Inc
N/A—17,634-17,634-100%$638.7K———
Raymond James Financial Inc
N/A—15,479-15,479-100%$560.6K———
Summit Financial, LLC
N/A—12,931-12,931-100%$468.4K———
Jane Street Group, LLC
N/A—9,733-9,733-100%$352.5K———
Regal Investment Advisors LLC
N/A—9,359-9,359-100%$339.0K———
Rockefeller Capital Management L.P.
N/A—9,226-9,226-100%$334.2K———
Flow Traders U.S. LLC
N/A—6,917-6,917-100%$251.0K———
Smartleaf Asset Management LLC
N/A—6,393-6,393-100%$225.0K———
Oxinas Partners, LLC
N/A—6,168-6,168-100%$223.4K———
Osaic Holdings, Inc.
N/A—5,807-5,807-100%$210.3K———
Bartlett & Co. Wealth Management LLC
N/A—800-800-100%$29.0K———
NewEdge Advisors, LLC
N/A—600-600-100%$21.7K———
FMR LLC
N/A—295-295-100%$10.7K———
Hollencrest Capital Management
N/A—285-285-100%$10.3K———
Mark Sheptoff Financial Planning, LLC
N/A—200-200-100%$7.2K———
JPMorgan Chase & Co
N/A—190-190-100%$6.7K———
Aventura Private Wealth, LLC
N/A—100-100-100%$3.6K———
Morgan Stanley
N/A—100-100-100%$3.6K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$3.6K———
Federation des caisses Desjardins du Quebec
N/A—50-50-100%$1.8K———
BFC Planning, Inc.
N/A—29-29-100%$1.1K———
Strategic Wealth Partners, Ltd.
N/A—20-20-100%$724———
Showing 66 of 66 institutions