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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
Integrated Advisors Network LLC
NEW
Shares16,000
Change+16,000
Value$21.0K
Filed 2026-10-20
UBS Group AG
DECREASED
Shares10,935 from 26,110
Change-15,175 (-58%)
Value$14.3K (-$26.7K)
Filed 2026-11-10
Prasad Wealth Partners, LLC
NEW
Shares10,000
Change+10,000
Value$13.1K
Filed 2026-11-10
Professional Advisory Services Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$13 (-$3)
Filed 2026-10-08
Keystone Financial Group, Inc.
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$6.9K (-$1.4K)
Filed 2026-10-13
Bell Investment Advisors, Inc
NEW
Shares2,375
Change+2,375
Value$3.1K
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares1,899 from 1,289
Change+610 (+47%)
Value$2.5K (+$464)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$1.5K (-$304)
Filed 2026-10-30
Barclays PLC
NEW
Shares526
Change+526
Value$689
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$655 (-$130)
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares100 from 790
Change-690 (-87%)
Value$131 (-$1.1K)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
NEW
Shares36
Change+36
Value$47
Filed 2026-10-29
Canton Hathaway, LLC
NEW
Shares25
Change+25
Value$33
Filed 2026-10-23
Journey Advisory Group, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$15.7K)
Filed 2026-11-04
IFP Advisors, Inc
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$141)
Filed 2026-10-16
Citigroup Inc
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$66)
Filed 2026-11-04
Jane Street Group, LLC
N/A
Shares— from 84,574
Change-84,574 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 41,068
Change-41,068 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,391
Change-11,391 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,187
Change-11,187 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
Integrated Advisors Network LLC
NEW16,000—+16,000——$21.0K—2026-10-20
UBS Group AG
DECREASED10,93526,110-15,175-58%$41.0K$14.3K-$26.7K2026-11-10
Prasad Wealth Partners, LLC
NEW10,000—+10,000——$13.1K—2026-11-10
Professional Advisory Services Inc
UNCHANGED10,00010,00000%$16$13-$32026-10-08
Keystone Financial Group, Inc.
UNCHANGED5,3005,30000%$8.3K$6.9K-$1.4K2026-10-13
Bell Investment Advisors, Inc
NEW2,375—+2,375——$3.1K—2026-10-29
SBI Securities Co., Ltd.
INCREASED1,8991,289+610+47%$2.0K$2.5K+$4642026-10-22
Provenance Wealth Advisors, LLC
UNCHANGED1,1711,17100%$1.8K$1.5K-$3042026-10-30
Barclays PLC
NEW526—+526——$689—2026-11-06
Nfsg Corp
UNCHANGED50050000%$785$655-$1302026-10-15
Lanark Financial, Inc.
DECREASED100790-690-87%$1.2K$131-$1.1K2026-10-26
Caitong International Asset Management Co., Ltd
NEW36—+36——$47—2026-10-29
Canton Hathaway, LLC
NEW25—+25——$33—2026-10-23
Journey Advisory Group, LLC
CLOSED010,000-10,000-100%$15.7K$0-$15.7K2026-11-04
IFP Advisors, Inc
CLOSED090-90-100%$141$0-$1412026-10-16
Citigroup Inc
CLOSED042-42-100%$66$0-$662026-11-04
Jane Street Group, LLC
N/A—84,574-84,574-100%$132.8K———
Virtu Financial LLC
N/A—41,068-41,068-100%$64———
Steward Partners Investment Advisory, LLC
N/A—20,000-20,000-100%$31.4K———
XTX Topco Ltd
N/A—11,391-11,391-100%$17.9K———
Morgan Stanley
N/A—11,187-11,187-100%$17.6K———
Tower Research Capital LLC (TRC)
N/A—4,000-4,000-100%$6.3K———
Osaic Holdings, Inc.
N/A—2,190-2,190-100%$3.4K———
HighMark Wealth Management LLC
N/A—200-200-100%$314———
Showing 24 of 24 institutions