13F QoQ Ownership Changes
SKYQ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 8 new · 5 added · 10 reduced · 3 exited
New Positions(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 9,478 | +9,478 | $950.2K | +$950.2K | — |
| NORTHERN TRUST CORP | 51,414 | +51,414 | $11.5K | +$11.5K | — |
| Investmark Advisory Group LLC | 23,901 | +23,901 | $5.3K | +$5.3K | — |
| CITADEL ADVISORS LLC | 18,853 | +18,853 | $4.2K | +$4.2K | — |
| JANE STREET GROUP, LLC | 15,592 | +15,592 | $3.5K | +$3.5K | — |
| Kohmann Bosshard Financial Services, LLC | 200 | +200 | $45 | +$45 | — |
| MORGAN STANLEY | 152 | +152 | $34 | +$34 | — |
| FMR LLC | 76 | +76 | $17 | +$17 | — |
Added To(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 111,789 | +8,731 | $25.0K | -$38.6K | 8.5% |
| VANGUARD GROUP INC | 121,667 | +32,210 | $27.3K | -$27.9K | 36.0% |
| Arax Advisory Partners | 11,000 | +1,000 | $1.3K | -$4.8K | 10.0% |
| JONES FINANCIAL COMPANIES LLLP | 2,068 | +534 | $461 | -$235 | 34.8% |
| BANK OF AMERICA CORP /DE/ | 157 | +10 | $35 | -$56 | 6.8% |
Reduced(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 2,249,882 | 0 | $502.8K | -$884.2K | 0.0% |
| UBS Group AG | 528 | -32,247 | $118 | -$20.1K | -98.4% |
| CITIGROUP INC | 1 | -23,163 | $0 | -$14.3K | -100.0% |
| StoneX Group Inc. | 17,795 | -1,877 | $4.0K | -$8.2K | -9.5% |
| Royal Bank of Canada | 5,334 | 0 | $1.0K | -$2.0K | 0.0% |
| Tower Research Capital LLC (TRC) | 4,715 | -153 | $1.1K | -$1.9K | -3.1% |
| Steward Partners Investment Advisory, LLC | 2,100 | 0 | $469 | -$826 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1,001 | 0 | $224 | -$394 | 0.0% |
| Investors Research Corp | 134 | 0 | $30 | -$53 | 0.0% |
| OSAIC HOLDINGS, INC. | 200 | 0 | $44 | -$46 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| North Capital, Inc. | 0 | -1,463 | $0 | -$902 | — |
| NewEdge Advisors, LLC | 0 | -334 | $0 | -$206 | — |
| Cambridge Investment Research Advisors, Inc. | 0 | -18,000 | $0 | -$11 | — |