13F QoQ Ownership Changes
STRD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 19 new · 28 added · 56 reduced · 10 exited
New Positions(19)
Added To(28)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,586 | +34,146 | $1.0M | +$748.4K | 254.1% |
| J.W. COLE ADVISORS, INC. | 42,598 | +67 | $639.9K | -$307.7K | 0.1% |
| Summit Financial, LLC | 173,508 | +14,979 | $3.8M | +$288.6K | 9.4% |
| Western Wealth Management, LLC | 14,605 | +5,290 | $321.6K | +$114.1K | 56.8% |
| Newbridge Financial Services Group, Inc. | 103,750 | +4,866 | $2.3M | +$81.4K | 4.9% |
| Larson Financial Group LLC | 60,740 | +4,250 | $1.3M | +$78.9K | 7.5% |
| Kestra Advisory Services, LLC | 11,870 | +1,851 | $261.4K | +$38.2K | 18.5% |
| Coastal Investment Advisors, Inc. | 11,827 | +1,465 | $260.4K | +$29.6K | 14.1% |
| ADVISOR GROUP HOLDINGS, INC. | 206,404 | +1,841 | $4.5M | +$14.1K | 0.9% |
| Sowell Financial Services LLC | 40,189 | +34 | $885.0K | -$9.7K | 0.1% |
| Creative Planning | 69,413 | +393 | $1.5M | -$9.3K | 0.6% |
| FMR LLC | 725 | +410 | $16.0K | +$9.0K | 130.2% |
| MML INVESTORS SERVICES, LLC | 60,342 | +308 | $1.3M | -$8.8K | 0.5% |
| Arkadios Wealth Advisors | 14,196 | +497 | $312.6K | +$7.4K | 3.6% |
| HighTower Advisors, LLC | 21,811 | +24 | $480.3K | -$5.1K | 0.1% |
| Dynamic Advisor Solutions LLC | 18,050 | +59 | $397.5K | -$3.4K | 0.3% |
| ASSETMARK, INC | 128 | +118 | $2.8K | +$2.6K | 1180.0% |
| VSM Wealth Advisory, LLC | 480 | +113 | $10.6K | +$2.4K | 30.8% |
| OxenFree Capital LLC | 43,989 | +783 | $968.6K | -$2.2K | 1.8% |
| Equitable Holdings, Inc. | 10,349 | +55 | $227.9K | -$1.5K | 0.5% |
| BEAM WEALTH ADVISORS, INC. | 23,483 | +324 | $517.1K | +$1.1K | 1.4% |
| Cambridge Investment Research Advisors, Inc. | 405,816 | +16,900 | $8.9K | +$271 | 4.3% |
| Janney Montgomery Scott LLC | 13,483 | +3,646 | $297 | +$78 | 37.1% |
| VISION FINANCIAL MARKETS LLC | 517 | +9 | $11.4K | +$66 | 1.8% |
| Rockefeller Capital Management L.P. | 510 | +8 | $11.3K | +$65 | 1.6% |
| CIBC Private Wealth Group, LLC | 215 | +3 | $4.7K | +$27 | 1.4% |
| Strategic Advocates LLC | 104 | +2 | $2.3K | +$26 | 2.0% |
| CWM, LLC | 14,773 | +2 | $325 | -$4 | 0.0% |
Reduced(56)
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 0 | -17,441 | $0 | -$388.6K | — |
| Cadent Capital Advisors, LLC | 0 | -15,848 | $0 | -$353.1K | — |
| WNY Asset Management, LLC | 0 | -10,431 | $0 | -$232.4K | — |
| Advisory Alpha, LLC | 0 | -10,329 | $0 | -$231.2K | — |
| Institute for Wealth Management, LLC. | 0 | -9,276 | $0 | -$206.7K | — |
| Advisory Services Network, LLC | 0 | -8,851 | $0 | -$197.2K | — |
| GPS Wealth Strategies Group, LLC | 0 | -4,597 | $0 | -$102.4K | — |
| US BANCORP \DE\ | 0 | -1,750 | $0 | -$39.0K | — |
| Ameritas Advisory Services, LLC | 0 | -532 | $0 | -$11.9K | — |
| Virtu Financial LLC | 0 | -28,391 | $0 | -$633 | — |