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Tappalpha in 100 GR & DI ETF (TDAQ)

CUSIP: 26923N546 | NYSE | 22 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Stegent Equity Advisors, Inc.136,866
3.0% of portfolio›$3.7M
Concurrent Investment Advisors, LLC118,636
0.0% of portfolio›$3.2M
Compass Financial Management LLC26,339
0.1% of portfolio›$717.5K
Chicago Partners Investment Group LLC24,572
0.0% of portfolio›$630.0K
Wealthcare Advisory Partners LLC19,162
0.0% of portfolio›$522.0K
Milestone Asset Management Group, LLC14,912
0.2% of portfolio›$406.2K
Commonwealth Equity Services, LLC7,761
0.0% of portfolio›$211.4K
Farther Finance Advisors, LLC4,507
0.0% of portfolio›$122.8K
EverSource Wealth Advisors, LLC2,000
0.0% of portfolio›$54.5K
StyleTurnoverLocationFiled
Stegent Equity Advisors, Inc.
136,866$3.7M3.0%ETFHighHouston, TX2026-10-13
Concurrent Investment Advisors, LLC
118,636$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Compass Financial Management LLC
26,339$717.5K0.1%CoreN/ATampa, FL2026-10-30
Chicago Partners Investment Group LLC
24,572$630.0K0.0%GARPLowChicago, IL2026-10-27
Wealthcare Advisory Partners LLC
19,162$522.0K0.0%ETFLowWest Chester, PA2026-10-21
Milestone Asset Management Group, LLC
14,912$406.2K0.2%ETFVery LowAvon, CT2026-10-20
Commonwealth Equity Services, LLC
7,761$211.4K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
4,507$122.8K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
2,000$54.5K0.0%CoreMediumBirmingham, AL2026-11-04