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IDX Dynamic Fixed Income ETF (DYFI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Compound Planning, Inc.
INCREASED
Shares513,292 from 496,108
Change+17,184 (+3%)
Value$11.4M (+$96.4K)
Filed 2026-11-05
Blueprint Financial Advisors LLC
INCREASED
Shares361,192 from 272,904
Change+88,288 (+32%)
Value$8.0M (+$1.8M)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares361,192 from 272,904
Change+88,288 (+32%)
Value$8.0M (+$1.8M)
Filed 2026-10-28
International Private Wealth Advisors LLC
DECREASED
Shares72,978 from 82,668
Change-9,690 (-12%)
Value$1.6M (-$262.5K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares36,489 from 42,470
Change-5,981 (-14%)
Value$809.7K (-$157.1K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares18,159 from 19,592
Change-1,433 (-7%)
Value$403.0K (-$43.1K)
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares16,528 from 16,388
Change+140 (+1%)
Value$366.8K (-$6.3K)
Filed 2026-10-16
Atlas Wealth Partners, LLC
INCREASED
Shares16,500 from 16,050
Change+450 (+3%)
Value$366.1K (+$769)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares9,973
Change+9,973
Value$221.3K
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares5,842 from 8,186
Change-2,344 (-29%)
Value$129.6K (-$56.7K)
Filed 2026-10-08
CoreCap Advisors, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$17.3K (-$447)
Filed 2026-10-08
Tucker Asset Management LLC
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$30.1K)
Filed 2026-10-29
Faithward Advisors, LLC
N/A
Shares— from 901,650
Change-901,650 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 255,139
Change-255,139 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 127,044
Change-127,044 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 41,716
Change-41,716 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 29,076
Change-29,076 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Status
Compound Planning, Inc.
INCREASED513,292496,108+17,184+3%$11.3M$11.4M+$96.4K2026-11-05
Blueprint Financial Advisors LLC
INCREASED361,192272,904+88,288+32%$6.2M$8.0M+$1.8M2026-10-28
Blueprint Investment Partners LLC
INCREASED361,192272,904+88,288+32%$6.2M$8.0M+$1.8M2026-10-28
International Private Wealth Advisors LLC
DECREASED72,97882,668-9,690-12%$1.9M$1.6M-$262.5K2026-11-05
Axxcess Wealth Management, LLC
DECREASED36,48942,470-5,981-14%$966.8K$809.7K-$157.1K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED18,15919,592-1,433-7%$446.0K$403.0K-$43.1K2026-11-03
Encompass More Asset Management
INCREASED16,52816,388+140+1%$373.1K$366.8K-$6.3K2026-10-16
Atlas Wealth Partners, LLC
INCREASED16,50016,050+450+3%$365.4K$366.1K+$7692026-11-03
Partners Wealth Management, LLC
NEW9,973—+9,973——$221.3K—2026-10-28
Farther Finance Advisors, LLC
DECREASED5,8428,186-2,344-29%$186.4K$129.6K-$56.7K2026-10-08
CoreCap Advisors, LLC
UNCHANGED78078000%$17.8K$17.3K-$4472026-10-08
Tucker Asset Management LLC
CLOSED01,324-1,324-100%$30.1K$0-$30.1K2026-10-29
Faithward Advisors, LLC
N/A—901,650-901,650-100%$20.5M———
Palladiem, LLC
N/A—255,139-255,139-100%$5.8M———
WealthTrak Capital Management LLC
N/A—127,044-127,044-100%$2.9M———
Kingsview Wealth Management, LLC
N/A—41,716-41,716-100%$949.7K———
GTS Securities LLC
N/A—29,076-29,076-100%$661.9K———
Aptus Capital Advisors, LLC
N/A—9,114-9,114-100%$207.5K———
AE Wealth Management LLC
N/A—93-93-100%$2.1K———
Showing 19 of 19 institutions