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Innv Prem in 15 B ETF - JUL (LJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
NEW
Shares128,204
Change+128,204
Value$3.1M
Filed 2026-11-02
AA Financial Advisors, LLC
INCREASED
Shares121,416 from 121,107
Change+309 (+0%)
Value$2.9M (+$19.5K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares45,153 from 47,056
Change-1,903 (-4%)
Value$1.1M (-$40.8K)
Filed 2026-10-23
KFG Wealth Management, LLC
DECREASED
Shares11,367 from 13,537
Change-2,170 (-16%)
Value$271.7K (-$50.5K)
Filed 2026-10-16
Visionary Wealth Advisors
NEW
Shares9,386
Change+9,386
Value$224.3K
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares2,252 from 2,252
Change0 (0%)
Value$53.8K (+$225)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares570 from 566
Change+4 (+1%)
Value$13.6K (+$152)
Filed 2026-10-16
Barclays PLC
INCREASED
Shares85 from 32
Change+53 (+166%)
Value$2.0K (+$1.3K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$96 ($0)
Filed 2026-10-23
MTM Financial Group, LLC
N/A
Shares— from 38,660
Change-38,660 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 25,152
Change-25,152 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,323
Change-24,323 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,731
Change-11,731 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
UBS Group AG
N/A
Shares— from 804
Change-804 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 417
Change-417 (-100%)
Value—
Status
Kestra Advisory Services, LLC
NEW128,204—+128,204——$3.1M—2026-11-02
AA Financial Advisors, LLC
INCREASED121,416121,107+309+0%$2.9M$2.9M+$19.5K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED45,15347,056-1,903-4%$1.1M$1.1M-$40.8K2026-10-23
KFG Wealth Management, LLC
DECREASED11,36713,537-2,170-16%$322.2K$271.7K-$50.5K2026-10-16
Visionary Wealth Advisors
NEW9,386—+9,386——$224.3K—2026-11-04
Farther Finance Advisors, LLC
UNCHANGED2,2522,25200%$53.6K$53.8K+$2252026-10-08
IFP Advisors, Inc
INCREASED570566+4+1%$13.5K$13.6K+$1522026-10-16
Barclays PLC
INCREASED8532+53+166%$762$2.0K+$1.3K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED4400%$96$96$02026-10-23
MTM Financial Group, LLC
N/A—38,660-38,660-100%$920.1K———
Old Mission Capital LLC
N/A—25,152-25,152-100%$598.6K———
Susquehanna International Group, LLP
N/A—24,323-24,323-100%$578.9K———
Cetera Investment Advisers
N/A—11,731-11,731-100%$279.2K———
JPMorgan Chase & Co
N/A—9,435-9,435-100%$225.9K———
UBS Group AG
N/A—804-804-100%$19.1K———
Harbour Investments, Inc.
N/A—417-417-100%$9.9K———
Showing 16 of 16 institutions