Invv US SML C 10 B ETF-Qrt (RBUF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Clear Creek Financial Management, LLC

DECREASED

Shares130,107 from 131,292

Change-1,185 (-1%)

Value$4.0M (-$47.2K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares83,046 from 10,859

Change+72,187 (+665%)

Value$2.6M (+$2.2M)

Filed 2026-11-02

Signature Estate & Investment Advisors LLC

DECREASED

Shares48,096 from 48,112

Change-16 (0%)

Value$1.5M (-$4.3K)

Filed 2026-10-13

Brookstone Capital Management

INCREASED

Shares46,847 from 26,722

Change+20,125 (+75%)

Value$1.5M (+$621.7K)

Filed 2026-10-22

ARQ Wealth Advisors, LLC

INCREASED

Shares40,994 from 20,901

Change+20,093 (+96%)

Value$1.3M (+$623.2K)

Filed 2026-10-29

Independent Financial Group, LLC

DECREASED

Shares28,946 from 32,956

Change-4,010 (-12%)

Value$897.3K (-$126.9K)

Filed 2026-10-13

Sugar Maple Asset Management, LLC

INCREASED

Shares23,222 from 20,822

Change+2,400 (+12%)

Value$719.9K (+$72.7K)

Filed 2026-10-13

Private Trust Co NA

NEW

Shares16,795

Change+16,795

Value$520.6K

Filed 2026-10-20

SteelPeak Wealth, LLC

NEW

Shares16,480

Change+16,480

Value$510.9K

Filed 2026-10-16

Kestra Advisory Services, LLC

DECREASED

Shares14,138 from 17,403

Change-3,265 (-19%)

Value$438.3K (-$102.6K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares10,493 from 7,734

Change+2,759 (+36%)

Value$325.3K (+$84.9K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares7,306 from 6,907

Change+399 (+6%)

Value$226.0K (+$11.0K)

Filed 2026-11-02

Wealthcare Advisory Partners LLC

DECREASED

Shares6,667 from 7,388

Change-721 (-10%)

Value$206.7K (-$22.9K)

Filed 2026-10-21

Blue Trust, Inc.

DECREASED

Shares5,547 from 6,191

Change-644 (-10%)

Value$172.0K (-$20.5K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares2,076 from 2,772

Change-696 (-25%)

Value$64.4K (-$21.8K)

Filed 2026-10-08

Allworth Financial LP

NEW

Shares1,600

Change+1,600

Value$49.7K

Filed 2026-11-06

Woodard & Co Asset Management Group Inc

DECREASED

Shares400 from 900

Change-500 (-56%)

Value$12.4K (-$15.6K)

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares353 from 353

Change0 (0%)

Value$10.9K (-$28)

Filed 2026-10-16

Bullseye Investment Management, LLC

CLOSED

Shares0 from 159

Change-159 (-100%)

Value$0 (-$4.9K)

Filed 2026-10-29

Pallas Capital Advisors LLC

N/A

Shares— from 257,923

Change-257,923 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 169,654

Change-169,654 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 132,804

Change-132,804 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 130,534

Change-130,534 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 119,706

Change-119,706 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 107,565

Change-107,565 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 107,067

Change-107,067 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 22,955

Change-22,955 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,261

Change-21,261 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 19,120

Change-19,120 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 18,810

Change-18,810 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 18,552

Change-18,552 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 15,595

Change-15,595 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,226

Change-11,226 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 11,175

Change-11,175 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 9,501

Change-9,501 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 8,784

Change-8,784 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 7,298

Change-7,298 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 7,016

Change-7,016 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 6,754

Change-6,754 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 3,800

Change-3,800 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 665

Change-665 (-100%)

Value—

	Status
Clear Creek Financial Management, LLC	DECREASED	130,107	131,292	-1,185	-1%	$4.1M	$4.0M	-$47.2K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	83,046	10,859	+72,187	+665%	$337.5K	$2.6M	+$2.2M	2026-11-02
Signature Estate & Investment Advisors LLC	DECREASED	48,096	48,112	-16	0%	$1.5M	$1.5M	-$4.3K	2026-10-13
Brookstone Capital Management	INCREASED	46,847	26,722	+20,125	+75%	$830.5K	$1.5M	+$621.7K	2026-10-22
ARQ Wealth Advisors, LLC	INCREASED	40,994	20,901	+20,093	+96%	$647.7K	$1.3M	+$623.2K	2026-10-29
Independent Financial Group, LLC	DECREASED	28,946	32,956	-4,010	-12%	$1.0M	$897.3K	-$126.9K	2026-10-13
Sugar Maple Asset Management, LLC	INCREASED	23,222	20,822	+2,400	+12%	$647.1K	$719.9K	+$72.7K	2026-10-13
Private Trust Co NA	NEW	16,795	—	+16,795	—	—	$520.6K	—	2026-10-20
SteelPeak Wealth, LLC	NEW	16,480	—	+16,480	—	—	$510.9K	—	2026-10-16
Kestra Advisory Services, LLC	DECREASED	14,138	17,403	-3,265	-19%	$540.9K	$438.3K	-$102.6K	2026-11-02
LPL Financial LLC	INCREASED	10,493	7,734	+2,759	+36%	$240.4K	$325.3K	+$84.9K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	7,306	6,907	+399	+6%	$215.0K	$226.0K	+$11.0K	2026-11-02
Wealthcare Advisory Partners LLC	DECREASED	6,667	7,388	-721	-10%	$229.6K	$206.7K	-$22.9K	2026-10-21
Blue Trust, Inc.	DECREASED	5,547	6,191	-644	-10%	$192.4K	$172.0K	-$20.5K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	2,076	2,772	-696	-25%	$86.2K	$64.4K	-$21.8K	2026-10-08
Allworth Financial LP	NEW	1,600	—	+1,600	—	—	$49.7K	—	2026-11-06
Woodard & Co Asset Management Group Inc	DECREASED	400	900	-500	-56%	$28.0K	$12.4K	-$15.6K	2026-11-03
IFP Advisors, Inc	UNCHANGED	353	353	0	0%	$11.0K	$10.9K	-$28	2026-10-16
Bullseye Investment Management, LLC	CLOSED	0	159	-159	-100%	$4.9K	$0	-$4.9K	2026-10-29
Pallas Capital Advisors LLC	N/A	—	257,923	-257,923	-100%	$8.0M	—	—	—
Centaurus Financial, Inc.	N/A	—	169,654	-169,654	-100%	$5.3M	—	—	—
Raymond James Financial Inc	N/A	—	132,804	-132,804	-100%	$4.1M	—	—	—
Mutual Advisors, LLC	N/A	—	130,534	-130,534	-100%	$4.1M	—	—	—
Cetera Investment Advisers	N/A	—	119,706	-119,706	-100%	$3.7M	—	—	—
Captrust Financial Advisors	N/A	—	107,565	-107,565	-100%	$3.3M	—	—	—
MTM Financial Group, LLC	N/A	—	107,067	-107,067	-100%	$3.3M	—	—	—
NewEdge Wealth, LLC	N/A	—	22,955	-22,955	-100%	$713.4K	—	—	—
Citadel Advisors LLC	N/A	—	21,261	-21,261	-100%	$660.8K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	19,120	-19,120	-100%	$594.3K	—	—	—
MML Investors Services, LLC	N/A	—	18,810	-18,810	-100%	$584.6K	—	—	—
AE Wealth Management LLC	N/A	—	18,552	-18,552	-100%	$576.6K	—	—	—
Harbour Investments, Inc.	N/A	—	15,595	-15,595	-100%	$484.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,226	-11,226	-100%	$348.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	11,175	-11,175	-100%	$347.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	9,501	-9,501	-100%	$295.3K	—	—	—
Crux Wealth Advisors	N/A	—	8,784	-8,784	-100%	$273.0K	—	—	—
Cary Street Partners Financial LLC	N/A	—	7,298	-7,298	-100%	$226.8K	—	—	—
Wealthgarden F.S. LLC	N/A	—	7,016	-7,016	-100%	$218.1K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	6,754	-6,754	-100%	$209.9K	—	—	—
WealthShield Partners, LLC	N/A	—	3,800	-3,800	-100%	$118.1K	—	—	—
Caitlin John, LLC	N/A	—	665	-665	-100%	$20.7K	—	—	—

Showing 41 of 41 institutions