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Invtor EDP ETF 2YR to Jy2026 (AJUL)

CUSIP: 45783Y236 | NYSE | 79 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Legacy CG, LLC554,435
4.2% of portfolio›$16.8M
Brookstone Capital Management91,581
0.0% of portfolio›$2.8M
Commonwealth Equity Services, LLC91,329
0.0% of portfolio›$2.8M
Lifestyle Asset Management, Inc.50,200
0.4% of portfolio›$1.5M
Chicago Partners Investment Group LLC32,025
0.0% of portfolio›$971.2K
Cypress Wealth Services, LLC30,730
0.1% of portfolio›$934.6K
Wealth Enhancement Advisory Services, LLC30,574
0.0% of portfolio›$929.0K
Fort Washington Investment Advisors Inc29,500
0.0% of portfolio›$891.3K
Strategic Blueprint, LLC25,818
0.0% of portfolio›$780.0K
Selby Wealth Management, LLC23,800
0.3% of portfolio›$719.1K
Kestra Advisory Services, LLC22,890
0.0% of portfolio›$691.6K
Syntegra Private Wealth Group, LLC20,353
0.0% of portfolio›$614.9K
Maia Wealth LLC18,140
0.1% of portfolio›$548.1K
Cambridge Investment Research Advisors, Inc.14,484
0.0% of portfolio›$438.0K
Three Seasons Wealth, LLC10,520
0.0% of portfolio›$317.8K
KFG Wealth Management, LLC10,471
0.0% of portfolio›$316.4K
Cornerstone Wealth Group, LLC8,960
0.0% of portfolio›$270.7K
Able Wealth Management LLC7,776
0.1% of portfolio›$236.1K
Kelly Financial Group LLC7,400
0.1% of portfolio›$223.6K
Comprehensive Financial Consultants Institutional, Inc.6,997
0.1% of portfolio›$211.4K
Integrity Alliance, Llc.6,770
0.0% of portfolio›$204.5K
Apollon Wealth Management, LLC6,648
0.0% of portfolio›$200.9K
CoreCap Advisors, LLC4,927
0.0% of portfolio›$148.9K
Harbor Investment Advisory, LLC2,128
0.0% of portfolio›$64.3K
Spire Wealth Management962
0.0% of portfolio›$29.1K
IFP Advisors, Inc670
0.0% of portfolio›$20.2K
Noble Wealth Management PBC480
0.0% of portfolio›$14.5K
Creative Financial Designs Inc61
0.0% of portfolio›$1.8K
Dhjj Financial Advisors, Ltd.15
0.0% of portfolio›$454
StyleTurnoverLocationFiled
Legacy CG, LLC
554,435$16.8M4.2%GrowthHighPlano, TX2026-10-30
Brookstone Capital Management
91,581$2.8M0.0%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
91,329$2.8M0.0%ETFLowWaltham, MA2026-11-02
Lifestyle Asset Management, Inc.
50,200$1.5M0.4%ETFHighFriendswood, TX2026-10-20
Chicago Partners Investment Group LLC
32,025$971.2K0.0%GARPLowChicago, IL2026-10-27
Cypress Wealth Services, LLC
30,730$934.6K0.1%ETFLowPalm Desert, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
30,574$929.0K0.0%CoreLowPlymouth, MN2026-10-13
Fort Washington Investment Advisors Inc
29,500$891.3K0.0%CoreLowCincinnati, OH2026-10-15
Strategic Blueprint, LLC
25,818$780.0K0.0%ETFLowAtlanta, GA2026-10-22
Selby Wealth Management, LLC
23,800$719.1K0.3%ETFVery LowEmeryville, CA2026-10-16
Kestra Advisory Services, LLC
22,890$691.6K0.0%CoreLowAustin, TX2026-11-02
Syntegra Private Wealth Group, LLC
20,353$614.9K0.0%ETFLowChesterfield, MO2026-10-13
Maia Wealth LLC
18,140$548.1K0.1%ETFMediumDenver, CO2026-10-19
Cambridge Investment Research Advisors, Inc.
14,484$438.0K0.0%ETFLowFairfield, IA2026-11-02
Three Seasons Wealth, LLC
10,520$317.8K0.0%GrowthMediumSalt Lake City, UT2026-11-03
KFG Wealth Management, LLC
10,471$316.4K0.0%ETFMediumGranger, IN2026-10-16
Cornerstone Wealth Group, LLC
8,960$270.7K0.0%CoreMediumHuntersville, NC2026-11-02
Able Wealth Management LLC
7,776$236.1K0.1%ETFMediumToms River, NJ2026-10-13
Kelly Financial Group LLC
7,400$223.6K0.1%ETFLowWethersfield, CT2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
6,997$211.4K0.1%CoreMediumBloomington, IN2026-10-15
Integrity Alliance, Llc.
6,770$204.5K0.0%ETFMediumUrbandale, IA2026-10-29
Apollon Wealth Management, LLC
6,648$200.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
CoreCap Advisors, LLC
4,927$148.9K0.0%ETFMediumSouthfield, MI2026-10-08
Harbor Investment Advisory, LLC
2,128$64.3K0.0%GrowthLowLutherville, MD2026-10-13
Spire Wealth Management
962$29.1K0.0%GrowthMediumMclean, VA2026-10-30
IFP Advisors, Inc
670$20.2K0.0%GrowthLowTampa, FL2026-10-16
Noble Wealth Management PBC
480$14.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Creative Financial Designs Inc
61$1.8K0.0%ETFMediumKokomo, IN2026-11-04
Dhjj Financial Advisors, Ltd.
15$4540.0%ETFVery LowNaperville, IL2026-10-23