IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invtor EDP ETF 2YR to Jy2026 (AJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Legacy CG, LLC
NEW
Shares554,435
Change+554,435
Value$16.8M
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares91,581 from 14,405
Change+77,176 (+536%)
Value$2.8M (+$2.3M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares91,329 from 91,215
Change+114 (+0%)
Value$2.8M (+$15.5K)
Filed 2026-11-02
Lifestyle Asset Management, Inc.
NEW
Shares50,200
Change+50,200
Value$1.5M
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares32,025 from 22,725
Change+9,300 (+41%)
Value$971.2K (+$291.1K)
Filed 2026-10-27
Cypress Wealth Services, LLC
INCREASED
Shares30,730 from 11,357
Change+19,373 (+171%)
Value$934.6K (+$593.0K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares30,574 from 30,574
Change0 (0%)
Value$929.0K (+$8.4K)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED
Shares29,500 from 29,500
Change0 (0%)
Value$891.3K (+$3.9K)
Filed 2026-10-15
Strategic Blueprint, LLC
NEW
Shares25,818
Change+25,818
Value$780.0K
Filed 2026-10-22
Selby Wealth Management, LLC
NEW
Shares23,800
Change+23,800
Value$719.1K
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares22,890 from 44,125
Change-21,235 (-48%)
Value$691.6K (-$635.7K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares20,353 from 20,353
Change0 (0%)
Value$614.9K (+$2.7K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares18,140 from 18,871
Change-731 (-4%)
Value$548.1K (-$19.6K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,484 from 12,811
Change+1,673 (+13%)
Value$438.0K (+$53.0K)
Filed 2026-11-02
Three Seasons Wealth, LLC
UNCHANGED
Shares10,520 from 10,520
Change0 (0%)
Value$317.8K (+$1.4K)
Filed 2026-11-03
KFG Wealth Management, LLC
UNCHANGED
Shares10,471 from 10,471
Change0 (0%)
Value$316.4K (+$1.4K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED
Shares8,960 from 8,960
Change0 (0%)
Value$270.7K (+$1.2K)
Filed 2026-11-02
Able Wealth Management LLC
UNCHANGED
Shares7,776 from 7,776
Change0 (0%)
Value$236.1K (+$2.2K)
Filed 2026-10-13
Kelly Financial Group LLC
NEW
Shares7,400
Change+7,400
Value$223.6K
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares6,997 from 6,997
Change0 (0%)
Value$211.4K (+$927)
Filed 2026-10-15
Integrity Alliance, Llc.
UNCHANGED
Shares6,770 from 6,770
Change0 (0%)
Value$204.5K (+$897)
Filed 2026-10-29
Apollon Wealth Management, LLC
NEW
Shares6,648
Change+6,648
Value$200.9K
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares4,927 from 4,927
Change0 (0%)
Value$148.9K (+$653)
Filed 2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$64.3K (+$282)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$29.1K (+$128)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares670 from 700
Change-30 (-4%)
Value$20.2K (-$814)
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$14.5K (+$64)
Filed 2026-10-01
Creative Financial Designs Inc
NEW
Shares61
Change+61
Value$1.8K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
NEW
Shares15
Change+15
Value$454
Filed 2026-10-23
Trek Financial, LLC
CLOSED
Shares0 from 13,052
Change-13,052 (-100%)
Value$0 (-$392.6K)
Filed 2026-10-29
Bay Capital Advisors, LLC
CLOSED
Shares0 from 6,805
Change-6,805 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 4,550
Change-4,550 (-100%)
Value$0 (-$136.9K)
Filed 2026-10-29
HighTower Advisors, LLC
N/A
Shares— from 166,342
Change-166,342 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 109,664
Change-109,664 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,995
Change-57,995 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 22,405
Change-22,405 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 20,349
Change-20,349 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,712
Change-16,712 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,158
Change-14,158 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,299
Change-10,299 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,307
Change-8,307 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,776
Change-7,776 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,731
Change-6,731 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,905
Change-5,905 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 163
Change-163 (-100%)
Value—
Status
Legacy CG, LLC
NEW554,435—+554,435——$16.8M—2026-10-30
Brookstone Capital Management
INCREASED91,58114,405+77,176+536%$433.3K$2.8M+$2.3M2026-10-22
Commonwealth Equity Services, LLC
INCREASED91,32991,215+114+0%$2.7M$2.8M+$15.5K2026-11-02
Lifestyle Asset Management, Inc.
NEW50,200—+50,200——$1.5M—2026-10-20
Chicago Partners Investment Group LLC
INCREASED32,02522,725+9,300+41%$680.2K$971.2K+$291.1K2026-10-27
Cypress Wealth Services, LLC
INCREASED30,73011,357+19,373+171%$341.6K$934.6K+$593.0K2026-10-21
Wealth Enhancement Advisory Services, LLC
UNCHANGED30,57430,57400%$920.6K$929.0K+$8.4K2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED29,50029,50000%$887.4K$891.3K+$3.9K2026-10-15
Strategic Blueprint, LLC
NEW25,818—+25,818——$780.0K—2026-10-22
Selby Wealth Management, LLC
NEW23,800—+23,800——$719.1K—2026-10-16
Kestra Advisory Services, LLC
DECREASED22,89044,125-21,235-48%$1.3M$691.6K-$635.7K2026-11-02
Syntegra Private Wealth Group, LLC
UNCHANGED20,35320,35300%$612.2K$614.9K+$2.7K2026-10-13
Maia Wealth LLC
DECREASED18,14018,871-731-4%$567.6K$548.1K-$19.6K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED14,48412,811+1,673+13%$385.0K$438.0K+$53.0K2026-11-02
Three Seasons Wealth, LLC
UNCHANGED10,52010,52000%$316.4K$317.8K+$1.4K2026-11-03
KFG Wealth Management, LLC
UNCHANGED10,47110,47100%$315.0K$316.4K+$1.4K2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED8,9608,96000%$269.5K$270.7K+$1.2K2026-11-02
Able Wealth Management LLC
UNCHANGED7,7767,77600%$233.9K$236.1K+$2.2K2026-10-13
Kelly Financial Group LLC
NEW7,400—+7,400——$223.6K—2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED6,9976,99700%$210.5K$211.4K+$9272026-10-15
Integrity Alliance, Llc.
UNCHANGED6,7706,77000%$203.6K$204.5K+$8972026-10-29
Apollon Wealth Management, LLC
NEW6,648—+6,648——$200.9K—2026-10-23
CoreCap Advisors, LLC
UNCHANGED4,9274,92700%$148.2K$148.9K+$6532026-10-08
Harbor Investment Advisory, LLC
UNCHANGED2,1282,12800%$64.0K$64.3K+$2822026-10-13
Spire Wealth Management
UNCHANGED96296200%$28.9K$29.1K+$1282026-10-30
IFP Advisors, Inc
DECREASED670700-30-4%$21.1K$20.2K-$8142026-10-16
Noble Wealth Management PBC
UNCHANGED48048000%$14.4K$14.5K+$642026-10-01
Creative Financial Designs Inc
NEW61—+61——$1.8K—2026-11-04
Dhjj Financial Advisors, Ltd.
NEW15—+15——$454—2026-10-23
Trek Financial, LLC
CLOSED013,052-13,052-100%$392.6K$0-$392.6K2026-10-29
Bay Capital Advisors, LLC
CLOSED06,805-6,805-100%$204.7K$0-$204.7K2026-10-16
Bullseye Investment Management, LLC
CLOSED04,550-4,550-100%$136.9K$0-$136.9K2026-10-29
HighTower Advisors, LLC
N/A—166,342-166,342-100%$5.0M———
Raymond James Financial Inc
N/A—109,664-109,664-100%$3.3M———
Susquehanna International Group, LLP
N/A—57,995-57,995-100%$1.7M———
MTM Financial Group, LLC
N/A—22,405-22,405-100%$673.9K———
Waverly Advisors, LLC
N/A—20,349-20,349-100%$612.1K———
Old Mission Capital LLC
N/A—16,712-16,712-100%$502.7K———
Foundations Investment Advisors, LLC
N/A—14,158-14,158-100%$425.9K———
JPMorgan Chase & Co
N/A—13,520-13,520-100%$406.2K———
World Investment Advisors
N/A—10,299-10,299-100%$298.6K———
Tradition Wealth Management, LLC
N/A—8,307-8,307-100%$249.9K———
Vestmark Advisory Solutions, Inc.
N/A—7,776-7,776-100%$233.9K———
Belpointe Asset Management LLC
N/A—6,731-6,731-100%$202.5K———
Barclays PLC
N/A—5,905-5,905-100%$177.6K———
Continuum Advisory, LLC
N/A—5,156-5,156-100%$155.1K———
Centaurus Financial, Inc.
N/A—3,713-3,713-100%$112.0K———
Osaic Holdings, Inc.
N/A—3,390-3,390-100%$102.0K———
AE Wealth Management LLC
N/A—2,614-2,614-100%$78.6K———
Harbour Investments, Inc.
N/A—1,238-1,238-100%$37.2K———
Steward Partners Investment Advisory, LLC
N/A—1,150-1,150-100%$34.6K———
Keating Financial Advisory Services, Inc.
N/A—1,000-1,000-100%$30.1K———
Morgan Stanley
N/A—163-163-100%$4.9K———
Showing 53 of 53 institutions