Invtor US Small CPB ETF June (KJUN)

CUSIP: 45783Y277 | NYSE | 62 institutional holders

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Institutional Holders — Q3 2026

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Maltin Wealth Management, Inc.212,923

2.0% of portfolio$6.2M

Commonwealth Equity Services, LLC53,669

0.0% of portfolio$1.6M

Kestra Advisory Services, LLC51,219

0.0% of portfolio$1.5M

PFS Partners, LLC49,580

0.6% of portfolio$1.4M

LPL Financial LLC36,673

0.0% of portfolio$1.1M

Atlantic Private Wealth, LLC32,904

0.6% of portfolio$953.0K

Sigma Planning Corp27,738

0.0% of portfolio$803.4K

IFS Advisors, LLC20,184

0.2% of portfolio$584.6K

Dhjj Financial Advisors, Ltd.14,938

0.1% of portfolio$432.7K

Ashton Thomas Private Wealth, LLC13,415

0.0% of portfolio$388.6K

Collaborative Wealth Managment Inc.11,590

0.1% of portfolio$335.7K

Weaver Consulting Group9,833

0.1% of portfolio$284.8K

Phoenix Financial Ltd.9,088

0.0% of portfolio$263.1K

IFP Advisors, Inc7,769

0.0% of portfolio$225.0K

Blue Bell Private Wealth Management, LLC6,172

0.0% of portfolio$178.8K

Harbour Investments, Inc.6,002

0.0% of portfolio$173.8K

Lanark Financial, Inc.3,332

0.0% of portfolio$96.5K

CoreCap Advisors, LLC950

0.0% of portfolio$27.5K

				Style	Turnover	Location	Filed
Maltin Wealth Management, Inc.	212,923	$6.2M	2.0%	ETF	Medium	Ridgewood, NJ	2026-10-13
Commonwealth Equity Services, LLC	53,669	$1.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Kestra Advisory Services, LLC	51,219	$1.5M	0.0%	Index	Low	Austin, TX	2026-11-02
PFS Partners, LLC	49,580	$1.4M	0.6%	ETF	Very Low	Mine Hill, NJ	2026-10-21
LPL Financial LLC	36,673	$1.1M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Atlantic Private Wealth, LLC	32,904	$953.0K	0.6%	ETF	Low	Chapel Hill, NC	2026-11-09
Sigma Planning Corp	27,738	$803.4K	0.0%	Core	Medium	Ann Arbor, MI	2026-10-23
IFS Advisors, LLC	20,184	$584.6K	0.2%	ETF	Low	Overland Park, KS	2026-10-14
Dhjj Financial Advisors, Ltd.	14,938	$432.7K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
Ashton Thomas Private Wealth, LLC	13,415	$388.6K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Collaborative Wealth Managment Inc.	11,590	$335.7K	0.1%	ETF	Medium	Lake Mary, FL	2026-11-06
Weaver Consulting Group	9,833	$284.8K	0.1%	ETF	Low	Huntington Beach, CA	2026-10-07
Phoenix Financial Ltd.	9,088	$263.1K	0.0%	Growth	High	Givatayim, Luxembourg	2026-11-09
IFP Advisors, Inc	7,769	$225.0K	0.0%	Core	Low	Tampa, FL	2026-10-16
Blue Bell Private Wealth Management, LLC	6,172	$178.8K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Harbour Investments, Inc.	6,002	$173.8K	0.0%	ETF	Low	Madison, WI	2026-11-09
Lanark Financial, Inc.	3,332	$96.5K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
CoreCap Advisors, LLC	950	$27.5K	0.0%	ETF	Medium	Southfield, MI	2026-10-08