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Invtor US Small CPB ETF June (KJUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Maltin Wealth Management, Inc.
NEW
Shares212,923
Change+212,923
Value$6.2M
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares53,669 from 209,248
Change-155,579 (-74%)
Value$1.6M (-$4.7M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares51,219 from 42,938
Change+8,281 (+19%)
Value$1.5M (+$202.4K)
Filed 2026-11-02
PFS Partners, LLC
INCREASED
Shares49,580 from 46,844
Change+2,736 (+6%)
Value$1.4M (+$38.4K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares36,673 from 27,816
Change+8,857 (+32%)
Value$1.1M (+$232.3K)
Filed 2026-11-06
Atlantic Private Wealth, LLC
INCREASED
Shares32,904 from 28,715
Change+4,189 (+15%)
Value$953.0K (+$96.3K)
Filed 2026-11-09
Sigma Planning Corp
NEW
Shares27,738
Change+27,738
Value$803.4K
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares20,184
Change+20,184
Value$584.6K
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares14,938 from 15,058
Change-120 (-1%)
Value$432.7K (-$16.6K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares13,415 from 13,415
Change0 (0%)
Value$388.6K (-$11.7K)
Filed 2026-11-03
Collaborative Wealth Managment Inc.
UNCHANGED
Shares11,590 from 11,590
Change0 (0%)
Value$335.7K (-$10.1K)
Filed 2026-11-06
Weaver Consulting Group
INCREASED
Shares9,833 from 8,483
Change+1,350 (+16%)
Value$284.8K (+$31.7K)
Filed 2026-10-07
Phoenix Financial Ltd.
UNCHANGED
Shares9,088 from 9,088
Change0 (0%)
Value$263.1K (-$7.9K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares7,769 from 5,325
Change+2,444 (+46%)
Value$225.0K (+$66.1K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED
Shares6,172 from 5,300
Change+872 (+16%)
Value$178.8K (+$20.6K)
Filed 2026-10-29
Harbour Investments, Inc.
DECREASED
Shares6,002 from 65,298
Change-59,296 (-91%)
Value$173.8K (-$1.8M)
Filed 2026-11-09
Lanark Financial, Inc.
UNCHANGED
Shares3,332 from 3,332
Change0 (0%)
Value$96.5K (-$2.9K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares950 from 10,448
Change-9,498 (-91%)
Value$27.5K (-$284.2K)
Filed 2026-10-08
Cypress Wealth Services, LLC
CLOSED
Shares0 from 6,775
Change-6,775 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-21
Diligent Investors, LLC
CLOSED
Shares0 from 6,727
Change-6,727 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 785
Change-785 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-15
Susquehanna International Group, LLP
N/A
Shares— from 296,402
Change-296,402 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 107,148
Change-107,148 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 53,584
Change-53,584 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,337
Change-53,337 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 36,603
Change-36,603 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 33,783
Change-33,783 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 22,748
Change-22,748 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,878
Change-21,878 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,120
Change-17,120 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,070
Change-17,070 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,978
Change-11,978 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,852
Change-10,852 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 409
Change-409 (-100%)
Value—
Status
Maltin Wealth Management, Inc.
NEW212,923—+212,923——$6.2M—2026-10-13
Commonwealth Equity Services, LLC
DECREASED53,669209,248-155,579-74%$6.2M$1.6M-$4.7M2026-11-02
Kestra Advisory Services, LLC
INCREASED51,21942,938+8,281+19%$1.3M$1.5M+$202.4K2026-11-02
PFS Partners, LLC
INCREASED49,58046,844+2,736+6%$1.4M$1.4M+$38.4K2026-10-21
LPL Financial LLC
INCREASED36,67327,816+8,857+32%$829.9K$1.1M+$232.3K2026-11-06
Atlantic Private Wealth, LLC
INCREASED32,90428,715+4,189+15%$856.7K$953.0K+$96.3K2026-11-09
Sigma Planning Corp
NEW27,738—+27,738——$803.4K—2026-10-23
IFS Advisors, LLC
NEW20,184—+20,184——$584.6K—2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED14,93815,058-120-1%$449.3K$432.7K-$16.6K2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED13,41513,41500%$400.2K$388.6K-$11.7K2026-11-03
Collaborative Wealth Managment Inc.
UNCHANGED11,59011,59000%$345.8K$335.7K-$10.1K2026-11-06
Weaver Consulting Group
INCREASED9,8338,483+1,350+16%$253.1K$284.8K+$31.7K2026-10-07
Phoenix Financial Ltd.
UNCHANGED9,0889,08800%$271.1K$263.1K-$7.9K2026-11-09
IFP Advisors, Inc
INCREASED7,7695,325+2,444+46%$158.9K$225.0K+$66.1K2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED6,1725,300+872+16%$158.1K$178.8K+$20.6K2026-10-29
Harbour Investments, Inc.
DECREASED6,00265,298-59,296-91%$1.9M$173.8K-$1.8M2026-11-09
Lanark Financial, Inc.
UNCHANGED3,3323,33200%$99.4K$96.5K-$2.9K2026-10-26
CoreCap Advisors, LLC
DECREASED95010,448-9,498-91%$311.7K$27.5K-$284.2K2026-10-08
Cypress Wealth Services, LLC
CLOSED06,775-6,775-100%$202.1K$0-$202.1K2026-10-21
Diligent Investors, LLC
CLOSED06,727-6,727-100%$200.7K$0-$200.7K2026-10-21
AdvisorNet Financial, Inc
CLOSED0785-785-100%$23.4K$0-$23.4K2026-10-15
Susquehanna International Group, LLP
N/A—296,402-296,402-100%$8.8M———
Raymond James Financial Inc
N/A—107,148-107,148-100%$3.2M———
Osaic Holdings, Inc.
N/A—53,584-53,584-100%$1.6M———
Cetera Investment Advisers
N/A—53,337-53,337-100%$1.6M———
Syon Capital LLC
N/A—36,603-36,603-100%$1.1M———
Cresset Asset Management, LLC
N/A—33,783-33,783-100%$1.0M———
Faithward Advisors, LLC
N/A—22,748-22,748-100%$678.7K———
Envestnet Asset Management Inc
N/A—21,878-21,878-100%$652.7K———
MML Investors Services, LLC
N/A—19,447-19,447-100%$580.2K———
OneDigital Investment Advisors LLC
N/A—17,120-17,120-100%$510.8K———
Private Advisor Group, LLC
N/A—17,070-17,070-100%$509.3K———
Jane Street Group, LLC
N/A—13,064-13,064-100%$389.8K———
Pathstone Holdings, LLC
N/A—12,190-12,190-100%$363.7K———
Morgan Stanley
N/A—11,978-11,978-100%$357.4K———
Keating Financial Advisory Services, Inc.
N/A—10,852-10,852-100%$323.8K———
Cofg Advisors, LLC
N/A—9,725-9,725-100%$290.1K———
First Commonwealth Financial Corp
N/A—8,541-8,541-100%$254.8K———
Wealth Alliance, LLC
N/A—7,949-7,949-100%$237.2K———
Quantinno Capital Management LP
N/A—6,873-6,873-100%$205.1K———
AE Wealth Management LLC
N/A—1,999-1,999-100%$59.6K———
Steward Partners Investment Advisory, LLC
N/A—1,119-1,119-100%$33.4K———
Capital Analysts, LLC
N/A—991-991-100%$30———
BFC Planning, Inc.
N/A—409-409-100%$12.2K———
Showing 44 of 44 institutions