IN EQ DF PR ETF 2Y Jan28-Usd (AJAN)

CUSIP: 45783Y418 | NYSE | 83 institutional holders

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

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC57,921

0.0% of portfolio$1.7M

KFG Wealth Management, LLC34,262

0.1% of portfolio$979.4K

Cambridge Investment Research Advisors, Inc.25,049

0.0% of portfolio$716.0K

Creative Planning20,576

0.0% of portfolio$588.2K

CoreCap Advisors, LLC19,661

0.0% of portfolio$562.0K

Balance Wealth Partners LLC18,665

0.1% of portfolio$533.6K

Kestra Advisory Services, LLC17,245

0.0% of portfolio$493.0K

Wealth Enhancement Advisory Services, LLC16,002

0.0% of portfolio$459.9K

Milestone Asset Management, LLC13,989

0.1% of portfolio$399.9K

Fragasso Financial Advisors Inc12,963

0.0% of portfolio$372.7K

LPL Financial LLC12,873

0.0% of portfolio$368.0K

Integrity Advisory Solutions, LLC12,431

0.0% of portfolio$355.4K

Merit Financial Group, LLC10,268

0.0% of portfolio$293.5K

Bullock Wealth Management Group8,492

0.1% of portfolio$243.1K

SeaCrest Wealth Management, LLC8,139

0.0% of portfolio$232.7K

Three Seasons Wealth, LLC8,113

0.0% of portfolio$231.9K

Barclays PLC4,098

0.0% of portfolio$117.1K

Farther Finance Advisors, LLC2,856

0.0% of portfolio$81.6K

Ashton Thomas Private Wealth, LLC1,085

0.0% of portfolio$31.0K

IFP Advisors, Inc700

0.0% of portfolio$20.0K

Blue Bell Private Wealth Management, LLC208

0.0% of portfolio$5.9K

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	57,921	$1.7M	0.0%	ETF	Low	Waltham, MA	2026-11-02
KFG Wealth Management, LLC	34,262	$979.4K	0.1%	ETF	Medium	Granger, IN	2026-10-16
Cambridge Investment Research Advisors, Inc.	25,049	$716.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Creative Planning	20,576	$588.2K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
CoreCap Advisors, LLC	19,661	$562.0K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Balance Wealth Partners LLC	18,665	$533.6K	0.1%	ETF	Medium	Worthington, OH	2026-10-27
Kestra Advisory Services, LLC	17,245	$493.0K	0.0%	Core	Low	Austin, TX	2026-11-02
Wealth Enhancement Advisory Services, LLC	16,002	$459.9K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Milestone Asset Management, LLC	13,989	$399.9K	0.1%	Growth	High	Pittsburgh, PA	2026-10-15
Fragasso Financial Advisors Inc	12,963	$372.7K	0.0%	ETF	Low	Sewickley, PA	2026-10-13
LPL Financial LLC	12,873	$368.0K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Integrity Advisory Solutions, LLC	12,431	$355.4K	0.0%	ETF	Medium	Dallas, TX	2026-10-29
Merit Financial Group, LLC	10,268	$293.5K	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
Bullock Wealth Management Group	8,492	$243.1K	0.1%	Growth	Low	Bloomington, IN	2026-10-09
SeaCrest Wealth Management, LLC	8,139	$232.7K	0.0%	Growth	Low	Purchase, NY	2026-10-21
Three Seasons Wealth, LLC	8,113	$231.9K	0.0%	Growth	Medium	Salt Lake City, UT	2026-11-03
Barclays PLC	4,098	$117.1K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Farther Finance Advisors, LLC	2,856	$81.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Ashton Thomas Private Wealth, LLC	1,085	$31.0K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
IFP Advisors, Inc	700	$20.0K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Blue Bell Private Wealth Management, LLC	208	$5.9K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29