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Innvtr PR Inc20 BAR ETF-Oct (OCTH)

CUSIP: 45783Y525 | NYSE | 42 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABrookstone Capital Management6,1370.8%Newly reportedJun 30, 202646,561 sh (Mar 31, 2026)
13G/ABrookstone Capital Management

Institutional Holders — Q3 2026

Outlook Wealth Advisors, LLC41,708
0.2% of portfolio›$993.9K
Trek Financial, LLC38,574
0.0% of portfolio›$919.2K
Whipplewood Advisors, LLC35,123
0.6% of portfolio›$837.0K
Valtinson Bruner Financial Planning LLC17,249
0.1% of portfolio›$411.1K
Soltis Investment Advisors LLC12,369
0.0% of portfolio›$294.8K
Allworth Financial LP11,121
0.0% of portfolio›$266.8K
Commonwealth Equity Services, LLC10,406
0.0% of portfolio›$248.0K
Rose Capital Advisors LLC9,315
0.1% of portfolio›$222.0K
Harbor Investment Advisory, LLC4,210
0.0% of portfolio›$100.3K
Creative Financial Designs Inc800
0.0% of portfolio›$19.1K
Pinnacle Wealth Planning Services, Inc.514
0.0% of portfolio›$12.2K
CoreCap Advisors, LLC381
0.0% of portfolio›$9.1K
StyleTurnoverLocationFiled
Outlook Wealth Advisors, LLC
41,708$993.9K0.2%ETFMediumShenandoah, TX2026-10-28
Trek Financial, LLC
38,574$919.2K0.0%ETFHighScottsdale, AZ2026-10-29
Whipplewood Advisors, LLC
35,123$837.0K0.6%ETFLowLittleton, CO2026-10-20
Valtinson Bruner Financial Planning LLC
17,249$411.1K0.1%ETFLowNew Brighton, MN2026-11-02
Soltis Investment Advisors LLC
12,369$294.8K0.0%CoreMediumSt. George, UT2026-10-28
Allworth Financial LP
11,121$266.8K0.0%IndexLowFolsom, CA2026-11-06
Commonwealth Equity Services, LLC
10,406$248.0K0.0%ETFLowWaltham, MA2026-11-02
Rose Capital Advisors LLC
9,315$222.0K0.1%ETFN/AMiami Beach, FL2026-11-04
Harbor Investment Advisory, LLC
4,210$100.3K0.0%GrowthLowLutherville, MD2026-10-13
Creative Financial Designs Inc
800$19.1K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Wealth Planning Services, Inc.
514$12.2K0.0%GARPLowMansfield, OH2026-10-27
CoreCap Advisors, LLC
381$9.1K0.0%ETFMediumSouthfield, MI2026-10-08
6,137
0.8% of class · Jun 30, 2026Newly reported
46,561 sh (Mar 31, 2026)