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Innvtr PR Inc20 BAR ETF-Oct (OCTH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Outlook Wealth Advisors, LLC
DECREASED
Shares41,708 from 43,046
Change-1,338 (-3%)
Value$993.9K (-$39.0K)
Filed 2026-10-28
Trek Financial, LLC
UNCHANGED
Shares38,574 from 38,574
Change0 (0%)
Value$919.2K (-$6.4K)
Filed 2026-10-29
Whipplewood Advisors, LLC
INCREASED
Shares35,123 from 32,539
Change+2,584 (+8%)
Value$837.0K (+$56.2K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares17,249 from 17,008
Change+241 (+1%)
Value$411.1K (+$2.9K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares12,369 from 10,423
Change+1,946 (+19%)
Value$294.8K (+$44.7K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares11,121 from 11,121
Change0 (0%)
Value$266.8K ($0)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares10,406 from 10,252
Change+154 (+2%)
Value$248.0K (+$2.0K)
Filed 2026-11-02
Rose Capital Advisors LLC
NEW
Shares9,315
Change+9,315
Value$222.0K
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,210 from 4,210
Change0 (0%)
Value$100.3K (-$695)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$19.1K (-$132)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$12.2K (-$84)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares381 from 401
Change-20 (-5%)
Value$9.1K (-$543)
Filed 2026-10-08
Susquehanna International Group, LLP
N/A
Shares— from 94,699
Change-94,699 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 91,585
Change-91,585 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 21,667
Change-21,667 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 15,647
Change-15,647 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,519
Change-10,519 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Status
Outlook Wealth Advisors, LLC
DECREASED41,70843,046-1,338-3%$1.0M$993.9K-$39.0K2026-10-28
Trek Financial, LLC
UNCHANGED38,57438,57400%$925.6K$919.2K-$6.4K2026-10-29
Whipplewood Advisors, LLC
INCREASED35,12332,539+2,584+8%$780.8K$837.0K+$56.2K2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED17,24917,008+241+1%$408.1K$411.1K+$2.9K2026-11-02
Soltis Investment Advisors LLC
INCREASED12,36910,423+1,946+19%$250.1K$294.8K+$44.7K2026-10-28
Allworth Financial LP
UNCHANGED11,12111,12100%$266.8K$266.8K$02026-11-06
Commonwealth Equity Services, LLC
INCREASED10,40610,252+154+2%$246.0K$248.0K+$2.0K2026-11-02
Rose Capital Advisors LLC
NEW9,315—+9,315——$222.0K—2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED4,2104,21000%$101.0K$100.3K-$6952026-10-13
Creative Financial Designs Inc
UNCHANGED80080000%$19.2K$19.1K-$1322026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED51451400%$12.3K$12.2K-$842026-10-27
CoreCap Advisors, LLC
DECREASED381401-20-5%$9.6K$9.1K-$5432026-10-08
Susquehanna International Group, LLP
N/A—94,699-94,699-100%$2.3M———
Harbour Investments, Inc.
N/A—91,585-91,585-100%$2.2M———
MTM Financial Group, LLC
N/A—21,667-21,667-100%$519.9K———
Wealthspire Retirement, LLC
N/A—15,647-15,647-100%$375.5K———
Foundations Investment Advisors, LLC
N/A—11,040-11,040-100%$264.9K———
Old Mission Capital LLC
N/A—10,519-10,519-100%$252.4K———
Steward Partners Investment Advisory, LLC
N/A—4,320-4,320-100%$103.7K———
UBS Group AG
N/A—1,235-1,235-100%$29.6K———
Osaic Holdings, Inc.
N/A—122-122-100%$2.9K———
Showing 21 of 21 institutions