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INN US EQ ACC 9 Buff July (XBJL)

CUSIP: 45783Y889 | NYSE | 90 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Blue Bell Private Wealth Management, LLC81,871
0.4% of portfolio›$3.4M
Weaver Consulting Group64,699
0.5% of portfolio›$2.7M
Chicago Partners Investment Group LLC33,684
0.0% of portfolio›$1.4M
Kestra Advisory Services, LLC33,485
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC25,442
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC19,520
0.0% of portfolio›$799.9K
Occidental Asset Management, LLC16,641
0.1% of portfolio›$681.9K
Visionary Wealth Advisors10,266
0.0% of portfolio›$420.7K
Diligent Investors, LLC6,800
0.1% of portfolio›$278.6K
IFP Advisors, Inc6,334
0.0% of portfolio›$259.5K
Global Trust Wealth Management LLC5,215
0.2% of portfolio›$213.7K
Evolution Wealth Advisors, LLC5,165
0.0% of portfolio›$211.6K
Dhjj Financial Advisors, Ltd.4,626
0.1% of portfolio›$189.6K
Farther Finance Advisors, LLC3,534
0.0% of portfolio›$144.8K
CoreCap Advisors, LLC458
0.0% of portfolio›$18.8K
Ashton Thomas Private Wealth, LLC173
0.0% of portfolio›$7.1K
EverSource Wealth Advisors, LLC100
0.0% of portfolio›$4.1K
StyleTurnoverLocationFiled
Blue Bell Private Wealth Management, LLC
81,871$3.4M0.4%YieldVery LowBlue Bell, PA2026-10-29
Weaver Consulting Group
64,699$2.7M0.5%ETFLowHuntington Beach, CA2026-10-07
Chicago Partners Investment Group LLC
33,684$1.4M0.0%GARPLowChicago, IL2026-10-27
Kestra Advisory Services, LLC
33,485$1.4M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
25,442$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
19,520$799.9K0.0%ETFLowWaltham, MA2026-11-02
Occidental Asset Management, LLC
16,641$681.9K0.1%GrowthLowBurlingame, CA2026-11-05
Visionary Wealth Advisors
10,266$420.7K0.0%ETFLowO'Fallon, IL2026-11-04
Diligent Investors, LLC
6,800$278.6K0.1%CoreLowRedlands, CA2026-10-21
IFP Advisors, Inc
6,334$259.5K0.0%GrowthLowTampa, FL2026-10-16
Global Trust Wealth Management LLC
5,215$213.7K0.2%ETFMediumWest Palm Beach, FL2026-10-14
Evolution Wealth Advisors, LLC
5,165$211.6K0.0%ETFLowAventura, FL2026-11-03
Dhjj Financial Advisors, Ltd.
4,626$189.6K0.1%ETFVery LowNaperville, IL2026-10-23
Farther Finance Advisors, LLC
3,534$144.8K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
458$18.8K0.0%ETFMediumSouthfield, MI2026-10-08
Ashton Thomas Private Wealth, LLC
173$7.1K0.0%CoreMediumScottsdale, AZ2026-11-03
EverSource Wealth Advisors, LLC
100$4.1K0.0%CoreMediumBirmingham, AL2026-11-04