INN US EQ ACC 9 Buff July (XBJL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Blue Bell Private Wealth Management, LLC

DECREASED

Shares81,871 from 82,452

Change-581 (-1%)

Value$3.4M (+$58.7K)

Filed 2026-10-29

Weaver Consulting Group

DECREASED

Shares64,699 from 67,485

Change-2,786 (-4%)

Value$2.7M (-$46.6K)

Filed 2026-10-07

Chicago Partners Investment Group LLC

DECREASED

Shares33,684 from 38,773

Change-5,089 (-13%)

Value$1.4M (-$160.8K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares33,485 from 32,150

Change+1,335 (+4%)

Value$1.4M (+$86.9K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares25,442 from 25,442

Change0 (0%)

Value$1.1M (+$28.8K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares19,520 from 21,250

Change-1,730 (-8%)

Value$799.9K (-$49.6K)

Filed 2026-11-02

Occidental Asset Management, LLC

NEW

Shares16,641

Change+16,641

Value$681.9K

Filed 2026-11-05

Visionary Wealth Advisors

UNCHANGED

Shares10,266 from 10,266

Change0 (0%)

Value$420.7K (+$10.3K)

Filed 2026-11-04

Diligent Investors, LLC

UNCHANGED

Shares6,800 from 6,800

Change0 (0%)

Value$278.6K (+$6.8K)

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares6,334 from 749

Change+5,585 (+746%)

Value$259.5K (+$229.6K)

Filed 2026-10-16

Global Trust Wealth Management LLC

UNCHANGED

Shares5,215 from 5,215

Change0 (0%)

Value$213.7K (+$5.2K)

Filed 2026-10-14

Evolution Wealth Advisors, LLC

UNCHANGED

Shares5,165 from 5,165

Change0 (0%)

Value$211.6K (+$5.2K)

Filed 2026-11-03

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares4,626 from 4,626

Change0 (0%)

Value$189.6K (+$4.6K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares3,534 from 6,881

Change-3,347 (-49%)

Value$144.8K (-$130.3K)

Filed 2026-10-08

CoreCap Advisors, LLC

NEW

Shares458

Change+458

Value$18.8K

Filed 2026-10-08

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$7.1K (+$173)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.1K (+$100)

Filed 2026-11-04

Crosspoint Financial, LLC

CLOSED

Shares0 from 19,950

Change-19,950 (-100%)

Value$0 (-$797.5K)

Filed 2026-11-03

Gradient Investments LLC

CLOSED

Shares0 from 5,425

Change-5,425 (-100%)

Value$0 (-$216.9K)

Filed 2026-10-08

Bullseye Investment Management, LLC

CLOSED

Shares0 from 1,406

Change-1,406 (-100%)

Value$0 (-$56.2K)

Filed 2026-10-29

Cetera Investment Advisers

N/A

Shares— from 239,415

Change-239,415 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 126,466

Change-126,466 (-100%)

Value—

Millington Financial Advisors, LLC

N/A

Shares— from 123,884

Change-123,884 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 87,690

Change-87,690 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 48,192

Change-48,192 (-100%)

Value—

Welch Financial Planning, LLC

N/A

Shares— from 43,752

Change-43,752 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 35,599

Change-35,599 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 33,243

Change-33,243 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 24,843

Change-24,843 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 20,700

Change-20,700 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 15,506

Change-15,506 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 14,738

Change-14,738 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 13,157

Change-13,157 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 11,246

Change-11,246 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 9,124

Change-9,124 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 6,012

Change-6,012 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,230

Change-2,230 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,168

Change-2,168 (-100%)

Value—

Barclays PLC

N/A

Shares— from 2,044

Change-2,044 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,014

Change-2,014 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 476

Change-476 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

	Status
Blue Bell Private Wealth Management, LLC	DECREASED	81,871	82,452	-581	-1%	$3.3M	$3.4M	+$58.7K	2026-10-29
Weaver Consulting Group	DECREASED	64,699	67,485	-2,786	-4%	$2.7M	$2.7M	-$46.6K	2026-10-07
Chicago Partners Investment Group LLC	DECREASED	33,684	38,773	-5,089	-13%	$1.5M	$1.4M	-$160.8K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	33,485	32,150	+1,335	+4%	$1.3M	$1.4M	+$86.9K	2026-11-02
Wealth Enhancement Advisory Services, LLC	UNCHANGED	25,442	25,442	0	0%	$1.0M	$1.1M	+$28.8K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	19,520	21,250	-1,730	-8%	$849.5K	$799.9K	-$49.6K	2026-11-02
Occidental Asset Management, LLC	NEW	16,641	—	+16,641	—	—	$681.9K	—	2026-11-05
Visionary Wealth Advisors	UNCHANGED	10,266	10,266	0	0%	$410.4K	$420.7K	+$10.3K	2026-11-04
Diligent Investors, LLC	UNCHANGED	6,800	6,800	0	0%	$271.8K	$278.6K	+$6.8K	2026-10-21
IFP Advisors, Inc	INCREASED	6,334	749	+5,585	+746%	$29.9K	$259.5K	+$229.6K	2026-10-16
Global Trust Wealth Management LLC	UNCHANGED	5,215	5,215	0	0%	$208.5K	$213.7K	+$5.2K	2026-10-14
Evolution Wealth Advisors, LLC	UNCHANGED	5,165	5,165	0	0%	$206.5K	$211.6K	+$5.2K	2026-11-03
Dhjj Financial Advisors, Ltd.	UNCHANGED	4,626	4,626	0	0%	$184.9K	$189.6K	+$4.6K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	3,534	6,881	-3,347	-49%	$275.1K	$144.8K	-$130.3K	2026-10-08
CoreCap Advisors, LLC	NEW	458	—	+458	—	—	$18.8K	—	2026-10-08
Ashton Thomas Private Wealth, LLC	UNCHANGED	173	173	0	0%	$6.9K	$7.1K	+$173	2026-11-03
EverSource Wealth Advisors, LLC	UNCHANGED	100	100	0	0%	$4.0K	$4.1K	+$100	2026-11-04
Crosspoint Financial, LLC	CLOSED	0	19,950	-19,950	-100%	$797.5K	$0	-$797.5K	2026-11-03
Gradient Investments LLC	CLOSED	0	5,425	-5,425	-100%	$216.9K	$0	-$216.9K	2026-10-08
Bullseye Investment Management, LLC	CLOSED	0	1,406	-1,406	-100%	$56.2K	$0	-$56.2K	2026-10-29
Cetera Investment Advisers	N/A	—	239,415	-239,415	-100%	$9.6M	—	—	—
HighTower Advisors, LLC	N/A	—	126,466	-126,466	-100%	$5.1M	—	—	—
Millington Financial Advisors, LLC	N/A	—	123,884	-123,884	-100%	$4.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	87,690	-87,690	-100%	$3.5M	—	—	—
Brookwood Investment Group LLC	N/A	—	48,192	-48,192	-100%	$1.9M	—	—	—
Welch Financial Planning, LLC	N/A	—	43,752	-43,752	-100%	$1.7M	—	—	—
GWN Securities Inc.	N/A	—	35,599	-35,599	-100%	$1.4M	—	—	—
Snowden Capital Advisors LLC	N/A	—	33,243	-33,243	-100%	$1.3M	—	—	—
First Commonwealth Financial Corp	N/A	—	24,843	-24,843	-100%	$993.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	20,700	-20,700	-100%	$827.5K	—	—	—
Old Mission Capital LLC	N/A	—	15,506	-15,506	-100%	$619.9K	—	—	—
LPL Financial LLC	N/A	—	14,738	-14,738	-100%	$589.2K	—	—	—
Orion Capital Management LLC	N/A	—	13,157	-13,157	-100%	$526.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	11,246	-11,246	-100%	$449.6K	—	—	—
Centaurus Financial, Inc.	N/A	—	9,124	-9,124	-100%	$365.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	6,012	-6,012	-100%	$240.3K	—	—	—
JPMorgan Chase & Co	N/A	—	3,300	-3,300	-100%	$131.9K	—	—	—
Royal Bank of Canada	N/A	—	2,230	-2,230	-100%	$89.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,168	-2,168	-100%	$86.7K	—	—	—
Barclays PLC	N/A	—	2,044	-2,044	-100%	$81.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,014	-2,014	-100%	$80.5K	—	—	—
Luminist Capital LLC	N/A	—	476	-476	-100%	$18.4K	—	—	—
AE Wealth Management LLC	N/A	—	74	-74	-100%	$3.0K	—	—	—

Showing 43 of 43 institutions