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Invtr EQT DD 15 BFR ETF June (DDFZ)

CUSIP: 45784N197 | NYSE | 62 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Gradient Investments LLC2,210,137
0.6% of portfolio›$43.7M
Commonwealth Equity Services, LLC234,704
0.0% of portfolio›$4.6M
Sigma Planning Corp118,780
0.1% of portfolio›$2.3M
Archer Investment Corp67,542
0.2% of portfolio›$1.3M
WealthPLAN Partners, LLC57,412
0.2% of portfolio›$1.1M
Merit Financial Group, LLC50,105
0.0% of portfolio›$990.0K
ARS Wealth Advisors Group, LLC40,373
0.1% of portfolio›$797.7K
Kestra Advisory Services, LLC38,375
0.0% of portfolio›$758.2K
Cambridge Investment Research Advisors, Inc.36,559
0.0% of portfolio›$722.0K
Schulz Wealth, Ltd.36,262
0.3% of portfolio›$716.5K
Virtue Capital Management, LLC28,120
0.1% of portfolio›$555.6K
TrustBank27,650
0.2% of portfolio›$546.3K
Occidental Asset Management, LLC23,849
0.0% of portfolio›$471.2K
IFP Advisors, Inc23,590
0.0% of portfolio›$466.1K
Hofer & Associates. Inc18,019
0.2% of portfolio›$356.0K
RED Crane Wealth Management, LLC18,019
0.2% of portfolio›$356.0K
Brookstone Capital Management16,756
0.0% of portfolio›$331.1K
Trek Financial, LLC15,805
0.0% of portfolio›$312.3K
Paladin Wealth, LLC15,006
0.2% of portfolio›$296.5K
Caliber Wealth Management, LLC / KS13,590
0.0% of portfolio›$268.5K
Kraematon Investment Advisors, Inc13,350
0.2% of portfolio›$263.8K
Southland Equity Partners LLC12,627
0.0% of portfolio›$249.5K
KFG Wealth Management, LLC10,118
0.0% of portfolio›$199.9K
IFS Advisors, LLC10,055
0.1% of portfolio›$198.7K
Dhjj Financial Advisors, Ltd.10,018
0.1% of portfolio›$197.9K
Lanark Financial, Inc.4,900
0.0% of portfolio›$96.8K
Physician Wealth Advisors, Inc.2,750
0.0% of portfolio›$54.3K
Weaver Capital Management LLC1,809
0.0% of portfolio›$35.7K
Woodard & Co Asset Management Group Inc1,700
0.0% of portfolio›$33.6K
Stone House Investment Management, LLC1,300
0.0% of portfolio›$25.7K
Noble Wealth Management PBC800
0.0% of portfolio›$15.8K
Gilpin Wealth Management, LLC425
0.0% of portfolio›$8.4K
StyleTurnoverLocationFiled
Gradient Investments LLC
2,210,137$43.7M0.6%CoreMediumArden Hills, MN2026-10-08
Commonwealth Equity Services, LLC
234,704$4.6M0.0%ETFLowWaltham, MA2026-11-02
Sigma Planning Corp
118,780$2.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Archer Investment Corp
67,542$1.3M0.2%CoreMediumCarmel, IN2026-11-05
WealthPLAN Partners, LLC
57,412$1.1M0.2%CoreMediumOmaha, NE2026-10-15
Merit Financial Group, LLC
50,105$990.0K0.0%ETFLowAlpharetta, GA2026-11-06
ARS Wealth Advisors Group, LLC
40,373$797.7K0.1%CoreLowSt. Petersburg, FL2026-10-16
Kestra Advisory Services, LLC
38,375$758.2K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
36,559$722.0K0.0%ETFLowFairfield, IA2026-11-02
Schulz Wealth, Ltd.
36,262$716.5K0.3%ETFVery LowMansfield, TX2026-11-03
Virtue Capital Management, LLC
28,120$555.6K0.1%GrowthHighBrentwood, TN2026-10-29
TrustBank
27,650$546.3K0.2%ETFVery LowOlney, IL2026-10-20
Occidental Asset Management, LLC
23,849$471.2K0.0%GrowthLowBurlingame, CA2026-11-05
IFP Advisors, Inc
23,590$466.1K0.0%GrowthLowTampa, FL2026-10-16
Hofer & Associates. Inc
18,019$356.0K0.2%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
18,019$356.0K0.2%ETFLowSan Francisco, CA2026-10-14
Brookstone Capital Management
16,756$331.1K0.0%ETFMediumWheaton, IL2026-10-22
Trek Financial, LLC
15,805$312.3K0.0%ETFHighScottsdale, AZ2026-10-29
Paladin Wealth, LLC
15,006$296.5K0.2%CoreLowArden Hills, MN2026-10-23
Caliber Wealth Management, LLC / KS
13,590$268.5K0.0%ETFLowOverland Park, KS2026-11-04
Kraematon Investment Advisors, Inc
13,350$263.8K0.2%MomentumLowBraintree, MA2026-11-02
Southland Equity Partners LLC
12,627$249.5K0.0%ETFLowWildwood, MO2026-10-14
KFG Wealth Management, LLC
10,118$199.9K0.0%ETFMediumGranger, IN2026-10-16
IFS Advisors, LLC
10,055$198.7K0.1%ETFLowOverland Park, KS2026-10-14
Dhjj Financial Advisors, Ltd.
10,018$197.9K0.1%ETFVery LowNaperville, IL2026-10-23
Lanark Financial, Inc.
4,900$96.8K0.0%CoreMediumBirmingham, AL2026-10-26
Physician Wealth Advisors, Inc.
2,750$54.3K0.0%ETFMediumMidvale, UT2026-10-20
Weaver Capital Management LLC
1,809$35.7K0.0%GrowthMediumSuwanee, GA2026-10-15
Woodard & Co Asset Management Group Inc
1,700$33.6K0.0%ETFMediumBermuda Run, NC2026-11-03
Stone House Investment Management, LLC
1,300$25.7K0.0%ETFMediumTunkhannock, PA2026-10-23
Noble Wealth Management PBC
800$15.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Gilpin Wealth Management, LLC
425$8.4K0.0%GrowthLowDenver, CO2026-10-09