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Invtr EQT DD 15 BFR ETF June (DDFZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares2,210,137 from 2,194,028
Change+16,109 (+1%)
Value$43.7M (+$1.1M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares234,704 from 581,776
Change-347,072 (-60%)
Value$4.6M (-$6.6M)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares118,780 from 119,172
Change-392 (0%)
Value$2.3M (+$36.1K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares67,542 from 31,579
Change+35,963 (+114%)
Value$1.3M (+$722.2K)
Filed 2026-11-05
WealthPLAN Partners, LLC
UNCHANGED
Shares57,412 from 57,412
Change0 (0%)
Value$1.1M (+$21.1K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares50,105 from 49,830
Change+275 (+1%)
Value$990.0K (+$23.8K)
Filed 2026-11-06
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares40,373 from 40,373
Change0 (0%)
Value$797.7K (+$14.9K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares38,375 from 30,983
Change+7,392 (+24%)
Value$758.2K (+$157.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,559 from 167,909
Change-131,350 (-78%)
Value$722.0K (+$718.7K)
Filed 2026-11-02
Schulz Wealth, Ltd.
UNCHANGED
Shares36,262 from 36,262
Change0 (0%)
Value$716.5K (+$13.3K)
Filed 2026-11-03
Virtue Capital Management, LLC
NEW
Shares28,120
Change+28,120
Value$555.6K
Filed 2026-10-29
TrustBank
NEW
Shares27,650
Change+27,650
Value$546.3K
Filed 2026-10-20
Occidental Asset Management, LLC
NEW
Shares23,849
Change+23,849
Value$471.2K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares23,590 from 21,310
Change+2,280 (+11%)
Value$466.1K (+$52.9K)
Filed 2026-10-16
Hofer & Associates. Inc
NEW
Shares18,019
Change+18,019
Value$356.0K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares18,019 from 20,310
Change-2,291 (-11%)
Value$356.0K (-$37.8K)
Filed 2026-10-14
Brookstone Capital Management
UNCHANGED
Shares16,756 from 16,756
Change0 (0%)
Value$331.1K (+$6.2K)
Filed 2026-10-22
Trek Financial, LLC
DECREASED
Shares15,805 from 15,856
Change-51 (0%)
Value$312.3K (+$4.8K)
Filed 2026-10-29
Paladin Wealth, LLC
DECREASED
Shares15,006 from 15,762
Change-756 (-5%)
Value$296.5K (-$9.1K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares13,590 from 13,590
Change0 (0%)
Value$268.5K (+$5.0K)
Filed 2026-11-04
Kraematon Investment Advisors, Inc
UNCHANGED
Shares13,350 from 13,350
Change0 (0%)
Value$263.8K (+$4.9K)
Filed 2026-11-02
Southland Equity Partners LLC
UNCHANGED
Shares12,627 from 12,627
Change0 (0%)
Value$249.5K (+$4.6K)
Filed 2026-10-14
KFG Wealth Management, LLC
UNCHANGED
Shares10,118 from 10,118
Change0 (0%)
Value$199.9K (+$3.7K)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares10,055
Change+10,055
Value$198.7K
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED
Shares10,018 from 10,007
Change+11 (+0%)
Value$197.9K (+$3.9K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$96.8K (+$1.8K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$54.3K (+$1.0K)
Filed 2026-10-20
Weaver Capital Management LLC
NEW
Shares1,809
Change+1,809
Value$35.7K
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$33.6K (+$626)
Filed 2026-11-03
Stone House Investment Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$25.7K (+$479)
Filed 2026-10-23
Noble Wealth Management PBC
NEW
Shares800
Change+800
Value$15.8K
Filed 2026-10-01
Gilpin Wealth Management, LLC
INCREASED
Shares425 from 225
Change+200 (+89%)
Value$8.4K (+$4.0K)
Filed 2026-10-09
Bullseye Investment Management, LLC
CLOSED
Shares0 from 44,874
Change-44,874 (-100%)
Value$0 (-$870.1K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
NewEdge Advisors, LLC
N/A
Shares— from 235,114
Change-235,114 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 213,653
Change-213,653 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 205,379
Change-205,379 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 136,792
Change-136,792 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 97,646
Change-97,646 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 52,015
Change-52,015 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 41,110
Change-41,110 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 35,582
Change-35,582 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 35,101
Change-35,101 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 34,855
Change-34,855 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 32,394
Change-32,394 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 25,341
Change-25,341 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 23,196
Change-23,196 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,491
Change-21,491 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 21,101
Change-21,101 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,485
Change-20,485 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 16,862
Change-16,862 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 14,922
Change-14,922 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,947
Change-11,947 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 8,661
Change-8,661 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Status
Gradient Investments LLC
INCREASED2,210,1372,194,028+16,109+1%$42.5M$43.7M+$1.1M2026-10-08
Commonwealth Equity Services, LLC
DECREASED234,704581,776-347,072-60%$11.3M$4.6M-$6.6M2026-11-02
Sigma Planning Corp
DECREASED118,780119,172-3920%$2.3M$2.3M+$36.1K2026-10-23
Archer Investment Corp
INCREASED67,54231,579+35,963+114%$612.3K$1.3M+$722.2K2026-11-05
WealthPLAN Partners, LLC
UNCHANGED57,41257,41200%$1.1M$1.1M+$21.1K2026-10-15
Merit Financial Group, LLC
INCREASED50,10549,830+275+1%$966.2K$990.0K+$23.8K2026-11-06
ARS Wealth Advisors Group, LLC
UNCHANGED40,37340,37300%$782.8K$797.7K+$14.9K2026-10-16
Kestra Advisory Services, LLC
INCREASED38,37530,983+7,392+24%$600.8K$758.2K+$157.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED36,559167,909-131,350-78%$3.3K$722.0K+$718.7K2026-11-02
Schulz Wealth, Ltd.
UNCHANGED36,26236,26200%$703.1K$716.5K+$13.3K2026-11-03
Virtue Capital Management, LLC
NEW28,120—+28,120——$555.6K—2026-10-29
TrustBank
NEW27,650—+27,650——$546.3K—2026-10-20
Occidental Asset Management, LLC
NEW23,849—+23,849——$471.2K—2026-11-05
IFP Advisors, Inc
INCREASED23,59021,310+2,280+11%$413.2K$466.1K+$52.9K2026-10-16
Hofer & Associates. Inc
NEW18,019—+18,019——$356.0K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED18,01920,310-2,291-11%$393.8K$356.0K-$37.8K2026-10-14
Brookstone Capital Management
UNCHANGED16,75616,75600%$324.9K$331.1K+$6.2K2026-10-22
Trek Financial, LLC
DECREASED15,80515,856-510%$307.4K$312.3K+$4.8K2026-10-29
Paladin Wealth, LLC
DECREASED15,00615,762-756-5%$305.6K$296.5K-$9.1K2026-10-23
Caliber Wealth Management, LLC / KS
UNCHANGED13,59013,59000%$263.5K$268.5K+$5.0K2026-11-04
Kraematon Investment Advisors, Inc
UNCHANGED13,35013,35000%$258.9K$263.8K+$4.9K2026-11-02
Southland Equity Partners LLC
UNCHANGED12,62712,62700%$244.8K$249.5K+$4.6K2026-10-14
KFG Wealth Management, LLC
UNCHANGED10,11810,11800%$196.2K$199.9K+$3.7K2026-10-16
IFS Advisors, LLC
NEW10,055—+10,055——$198.7K—2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED10,01810,007+11+0%$194.0K$197.9K+$3.9K2026-10-23
Lanark Financial, Inc.
UNCHANGED4,9004,90000%$95.0K$96.8K+$1.8K2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED2,7502,75000%$53.3K$54.3K+$1.0K2026-10-20
Weaver Capital Management LLC
NEW1,809—+1,809——$35.7K—2026-10-15
Woodard & Co Asset Management Group Inc
UNCHANGED1,7001,70000%$33.0K$33.6K+$6262026-11-03
Stone House Investment Management, LLC
UNCHANGED1,3001,30000%$25.2K$25.7K+$4792026-10-23
Noble Wealth Management PBC
NEW800—+800——$15.8K—2026-10-01
Gilpin Wealth Management, LLC
INCREASED425225+200+89%$4.4K$8.4K+$4.0K2026-10-09
Bullseye Investment Management, LLC
CLOSED044,874-44,874-100%$870.1K$0-$870.1K2026-10-29
Cape Investment Advisory, Inc.
CLOSED0200-200-100%$3.9K$0-$3.9K2026-10-13
NewEdge Advisors, LLC
N/A—235,114-235,114-100%$4.6M———
Kingsview Wealth Management, LLC
N/A—213,653-213,653-100%$4.1M———
Ausdal Financial Partners, Inc.
N/A—205,379-205,379-100%$4.0M———
Centaurus Financial, Inc.
N/A—136,792-136,792-100%$2.7K———
Captrust Financial Advisors
N/A—97,646-97,646-100%$1.9M———
Jane Street Group, LLC
N/A—52,015-52,015-100%$1.0M———
Old Mission Capital LLC
N/A—41,110-41,110-100%$797.1K———
Foundations Investment Advisors, LLC
N/A—35,582-35,582-100%$689.9K———
Cetera Investment Advisers
N/A—35,101-35,101-100%$680.6K———
Silver OAK Securities, Incorporated
N/A—34,855-34,855-100%$675.8K———
Kovack Advisors, Inc.
N/A—32,394-32,394-100%$628.1K———
Brown Financial Advisors
N/A—25,341-25,341-100%$491.4K———
White Knight Strategic Wealth Advisors, LLC
N/A—23,196-23,196-100%$449.8K———
Envestnet Asset Management Inc
N/A—21,491-21,491-100%$416.7K———
Applied Capital LLC
N/A—21,101-21,101-100%$409.1K———
Susquehanna International Group, LLP
N/A—20,485-20,485-100%$397.2K———
Summit Financial, LLC
N/A—19,100-19,100-100%$370.3K———
Mattson Financial Services, LLC
N/A—16,862-16,862-100%$327.2K———
Benson Wealth Management Inc
N/A—14,922-14,922-100%$289.3K———
Harbour Investments, Inc.
N/A—11,947-11,947-100%$231.7K———
Palumbo Wealth Management LLC
N/A—11,902-11,902-100%$230.8K———
RED Reef Advisors LLC
N/A—11,200-11,200-100%$217.2K———
Mcguire Capital Advisors Inc
N/A—8,661-8,661-100%$167.9K———
IMA Advisory Services, Inc.
N/A—6,400-6,400-100%$124.1K———
BFC Planning, Inc.
N/A—1,640-1,640-100%$31.8K———
AE Wealth Management LLC
N/A—1,200-1,200-100%$23.3K———
Osaic Holdings, Inc.
N/A—1,000-1,000-100%$19.4K———
O'shaughnessy Asset Management, LLC
N/A—888-888-100%$17.2K———
Showing 62 of 62 institutions