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Invtr EQT DD 10 BFR ETF June (DDTZ)

CUSIP: 45784N213 | NYSE | 28 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC266,173
0.0% of portfolio›$5.3M
Swmg, LLC41,258
0.2% of portfolio›$819.0K
Worth Asset Management, LLC39,515
0.2% of portfolio›$783.6K
D.B. Root & Company, LLC30,216
0.1% of portfolio›$599.2K
PFG Advisors25,124
0.0% of portfolio›$498.2K
Southland Equity Partners LLC23,344
0.1% of portfolio›$462.9K
IFS Advisors, LLC21,633
0.1% of portfolio›$429.0K
Money Concepts Capital Corp20,492
0.0% of portfolio›$406.4K
Occidental Asset Management, LLC19,430
0.0% of portfolio›$385.3K
Virtue Capital Management, LLC17,116
0.0% of portfolio›$339.4K
Cape Investment Advisory, Inc.16,054
0.1% of portfolio›$318.4K
Kestra Advisory Services, LLC15,268
0.0% of portfolio›$302.8K
Oppenheimer & Co Inc12,600
0.0% of portfolio›$249.9K
TrustBank11,750
0.1% of portfolio›$233.0K
Sagespring Wealth Partners, LLC10,304
0.0% of portfolio›$204.3K
IFP Advisors, Inc7,235
0.0% of portfolio›$143.5K
Woodard & Co Asset Management Group Inc2,133
0.0% of portfolio›$42.3K
Harbour Investments, Inc.1,473
0.0% of portfolio›$29.2K
Physician Wealth Advisors, Inc.1,105
0.0% of portfolio›$21.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
266,173$5.3M0.0%ETFLowWaltham, MA2026-11-02
Swmg, LLC
41,258$819.0K0.2%ETFMediumFort Worth, TX2026-10-23
Worth Asset Management, LLC
39,515$783.6K0.2%ETFHighDallas, TX2026-10-07
D.B. Root & Company, LLC
30,216$599.2K0.1%ETFLowPittsburgh, PA2026-11-04
PFG Advisors
25,124$498.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Southland Equity Partners LLC
23,344$462.9K0.1%ETFLowWildwood, MO2026-10-14
IFS Advisors, LLC
21,633$429.0K0.1%ETFLowOverland Park, KS2026-10-14
Money Concepts Capital Corp
20,492$406.4K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Occidental Asset Management, LLC
19,430$385.3K0.0%GrowthLowBurlingame, CA2026-11-05
Virtue Capital Management, LLC
17,116$339.4K0.0%GrowthHighBrentwood, TN2026-10-29
Cape Investment Advisory, Inc.
16,054$318.4K0.1%ETFLowMcdonough, GA2026-10-13
Kestra Advisory Services, LLC
15,268$302.8K0.0%IndexLowAustin, TX2026-11-02
Oppenheimer & Co Inc
12,600$249.9K0.0%CoreLowNew York, NY2026-10-26
TrustBank
11,750$233.0K0.1%ETFVery LowOlney, IL2026-10-20
Sagespring Wealth Partners, LLC
10,304$204.3K0.0%ETFLowFranklin, TN2026-10-22
IFP Advisors, Inc
7,235$143.5K0.0%CoreLowTampa, FL2026-10-16
Woodard & Co Asset Management Group Inc
2,133$42.3K0.0%ETFMediumBermuda Run, NC2026-11-03
Harbour Investments, Inc.
1,473$29.2K0.0%ETFLowMadison, WI2026-11-09
Physician Wealth Advisors, Inc.
1,105$21.9K0.0%ETFMediumMidvale, UT2026-10-20