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Invtr EQT DD 10 BFR ETF June (DDTZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares266,173 from 284,399
Change-18,226 (-6%)
Value$5.3M (-$227.8K)
Filed 2026-11-02
Swmg, LLC
UNCHANGED
Shares41,258 from 41,258
Change0 (0%)
Value$819.0K (+$15.9K)
Filed 2026-10-23
Worth Asset Management, LLC
NEW
Shares39,515
Change+39,515
Value$783.6K
Filed 2026-10-07
D.B. Root & Company, LLC
NEW
Shares30,216
Change+30,216
Value$599.2K
Filed 2026-11-04
PFG Advisors
NEW
Shares25,124
Change+25,124
Value$498.2K
Filed 2026-10-16
Southland Equity Partners LLC
DECREASED
Shares23,344 from 24,096
Change-752 (-3%)
Value$462.9K (-$3.6K)
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares21,633
Change+21,633
Value$429.0K
Filed 2026-10-14
Money Concepts Capital Corp
INCREASED
Shares20,492 from 18,725
Change+1,767 (+9%)
Value$406.4K (+$43.8K)
Filed 2026-11-06
Occidental Asset Management, LLC
NEW
Shares19,430
Change+19,430
Value$385.3K
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares17,116
Change+17,116
Value$339.4K
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares16,054 from 7,450
Change+8,604 (+115%)
Value$318.4K (+$174.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares15,268 from 15,642
Change-374 (-2%)
Value$302.8K (-$65)
Filed 2026-11-02
Oppenheimer & Co Inc
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$249.9K (+$5.9K)
Filed 2026-10-26
TrustBank
NEW
Shares11,750
Change+11,750
Value$233.0K
Filed 2026-10-20
Sagespring Wealth Partners, LLC
NEW
Shares10,304
Change+10,304
Value$204.3K
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares7,235 from 7,100
Change+135 (+2%)
Value$143.5K (+$6.0K)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED
Shares2,133 from 2,333
Change-200 (-9%)
Value$42.3K (-$2.9K)
Filed 2026-11-03
Harbour Investments, Inc.
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$29.2K (+$693)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$21.9K (+$520)
Filed 2026-10-20
Lido Advisors, LLC
CLOSED
Shares0 from 1,857,655
Change-1,857,655 (-100%)
Value$0 (-$36.0M)
Filed 2026-11-04
IHT Wealth Management, LLC
N/A
Shares— from 102,791
Change-102,791 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 68,602
Change-68,602 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,700
Change-29,700 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 20,607
Change-20,607 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,193
Change-14,193 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,457
Change-12,457 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED266,173284,399-18,226-6%$5.5M$5.3M-$227.8K2026-11-02
Swmg, LLC
UNCHANGED41,25841,25800%$803.1K$819.0K+$15.9K2026-10-23
Worth Asset Management, LLC
NEW39,515—+39,515——$783.6K—2026-10-07
D.B. Root & Company, LLC
NEW30,216—+30,216——$599.2K—2026-11-04
PFG Advisors
NEW25,124—+25,124——$498.2K—2026-10-16
Southland Equity Partners LLC
DECREASED23,34424,096-752-3%$466.5K$462.9K-$3.6K2026-10-14
IFS Advisors, LLC
NEW21,633—+21,633——$429.0K—2026-10-14
Money Concepts Capital Corp
INCREASED20,49218,725+1,767+9%$362.5K$406.4K+$43.8K2026-11-06
Occidental Asset Management, LLC
NEW19,430—+19,430——$385.3K—2026-11-05
Virtue Capital Management, LLC
NEW17,116—+17,116——$339.4K—2026-10-29
Cape Investment Advisory, Inc.
INCREASED16,0547,450+8,604+115%$144.2K$318.4K+$174.1K2026-10-13
Kestra Advisory Services, LLC
DECREASED15,26815,642-374-2%$302.8K$302.8K-$652026-11-02
Oppenheimer & Co Inc
UNCHANGED12,60012,60000%$243.9K$249.9K+$5.9K2026-10-26
TrustBank
NEW11,750—+11,750——$233.0K—2026-10-20
Sagespring Wealth Partners, LLC
NEW10,304—+10,304——$204.3K—2026-10-22
IFP Advisors, Inc
INCREASED7,2357,100+135+2%$137.5K$143.5K+$6.0K2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED2,1332,333-200-9%$45.2K$42.3K-$2.9K2026-11-03
Harbour Investments, Inc.
UNCHANGED1,4731,47300%$28.5K$29.2K+$6932026-11-09
Physician Wealth Advisors, Inc.
UNCHANGED1,1051,10500%$21.4K$21.9K+$5202026-10-20
Lido Advisors, LLC
CLOSED01,857,655-1,857,655-100%$36.0M$0-$36.0M2026-11-04
IHT Wealth Management, LLC
N/A—102,791-102,791-100%$2.0M———
Jane Street Group, LLC
N/A—68,602-68,602-100%$1.3M———
Susquehanna International Group, LLP
N/A—29,700-29,700-100%$575.0K———
Centaurus Financial, Inc.
N/A—20,607-20,607-100%$399.0K———
Old Mission Capital LLC
N/A—14,193-14,193-100%$274.8K———
Cetera Investment Advisers
N/A—12,457-12,457-100%$241.2K———
RED Reef Advisors LLC
N/A—1,000-1,000-100%$19.4K———
AE Wealth Management LLC
N/A—887-887-100%$17.2K———
Showing 28 of 28 institutions