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Invtr Grt100 DD BFR ETF Qrtr (DDNQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clear Creek Financial Management, LLC
DECREASED
Shares87,150 from 88,352
Change-1,202 (-1%)
Value$1.8M (-$12.7K)
Filed 2026-10-28
ACT Advisors, Llc.
NEW
Shares67,614
Change+67,614
Value$1.4M
Filed 2026-10-15
Hofer & Associates. Inc
NEW
Shares42,726
Change+42,726
Value$890.4K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares42,726 from 45,103
Change-2,377 (-5%)
Value$890.4K (-$43.2K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
NEW
Shares33,316
Change+33,316
Value$694.3K
Filed 2026-10-21
Elmwood Wealth Management, Inc.
NEW
Shares19,975
Change+19,975
Value$416.3K
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares19,717 from 209,058
Change-189,341 (-91%)
Value$410.9K (-$3.9M)
Filed 2026-11-02
Brookstone Capital Management
NEW
Shares18,949
Change+18,949
Value$394.9K
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares245 from 235
Change+10 (+4%)
Value$5.1K (+$241)
Filed 2026-10-16
Jane Street Group, LLC
N/A
Shares— from 375,380
Change-375,380 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 48,450
Change-48,450 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,636
Change-24,636 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,320
Change-23,320 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,096
Change-18,096 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,311
Change-12,311 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,434
Change-10,434 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Status
Clear Creek Financial Management, LLC
DECREASED87,15088,352-1,202-1%$1.8M$1.8M-$12.7K2026-10-28
ACT Advisors, Llc.
NEW67,614—+67,614——$1.4M—2026-10-15
Hofer & Associates. Inc
NEW42,726—+42,726——$890.4K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED42,72645,103-2,377-5%$933.6K$890.4K-$43.2K2026-10-14
Wealthcare Advisory Partners LLC
NEW33,316—+33,316——$694.3K—2026-10-21
Elmwood Wealth Management, Inc.
NEW19,975—+19,975——$416.3K—2026-10-14
Commonwealth Equity Services, LLC
DECREASED19,717209,058-189,341-91%$4.3M$410.9K-$3.9M2026-11-02
Brookstone Capital Management
NEW18,949—+18,949——$394.9K—2026-10-22
IFP Advisors, Inc
INCREASED245235+10+4%$4.9K$5.1K+$2412026-10-16
Jane Street Group, LLC
N/A—375,380-375,380-100%$7.8M———
Tradition Wealth Management, LLC
N/A—48,450-48,450-100%$1.0M———
Principal Securities, Inc.
N/A—24,636-24,636-100%$510.0K———
Susquehanna International Group, LLP
N/A—23,320-23,320-100%$482.7K———
Envestnet Asset Management Inc
N/A—18,096-18,096-100%$374.6K———
Centaurus Financial, Inc.
N/A—12,311-12,311-100%$255———
UBS Group AG
N/A—10,434-10,434-100%$216.0K———
Osaic Holdings, Inc.
N/A—1,209-1,209-100%$25.0K———
Harbour Investments, Inc.
N/A—125-125-100%$2.6K———
Showing 18 of 18 institutions