Invtr Eqty DD 15 BFR ETF MAY (DDFY)

CUSIP: 45784N338 | NYSE | 46 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Private Client Services, LLC270,104

1.5% of portfolio$5.5M

Schulz Wealth, Ltd.121,446

1.2% of portfolio$2.5M

Commonwealth Equity Services, LLC120,583

0.0% of portfolio$2.5M

Macroview Investment Management LLC85,743

1.1% of portfolio$1.8M

ARS Wealth Advisors Group, LLC77,702

0.1% of portfolio$1.6M

Cambridge Investment Research Advisors, Inc.36,380

0.0% of portfolio$745.0K

Weaver Consulting Group33,870

0.1% of portfolio$693.7K

IFP Advisors, Inc31,385

0.0% of portfolio$642.8K

Virtue Capital Management, LLC30,090

0.1% of portfolio$616.3K

Brookstone Capital Management27,537

0.0% of portfolio$564.0K

Visionary Wealth Advisors24,835

0.0% of portfolio$508.7K

Independent Financial Group, LLC22,194

0.0% of portfolio$454.6K

Kestra Advisory Services, LLC21,405

0.0% of portfolio$438.4K

TrustBank17,850

0.1% of portfolio$365.6K

Archer Investment Corp15,682

0.1% of portfolio$321.2K

Keystone Wealth Services, LLC11,957

0.0% of portfolio$244.8K

Dhjj Financial Advisors, Ltd.9,779

0.1% of portfolio$200.3K

Signaturefd, LLC5,060

0.0% of portfolio$103.6K

Evolution Wealth Management Inc.1,250

0.0% of portfolio$25.6K

Lloyd Advisory Services, Llc.1,104

0.0% of portfolio$22.6K

PNC Financial Services Group, Inc.900

0.0% of portfolio$18.4K

Gilpin Wealth Management, LLC440

0.0% of portfolio$9.0K

				Style	Turnover	Location	Filed
Private Client Services, LLC	270,104	$5.5M	1.5%	ETF	Medium	Louisville, KY	2026-10-02
Schulz Wealth, Ltd.	121,446	$2.5M	1.2%	ETF	Very Low	Mansfield, TX	2026-11-03
Commonwealth Equity Services, LLC	120,583	$2.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Macroview Investment Management LLC	85,743	$1.8M	1.1%	ETF	Low	Bethesda, MD	2026-10-26
ARS Wealth Advisors Group, LLC	77,702	$1.6M	0.1%	Core	Low	St. Petersburg, FL	2026-10-16
Cambridge Investment Research Advisors, Inc.	36,380	$745.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Weaver Consulting Group	33,870	$693.7K	0.1%	ETF	Low	Huntington Beach, CA	2026-10-07
IFP Advisors, Inc	31,385	$642.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Virtue Capital Management, LLC	30,090	$616.3K	0.1%	Growth	High	Brentwood, TN	2026-10-29
Brookstone Capital Management	27,537	$564.0K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Visionary Wealth Advisors	24,835	$508.7K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
Independent Financial Group, LLC	22,194	$454.6K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Kestra Advisory Services, LLC	21,405	$438.4K	0.0%	Core	Low	Austin, TX	2026-11-02
TrustBank	17,850	$365.6K	0.1%	ETF	Very Low	Olney, IL	2026-10-20
Archer Investment Corp	15,682	$321.2K	0.1%	Core	Medium	Carmel, IN	2026-11-05
Keystone Wealth Services, LLC	11,957	$244.8K	0.0%	ETF	High	Palm Desert, CA	2026-11-03
Dhjj Financial Advisors, Ltd.	9,779	$200.3K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
Signaturefd, LLC	5,060	$103.6K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Evolution Wealth Management Inc.	1,250	$25.6K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Lloyd Advisory Services, Llc.	1,104	$22.6K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
PNC Financial Services Group, Inc.	900	$18.4K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Gilpin Wealth Management, LLC	440	$9.0K	0.0%	Growth	Low	Denver, CO	2026-10-09