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Invtr Eqty DD 15 BFR ETF MAY (DDFY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Private Client Services, LLC
NEW
Shares270,104
Change+270,104
Value$5.5M
Filed 2026-10-02
Schulz Wealth, Ltd.
UNCHANGED
Shares121,446 from 121,446
Change0 (0%)
Value$2.5M (+$54.9K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares120,583 from 137,555
Change-16,972 (-12%)
Value$2.5M (-$285.5K)
Filed 2026-11-02
Macroview Investment Management LLC
INCREASED
Shares85,743 from 84,664
Change+1,079 (+1%)
Value$1.8M (+$60.4K)
Filed 2026-10-26
ARS Wealth Advisors Group, LLC
DECREASED
Shares77,702 from 77,954
Change-252 (0%)
Value$1.6M (+$30.1K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,380 from 36,873
Change-493 (-1%)
Value$745.0K (+$744.3K)
Filed 2026-11-02
Weaver Consulting Group
INCREASED
Shares33,870 from 32,870
Change+1,000 (+3%)
Value$693.7K (+$35.3K)
Filed 2026-10-07
IFP Advisors, Inc
UNCHANGED
Shares31,385 from 31,385
Change0 (0%)
Value$642.8K (+$14.2K)
Filed 2026-10-16
Virtue Capital Management, LLC
NEW
Shares30,090
Change+30,090
Value$616.3K
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares27,537 from 20,975
Change+6,562 (+31%)
Value$564.0K (+$143.9K)
Filed 2026-10-22
Visionary Wealth Advisors
UNCHANGED
Shares24,835 from 24,835
Change0 (0%)
Value$508.7K (+$11.2K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares22,194 from 22,096
Change+98 (+0%)
Value$454.6K (+$12.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares21,405 from 22,164
Change-759 (-3%)
Value$438.4K (-$5.5K)
Filed 2026-11-02
TrustBank
NEW
Shares17,850
Change+17,850
Value$365.6K
Filed 2026-10-20
Archer Investment Corp
INCREASED
Shares15,682 from 8,896
Change+6,786 (+76%)
Value$321.2K (+$143.0K)
Filed 2026-11-05
Keystone Wealth Services, LLC
UNCHANGED
Shares11,957 from 11,957
Change0 (0%)
Value$244.8K (+$5.3K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares9,779 from 9,779
Change0 (0%)
Value$200.3K (+$4.4K)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$103.6K (+$2.3K)
Filed 2026-10-23
Evolution Wealth Management Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$25.6K (+$565)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
NEW
Shares1,104
Change+1,104
Value$22.6K
Filed 2026-11-02
PNC Financial Services Group, Inc.
NEW
Shares900
Change+900
Value$18.4K
Filed 2026-11-06
Gilpin Wealth Management, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$9.0K (+$199)
Filed 2026-10-09
Centaurus Financial, Inc.
N/A
Shares— from 190,367
Change-190,367 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 189,134
Change-189,134 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 153,054
Change-153,054 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 125,660
Change-125,660 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 58,165
Change-58,165 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 47,911
Change-47,911 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 46,986
Change-46,986 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 35,373
Change-35,373 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 33,049
Change-33,049 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,819
Change-22,819 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,156
Change-20,156 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,459
Change-15,459 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,978
Change-14,978 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 10,267
Change-10,267 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
UBS Group AG
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
Private Client Services, LLC
NEW270,104—+270,104——$5.5M—2026-10-02
Schulz Wealth, Ltd.
UNCHANGED121,446121,44600%$2.4M$2.5M+$54.9K2026-11-03
Commonwealth Equity Services, LLC
DECREASED120,583137,555-16,972-12%$2.8M$2.5M-$285.5K2026-11-02
Macroview Investment Management LLC
INCREASED85,74384,664+1,079+1%$1.7M$1.8M+$60.4K2026-10-26
ARS Wealth Advisors Group, LLC
DECREASED77,70277,954-2520%$1.6M$1.6M+$30.1K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED36,38036,873-493-1%$739$745.0K+$744.3K2026-11-02
Weaver Consulting Group
INCREASED33,87032,870+1,000+3%$658.4K$693.7K+$35.3K2026-10-07
IFP Advisors, Inc
UNCHANGED31,38531,38500%$628.6K$642.8K+$14.2K2026-10-16
Virtue Capital Management, LLC
NEW30,090—+30,090——$616.3K—2026-10-29
Brookstone Capital Management
INCREASED27,53720,975+6,562+31%$420.1K$564.0K+$143.9K2026-10-22
Visionary Wealth Advisors
UNCHANGED24,83524,83500%$497.4K$508.7K+$11.2K2026-11-04
Independent Financial Group, LLC
INCREASED22,19422,096+98+0%$442.6K$454.6K+$12.0K2026-10-13
Kestra Advisory Services, LLC
DECREASED21,40522,164-759-3%$443.9K$438.4K-$5.5K2026-11-02
TrustBank
NEW17,850—+17,850——$365.6K—2026-10-20
Archer Investment Corp
INCREASED15,6828,896+6,786+76%$178.2K$321.2K+$143.0K2026-11-05
Keystone Wealth Services, LLC
UNCHANGED11,95711,95700%$239.5K$244.8K+$5.3K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED9,7799,77900%$195.9K$200.3K+$4.4K2026-10-23
Signaturefd, LLC
UNCHANGED5,0605,06000%$101.4K$103.6K+$2.3K2026-10-23
Evolution Wealth Management Inc.
UNCHANGED1,2501,25000%$25.0K$25.6K+$5652026-10-28
Lloyd Advisory Services, Llc.
NEW1,104—+1,104——$22.6K—2026-11-02
PNC Financial Services Group, Inc.
NEW900—+900——$18.4K—2026-11-06
Gilpin Wealth Management, LLC
UNCHANGED44044000%$8.8K$9.0K+$1992026-10-09
Centaurus Financial, Inc.
N/A—190,367-190,367-100%$3.8K———
Jane Street Group, LLC
N/A—189,134-189,134-100%$3.8M———
Harbour Investments, Inc.
N/A—153,054-153,054-100%$3.1M———
AE Wealth Management LLC
N/A—125,660-125,660-100%$2.5M———
Cetera Investment Advisers
N/A—58,165-58,165-100%$1.2M———
Composition Wealth, LLC
N/A—47,911-47,911-100%$959.7K———
Susquehanna International Group, LLP
N/A—46,986-46,986-100%$941.1K———
HighTower Advisors, LLC
N/A—35,373-35,373-100%$708.5K———
Old Mission Capital LLC
N/A—33,049-33,049-100%$662.0K———
Kingsview Wealth Management, LLC
N/A—22,819-22,819-100%$457.1K———
Benjamin Edwards Inc
N/A—20,156-20,156-100%$403.7K———
Envestnet Asset Management Inc
N/A—15,459-15,459-100%$309.6K———
MML Investors Services, LLC
N/A—14,978-14,978-100%$300.0K———
Foundations Investment Advisors, LLC
N/A—11,154-11,154-100%$223.4K———
White Knight Strategic Wealth Advisors, LLC
N/A—11,010-11,010-100%$220.5K———
NewEdge Advisors, LLC
N/A—11,000-11,000-100%$220.3K———
RED Reef Advisors LLC
N/A—10,267-10,267-100%$205.6K———
Aptus Capital Advisors, LLC
N/A—6,200-6,200-100%$124.2K———
Capital Analysts, LLC
N/A—3,394-3,394-100%$68———
Benson Wealth Management Inc
N/A—2,515-2,515-100%$50.4K———
Steward Partners Investment Advisory, LLC
N/A—1,951-1,951-100%$39.1K———
Osaic Holdings, Inc.
N/A—1,500-1,500-100%$30.0K———
Waverly Advisors, LLC
N/A—1,007-1,007-100%$20.2K———
UBS Group AG
N/A—31-31-100%$621———
Showing 46 of 46 institutions