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Invtr Eqty DD 10 BFR ETF MAY (DDTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
INCREASED
Shares305,122 from 304,224
Change+898 (+0%)
Value$6.3M (+$171.1K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares118,333 from 138,237
Change-19,904 (-14%)
Value$2.5M (-$343.2K)
Filed 2026-11-02
TrustBank
NEW
Shares39,240
Change+39,240
Value$813.3K
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares32,782 from 33,572
Change-790 (-2%)
Value$679.0K ($0)
Filed 2026-11-02
Occidental Asset Management, LLC
DECREASED
Shares24,677 from 25,173
Change-496 (-2%)
Value$511.5K (+$2.3K)
Filed 2026-11-05
Trek Financial, LLC
DECREASED
Shares18,050 from 19,790
Change-1,740 (-9%)
Value$374.1K (-$26.1K)
Filed 2026-10-29
Brookstone Capital Management
NEW
Shares13,141
Change+13,141
Value$272.4K
Filed 2026-10-22
Independent Financial Group, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$269.4K (+$6.5K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$228.0K (+$5.5K)
Filed 2026-10-21
Grantvest Financial Group LLC
DECREASED
Shares10,600 from 11,600
Change-1,000 (-9%)
Value$219.7K (-$14.9K)
Filed 2026-10-21
Harbour Investments, Inc.
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$35.0K (+$847)
Filed 2026-11-09
Lloyd Advisory Services, Llc.
NEW
Shares845
Change+845
Value$17.5K
Filed 2026-11-02
AE Wealth Management LLC
N/A
Shares— from 159,537
Change-159,537 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 67,979
Change-67,979 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 22,456
Change-22,456 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,856
Change-21,856 (-100%)
Value—
Status
HighTower Advisors, LLC
INCREASED305,122304,224+898+0%$6.2M$6.3M+$171.1K2026-11-10
Commonwealth Equity Services, LLC
DECREASED118,333138,237-19,904-14%$2.8M$2.5M-$343.2K2026-11-02
TrustBank
NEW39,240—+39,240——$813.3K—2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED32,78233,572-790-2%$679.0K$679.0K$02026-11-02
Occidental Asset Management, LLC
DECREASED24,67725,173-496-2%$509.1K$511.5K+$2.3K2026-11-05
Trek Financial, LLC
DECREASED18,05019,790-1,740-9%$400.2K$374.1K-$26.1K2026-10-29
Brookstone Capital Management
NEW13,141—+13,141——$272.4K—2026-10-22
Independent Financial Group, LLC
UNCHANGED13,00013,00000%$262.9K$269.4K+$6.5K2026-10-13
Diligent Investors, LLC
UNCHANGED11,00011,00000%$222.5K$228.0K+$5.5K2026-10-21
Grantvest Financial Group LLC
DECREASED10,60011,600-1,000-9%$234.6K$219.7K-$14.9K2026-10-21
Harbour Investments, Inc.
UNCHANGED1,6911,69100%$34.2K$35.0K+$8472026-11-09
Lloyd Advisory Services, Llc.
NEW845—+845——$17.5K—2026-11-02
AE Wealth Management LLC
N/A—159,537-159,537-100%$3.2M———
Centaurus Financial, Inc.
N/A—67,979-67,979-100%$1.4M———
Old Mission Capital LLC
N/A—22,456-22,456-100%$454.2K———
Cetera Investment Advisers
N/A—21,856-21,856-100%$442.0K———
Showing 16 of 16 institutions