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Inno Inter Develo MF ETF (IFLR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Liberty Atlantic Advisors LLC
INCREASED
Shares200,007 from 171,225
Change+28,782 (+17%)
Value$10.5M (+$1.4M)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares108,364 from 73,065
Change+35,299 (+48%)
Value$5.7M (+$1.8M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares86,047 from 83,740
Change+2,307 (+3%)
Value$4.5M (+$93.1K)
Filed 2026-11-02
NewCorp Financial Services, Inc.
INCREASED
Shares81,739 from 74,018
Change+7,721 (+10%)
Value$4.3M (+$381.8K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares70,438 from 28,460
Change+41,978 (+148%)
Value$3.7M (+$2.2M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares69,422 from 63,128
Change+6,294 (+10%)
Value$3.7M (+$310.3K)
Filed 2026-10-16
Valmark Advisers, Inc.
NEW
Shares42,281
Change+42,281
Value$2.2M
Filed 2026-11-06
Winnacle Wealth LLC
DECREASED
Shares28,211 from 34,910
Change-6,699 (-19%)
Value$1.5M (-$365.0K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
INCREASED
Shares24,639 from 12,388
Change+12,251 (+99%)
Value$1.3M (+$641.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares23,751 from 22,327
Change+1,424 (+6%)
Value$1.3M (+$67.5K)
Filed 2026-10-08
Occidental Asset Management, LLC
INCREASED
Shares19,528 from 13,064
Change+6,464 (+49%)
Value$1.0M (+$336.3K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
INCREASED
Shares15,950 from 12,555
Change+3,395 (+27%)
Value$840.7K (+$174.7K)
Filed 2026-10-19
ATX Financial Planning, LLC
DECREASED
Shares10,354 from 19,705
Change-9,351 (-47%)
Value$545.8K (-$499.6K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,109 from 8,881
Change+1,228 (+14%)
Value$528.1K (+$53.9K)
Filed 2026-10-13
Balance Wealth Partners LLC
DECREASED
Shares7,523 from 8,233
Change-710 (-9%)
Value$396.5K (-$40.2K)
Filed 2026-10-27
Creative Planning
NEW
Shares5,810
Change+5,810
Value$306.2K
Filed 2026-11-02
Brookstone Capital Management
NEW
Shares4,089
Change+4,089
Value$215.5K
Filed 2026-10-22
Beacon Financial Strategies Corp
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$212.4K (-$1.4K)
Filed 2026-10-14
XY Planning Network, Inc.
NEW
Shares3,833
Change+3,833
Value$202.0K
Filed 2026-10-14
KFG Wealth Management, LLC
INCREASED
Shares3,820 from 3,795
Change+25 (+1%)
Value$201.4K (+$46)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares1,407 from 1,355
Change+52 (+4%)
Value$74.2K (+$2.3K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$40.7K (-$263)
Filed 2026-10-07
William Mack & Associates, Inc.
NEW
Shares571
Change+571
Value$30.1K
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.2K (-$14)
Filed 2026-11-03
Amicus Financial Advisors, LLC
CLOSED
Shares0 from 4,467
Change-4,467 (-100%)
Value$0 (-$237.0K)
Filed 2026-11-03
VanWeelden Wealth Management, LLC
N/A
Shares— from 348,423
Change-348,423 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 341,552
Change-341,552 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 150,396
Change-150,396 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 109,848
Change-109,848 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 38,147
Change-38,147 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 32,068
Change-32,068 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 24,412
Change-24,412 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Status
Liberty Atlantic Advisors LLC
INCREASED200,007171,225+28,782+17%$9.1M$10.5M+$1.4M2026-10-14
Independent Financial Group, LLC
INCREASED108,36473,065+35,299+48%$3.9M$5.7M+$1.8M2026-10-13
Commonwealth Equity Services, LLC
INCREASED86,04783,740+2,307+3%$4.4M$4.5M+$93.1K2026-11-02
NewCorp Financial Services, Inc.
INCREASED81,73974,018+7,721+10%$3.9M$4.3M+$381.8K2026-10-14
Signaturefd, LLC
INCREASED70,43828,460+41,978+148%$1.5M$3.7M+$2.2M2026-10-23
Concurrent Investment Advisors, LLC
INCREASED69,42263,128+6,294+10%$3.3M$3.7M+$310.3K2026-10-16
Valmark Advisers, Inc.
NEW42,281—+42,281——$2.2M—2026-11-06
Winnacle Wealth LLC
DECREASED28,21134,910-6,699-19%$1.9M$1.5M-$365.0K2026-10-15
Signal Advisors Wealth, LLC
INCREASED24,63912,388+12,251+99%$657.2K$1.3M+$641.5K2026-10-13
Farther Finance Advisors, LLC
INCREASED23,75122,327+1,424+6%$1.2M$1.3M+$67.5K2026-10-08
Occidental Asset Management, LLC
INCREASED19,52813,064+6,464+49%$693.0K$1.0M+$336.3K2026-11-05
Worth Financial Advisory Group, LLC
INCREASED15,95012,555+3,395+27%$666.0K$840.7K+$174.7K2026-10-19
ATX Financial Planning, LLC
DECREASED10,35419,705-9,351-47%$1.0M$545.8K-$499.6K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED10,1098,881+1,228+14%$474.3K$528.1K+$53.9K2026-10-13
Balance Wealth Partners LLC
DECREASED7,5238,233-710-9%$436.8K$396.5K-$40.2K2026-10-27
Creative Planning
NEW5,810—+5,810——$306.2K—2026-11-02
Brookstone Capital Management
NEW4,089—+4,089——$215.5K—2026-10-22
Beacon Financial Strategies Corp
UNCHANGED4,0304,03000%$213.8K$212.4K-$1.4K2026-10-14
XY Planning Network, Inc.
NEW3,833—+3,833——$202.0K—2026-10-14
KFG Wealth Management, LLC
INCREASED3,8203,795+25+1%$201.3K$201.4K+$462026-10-16
Capital Investment Advisory Services, LLC
INCREASED1,4071,355+52+4%$71.9K$74.2K+$2.3K2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED77277200%$41.0K$40.7K-$2632026-10-07
William Mack & Associates, Inc.
NEW571—+571——$30.1K—2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED424200%$2.2K$2.2K-$142026-11-03
Amicus Financial Advisors, LLC
CLOSED04,467-4,467-100%$237.0K$0-$237.0K2026-11-03
VanWeelden Wealth Management, LLC
N/A—348,423-348,423-100%$18.5M———
Envestnet Asset Management Inc
N/A—341,552-341,552-100%$18.1M———
Delta Investment Management, LLC
N/A—150,396-150,396-100%$8.0M———
NewEdge Advisors, LLC
N/A—109,848-109,848-100%$5.8M———
IHT Wealth Management, LLC
N/A—38,147-38,147-100%$2.0M———
Jane Street Group, LLC
N/A—32,068-32,068-100%$1.7M———
WorthPointe, LLC
N/A—24,412-24,412-100%$1.3M———
Harbour Investments, Inc.
N/A—13,583-13,583-100%$720.6K———
Arax Advisory Partners
N/A—10,604-10,604-100%$562.5K———
GWN Securities Inc.
N/A—5,961-5,961-100%$316.2K———
Mariner, LLC
N/A—5,538-5,538-100%$293.8K———
Regatta Research & Money Management
N/A—1,871-1,871-100%$99.2K———
Showing 37 of 37 institutions