IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invtr ED Drnl 10 BFR ETF FEB (DDTF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Southland Equity Partners LLC
INCREASED
Shares84,212 from 78,962
Change+5,250 (+7%)
Value$1.7M (+$146.8K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares65,610 from 92,518
Change-26,908 (-29%)
Value$1.4M (-$513.2K)
Filed 2026-11-02
Corrado Advisors, LLC
DECREASED
Shares56,457 from 56,600
Change-143 (0%)
Value$1.2M (+$24.2K)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares56,343 from 55,198
Change+1,145 (+2%)
Value$1.2M (+$50.3K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
DECREASED
Shares48,983 from 50,095
Change-1,112 (-2%)
Value$1.0M (+$1.0K)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares25,444 from 25,387
Change+57 (+0%)
Value$527.3K (+$13.4K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares18,303
Change+18,303
Value$379.3K
Filed 2026-10-16
Sagespring Wealth Partners, LLC
UNCHANGED
Shares12,913 from 12,913
Change0 (0%)
Value$267.6K (+$6.2K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$68.7K (+$1.6K)
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$58.0K (+$1.3K)
Filed 2026-11-03
UBS Group AG
INCREASED
Shares600 from 300
Change+300 (+100%)
Value$12.4K (+$6.4K)
Filed 2026-11-10
Barclays PLC
DECREASED
Shares221 from 475
Change-254 (-53%)
Value$4.6K (-$5.0K)
Filed 2026-11-06
Atlantic Private Wealth, LLC
CLOSED
Shares0 from 1,970
Change-1,970 (-100%)
Value$0 (-$39.9K)
Filed 2026-11-09
Susquehanna International Group, LLP
N/A
Shares— from 98,648
Change-98,648 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 82,158
Change-82,158 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,384
Change-11,384 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,683
Change-10,683 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Status
Southland Equity Partners LLC
INCREASED84,21278,962+5,250+7%$1.6M$1.7M+$146.8K2026-10-14
Commonwealth Equity Services, LLC
DECREASED65,61092,518-26,908-29%$1.9M$1.4M-$513.2K2026-11-02
Corrado Advisors, LLC
DECREASED56,45756,600-1430%$1.1M$1.2M+$24.2K2026-10-27
Independent Financial Group, LLC
INCREASED56,34355,198+1,145+2%$1.1M$1.2M+$50.3K2026-10-13
Elmwood Wealth Management, Inc.
DECREASED48,98350,095-1,112-2%$1.0M$1.0M+$1.0K2026-10-14
Brookstone Capital Management
INCREASED25,44425,387+57+0%$514.0K$527.3K+$13.4K2026-10-22
Concurrent Investment Advisors, LLC
NEW18,303—+18,303——$379.3K—2026-10-16
Sagespring Wealth Partners, LLC
UNCHANGED12,91312,91300%$261.4K$267.6K+$6.2K2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED3,3153,31500%$67.1K$68.7K+$1.6K2026-10-20
Woodard & Co Asset Management Group Inc
UNCHANGED2,8002,80000%$56.7K$58.0K+$1.3K2026-11-03
UBS Group AG
INCREASED600300+300+100%$6.1K$12.4K+$6.4K2026-11-10
Barclays PLC
DECREASED221475-254-53%$9.6K$4.6K-$5.0K2026-11-06
Atlantic Private Wealth, LLC
CLOSED01,970-1,970-100%$39.9K$0-$39.9K2026-11-09
Susquehanna International Group, LLP
N/A—98,648-98,648-100%$2.0M———
AE Wealth Management LLC
N/A—82,158-82,158-100%$1.7M———
Pitti Group Wealth Management, LLC
N/A—14,600-14,600-100%$295.6K———
IHT Wealth Management, LLC
N/A—11,384-11,384-100%$230.5K———
Citadel Advisors LLC
N/A—10,683-10,683-100%$216.3K———
Centaurus Financial, Inc.
N/A—7,763-7,763-100%$157.0K———
Capital Analysts, LLC
N/A—492-492-100%$10.0K———
Showing 20 of 20 institutions