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Invtr EQ DD 10 BUF ETF NOV (DDTN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Goldenstone Wealth Management LLC
DECREASED
Shares707,950 from 735,350
Change-27,400 (-4%)
Value$14.8M (-$163.3K)
Filed 2026-11-04
Southland Equity Partners LLC
UNCHANGED
Shares59,271 from 59,271
Change0 (0%)
Value$1.2M (+$33.1K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares29,841 from 57,765
Change-27,924 (-48%)
Value$625.2K (-$552.7K)
Filed 2026-11-02
Occidental Asset Management, LLC
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$328.9K (+$8.8K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares15,345 from 15,345
Change0 (0%)
Value$321.5K (+$8.6K)
Filed 2026-10-16
Independent Financial Group, LLC
UNCHANGED
Shares15,195 from 15,195
Change0 (0%)
Value$318.3K (+$8.5K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares13,581 from 14,041
Change-460 (-3%)
Value$284.5K (-$1.8K)
Filed 2026-10-22
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$96.4K (+$2.6K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$52.9K (+$1.4K)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$33.0K (+$881)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 337,885
Change-337,885 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-13
Truist Financial Corp
CLOSED
Shares0 from 13,256
Change-13,256 (-100%)
Value$0 (-$270.3K)
Filed 2026-10-30
Susquehanna International Group, LLP
N/A
Shares— from 113,381
Change-113,381 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 81,436
Change-81,436 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,462
Change-21,462 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,544
Change-13,544 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
Status
Goldenstone Wealth Management LLC
DECREASED707,950735,350-27,400-4%$15.0M$14.8M-$163.3K2026-11-04
Southland Equity Partners LLC
UNCHANGED59,27159,27100%$1.2M$1.2M+$33.1K2026-10-14
Commonwealth Equity Services, LLC
DECREASED29,84157,765-27,924-48%$1.2M$625.2K-$552.7K2026-11-02
Occidental Asset Management, LLC
UNCHANGED15,70015,70000%$320.1K$328.9K+$8.8K2026-11-05
IFP Advisors, Inc
UNCHANGED15,34515,34500%$312.9K$321.5K+$8.6K2026-10-16
Independent Financial Group, LLC
UNCHANGED15,19515,19500%$309.8K$318.3K+$8.5K2026-10-13
Brookstone Capital Management
DECREASED13,58114,041-460-3%$286.3K$284.5K-$1.8K2026-10-22
Woodard & Co Asset Management Group Inc
UNCHANGED4,6004,60000%$93.8K$96.4K+$2.6K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED2,5252,52500%$51.5K$52.9K+$1.4K2026-10-23
Archer Investment Corp
UNCHANGED1,5761,57600%$32.1K$33.0K+$8812026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED0337,885-337,885-100%$6.9M$0-$6.9M2026-10-13
Truist Financial Corp
CLOSED013,256-13,256-100%$270.3K$0-$270.3K2026-10-30
Susquehanna International Group, LLP
N/A—113,381-113,381-100%$2.3M———
AE Wealth Management LLC
N/A—81,436-81,436-100%$1.7M———
Old Mission Capital LLC
N/A—21,462-21,462-100%$437.6K———
JPMorgan Chase & Co
N/A—19,900-19,900-100%$404.0K———
Envestnet Asset Management Inc
N/A—13,544-13,544-100%$276.2K———
Merit Financial Group, LLC
N/A—10,250-10,250-100%$209.0K———
Osaic Holdings, Inc.
N/A—5,600-5,600-100%$114.2K———
UBS Group AG
N/A—3,849-3,849-100%$78.5K———
Steward Partners Investment Advisory, LLC
N/A—3,185-3,185-100%$64.9K———
Barclays PLC
N/A—2,286-2,286-100%$46.6K———
Harbour Investments, Inc.
N/A—639-639-100%$13.0K———
Showing 23 of 23 institutions