Invtr EQ D DI 10 B ETF - JUL (DDTL)

CUSIP: 45784N510 | NYSE | 58 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Investment Management Corp468,947

8.3% of portfolio$10.5M

Hofer & Associates. Inc270,232

4.2% of portfolio$6.1M

RED Crane Wealth Management, LLC270,232

4.2% of portfolio$6.1M

Commonwealth Equity Services, LLC212,758

0.0% of portfolio$4.8M

Southland Equity Partners LLC180,238

0.7% of portfolio$4.0M

Pinnacle Wealth Management Group, Inc.76,235

0.8% of portfolio$1.7M

Brookstone Capital Management69,159

0.0% of portfolio$1.6M

Corrado Advisors, LLC62,140

0.7% of portfolio$1.4M

Dynamic Advisor Solutions LLC47,412

0.0% of portfolio$1.1M

PFG Advisors38,421

0.0% of portfolio$862.5K

Worth Asset Management, LLC37,845

0.2% of portfolio$849.6K

Swmg, LLC35,898

0.2% of portfolio$807.3K

Atria Investments, Inc27,956

0.0% of portfolio$627.6K

World Equity Group, Inc.27,368

0.3% of portfolio$614.4K

Diligent Investors, LLC20,500

0.1% of portfolio$460.2K

Weaver Consulting Group18,583

0.1% of portfolio$417.2K

IFP Advisors, Inc13,584

0.0% of portfolio$304.9K

Strategic Blueprint, LLC12,195

0.0% of portfolio$273.8K

TrustBank11,700

0.1% of portfolio$262.7K

Concurrent Investment Advisors, LLC11,426

0.0% of portfolio$256.5K

Occidental Asset Management, LLC10,450

0.0% of portfolio$234.6K

Kestra Advisory Services, LLC10,210

0.0% of portfolio$229.2K

Dhjj Financial Advisors, Ltd.2,059

0.0% of portfolio$46.2K

Physician Wealth Advisors, Inc.1,900

0.0% of portfolio$42.7K

Farther Finance Advisors, LLC732

0.0% of portfolio$16.4K

				Style	Turnover	Location	Filed
Investment Management Corp	468,947	$10.5M	8.3%	ETF	Medium	Roanoke, VA	2026-11-03
Hofer & Associates. Inc	270,232	$6.1M	4.2%	ETF	High	Thousand Oaks, CA	2026-10-13
RED Crane Wealth Management, LLC	270,232	$6.1M	4.2%	ETF	Low	San Francisco, CA	2026-10-14
Commonwealth Equity Services, LLC	212,758	$4.8M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Southland Equity Partners LLC	180,238	$4.0M	0.7%	ETF	Low	Wildwood, MO	2026-10-14
Pinnacle Wealth Management Group, Inc.	76,235	$1.7M	0.8%	ETF	Medium	Plymouth, MI	2026-10-15
Brookstone Capital Management	69,159	$1.6M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Corrado Advisors, LLC	62,140	$1.4M	0.7%	Core	Medium	Ramsey, NJ	2026-10-27
Dynamic Advisor Solutions LLC	47,412	$1.1M	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
PFG Advisors	38,421	$862.5K	0.0%	ETF	Medium	Phoenix, AZ	2026-10-16
Worth Asset Management, LLC	37,845	$849.6K	0.2%	ETF	High	Dallas, TX	2026-10-07
Swmg, LLC	35,898	$807.3K	0.2%	ETF	Medium	Fort Worth, TX	2026-10-23
Atria Investments, Inc	27,956	$627.6K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
World Equity Group, Inc.	27,368	$614.4K	0.3%	Growth	Medium	Schaumburg, IL	2026-10-14
Diligent Investors, LLC	20,500	$460.2K	0.1%	Core	Low	Redlands, CA	2026-10-21
Weaver Consulting Group	18,583	$417.2K	0.1%	ETF	Low	Huntington Beach, CA	2026-10-07
IFP Advisors, Inc	13,584	$304.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Strategic Blueprint, LLC	12,195	$273.8K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
TrustBank	11,700	$262.7K	0.1%	ETF	Very Low	Olney, IL	2026-10-20
Concurrent Investment Advisors, LLC	11,426	$256.5K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Occidental Asset Management, LLC	10,450	$234.6K	0.0%	Growth	Low	Burlingame, CA	2026-11-05
Kestra Advisory Services, LLC	10,210	$229.2K	0.0%	Core	Low	Austin, TX	2026-11-02
Dhjj Financial Advisors, Ltd.	2,059	$46.2K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Physician Wealth Advisors, Inc.	1,900	$42.7K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Farther Finance Advisors, LLC	732	$16.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08