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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Investment Management Corp
DECREASED
Shares468,947 from 469,826
Change-879 (0%)
Value$10.5M (+$191.1K)
Filed 2026-11-03
Hofer & Associates. Inc
NEW
Shares270,232
Change+270,232
Value$6.1M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares270,232 from 56,591
Change+213,641 (+378%)
Value$6.1M (+$4.8M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares212,758 from 373,284
Change-160,526 (-43%)
Value$4.8M (-$3.4M)
Filed 2026-11-02
Southland Equity Partners LLC
INCREASED
Shares180,238 from 154,592
Change+25,646 (+17%)
Value$4.0M (+$645.1K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares76,235 from 81,285
Change-5,050 (-6%)
Value$1.7M (-$76.9K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares69,159 from 68,669
Change+490 (+1%)
Value$1.6M (+$41.8K)
Filed 2026-10-22
Corrado Advisors, LLC
INCREASED
Shares62,140 from 58,601
Change+3,539 (+6%)
Value$1.4M (+$105.7K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares47,412 from 47,298
Change+114 (+0%)
Value$1.1M (+$23.8K)
Filed 2026-10-13
PFG Advisors
NEW
Shares38,421
Change+38,421
Value$862.5K
Filed 2026-10-16
Worth Asset Management, LLC
NEW
Shares37,845
Change+37,845
Value$849.6K
Filed 2026-10-07
Swmg, LLC
UNCHANGED
Shares35,898 from 35,898
Change0 (0%)
Value$807.3K (+$14.8K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares27,956 from 32,282
Change-4,326 (-13%)
Value$627.6K (-$82.6K)
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares27,368 from 88,709
Change-61,341 (-69%)
Value$614.4K (-$1.3M)
Filed 2026-10-14
Diligent Investors, LLC
INCREASED
Shares20,500 from 14,200
Change+6,300 (+44%)
Value$460.2K (+$147.8K)
Filed 2026-10-21
Weaver Consulting Group
UNCHANGED
Shares18,583 from 18,583
Change0 (0%)
Value$417.2K (+$8.3K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares13,584 from 13,220
Change+364 (+3%)
Value$304.9K (+$14.1K)
Filed 2026-10-16
Strategic Blueprint, LLC
UNCHANGED
Shares12,195 from 12,195
Change0 (0%)
Value$273.8K (+$5.5K)
Filed 2026-10-22
TrustBank
INCREASED
Shares11,700 from 9,150
Change+2,550 (+28%)
Value$262.7K (+$61.4K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
NEW
Shares11,426
Change+11,426
Value$256.5K
Filed 2026-10-16
Occidental Asset Management, LLC
UNCHANGED
Shares10,450 from 10,450
Change0 (0%)
Value$234.6K (+$4.7K)
Filed 2026-11-05
Kestra Advisory Services, LLC
NEW
Shares10,210
Change+10,210
Value$229.2K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$46.2K (+$925)
Filed 2026-10-23
Barclays PLC
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$43.1K (+$862)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
INCREASED
Shares1,900 from 900
Change+1,000 (+111%)
Value$42.7K (+$22.9K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares732 from 2,916
Change-2,184 (-75%)
Value$16.4K (-$47.7K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
NEW
Shares200
Change+200
Value$4.5K
Filed 2026-11-06
MTM Financial Group, LLC
N/A
Shares— from 132,165
Change-132,165 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 114,933
Change-114,933 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 89,860
Change-89,860 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,004
Change-22,004 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,797
Change-20,797 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,130
Change-20,130 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,650
Change-15,650 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,477
Change-9,477 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 9,205
Change-9,205 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 278
Change-278 (-100%)
Value—
UBS Group AG
N/A
Shares— from 273
Change-273 (-100%)
Value—
Status
Investment Management Corp
DECREASED468,947469,826-8790%$10.3M$10.5M+$191.1K2026-11-03
Hofer & Associates. Inc
NEW270,232—+270,232——$6.1M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED270,23256,591+213,641+378%$1.2M$6.1M+$4.8M2026-10-14
Commonwealth Equity Services, LLC
DECREASED212,758373,284-160,526-43%$8.2M$4.8M-$3.4M2026-11-02
Southland Equity Partners LLC
INCREASED180,238154,592+25,646+17%$3.4M$4.0M+$645.1K2026-10-14
Pinnacle Wealth Management Group, Inc.
DECREASED76,23581,285-5,050-6%$1.8M$1.7M-$76.9K2026-10-15
Brookstone Capital Management
INCREASED69,15968,669+490+1%$1.5M$1.6M+$41.8K2026-10-22
Corrado Advisors, LLC
INCREASED62,14058,601+3,539+6%$1.3M$1.4M+$105.7K2026-10-27
Dynamic Advisor Solutions LLC
INCREASED47,41247,298+114+0%$1.0M$1.1M+$23.8K2026-10-13
PFG Advisors
NEW38,421—+38,421——$862.5K—2026-10-16
Worth Asset Management, LLC
NEW37,845—+37,845——$849.6K—2026-10-07
Swmg, LLC
UNCHANGED35,89835,89800%$792.4K$807.3K+$14.8K2026-10-23
Atria Investments, Inc
DECREASED27,95632,282-4,326-13%$710.2K$627.6K-$82.6K2026-10-15
World Equity Group, Inc.
DECREASED27,36888,709-61,341-69%$2.0M$614.4K-$1.3M2026-10-14
Diligent Investors, LLC
INCREASED20,50014,200+6,300+44%$312.4K$460.2K+$147.8K2026-10-21
Weaver Consulting Group
UNCHANGED18,58318,58300%$408.8K$417.2K+$8.3K2026-10-07
IFP Advisors, Inc
INCREASED13,58413,220+364+3%$290.8K$304.9K+$14.1K2026-10-16
Strategic Blueprint, LLC
UNCHANGED12,19512,19500%$268.3K$273.8K+$5.5K2026-10-22
TrustBank
INCREASED11,7009,150+2,550+28%$201.3K$262.7K+$61.4K2026-10-20
Concurrent Investment Advisors, LLC
NEW11,426—+11,426——$256.5K—2026-10-16
Occidental Asset Management, LLC
UNCHANGED10,45010,45000%$229.9K$234.6K+$4.7K2026-11-05
Kestra Advisory Services, LLC
NEW10,210—+10,210——$229.2K—2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED2,0592,05900%$45.3K$46.2K+$9252026-10-23
Barclays PLC
UNCHANGED1,9211,92100%$42.3K$43.1K+$8622026-11-06
Physician Wealth Advisors, Inc.
INCREASED1,900900+1,000+111%$19.8K$42.7K+$22.9K2026-10-20
Farther Finance Advisors, LLC
DECREASED7322,916-2,184-75%$64.2K$16.4K-$47.7K2026-10-08
PNC Financial Services Group, Inc.
NEW200—+200——$4.5K—2026-11-06
MTM Financial Group, LLC
N/A—132,165-132,165-100%$2.9M———
Centaurus Financial, Inc.
N/A—114,933-114,933-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—89,860-89,860-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—35,500-35,500-100%$781.0K———
CreativeOne Wealth, LLC
N/A—22,004-22,004-100%$484.1K———
Susquehanna International Group, LLP
N/A—20,797-20,797-100%$457.5K———
Cetera Investment Advisers
N/A—20,130-20,130-100%$442.9K———
BFC Planning, Inc.
N/A—15,650-15,650-100%$344.3K———
Osaic Holdings, Inc.
N/A—9,477-9,477-100%$208.5K———
LEE Johnson Capital Management, LLC
N/A—9,205-9,205-100%$202.5K———
RED Reef Advisors LLC
N/A—6,081-6,081-100%$133.8K———
Harbour Investments, Inc.
N/A—4,478-4,478-100%$98.5K———
JPMorgan Chase & Co
N/A—1,020-1,020-100%$22.4K———
AE Wealth Management LLC
N/A—592-592-100%$13.0K———
Northwestern Mutual Wealth Management Co
N/A—278-278-100%$6.1K———
UBS Group AG
N/A—273-273-100%$6.0K———
Showing 43 of 43 institutions