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Invtr EQ D DI 15 B ETF - JUL (DDFL)

CUSIP: 45784N536 | NYSE | 87 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Welch Financial Planning, LLC233,748
2.8% of portfolio›$5.1M
Commonwealth Equity Services, LLC231,056
0.0% of portfolio›$5.0M
Southland Equity Partners LLC169,864
0.6% of portfolio›$3.7M
Corrado Advisors, LLC136,865
1.5% of portfolio›$3.0M
Diligent Investors, LLC118,448
0.6% of portfolio›$2.6M
Sigma Planning Corp109,106
0.1% of portfolio›$2.4M
Signaturefd, LLC94,206
0.0% of portfolio›$2.0M
Farther Finance Advisors, LLC83,161
0.0% of portfolio›$1.8M
Macroview Investment Management LLC80,614
1.0% of portfolio›$1.7M
Kestra Advisory Services, LLC69,290
0.0% of portfolio›$1.5M
Independent Financial Group, LLC62,394
0.0% of portfolio›$1.3M
Retirement Guys Formula LLC55,452
0.4% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.45,448
0.0% of portfolio›$983.0K
ARS Wealth Advisors Group, LLC45,207
0.1% of portfolio›$978.1K
KFG Wealth Management, LLC43,839
0.1% of portfolio›$948.4K
Clear Point Advisors Inc.35,119
0.5% of portfolio›$759.8K
Long Island Wealth Management, Inc.32,319
0.3% of portfolio›$699.2K
Strategic Blueprint, LLC31,513
0.0% of portfolio›$681.8K
ACT Advisors, Llc.30,266
0.2% of portfolio›$654.8K
Brookstone Capital Management28,545
0.0% of portfolio›$617.6K
Schulz Wealth, Ltd.27,987
0.3% of portfolio›$605.5K
Occidental Asset Management, LLC27,875
0.1% of portfolio›$603.1K
Sagespring Wealth Partners, LLC27,115
0.0% of portfolio›$586.6K
Dynamic Advisor Solutions LLC25,075
0.0% of portfolio›$542.5K
Hofer & Associates. Inc22,487
0.3% of portfolio›$486.5K
RED Crane Wealth Management, LLC22,487
0.3% of portfolio›$486.5K
Castle Rock Wealth Management, LLC19,019
0.1% of portfolio›$414.3K
Virtue Capital Management, LLC18,547
0.1% of portfolio›$401.3K
Chris Bulman Inc18,067
0.1% of portfolio›$390.9K
BIP Wealth, LLC14,270
0.0% of portfolio›$308.7K
HBW Advisory Services LLC13,582
0.0% of portfolio›$293.8K
Dhjj Financial Advisors, Ltd.12,850
0.1% of portfolio›$278.0K
Pinnacle Wealth Management Group, Inc.12,630
0.1% of portfolio›$273.3K
TrustBank12,300
0.1% of portfolio›$266.1K
Archer Investment Corp12,177
0.0% of portfolio›$263.4K
Trek Financial, LLC12,106
0.0% of portfolio›$261.9K
Redhawk Wealth Advisors, Inc.10,919
0.0% of portfolio›$236.2K
Axxcess Wealth Management, LLC10,071
0.0% of portfolio›$217.9K
Integrity Alliance, Llc.9,416
0.0% of portfolio›$203.7K
Wolff Wiese Magana LLC9,400
0.1% of portfolio›$203.4K
Evolution Wealth Management Inc.7,279
0.1% of portfolio›$157.5K
Lanark Financial, Inc.6,896
0.0% of portfolio›$149.2K
IFP Advisors, Inc6,685
0.0% of portfolio›$144.6K
Physician Wealth Advisors, Inc.4,294
0.0% of portfolio›$92.9K
Barclays PLC2,935
0.0% of portfolio›$63.5K
Gilpin Wealth Management, LLC900
0.0% of portfolio›$19.5K
Noble Wealth Management PBC720
0.0% of portfolio›$15.6K
CoreCap Advisors, LLC485
0.0% of portfolio›$10.5K
StyleTurnoverLocationFiled
Welch Financial Planning, LLC
233,748$5.1M2.8%CoreMediumBoulder, CO2026-11-06
Commonwealth Equity Services, LLC
231,056$5.0M0.0%ETFLowWaltham, MA2026-11-02
Southland Equity Partners LLC
169,864$3.7M0.6%ETFLowWildwood, MO2026-10-14
Corrado Advisors, LLC
136,865$3.0M1.5%CoreMediumRamsey, NJ2026-10-27
Diligent Investors, LLC
118,448$2.6M0.6%CoreLowRedlands, CA2026-10-21
Sigma Planning Corp
109,106$2.4M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Signaturefd, LLC
94,206$2.0M0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
83,161$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Macroview Investment Management LLC
80,614$1.7M1.0%ETFLowBethesda, MD2026-10-26
Kestra Advisory Services, LLC
69,290$1.5M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
62,394$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Retirement Guys Formula LLC
55,452$1.2M0.4%CoreMediumMaumee, OH2026-10-26
Cambridge Investment Research Advisors, Inc.
45,448$983.0K0.0%ETFLowFairfield, IA2026-11-02
ARS Wealth Advisors Group, LLC
45,207$978.1K0.1%CoreLowSt. Petersburg, FL2026-10-16
KFG Wealth Management, LLC
43,839$948.4K0.1%ETFMediumGranger, IN2026-10-16
Clear Point Advisors Inc.
35,119$759.8K0.5%ETFMediumMelville, NY2026-10-30
Long Island Wealth Management, Inc.
32,319$699.2K0.3%ETFLowMelville, NY2026-10-20
Strategic Blueprint, LLC
31,513$681.8K0.0%ETFLowAtlanta, GA2026-10-22
ACT Advisors, Llc.
30,266$654.8K0.2%ETFMediumAsheville, NC2026-10-15
Brookstone Capital Management
28,545$617.6K0.0%ETFMediumWheaton, IL2026-10-22
Schulz Wealth, Ltd.
27,987$605.5K0.3%ETFVery LowMansfield, TX2026-11-03
Occidental Asset Management, LLC
27,875$603.1K0.1%GrowthLowBurlingame, CA2026-11-05
Sagespring Wealth Partners, LLC
27,115$586.6K0.0%ETFLowFranklin, TN2026-10-22
Dynamic Advisor Solutions LLC
25,075$542.5K0.0%ETFLowPhoenix, AZ2026-10-13
Hofer & Associates. Inc
22,487$486.5K0.3%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
22,487$486.5K0.3%ETFLowSan Francisco, CA2026-10-14
Castle Rock Wealth Management, LLC
19,019$414.3K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Virtue Capital Management, LLC
18,547$401.3K0.1%GrowthHighBrentwood, TN2026-10-29
Chris Bulman Inc
18,067$390.9K0.1%ETFLowRoseville, CA2026-10-20
BIP Wealth, LLC
14,270$308.7K0.0%ETFMediumAtlanta, GA2026-10-22
HBW Advisory Services LLC
13,582$293.8K0.0%ETFMediumSimi Valley, CA2026-10-15
Dhjj Financial Advisors, Ltd.
12,850$278.0K0.1%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Management Group, Inc.
12,630$273.3K0.1%ETFMediumPlymouth, MI2026-10-15
TrustBank
12,300$266.1K0.1%ETFVery LowOlney, IL2026-10-20
Archer Investment Corp
12,177$263.4K0.0%CoreMediumCarmel, IN2026-11-05
Trek Financial, LLC
12,106$261.9K0.0%ETFHighScottsdale, AZ2026-10-29
Redhawk Wealth Advisors, Inc.
10,919$236.2K0.0%ETFHighMinneapolis, MN2026-10-14
Axxcess Wealth Management, LLC
10,071$217.9K0.0%CoreLowCarlsbad, CA2026-10-21
Integrity Alliance, Llc.
9,416$203.7K0.0%ETFMediumUrbandale, IA2026-10-29
Wolff Wiese Magana LLC
9,400$203.4K0.1%GrowthLowCarslbad, CA2026-10-15
Evolution Wealth Management Inc.
7,279$157.5K0.1%ETFMediumFort Myers, FL2026-10-28
Lanark Financial, Inc.
6,896$149.2K0.0%CoreMediumBirmingham, AL2026-10-26
IFP Advisors, Inc
6,685$144.6K0.0%GrowthLowTampa, FL2026-10-16
Physician Wealth Advisors, Inc.
4,294$92.9K0.0%ETFMediumMidvale, UT2026-10-20
Barclays PLC
2,935$63.5K0.0%CoreMediumLondon, United Kingdom2026-11-06
Gilpin Wealth Management, LLC
900$19.5K0.0%GrowthLowDenver, CO2026-10-09
Noble Wealth Management PBC
720$15.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
CoreCap Advisors, LLC
485$10.5K0.0%ETFMediumSouthfield, MI2026-10-08