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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Welch Financial Planning, LLC
INCREASED
Shares233,748 from 85,711
Change+148,037 (+173%)
Value$5.1M (+$3.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares231,056 from 178,812
Change+52,244 (+29%)
Value$5.0M (+$1.2M)
Filed 2026-11-02
Southland Equity Partners LLC
UNCHANGED
Shares169,864 from 169,864
Change0 (0%)
Value$3.7M (+$68.8K)
Filed 2026-10-14
Corrado Advisors, LLC
DECREASED
Shares136,865 from 139,927
Change-3,062 (-2%)
Value$3.0M (-$9.6K)
Filed 2026-10-27
Diligent Investors, LLC
INCREASED
Shares118,448 from 114,998
Change+3,450 (+3%)
Value$2.6M (+$121.2K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares109,106 from 32,119
Change+76,987 (+240%)
Value$2.4M (+$1.7M)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares94,206 from 94,206
Change0 (0%)
Value$2.0M (+$38.2K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares83,161 from 80,018
Change+3,143 (+4%)
Value$1.8M (+$100.4K)
Filed 2026-10-08
Macroview Investment Management LLC
NEW
Shares80,614
Change+80,614
Value$1.7M
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares69,290 from 27,157
Change+42,133 (+155%)
Value$1.5M (+$922.5K)
Filed 2026-11-02
Independent Financial Group, LLC
NEW
Shares62,394
Change+62,394
Value$1.3M
Filed 2026-10-13
Retirement Guys Formula LLC
DECREASED
Shares55,452 from 55,727
Change-275 (0%)
Value$1.2M (+$16.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares45,448 from 18,429
Change+27,019 (+147%)
Value$983.0K (+$592.0K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED
Shares45,207 from 34,100
Change+11,107 (+33%)
Value$978.1K (+$254.1K)
Filed 2026-10-16
KFG Wealth Management, LLC
DECREASED
Shares43,839 from 44,438
Change-599 (-1%)
Value$948.4K (+$5.0K)
Filed 2026-10-16
Clear Point Advisors Inc.
NEW
Shares35,119
Change+35,119
Value$759.8K
Filed 2026-10-30
Long Island Wealth Management, Inc.
NEW
Shares32,319
Change+32,319
Value$699.2K
Filed 2026-10-20
Strategic Blueprint, LLC
UNCHANGED
Shares31,513 from 31,513
Change0 (0%)
Value$681.8K (+$12.8K)
Filed 2026-10-22
ACT Advisors, Llc.
UNCHANGED
Shares30,266 from 30,266
Change0 (0%)
Value$654.8K (+$12.3K)
Filed 2026-10-15
Brookstone Capital Management
NEW
Shares28,545
Change+28,545
Value$617.6K
Filed 2026-10-22
Schulz Wealth, Ltd.
NEW
Shares27,987
Change+27,987
Value$605.5K
Filed 2026-11-03
Occidental Asset Management, LLC
NEW
Shares27,875
Change+27,875
Value$603.1K
Filed 2026-11-05
Sagespring Wealth Partners, LLC
NEW
Shares27,115
Change+27,115
Value$586.6K
Filed 2026-10-22
Dynamic Advisor Solutions LLC
UNCHANGED
Shares25,075 from 25,075
Change0 (0%)
Value$542.5K (+$10.2K)
Filed 2026-10-13
Hofer & Associates. Inc
NEW
Shares22,487
Change+22,487
Value$486.5K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares22,487 from 19,664
Change+2,823 (+14%)
Value$486.5K (+$69.0K)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
UNCHANGED
Shares19,019 from 19,019
Change0 (0%)
Value$414.3K (+$10.9K)
Filed 2026-10-09
Virtue Capital Management, LLC
NEW
Shares18,547
Change+18,547
Value$401.3K
Filed 2026-10-29
Chris Bulman Inc
NEW
Shares18,067
Change+18,067
Value$390.9K
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares14,270 from 17,405
Change-3,135 (-18%)
Value$308.7K (-$60.8K)
Filed 2026-10-22
HBW Advisory Services LLC
UNCHANGED
Shares13,582 from 13,582
Change0 (0%)
Value$293.8K (+$5.5K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
INCREASED
Shares12,850 from 3,643
Change+9,207 (+253%)
Value$278.0K (+$200.7K)
Filed 2026-10-23
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares12,630 from 12,630
Change0 (0%)
Value$273.3K (+$5.1K)
Filed 2026-10-15
TrustBank
NEW
Shares12,300
Change+12,300
Value$266.1K
Filed 2026-10-20
Archer Investment Corp
NEW
Shares12,177
Change+12,177
Value$263.4K
Filed 2026-11-05
Trek Financial, LLC
NEW
Shares12,106
Change+12,106
Value$261.9K
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
NEW
Shares10,919
Change+10,919
Value$236.2K
Filed 2026-10-14
Axxcess Wealth Management, LLC
NEW
Shares10,071
Change+10,071
Value$217.9K
Filed 2026-10-21
Integrity Alliance, Llc.
NEW
Shares9,416
Change+9,416
Value$203.7K
Filed 2026-10-29
Wolff Wiese Magana LLC
NEW
Shares9,400
Change+9,400
Value$203.4K
Filed 2026-10-15
Evolution Wealth Management Inc.
UNCHANGED
Shares7,279 from 7,279
Change0 (0%)
Value$157.5K (+$2.9K)
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares6,896 from 2,180
Change+4,716 (+216%)
Value$149.2K (+$102.9K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares6,685 from 120
Change+6,565 (+5471%)
Value$144.6K (+$142.1K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4,294 from 4,294
Change0 (0%)
Value$92.9K (+$1.7K)
Filed 2026-10-20
Barclays PLC
UNCHANGED
Shares2,935 from 2,935
Change0 (0%)
Value$63.5K (+$1.2K)
Filed 2026-11-06
Gilpin Wealth Management, LLC
INCREASED
Shares900 from 400
Change+500 (+125%)
Value$19.5K (+$11.0K)
Filed 2026-10-09
Noble Wealth Management PBC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$15.6K (+$291)
Filed 2026-10-01
CoreCap Advisors, LLC
NEW
Shares485
Change+485
Value$10.5K
Filed 2026-10-08
Centaurus Financial, Inc.
N/A
Shares— from 347,995
Change-347,995 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 117,997
Change-117,997 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,235
Change-57,235 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 49,673
Change-49,673 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 46,309
Change-46,309 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 45,771
Change-45,771 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,880
Change-40,880 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 36,380
Change-36,380 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 34,350
Change-34,350 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 31,720
Change-31,720 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,653
Change-25,653 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 18,927
Change-18,927 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,859
Change-15,859 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 10,937
Change-10,937 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 9,964
Change-9,964 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,960
Change-9,960 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 809
Change-809 (-100%)
Value—
Status
Welch Financial Planning, LLC
INCREASED233,74885,711+148,037+173%$1.8M$5.1M+$3.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED231,056178,812+52,244+29%$3.8M$5.0M+$1.2M2026-11-02
Southland Equity Partners LLC
UNCHANGED169,864169,86400%$3.6M$3.7M+$68.8K2026-10-14
Corrado Advisors, LLC
DECREASED136,865139,927-3,062-2%$3.0M$3.0M-$9.6K2026-10-27
Diligent Investors, LLC
INCREASED118,448114,998+3,450+3%$2.4M$2.6M+$121.2K2026-10-21
Sigma Planning Corp
INCREASED109,10632,119+76,987+240%$681.9K$2.4M+$1.7M2026-10-23
Signaturefd, LLC
UNCHANGED94,20694,20600%$2.0M$2.0M+$38.2K2026-10-23
Farther Finance Advisors, LLC
INCREASED83,16180,018+3,143+4%$1.7M$1.8M+$100.4K2026-10-08
Macroview Investment Management LLC
NEW80,614—+80,614——$1.7M—2026-10-26
Kestra Advisory Services, LLC
INCREASED69,29027,157+42,133+155%$576.5K$1.5M+$922.5K2026-11-02
Independent Financial Group, LLC
NEW62,394—+62,394——$1.3M—2026-10-13
Retirement Guys Formula LLC
DECREASED55,45255,727-2750%$1.2M$1.2M+$16.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED45,44818,429+27,019+147%$391.0K$983.0K+$592.0K2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED45,20734,100+11,107+33%$723.9K$978.1K+$254.1K2026-10-16
KFG Wealth Management, LLC
DECREASED43,83944,438-599-1%$943.4K$948.4K+$5.0K2026-10-16
Clear Point Advisors Inc.
NEW35,119—+35,119——$759.8K—2026-10-30
Long Island Wealth Management, Inc.
NEW32,319—+32,319——$699.2K—2026-10-20
Strategic Blueprint, LLC
UNCHANGED31,51331,51300%$669.0K$681.8K+$12.8K2026-10-22
ACT Advisors, Llc.
UNCHANGED30,26630,26600%$642.5K$654.8K+$12.3K2026-10-15
Brookstone Capital Management
NEW28,545—+28,545——$617.6K—2026-10-22
Schulz Wealth, Ltd.
NEW27,987—+27,987——$605.5K—2026-11-03
Occidental Asset Management, LLC
NEW27,875—+27,875——$603.1K—2026-11-05
Sagespring Wealth Partners, LLC
NEW27,115—+27,115——$586.6K—2026-10-22
Dynamic Advisor Solutions LLC
UNCHANGED25,07525,07500%$532.3K$542.5K+$10.2K2026-10-13
Hofer & Associates. Inc
NEW22,487—+22,487——$486.5K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED22,48719,664+2,823+14%$417.5K$486.5K+$69.0K2026-10-14
Castle Rock Wealth Management, LLC
UNCHANGED19,01919,01900%$403.4K$414.3K+$10.9K2026-10-09
Virtue Capital Management, LLC
NEW18,547—+18,547——$401.3K—2026-10-29
Chris Bulman Inc
NEW18,067—+18,067——$390.9K—2026-10-20
BIP Wealth, LLC
DECREASED14,27017,405-3,135-18%$369.5K$308.7K-$60.8K2026-10-22
HBW Advisory Services LLC
UNCHANGED13,58213,58200%$288.3K$293.8K+$5.5K2026-10-15
Dhjj Financial Advisors, Ltd.
INCREASED12,8503,643+9,207+253%$77.3K$278.0K+$200.7K2026-10-23
Pinnacle Wealth Management Group, Inc.
UNCHANGED12,63012,63000%$268.1K$273.3K+$5.1K2026-10-15
TrustBank
NEW12,300—+12,300——$266.1K—2026-10-20
Archer Investment Corp
NEW12,177—+12,177——$263.4K—2026-11-05
Trek Financial, LLC
NEW12,106—+12,106——$261.9K—2026-10-29
Redhawk Wealth Advisors, Inc.
NEW10,919—+10,919——$236.2K—2026-10-14
Axxcess Wealth Management, LLC
NEW10,071—+10,071——$217.9K—2026-10-21
Integrity Alliance, Llc.
NEW9,416—+9,416——$203.7K—2026-10-29
Wolff Wiese Magana LLC
NEW9,400—+9,400——$203.4K—2026-10-15
Evolution Wealth Management Inc.
UNCHANGED7,2797,27900%$154.5K$157.5K+$2.9K2026-10-28
Lanark Financial, Inc.
INCREASED6,8962,180+4,716+216%$46.3K$149.2K+$102.9K2026-10-26
IFP Advisors, Inc
INCREASED6,685120+6,565+5471%$2.5K$144.6K+$142.1K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED4,2944,29400%$91.2K$92.9K+$1.7K2026-10-20
Barclays PLC
UNCHANGED2,9352,93500%$62.3K$63.5K+$1.2K2026-11-06
Gilpin Wealth Management, LLC
INCREASED900400+500+125%$8.5K$19.5K+$11.0K2026-10-09
Noble Wealth Management PBC
UNCHANGED72072000%$15.3K$15.6K+$2912026-10-01
CoreCap Advisors, LLC
NEW485—+485——$10.5K—2026-10-08
Centaurus Financial, Inc.
N/A—347,995-347,995-100%$7.4M———
Harbour Investments, Inc.
N/A—117,997-117,997-100%$2.5M———
NewEdge Advisors, LLC
N/A—57,235-57,235-100%$1.2M———
BFC Planning, Inc.
N/A—49,673-49,673-100%$1.1M———
World Investment Advisors
N/A—46,309-46,309-100%$967.2K———
Cetera Investment Advisers
N/A—45,771-45,771-100%$971.7K———
Susquehanna International Group, LLP
N/A—40,880-40,880-100%$867.9K———
Benjamin Edwards Inc
N/A—36,380-36,380-100%$772.3K———
Summit Financial, LLC
N/A—34,350-34,350-100%$729.3K———
Composition Wealth, LLC
N/A—31,720-31,720-100%$673.4K———
Envestnet Asset Management Inc
N/A—25,653-25,653-100%$544.6K———
Silver OAK Securities, Incorporated
N/A—18,927-18,927-100%$401.8K———
Citadel Advisors LLC
N/A—15,859-15,859-100%$336.7K———
Gallagher Fiduciary Advisors, LLC
N/A—11,659-11,659-100%$247.5K———
Core Wealth Advisors, Inc.
N/A—10,937-10,937-100%$232.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—10,694-10,694-100%$227.0K———
Applied Capital LLC
N/A—9,964-9,964-100%$211.5K———
MML Investors Services, LLC
N/A—9,960-9,960-100%$211.5K———
RED Reef Advisors LLC
N/A—4,208-4,208-100%$89.3K———
Rothschild Investment LLC
N/A—2,500-2,500-100%$53.1K———
Aptus Capital Advisors, LLC
N/A—1,750-1,750-100%$37.2K———
Northwestern Mutual Wealth Management Co
N/A—809-809-100%$17.2K———
Showing 70 of 70 institutions