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Invtr EQT DD 15 BFR ETF Aprl (DDFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
INCREASED
Shares2,586,972 from 2,497,512
Change+89,460 (+4%)
Value$52.3M (+$1.8M)
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares399,063 from 399,063
Change0 (0%)
Value$8.2M (+$157.2K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares146,497 from 143,288
Change+3,209 (+2%)
Value$3.0M (+$122.5K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares91,475 from 98,995
Change-7,520 (-8%)
Value$1.9M (-$115.9K)
Filed 2026-11-02
Virtue Capital Management, LLC
NEW
Shares85,417
Change+85,417
Value$1.8M
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares82,076 from 47,823
Change+34,253 (+72%)
Value$1.7M (+$724.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares66,974 from 67,824
Change-850 (-1%)
Value$1.4M (+$1.4M)
Filed 2026-11-02
B.O.S.S. Retirement Advisors, LLC
NEW
Shares46,529
Change+46,529
Value$958.2K
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares35,930 from 35,930
Change0 (0%)
Value$739.9K (+$14.1K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED
Shares35,082 from 35,326
Change-244 (-1%)
Value$722.5K (+$8.9K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares31,988 from 31,988
Change0 (0%)
Value$658.8K (+$12.6K)
Filed 2026-11-05
Southland Equity Partners LLC
UNCHANGED
Shares31,209 from 31,209
Change0 (0%)
Value$642.7K (+$12.3K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20,398 from 20,398
Change0 (0%)
Value$420.1K (+$8.0K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
NEW
Shares17,243
Change+17,243
Value$355.1K
Filed 2026-10-22
IFP Advisors, Inc
UNCHANGED
Shares16,065 from 16,065
Change0 (0%)
Value$330.8K (+$6.3K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED
Shares14,515 from 14,515
Change0 (0%)
Value$298.9K (+$5.7K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
INCREASED
Shares1,840 from 640
Change+1,200 (+188%)
Value$37.9K (+$25.0K)
Filed 2026-10-09
Noble Wealth Management PBC
NEW
Shares1,250
Change+1,250
Value$25.7K
Filed 2026-10-01
Trek Financial, LLC
CLOSED
Shares0 from 10,866
Change-10,866 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 2,590
Change-2,590 (-100%)
Value$0 (-$52.3K)
Filed 2026-10-23
Jane Street Group, LLC
N/A
Shares— from 89,521
Change-89,521 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 87,567
Change-87,567 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 79,641
Change-79,641 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 67,688
Change-67,688 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 55,226
Change-55,226 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,753
Change-43,753 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,416
Change-41,416 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,921
Change-40,921 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 33,734
Change-33,734 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 33,552
Change-33,552 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,318
Change-31,318 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,850
Change-18,850 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,723
Change-18,723 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,244
Change-12,244 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 434
Change-434 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99
Change-99 (-100%)
Value—
Status
Allworth Financial LP
INCREASED2,586,9722,497,512+89,460+4%$50.4M$52.3M+$1.8M2026-11-06
Signaturefd, LLC
UNCHANGED399,063399,06300%$8.1M$8.2M+$157.2K2026-10-23
Brookstone Capital Management
INCREASED146,497143,288+3,209+2%$2.9M$3.0M+$122.5K2026-10-22
Commonwealth Equity Services, LLC
DECREASED91,47598,995-7,520-8%$2.0M$1.9M-$115.9K2026-11-02
Virtue Capital Management, LLC
NEW85,417—+85,417——$1.8M—2026-10-29
Independent Financial Group, LLC
INCREASED82,07647,823+34,253+72%$966.0K$1.7M+$724.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED66,97467,824-850-1%$1.4K$1.4M+$1.4M2026-11-02
B.O.S.S. Retirement Advisors, LLC
NEW46,529—+46,529——$958.2K—2026-10-26
Caliber Wealth Management, LLC / KS
UNCHANGED35,93035,93000%$725.8K$739.9K+$14.1K2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED35,08235,326-244-1%$713.6K$722.5K+$8.9K2026-10-16
Archer Investment Corp
UNCHANGED31,98831,98800%$646.2K$658.8K+$12.6K2026-11-05
Southland Equity Partners LLC
UNCHANGED31,20931,20900%$630.4K$642.7K+$12.3K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED20,39820,39800%$412.0K$420.1K+$8.0K2026-10-23
Sagespring Wealth Partners, LLC
NEW17,243—+17,243——$355.1K—2026-10-22
IFP Advisors, Inc
UNCHANGED16,06516,06500%$324.5K$330.8K+$6.3K2026-10-16
Cape Investment Advisory, Inc.
UNCHANGED14,51514,51500%$293.2K$298.9K+$5.7K2026-10-13
Gilpin Wealth Management, LLC
INCREASED1,840640+1,200+188%$12.9K$37.9K+$25.0K2026-10-09
Noble Wealth Management PBC
NEW1,250—+1,250——$25.7K—2026-10-01
Trek Financial, LLC
CLOSED010,866-10,866-100%$219.5K$0-$219.5K2026-10-29
Stone House Investment Management, LLC
CLOSED02,590-2,590-100%$52.3K$0-$52.3K2026-10-23
Jane Street Group, LLC
N/A—89,521-89,521-100%$1.8M———
Centaurus Financial, Inc.
N/A—87,567-87,567-100%$1.8K———
Benson Wealth Management Inc
N/A—79,641-79,641-100%$1.6M———
HighTower Advisors, LLC
N/A—67,688-67,688-100%$1.4M———
WPWealth LLP
N/A—55,226-55,226-100%$1.1M———
Envestnet Asset Management Inc
N/A—43,753-43,753-100%$883.8K———
Susquehanna International Group, LLP
N/A—41,416-41,416-100%$836.6K———
MML Investors Services, LLC
N/A—40,921-40,921-100%$826.6K———
Composition Wealth, LLC
N/A—33,734-33,734-100%$681.4K———
Silver OAK Securities, Incorporated
N/A—33,552-33,552-100%$677.8K———
Cetera Investment Advisers
N/A—31,318-31,318-100%$632.6K———
Beacon Pointe Advisors, LLC
N/A—18,850-18,850-100%$380.8K———
Kingsview Wealth Management, LLC
N/A—18,723-18,723-100%$378.2K———
Ausdal Financial Partners, Inc.
N/A—12,244-12,244-100%$247.3K———
Harbour Investments, Inc.
N/A—6,747-6,747-100%$136.3K———
IMA Advisory Services, Inc.
N/A—4,000-4,000-100%$80.8K———
Northwestern Mutual Wealth Management Co
N/A—434-434-100%$8.8K———
AE Wealth Management LLC
N/A—418-418-100%$8.4K———
Waverly Advisors, LLC
N/A—377-377-100%$7.6K———
UBS Group AG
N/A—99-99-100%$2.0K———
Showing 40 of 40 institutions