IN EQU D PR ETF - 2 Y O 2026 (AOCT)

CUSIP: 45784N601 | NYSE | 67 institutional holders

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Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC87,732

0.0% of portfolio$2.4M

Brookstone Capital Management52,848

0.0% of portfolio$1.5M

Continuum Wealth Advisors, LLC27,024

0.2% of portfolio$751.0K

Allworth Financial LP25,880

0.0% of portfolio$707.9K

Chicago Partners Investment Group LLC19,978

0.0% of portfolio$556.2K

Cambridge Investment Research Advisors, Inc.19,952

0.0% of portfolio$554.0K

KFG Wealth Management, LLC18,493

0.1% of portfolio$513.9K

LPL Financial LLC18,167

0.0% of portfolio$504.9K

Concurrent Investment Advisors, LLC15,339

0.0% of portfolio$426.3K

Syntegra Private Wealth Group, LLC11,735

0.0% of portfolio$326.1K

Sovran Advisors, LLC10,842

0.0% of portfolio$303.3K

Comprehensive Financial Consultants Institutional, Inc.10,767

0.1% of portfolio$299.2K

Independent Financial Group, LLC10,000

0.0% of portfolio$277.9K

Cypress Wealth Services, LLC9,056

0.0% of portfolio$253.6K

Wealth Enhancement Advisory Services, LLC8,549

0.0% of portfolio$238.9K

Barclays PLC7,356

0.0% of portfolio$204.4K

CoreCap Advisors, LLC3,675

0.0% of portfolio$102.1K

Ashton Thomas Private Wealth, LLC1,006

0.0% of portfolio$28.0K

IFP Advisors, Inc600

0.0% of portfolio$16.7K

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	87,732	$2.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Brookstone Capital Management	52,848	$1.5M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Continuum Wealth Advisors, LLC	27,024	$751.0K	0.2%	ETF	Medium	Saratoga Springs, NY	2026-10-20
Allworth Financial LP	25,880	$707.9K	0.0%	ETF	Low	Folsom, CA	2026-11-06
Chicago Partners Investment Group LLC	19,978	$556.2K	0.0%	Core	Low	Chicago, IL	2026-10-27
Cambridge Investment Research Advisors, Inc.	19,952	$554.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
KFG Wealth Management, LLC	18,493	$513.9K	0.1%	ETF	Medium	Granger, IN	2026-10-16
LPL Financial LLC	18,167	$504.9K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Concurrent Investment Advisors, LLC	15,339	$426.3K	0.0%	Core	Medium	Tampa, FL	2026-10-16
Syntegra Private Wealth Group, LLC	11,735	$326.1K	0.0%	ETF	Low	Chesterfield, MO	2026-10-13
Sovran Advisors, LLC	10,842	$303.3K	0.0%	ETF	Medium	San Diego, CA	2026-11-02
Comprehensive Financial Consultants Institutional, Inc.	10,767	$299.2K	0.1%	Core	Medium	Bloomington, IN	2026-10-15
Independent Financial Group, LLC	10,000	$277.9K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Cypress Wealth Services, LLC	9,056	$253.6K	0.0%	ETF	Low	Palm Desert, CA	2026-10-21
Wealth Enhancement Advisory Services, LLC	8,549	$238.9K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Barclays PLC	7,356	$204.4K	0.0%	Growth	Medium	London, United Kingdom	2026-11-06
CoreCap Advisors, LLC	3,675	$102.1K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Ashton Thomas Private Wealth, LLC	1,006	$28.0K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
IFP Advisors, Inc	600	$16.7K	0.0%	Core	Low	Tampa, FL	2026-10-16