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INR Eqty DEF P ETF - 1 Y OC (ZOCT)

CUSIP: 45784N700 | NYSE | 109 institutional holders

Quarters

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

Commonwealth Equity Services, LLC641,088
0.0% of portfolio›$18.0M
Pachira Investments Inc.274,718
2.5% of portfolio›$7.7M
Spectrum Advisors, Inc.135,923
2.7% of portfolio›$3.8M
KFG Wealth Management, LLC68,740
0.2% of portfolio›$1.9M
Brookstone Capital Management59,188
0.0% of portfolio›$1.7M
Kestra Advisory Services, LLC51,873
0.0% of portfolio›$1.5M
Strategic Blueprint, LLC42,924
0.1% of portfolio›$1.2M
Concurrent Investment Advisors, LLC42,711
0.0% of portfolio›$1.2M
Cypress Wealth Services, LLC40,732
0.1% of portfolio›$1.2M
WealthPLAN Partners, LLC39,889
0.2% of portfolio›$1.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors36,221
0.1% of portfolio›$1.0M
Canandaigua National Bank & Trust Co33,100
0.1% of portfolio›$930.8K
Sovran Advisors, LLC32,970
0.1% of portfolio›$933.7K
Lineweaver Wealth Advisors, LLC31,312
0.1% of portfolio›$880.5K
FC Advisory LLC26,165
0.2% of portfolio›$735.8K
Central Valley Advisors, LLC25,842
0.2% of portfolio›$726.7K
Chris Bulman Inc20,769
0.2% of portfolio›$584.0K
Independent Financial Group, LLC20,492
0.0% of portfolio›$576.2K
Trek Financial, LLC20,231
0.0% of portfolio›$568.9K
Truist Financial Corp19,312
0.0% of portfolio›$543.1K
Wheelhouse Advisory Group LLC18,963
0.1% of portfolio›$533.2K
Ashton Thomas Private Wealth, LLC17,928
0.0% of portfolio›$504.1K
Cambridge Investment Research Advisors, Inc.17,352
0.0% of portfolio›$488.0K
Southland Equity Partners LLC17,238
0.1% of portfolio›$484.7K
IMG Wealth Management, Inc.17,069
0.2% of portfolio›$480.0K
Wealth Enhancement Advisory Services, LLC15,568
0.0% of portfolio›$440.3K
Chicago Partners Investment Group LLC14,977
0.0% of portfolio›$422.5K
Madrona Financial Services, LLC12,710
0.1% of portfolio›$357.4K
First Heartland Consultants, Inc.11,722
0.0% of portfolio›$329.6K
BridgePort Financial Solutions, LLC10,313
0.1% of portfolio›$290.0K
Soltis Investment Advisors LLC10,302
0.0% of portfolio›$289.7K
Gill Capital Partners, LLC9,439
0.1% of portfolio›$265.4K
TrustBank9,000
0.1% of portfolio›$253.1K
Blue Water Asset Management8,900
0.1% of portfolio›$250.3K
Galvin, Gaustad & Stein, LLC8,750
0.0% of portfolio›$246.1K
IFP Advisors, Inc8,562
0.0% of portfolio›$240.8K
Farther Finance Advisors, LLC8,453
0.0% of portfolio›$237.7K
Bluesphere Advisors LLC7,958
0.1% of portfolio›$223.8K
Archer Investment Corp7,929
0.0% of portfolio›$223.0K
Accurate Wealth Management, LLC7,071
0.0% of portfolio›$200.2K
IFS Advisors, LLC6,921
0.1% of portfolio›$194.6K
CoreCap Advisors, LLC6,457
0.0% of portfolio›$181.6K
Grove Bank & Trust6,091
0.0% of portfolio›$171.3K
Spire Wealth Management2,420
0.0% of portfolio›$68.1K
Financial Network Wealth Advisors LLC1,464
0.0% of portfolio›$41.2K
Evermay Wealth Management LLC900
0.0% of portfolio›$25.3K
Dhjj Financial Advisors, Ltd.597
0.0% of portfolio›$16.8K
Noble Wealth Management PBC100
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
641,088$18.0M0.0%ETFLowWaltham, MA2026-11-02
Pachira Investments Inc.
274,718$7.7M2.5%ETFLowDana Point, CA2026-10-14
Spectrum Advisors, Inc.
135,923$3.8M2.7%N/AN/APlano, TX2026-11-03
KFG Wealth Management, LLC
68,740$1.9M0.2%ETFMediumGranger, IN2026-10-16
Brookstone Capital Management
59,188$1.7M0.0%ETFMediumWheaton, IL2026-10-22
Kestra Advisory Services, LLC
51,873$1.5M0.0%CoreLowAustin, TX2026-11-02
Strategic Blueprint, LLC
42,924$1.2M0.1%ETFLowAtlanta, GA2026-10-22
Concurrent Investment Advisors, LLC
42,711$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Cypress Wealth Services, LLC
40,732$1.2M0.1%ETFLowPalm Desert, CA2026-10-21
WealthPLAN Partners, LLC
39,889$1.1M0.2%CoreMediumOmaha, NE2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
36,221$1.0M0.1%ETFMediumWestlake, OH2026-10-14
Canandaigua National Bank & Trust Co
33,100$930.8K0.1%CoreVery LowCanandaigua, NY2026-10-07
Sovran Advisors, LLC
32,970$933.7K0.1%ETFMediumSan Diego, CA2026-11-02
Lineweaver Wealth Advisors, LLC
31,312$880.5K0.1%ETFLowValley View, OH2026-10-13
FC Advisory LLC
26,165$735.8K0.2%ETFVery LowWest Chester, PA2026-10-05
Central Valley Advisors, LLC
25,842$726.7K0.2%CoreLowSacramento, CA2026-10-27
Chris Bulman Inc
20,769$584.0K0.2%ETFLowRoseville, CA2026-10-20
Independent Financial Group, LLC
20,492$576.2K0.0%GrowthLowSan Diego, CA2026-10-13
Trek Financial, LLC
20,231$568.9K0.0%ETFHighScottsdale, AZ2026-10-29
Truist Financial Corp
19,312$543.1K0.0%CoreLowCharlotte, NC2026-10-30
Wheelhouse Advisory Group LLC
18,963$533.2K0.1%ETFVery LowSt. Louis, MO2026-10-20
Ashton Thomas Private Wealth, LLC
17,928$504.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
17,352$488.0K0.0%ETFLowFairfield, IA2026-11-02
Southland Equity Partners LLC
17,238$484.7K0.1%ETFLowWildwood, MO2026-10-14
IMG Wealth Management, Inc.
17,069$480.0K0.2%ETFMediumJacksonville, FL2026-10-27
Wealth Enhancement Advisory Services, LLC
15,568$440.3K0.0%CoreLowPlymouth, MN2026-10-13
Chicago Partners Investment Group LLC
14,977$422.5K0.0%GARPLowChicago, IL2026-10-27
Madrona Financial Services, LLC
12,710$357.4K0.1%ETFLowEverett, WA2026-10-23
First Heartland Consultants, Inc.
11,722$329.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
BridgePort Financial Solutions, LLC
10,313$290.0K0.1%ETFLowFairfield, IA2026-11-02
Soltis Investment Advisors LLC
10,302$289.7K0.0%CoreMediumSt. George, UT2026-10-28
Gill Capital Partners, LLC
9,439$265.4K0.1%ETFLowDenver, CO2026-10-13
TrustBank
9,000$253.1K0.1%ETFVery LowOlney, IL2026-10-20
Blue Water Asset Management
8,900$250.3K0.1%ETFLowGrand Rapids, MI2026-11-04
Galvin, Gaustad & Stein, LLC
8,750$246.1K0.0%CoreMediumScottsdale, AZ2026-10-08
IFP Advisors, Inc
8,562$240.8K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
8,453$237.7K0.0%IndexLowSan Francisco, CA2026-10-08
Bluesphere Advisors LLC
7,958$223.8K0.1%ETFLowEast Norriton, PA2026-10-19
Archer Investment Corp
7,929$223.0K0.0%CoreMediumCarmel, IN2026-11-05
Accurate Wealth Management, LLC
7,071$200.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
IFS Advisors, LLC
6,921$194.6K0.1%ETFLowOverland Park, KS2026-10-14
CoreCap Advisors, LLC
6,457$181.6K0.0%ETFMediumSouthfield, MI2026-10-08
Grove Bank & Trust
6,091$171.3K0.0%ETFLowMiami, FL2026-10-08
Spire Wealth Management
2,420$68.1K0.0%GrowthMediumMclean, VA2026-10-30
Financial Network Wealth Advisors LLC
1,464$41.2K0.0%ETFLowMurray, UT2026-10-28
Evermay Wealth Management LLC
900$25.3K0.0%ETFLowArlington, VA2026-11-05
Dhjj Financial Advisors, Ltd.
597$16.8K0.0%ETFVery LowNaperville, IL2026-10-23
Noble Wealth Management PBC
100$2.8K0.0%YieldMediumGreenwood Village, CO2026-10-01