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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares641,088 from 703,351
Change-62,263 (-9%)
Value$18.0M (-$1.4M)
Filed 2026-11-02
Pachira Investments Inc.
INCREASED
Shares274,718 from 248,097
Change+26,621 (+11%)
Value$7.7M (+$874.7K)
Filed 2026-10-14
Spectrum Advisors, Inc.
INCREASED
Shares135,923 from 23,960
Change+111,963 (+467%)
Value$3.8M (+$3.2M)
Filed 2026-11-03
KFG Wealth Management, LLC
DECREASED
Shares68,740 from 70,501
Change-1,761 (-2%)
Value$1.9M (-$13.7K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares59,188 from 58,804
Change+384 (+1%)
Value$1.7M (+$40.7K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares51,873 from 38,701
Change+13,172 (+34%)
Value$1.5M (+$390.1K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares42,924 from 45,166
Change-2,242 (-5%)
Value$1.2M (-$40.1K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares42,711
Change+42,711
Value$1.2M
Filed 2026-10-16
Cypress Wealth Services, LLC
INCREASED
Shares40,732 from 38,956
Change+1,776 (+5%)
Value$1.2M (+$77.7K)
Filed 2026-10-21
WealthPLAN Partners, LLC
UNCHANGED
Shares39,889 from 39,889
Change0 (0%)
Value$1.1M (+$20.3K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares36,221 from 37,971
Change-1,750 (-5%)
Value$1.0M (-$29.9K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
UNCHANGED
Shares33,100 from 33,100
Change0 (0%)
Value$930.8K (+$16.8K)
Filed 2026-10-07
Sovran Advisors, LLC
INCREASED
Shares32,970 from 23,236
Change+9,734 (+42%)
Value$933.7K (+$289.7K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED
Shares31,312 from 32,543
Change-1,231 (-4%)
Value$880.5K (-$18.1K)
Filed 2026-10-13
FC Advisory LLC
UNCHANGED
Shares26,165 from 26,165
Change0 (0%)
Value$735.8K (+$13.3K)
Filed 2026-10-05
Central Valley Advisors, LLC
INCREASED
Shares25,842 from 24,790
Change+1,052 (+4%)
Value$726.7K (+$42.2K)
Filed 2026-10-27
Chris Bulman Inc
INCREASED
Shares20,769 from 20,314
Change+455 (+2%)
Value$584.0K (+$23.1K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares20,492 from 18,997
Change+1,495 (+8%)
Value$576.2K (+$51.7K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares20,231 from 8,490
Change+11,741 (+138%)
Value$568.9K (+$334.5K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares19,312 from 12,410
Change+6,902 (+56%)
Value$543.1K (+$200.4K)
Filed 2026-10-30
Wheelhouse Advisory Group LLC
NEW
Shares18,963
Change+18,963
Value$533.2K
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares17,928 from 16,522
Change+1,406 (+9%)
Value$504.1K (+$47.9K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,352 from 21,457
Change-4,105 (-19%)
Value$488.0K (-$104.0K)
Filed 2026-11-02
Southland Equity Partners LLC
DECREASED
Shares17,238 from 19,833
Change-2,595 (-13%)
Value$484.7K (-$62.9K)
Filed 2026-10-14
IMG Wealth Management, Inc.
INCREASED
Shares17,069 from 13,302
Change+3,767 (+28%)
Value$480.0K (+$112.7K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
NEW
Shares15,568
Change+15,568
Value$440.3K
Filed 2026-10-13
Chicago Partners Investment Group LLC
NEW
Shares14,977
Change+14,977
Value$422.5K
Filed 2026-10-27
Madrona Financial Services, LLC
NEW
Shares12,710
Change+12,710
Value$357.4K
Filed 2026-10-23
First Heartland Consultants, Inc.
UNCHANGED
Shares11,722 from 11,722
Change0 (0%)
Value$329.6K (+$6.0K)
Filed 2026-10-08
BridgePort Financial Solutions, LLC
UNCHANGED
Shares10,313 from 10,313
Change0 (0%)
Value$290.0K (+$5.2K)
Filed 2026-11-02
Soltis Investment Advisors LLC
UNCHANGED
Shares10,302 from 10,302
Change0 (0%)
Value$289.7K (+$5.2K)
Filed 2026-10-28
Gill Capital Partners, LLC
UNCHANGED
Shares9,439 from 9,439
Change0 (0%)
Value$265.4K (+$4.8K)
Filed 2026-10-13
TrustBank
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$253.1K (+$4.6K)
Filed 2026-10-20
Blue Water Asset Management
NEW
Shares8,900
Change+8,900
Value$250.3K
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares8,750 from 8,750
Change0 (0%)
Value$246.1K (+$4.4K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares8,562 from 8,672
Change-110 (-1%)
Value$240.8K (+$1.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares8,453 from 8,597
Change-144 (-2%)
Value$237.7K (+$321)
Filed 2026-10-08
Bluesphere Advisors LLC
UNCHANGED
Shares7,958 from 7,958
Change0 (0%)
Value$223.8K (+$4.0K)
Filed 2026-10-19
Archer Investment Corp
DECREASED
Shares7,929 from 8,321
Change-392 (-5%)
Value$223.0K (-$6.8K)
Filed 2026-11-05
Accurate Wealth Management, LLC
NEW
Shares7,071
Change+7,071
Value$200.2K
Filed 2026-10-20
IFS Advisors, LLC
NEW
Shares6,921
Change+6,921
Value$194.6K
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares6,457 from 5,710
Change+747 (+13%)
Value$181.6K (+$23.9K)
Filed 2026-10-08
Grove Bank & Trust
NEW
Shares6,091
Change+6,091
Value$171.3K
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$68.1K (+$1.2K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,464 from 1,464
Change0 (0%)
Value$41.2K (+$745)
Filed 2026-10-28
Evermay Wealth Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$25.3K (+$457)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares597 from 995
Change-398 (-40%)
Value$16.8K (-$10.7K)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.8K (+$51)
Filed 2026-10-01
Integrity Advisory Solutions, LLC
CLOSED
Shares0 from 10,474
Change-10,474 (-100%)
Value$0 (-$289.2K)
Filed 2026-10-29
Centaurus Financial, Inc.
N/A
Shares— from 67,473
Change-67,473 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,094
Change-67,094 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 61,561
Change-61,561 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 53,910
Change-53,910 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,956
Change-47,956 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 39,416
Change-39,416 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 36,264
Change-36,264 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,542
Change-31,542 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 27,778
Change-27,778 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,259
Change-26,259 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,900
Change-23,900 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,471
Change-18,471 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,449
Change-16,449 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,325
Change-14,325 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,799
Change-11,799 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 9,927
Change-9,927 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,726
Change-9,726 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,722
Change-9,722 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,398
Change-9,398 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 8,339
Change-8,339 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED641,088703,351-62,263-9%$19.4M$18.0M-$1.4M2026-11-02
Pachira Investments Inc.
INCREASED274,718248,097+26,621+11%$6.9M$7.7M+$874.7K2026-10-14
Spectrum Advisors, Inc.
INCREASED135,92323,960+111,963+467%$661.6K$3.8M+$3.2M2026-11-03
KFG Wealth Management, LLC
DECREASED68,74070,501-1,761-2%$1.9M$1.9M-$13.7K2026-10-16
Brookstone Capital Management
INCREASED59,18858,804+384+1%$1.6M$1.7M+$40.7K2026-10-22
Kestra Advisory Services, LLC
INCREASED51,87338,701+13,172+34%$1.1M$1.5M+$390.1K2026-11-02
Strategic Blueprint, LLC
DECREASED42,92445,166-2,242-5%$1.2M$1.2M-$40.1K2026-10-22
Concurrent Investment Advisors, LLC
NEW42,711—+42,711——$1.2M—2026-10-16
Cypress Wealth Services, LLC
INCREASED40,73238,956+1,776+5%$1.1M$1.2M+$77.7K2026-10-21
WealthPLAN Partners, LLC
UNCHANGED39,88939,88900%$1.1M$1.1M+$20.3K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED36,22137,971-1,750-5%$1.0M$1.0M-$29.9K2026-10-14
Canandaigua National Bank & Trust Co
UNCHANGED33,10033,10000%$913.9K$930.8K+$16.8K2026-10-07
Sovran Advisors, LLC
INCREASED32,97023,236+9,734+42%$644.0K$933.7K+$289.7K2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED31,31232,543-1,231-4%$898.6K$880.5K-$18.1K2026-10-13
FC Advisory LLC
UNCHANGED26,16526,16500%$722.5K$735.8K+$13.3K2026-10-05
Central Valley Advisors, LLC
INCREASED25,84224,790+1,052+4%$684.5K$726.7K+$42.2K2026-10-27
Chris Bulman Inc
INCREASED20,76920,314+455+2%$560.9K$584.0K+$23.1K2026-10-20
Independent Financial Group, LLC
INCREASED20,49218,997+1,495+8%$524.5K$576.2K+$51.7K2026-10-13
Trek Financial, LLC
INCREASED20,2318,490+11,741+138%$234.4K$568.9K+$334.5K2026-10-29
Truist Financial Corp
INCREASED19,31212,410+6,902+56%$342.7K$543.1K+$200.4K2026-10-30
Wheelhouse Advisory Group LLC
NEW18,963—+18,963——$533.2K—2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED17,92816,522+1,406+9%$456.2K$504.1K+$47.9K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED17,35221,457-4,105-19%$592.0K$488.0K-$104.0K2026-11-02
Southland Equity Partners LLC
DECREASED17,23819,833-2,595-13%$547.6K$484.7K-$62.9K2026-10-14
IMG Wealth Management, Inc.
INCREASED17,06913,302+3,767+28%$367.3K$480.0K+$112.7K2026-10-27
Wealth Enhancement Advisory Services, LLC
NEW15,568—+15,568——$440.3K—2026-10-13
Chicago Partners Investment Group LLC
NEW14,977—+14,977——$422.5K—2026-10-27
Madrona Financial Services, LLC
NEW12,710—+12,710——$357.4K—2026-10-23
First Heartland Consultants, Inc.
UNCHANGED11,72211,72200%$323.7K$329.6K+$6.0K2026-10-08
BridgePort Financial Solutions, LLC
UNCHANGED10,31310,31300%$284.8K$290.0K+$5.2K2026-11-02
Soltis Investment Advisors LLC
UNCHANGED10,30210,30200%$284.5K$289.7K+$5.2K2026-10-28
Gill Capital Partners, LLC
UNCHANGED9,4399,43900%$260.6K$265.4K+$4.8K2026-10-13
TrustBank
UNCHANGED9,0009,00000%$248.5K$253.1K+$4.6K2026-10-20
Blue Water Asset Management
NEW8,900—+8,900——$250.3K—2026-11-04
Galvin, Gaustad & Stein, LLC
UNCHANGED8,7508,75000%$241.6K$246.1K+$4.4K2026-10-08
IFP Advisors, Inc
DECREASED8,5628,672-110-1%$239.4K$240.8K+$1.3K2026-10-16
Farther Finance Advisors, LLC
DECREASED8,4538,597-144-2%$237.4K$237.7K+$3212026-10-08
Bluesphere Advisors LLC
UNCHANGED7,9587,95800%$219.7K$223.8K+$4.0K2026-10-19
Archer Investment Corp
DECREASED7,9298,321-392-5%$229.8K$223.0K-$6.8K2026-11-05
Accurate Wealth Management, LLC
NEW7,071—+7,071——$200.2K—2026-10-20
IFS Advisors, LLC
NEW6,921—+6,921——$194.6K—2026-10-14
CoreCap Advisors, LLC
INCREASED6,4575,710+747+13%$157.7K$181.6K+$23.9K2026-10-08
Grove Bank & Trust
NEW6,091—+6,091——$171.3K—2026-10-08
Spire Wealth Management
UNCHANGED2,4202,42000%$66.8K$68.1K+$1.2K2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED1,4641,46400%$40.4K$41.2K+$7452026-10-28
Evermay Wealth Management LLC
UNCHANGED90090000%$24.9K$25.3K+$4572026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED597995-398-40%$27.5K$16.8K-$10.7K2026-10-23
Noble Wealth Management PBC
UNCHANGED10010000%$2.8K$2.8K+$512026-10-01
Integrity Advisory Solutions, LLC
CLOSED010,474-10,474-100%$289.2K$0-$289.2K2026-10-29
Centaurus Financial, Inc.
N/A—67,473-67,473-100%$1.9M———
Susquehanna International Group, LLP
N/A—67,094-67,094-100%$1.9M———
HighTower Advisors, LLC
N/A—61,561-61,561-100%$1.7M———
Envestnet Asset Management Inc
N/A—53,910-53,910-100%$1.5M———
Osaic Holdings, Inc.
N/A—47,956-47,956-100%$1.3M———
Cetera Investment Advisers
N/A—39,416-39,416-100%$1.1M———
Harbour Investments, Inc.
N/A—36,264-36,264-100%$1.0M———
Advisory Services Network, LLC
N/A—31,542-31,542-100%$870.9K———
HRT Financial LP
N/A—27,778-27,778-100%$766.0K———
Raymond James Financial Inc
N/A—26,259-26,259-100%$725.1K———
Captrust Financial Advisors
N/A—23,900-23,900-100%$659.9K———
Old Mission Capital LLC
N/A—18,471-18,471-100%$510.0K———
Ameritas Advisory Services, LLC
N/A—17,705-17,705-100%$488.9K———
MML Investors Services, LLC
N/A—16,449-16,449-100%$454.2K———
LPL Financial LLC
N/A—15,155-15,155-100%$418.5K———
Jane Street Group, LLC
N/A—14,325-14,325-100%$395.5K———
MTM Financial Group, LLC
N/A—12,912-12,912-100%$356.5K———
Independent Advisor Alliance
N/A—11,799-11,799-100%$325.8K———
AssuredPartners Investment Advisors, LLC
N/A—10,385-10,385-100%$286.7K———
CFO4Life Group, LLC
N/A—9,927-9,927-100%$274.1K———
NewEdge Advisors, LLC
N/A—9,726-9,726-100%$268.6K———
Steward Partners Investment Advisory, LLC
N/A—9,722-9,722-100%$268.4K———
Continuum Advisory, LLC
N/A—9,398-9,398-100%$259.5K———
FSA Advisors, Inc.
N/A—9,037-9,037-100%$249.5K———
Main Street Financial Solutions, LLC
N/A—8,695-8,695-100%$240.1K———
Wealthgarden F.S. LLC
N/A—8,339-8,339-100%$230.3K———
Tradition Wealth Management, LLC
N/A—7,976-7,976-100%$220.2K———
Allworth Financial LP
N/A—6,384-6,384-100%$176.3K———
JPMorgan Chase & Co
N/A—2,874-2,874-100%$79.3K———
Clearstead Advisors, LLC
N/A—1,996-1,996-100%$55.1K———
AE Wealth Management LLC
N/A—1,947-1,947-100%$53.8K———
Investors Portfolio Services LLC
N/A—1,100-1,100-100%$30.4K———
UBS Group AG
N/A—1,064-1,064-100%$29.4K———
Capital Analysts, LLC
N/A—992-992-100%$27———
IFG Advisory, LLC
N/A—500-500-100%$13.8K———
Showing 84 of 84 institutions