Invtr US S CP PR BFR ETF (KMAR)

CUSIP: 45784N759 | NYSE | 52 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC48,146

0.0% of portfolio$1.5M

Kestra Advisory Services, LLC34,713

0.0% of portfolio$1.1M

LPL Financial LLC29,954

0.0% of portfolio$945.3K

Miller Financial Services LLC23,750

0.6% of portfolio$749.6K

Truist Financial Corp20,688

0.0% of portfolio$652.9K

Beacon Financial Advisory LLC15,361

0.1% of portfolio$484.8K

Diligent Investors, LLC14,300

0.1% of portfolio$451.3K

Ballast Rock Private Wealth LLC13,709

0.2% of portfolio$432.7K

TrustBank11,695

0.1% of portfolio$369.1K

Cyndeo Wealth Partners, LLC10,750

0.0% of portfolio$339.3K

Fiduciary Financial Group, LLC9,948

0.0% of portfolio$314.0K

PFS Partners, LLC6,731

0.1% of portfolio$212.4K

Dhjj Financial Advisors, Ltd.6,431

0.1% of portfolio$203.0K

IFP Advisors, Inc4,402

0.0% of portfolio$138.9K

Harbour Investments, Inc.2,931

0.0% of portfolio$92.5K

Phillips Financial Management, LLC1,347

0.0% of portfolio$42.5K

IFS Advisors, LLC851

0.0% of portfolio$26.9K

William Mack & Associates, Inc.505

0.0% of portfolio$15.9K

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	48,146	$1.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Kestra Advisory Services, LLC	34,713	$1.1M	0.0%	Core	Low	Austin, TX	2026-11-02
LPL Financial LLC	29,954	$945.3K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Miller Financial Services LLC	23,750	$749.6K	0.6%	Core	Low	Marshall, MI	2026-10-20
Truist Financial Corp	20,688	$652.9K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Beacon Financial Advisory LLC	15,361	$484.8K	0.1%	ETF	Low	Cleveland, OH	2026-10-16
Diligent Investors, LLC	14,300	$451.3K	0.1%	Core	Low	Redlands, CA	2026-10-21
Ballast Rock Private Wealth LLC	13,709	$432.7K	0.2%	ETF	Medium	Charleston, SC	2026-10-26
TrustBank	11,695	$369.1K	0.1%	ETF	Very Low	Olney, IL	2026-10-20
Cyndeo Wealth Partners, LLC	10,750	$339.3K	0.0%	Core	Medium	St. Petersburg, FL	2026-10-16
Fiduciary Financial Group, LLC	9,948	$314.0K	0.0%	ETF	Low	San Rafael, CA	2026-10-13
PFS Partners, LLC	6,731	$212.4K	0.1%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Dhjj Financial Advisors, Ltd.	6,431	$203.0K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
IFP Advisors, Inc	4,402	$138.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Harbour Investments, Inc.	2,931	$92.5K	0.0%	ETF	Low	Madison, WI	2026-11-09
Phillips Financial Management, LLC	1,347	$42.5K	0.0%	ETF	Very Low	Fort Wayne, IN	2026-10-19
IFS Advisors, LLC	851	$26.9K	0.0%	ETF	Low	Overland Park, KS	2026-10-14
William Mack & Associates, Inc.	505	$15.9K	0.0%	ETF	Low	Troy, MI	2026-10-27