Invtr US S CP PR BFR ETF (KMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Commonwealth Equity Services, LLC

DECREASED

Shares48,146 from 56,248

Change-8,102 (-14%)

Value$1.5M (-$288.3K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares34,713 from 30,334

Change+4,379 (+14%)

Value$1.1M (+$120.6K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares29,954 from 21,277

Change+8,677 (+41%)

Value$945.3K (+$261.5K)

Filed 2026-11-06

Miller Financial Services LLC

UNCHANGED

Shares23,750 from 23,750

Change0 (0%)

Value$749.6K (-$13.8K)

Filed 2026-10-20

Truist Financial Corp

INCREASED

Shares20,688 from 20,468

Change+220 (+1%)

Value$652.9K (-$4.9K)

Filed 2026-10-30

Beacon Financial Advisory LLC

DECREASED

Shares15,361 from 19,345

Change-3,984 (-21%)

Value$484.8K (-$137.0K)

Filed 2026-10-16

Diligent Investors, LLC

UNCHANGED

Shares14,300 from 14,300

Change0 (0%)

Value$451.3K (-$8.3K)

Filed 2026-10-21

Ballast Rock Private Wealth LLC

UNCHANGED

Shares13,709 from 13,709

Change0 (0%)

Value$432.7K (-$8.0K)

Filed 2026-10-26

TrustBank

UNCHANGED

Shares11,695 from 11,695

Change0 (0%)

Value$369.1K (-$6.8K)

Filed 2026-10-20

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares10,750 from 10,750

Change0 (0%)

Value$339.3K (-$6.2K)

Filed 2026-10-16

Fiduciary Financial Group, LLC

UNCHANGED

Shares9,948 from 9,948

Change0 (0%)

Value$314.0K (-$5.8K)

Filed 2026-10-13

PFS Partners, LLC

DECREASED

Shares6,731 from 7,075

Change-344 (-5%)

Value$212.4K (-$15.0K)

Filed 2026-10-21

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares6,431 from 6,431

Change0 (0%)

Value$203.0K (-$3.7K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares4,402 from 3,892

Change+510 (+13%)

Value$138.9K (+$13.8K)

Filed 2026-10-16

Harbour Investments, Inc.

UNCHANGED

Shares2,931 from 2,931

Change0 (0%)

Value$92.5K (-$1.7K)

Filed 2026-11-09

Phillips Financial Management, LLC

UNCHANGED

Shares1,347 from 1,347

Change0 (0%)

Value$42.5K (-$781)

Filed 2026-10-19

IFS Advisors, LLC

NEW

Shares851

Change+851

Value$26.9K

Filed 2026-10-14

William Mack & Associates, Inc.

NEW

Shares505

Change+505

Value$15.9K

Filed 2026-10-27

Phoenix Financial Ltd.

CLOSED

Shares0 from 7,880

Change-7,880 (-100%)

Value$0 (-$253.1K)

Filed 2026-11-09

Stonebridge Financial Group, LLC

CLOSED

Shares0 from 6,511

Change-6,511 (-100%)

Value$0 (-$209.3K)

Filed 2026-10-01

Raymond James Financial Inc

N/A

Shares— from 95,179

Change-95,179 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 68,478

Change-68,478 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 33,000

Change-33,000 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 28,082

Change-28,082 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 25,421

Change-25,421 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,484

Change-22,484 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 17,835

Change-17,835 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,218

Change-13,218 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 9,618

Change-9,618 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 9,244

Change-9,244 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,603

Change-7,603 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 6,690

Change-6,690 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,550

Change-6,550 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	48,146	56,248	-8,102	-14%	$1.8M	$1.5M	-$288.3K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	34,713	30,334	+4,379	+14%	$974.9K	$1.1M	+$120.6K	2026-11-02
LPL Financial LLC	INCREASED	29,954	21,277	+8,677	+41%	$683.8K	$945.3K	+$261.5K	2026-11-06
Miller Financial Services LLC	UNCHANGED	23,750	23,750	0	0%	$763.3K	$749.6K	-$13.8K	2026-10-20
Truist Financial Corp	INCREASED	20,688	20,468	+220	+1%	$657.8K	$652.9K	-$4.9K	2026-10-30
Beacon Financial Advisory LLC	DECREASED	15,361	19,345	-3,984	-21%	$621.7K	$484.8K	-$137.0K	2026-10-16
Diligent Investors, LLC	UNCHANGED	14,300	14,300	0	0%	$459.6K	$451.3K	-$8.3K	2026-10-21
Ballast Rock Private Wealth LLC	UNCHANGED	13,709	13,709	0	0%	$440.6K	$432.7K	-$8.0K	2026-10-26
TrustBank	UNCHANGED	11,695	11,695	0	0%	$375.9K	$369.1K	-$6.8K	2026-10-20
Cyndeo Wealth Partners, LLC	UNCHANGED	10,750	10,750	0	0%	$345.5K	$339.3K	-$6.2K	2026-10-16
Fiduciary Financial Group, LLC	UNCHANGED	9,948	9,948	0	0%	$319.7K	$314.0K	-$5.8K	2026-10-13
PFS Partners, LLC	DECREASED	6,731	7,075	-344	-5%	$227.4K	$212.4K	-$15.0K	2026-10-21
Dhjj Financial Advisors, Ltd.	UNCHANGED	6,431	6,431	0	0%	$206.7K	$203.0K	-$3.7K	2026-10-23
IFP Advisors, Inc	INCREASED	4,402	3,892	+510	+13%	$125.1K	$138.9K	+$13.8K	2026-10-16
Harbour Investments, Inc.	UNCHANGED	2,931	2,931	0	0%	$94.2K	$92.5K	-$1.7K	2026-11-09
Phillips Financial Management, LLC	UNCHANGED	1,347	1,347	0	0%	$43.3K	$42.5K	-$781	2026-10-19
IFS Advisors, LLC	NEW	851	—	+851	—	—	$26.9K	—	2026-10-14
William Mack & Associates, Inc.	NEW	505	—	+505	—	—	$15.9K	—	2026-10-27
Phoenix Financial Ltd.	CLOSED	0	7,880	-7,880	-100%	$253.1K	$0	-$253.1K	2026-11-09
Stonebridge Financial Group, LLC	CLOSED	0	6,511	-6,511	-100%	$209.3K	$0	-$209.3K	2026-10-01
Raymond James Financial Inc	N/A	—	95,179	-95,179	-100%	$3.1M	—	—	—
Cetera Investment Advisers	N/A	—	68,478	-68,478	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	33,000	-33,000	-100%	$1.1M	—	—	—
Old Mission Capital LLC	N/A	—	28,082	-28,082	-100%	$902.6K	—	—	—
First Commonwealth Financial Corp	N/A	—	25,421	-25,421	-100%	$817.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	22,484	-22,484	-100%	$722.6K	—	—	—
Faithward Advisors, LLC	N/A	—	17,835	-17,835	-100%	$573.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	13,218	-13,218	-100%	$424.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	9,618	-9,618	-100%	$309.1K	—	—	—
Cerity Partners LLC	N/A	—	9,244	-9,244	-100%	$297.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,603	-7,603	-100%	$244.4K	—	—	—
Private Advisor Group, LLC	N/A	—	7,100	-7,100	-100%	$228.2K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	6,690	-6,690	-100%	$215.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,550	-6,550	-100%	$210.5K	—	—	—
AE Wealth Management LLC	N/A	—	500	-500	-100%	$16.1K	—	—	—

Showing 35 of 35 institutions