Inov US SML Cap P BU ETF (KFEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Commonwealth Equity Services, LLC

DECREASED

Shares47,219 from 54,992

Change-7,773 (-14%)

Value$1.4M (-$265.7K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares47,037 from 47,934

Change-897 (-2%)

Value$1.4M (-$52.0K)

Filed 2026-11-02

Cornerstone Wealth, LLC

DECREASED

Shares26,184 from 26,348

Change-164 (-1%)

Value$796.4K (-$21.3K)

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares22,410 from 33,623

Change-11,213 (-33%)

Value$684.8K (-$359.9K)

Filed 2026-10-30

Diligent Investors, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$611.1K (-$10.3K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares14,429 from 15,097

Change-668 (-4%)

Value$441.0K (-$28.0K)

Filed 2026-11-02

PFS Partners, LLC

UNCHANGED

Shares8,094 from 8,094

Change0 (0%)

Value$247.3K (-$4.1K)

Filed 2026-10-21

Weaver Consulting Group

UNCHANGED

Shares7,926 from 7,926

Change0 (0%)

Value$242.2K (-$4.1K)

Filed 2026-10-07

Heck Capital Advisors, LLC

DECREASED

Shares7,750 from 10,350

Change-2,600 (-25%)

Value$236.8K (-$84.8K)

Filed 2026-10-14

Stonebridge Financial Group, LLC

DECREASED

Shares7,616 from 7,619

Change-3 (0%)

Value$232.7K (-$4.0K)

Filed 2026-10-01

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares6,929 from 6,929

Change0 (0%)

Value$211.7K (-$3.6K)

Filed 2026-10-23

IFS Advisors, LLC

NEW

Shares6,888

Change+6,888

Value$210.5K

Filed 2026-10-14

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares5,097 from 5,097

Change0 (0%)

Value$155.7K (-$2.6K)

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares3,177 from 3,177

Change0 (0%)

Value$97.1K (-$1.6K)

Filed 2026-10-16

Noble Wealth Management PBC

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$36.7K (-$615)

Filed 2026-10-01

Lanark Financial, Inc.

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$24.4K (-$409)

Filed 2026-10-26

Cape Investment Advisory, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$15.3K (-$256)

Filed 2026-10-13

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$12.2K (-$205)

Filed 2026-10-29

Capital Investment Advisory Services, LLC

UNCHANGED

Shares272 from 272

Change0 (0%)

Value$8.3K (-$139)

Filed 2026-10-30

Woodard & Co Asset Management Group Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$6.1K (-$103)

Filed 2026-11-03

Raymond James Financial Inc

N/A

Shares— from 115,488

Change-115,488 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 40,821

Change-40,821 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 38,460

Change-38,460 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 38,330

Change-38,330 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 30,635

Change-30,635 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 28,874

Change-28,874 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 19,842

Change-19,842 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 19,824

Change-19,824 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 18,114

Change-18,114 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 18,075

Change-18,075 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 13,004

Change-13,004 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 10,655

Change-10,655 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 10,291

Change-10,291 (-100%)

Value—

Dana Investment Advisors, Inc.

N/A

Shares— from 10,190

Change-10,190 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 9,920

Change-9,920 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 9,574

Change-9,574 (-100%)

Value—

Apriem Advisors

N/A

Shares— from 9,500

Change-9,500 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 9,193

Change-9,193 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 7,426

Change-7,426 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 7,135

Change-7,135 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 5,210

Change-5,210 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 5,206

Change-5,206 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,432

Change-4,432 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 518

Change-518 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	47,219	54,992	-7,773	-14%	$1.7M	$1.4M	-$265.7K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	47,037	47,934	-897	-2%	$1.5M	$1.4M	-$52.0K	2026-11-02
Cornerstone Wealth, LLC	DECREASED	26,184	26,348	-164	-1%	$817.7K	$796.4K	-$21.3K	2026-10-28
Truist Financial Corp	DECREASED	22,410	33,623	-11,213	-33%	$1.0M	$684.8K	-$359.9K	2026-10-30
Diligent Investors, LLC	UNCHANGED	20,000	20,000	0	0%	$621.4K	$611.1K	-$10.3K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	14,429	15,097	-668	-4%	$469.0K	$441.0K	-$28.0K	2026-11-02
PFS Partners, LLC	UNCHANGED	8,094	8,094	0	0%	$251.5K	$247.3K	-$4.1K	2026-10-21
Weaver Consulting Group	UNCHANGED	7,926	7,926	0	0%	$246.3K	$242.2K	-$4.1K	2026-10-07
Heck Capital Advisors, LLC	DECREASED	7,750	10,350	-2,600	-25%	$321.6K	$236.8K	-$84.8K	2026-10-14
Stonebridge Financial Group, LLC	DECREASED	7,616	7,619	-3	0%	$236.7K	$232.7K	-$4.0K	2026-10-01
Dhjj Financial Advisors, Ltd.	UNCHANGED	6,929	6,929	0	0%	$215.3K	$211.7K	-$3.6K	2026-10-23
IFS Advisors, LLC	NEW	6,888	—	+6,888	—	—	$210.5K	—	2026-10-14
Ashton Thomas Private Wealth, LLC	UNCHANGED	5,097	5,097	0	0%	$158.4K	$155.7K	-$2.6K	2026-11-03
IFP Advisors, Inc	UNCHANGED	3,177	3,177	0	0%	$98.7K	$97.1K	-$1.6K	2026-10-16
Noble Wealth Management PBC	UNCHANGED	1,200	1,200	0	0%	$37.3K	$36.7K	-$615	2026-10-01
Lanark Financial, Inc.	UNCHANGED	800	800	0	0%	$24.9K	$24.4K	-$409	2026-10-26
Cape Investment Advisory, Inc.	UNCHANGED	500	500	0	0%	$15.5K	$15.3K	-$256	2026-10-13
Blue Bell Private Wealth Management, LLC	UNCHANGED	400	400	0	0%	$12.4K	$12.2K	-$205	2026-10-29
Capital Investment Advisory Services, LLC	UNCHANGED	272	272	0	0%	$8.5K	$8.3K	-$139	2026-10-30
Woodard & Co Asset Management Group Inc	UNCHANGED	200	200	0	0%	$6.2K	$6.1K	-$103	2026-11-03
Raymond James Financial Inc	N/A	—	115,488	-115,488	-100%	$3.6M	—	—	—
Cresset Asset Management, LLC	N/A	—	40,821	-40,821	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	38,460	-38,460	-100%	$1.2M	—	—	—
LPL Financial LLC	N/A	—	38,330	-38,330	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	30,635	-30,635	-100%	$951.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	28,874	-28,874	-100%	$897.1K	—	—	—
Faithward Advisors, LLC	N/A	—	19,842	-19,842	-100%	$616.5K	—	—	—
Focus Partners Wealth	N/A	—	19,824	-19,824	-100%	$615.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	18,114	-18,114	-100%	$562.8K	—	—	—
JT Stratford LLC	N/A	—	18,075	-18,075	-100%	$561.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	13,004	-13,004	-100%	$404.0K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	10,655	-10,655	-100%	$331.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	10,291	-10,291	-100%	$319.7K	—	—	—
Dana Investment Advisors, Inc.	N/A	—	10,190	-10,190	-100%	$316.6K	—	—	—
Phoenix Financial Ltd.	N/A	—	9,920	-9,920	-100%	$304.5K	—	—	—
Cerity Partners LLC	N/A	—	9,574	-9,574	-100%	$297.5K	—	—	—
Apriem Advisors	N/A	—	9,500	-9,500	-100%	$295.2K	—	—	—
FSA Advisors, Inc.	N/A	—	9,193	-9,193	-100%	$285.6K	—	—	—
Old Mission Capital LLC	N/A	—	7,426	-7,426	-100%	$230.7K	—	—	—
Crux Wealth Advisors	N/A	—	7,135	-7,135	-100%	$221.7K	—	—	—
Capital Analysts, LLC	N/A	—	5,210	-5,210	-100%	$162.0K	—	—	—
AE Wealth Management LLC	N/A	—	5,206	-5,206	-100%	$161.7K	—	—	—
Harbour Investments, Inc.	N/A	—	4,432	-4,432	-100%	$137.7K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	1,000	-1,000	-100%	$31.1K	—	—	—
RED Reef Advisors LLC	N/A	—	518	-518	-100%	$16.1K	—	—	—

Showing 45 of 45 institutions