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Invtr EQU de PR ETF - 1 YR N (ZNOV)

CUSIP: 45784N809 | NYSE | 108 institutional holders

Quarters

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

Cambridge Investment Research Advisors, Inc.326,698
0.1% of portfolio›$9.1M
Signal Advisors Wealth, LLC130,524
0.2% of portfolio›$3.6M
Triad Wealth Partners, LLC126,747
0.2% of portfolio›$3.5M
Truist Financial Corp121,884
0.0% of portfolio›$3.4M
Alpine Bank Wealth Management113,000
0.4% of portfolio›$3.2M
Lord & Richards Wealth Management, LLC110,842
2.4% of portfolio›$3.1M
Commonwealth Equity Services, LLC81,373
0.0% of portfolio›$2.3M
Lineweaver Wealth Advisors, LLC63,452
0.2% of portfolio›$1.8M
Kestra Advisory Services, LLC55,537
0.0% of portfolio›$1.6M
Encompass More Asset Management51,097
0.2% of portfolio›$1.4M
AdvisorNet Financial, Inc34,521
0.0% of portfolio›$968.1K
Brookstone Capital Management31,857
0.0% of portfolio›$889.4K
KFG Wealth Management, LLC26,457
0.1% of portfolio›$738.7K
Ashton Thomas Private Wealth, LLC25,550
0.0% of portfolio›$713.4K
Central Valley Advisors, LLC22,503
0.2% of portfolio›$628.3K
Concurrent Investment Advisors, LLC21,240
0.0% of portfolio›$593.0K
Canandaigua National Bank & Trust Co19,825
0.0% of portfolio›$553.5K
Atria Investments, Inc19,581
0.0% of portfolio›$546.7K
Axxcess Wealth Management, LLC18,838
0.0% of portfolio›$526.0K
Trek Financial, LLC16,041
0.0% of portfolio›$447.9K
Wealth Enhancement Advisory Services, LLC13,692
0.0% of portfolio›$383.9K
Farther Finance Advisors, LLC13,503
0.0% of portfolio›$377.0K
Chris Bulman Inc12,705
0.1% of portfolio›$354.7K
Nicholas Wealth, Llc.11,099
0.2% of portfolio›$309.9K
Legacy Capital Wealth Partners, LLC10,392
0.1% of portfolio›$290.1K
Creative Planning9,358
0.0% of portfolio›$261.3K
Carmel Capital Partners, LLC8,575
0.1% of portfolio›$239.4K
Spire Wealth Management8,027
0.0% of portfolio›$224.1K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors7,868
0.0% of portfolio›$219.7K
Rossmore Private Capital7,680
0.0% of portfolio›$214.4K
Phoenix Wealth Advisors7,540
0.1% of portfolio›$210.5K
IFS Advisors, LLC6,111
0.1% of portfolio›$170.6K
EverSource Wealth Advisors, LLC3,000
0.0% of portfolio›$83.8K
CoreCap Advisors, LLC1,376
0.0% of portfolio›$38.4K
IFP Advisors, Inc1,359
0.0% of portfolio›$37.9K
IMG Wealth Management, Inc.941
0.0% of portfolio›$26.3K
Creative Financial Designs Inc925
0.0% of portfolio›$25.8K
James T. Borello RIA132
0.0% of portfolio›$3.7K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
326,698$9.1M0.1%ETFLowFairfield, IA2026-11-02
Signal Advisors Wealth, LLC
130,524$3.6M0.2%ETFLowDetroit, MI2026-10-13
Triad Wealth Partners, LLC
126,747$3.5M0.2%ETFMediumLawrence, KS2026-10-26
Truist Financial Corp
121,884$3.4M0.0%CoreLowCharlotte, NC2026-10-30
Alpine Bank Wealth Management
113,000$3.2M0.4%ETFHighGrand Junction, CO2026-10-16
Lord & Richards Wealth Management, LLC
110,842$3.1M2.4%ETFMediumHighlands Ranch, CO2026-10-14
Commonwealth Equity Services, LLC
81,373$2.3M0.0%ETFLowWaltham, MA2026-11-02
Lineweaver Wealth Advisors, LLC
63,452$1.8M0.2%ETFLowValley View, OH2026-10-13
Kestra Advisory Services, LLC
55,537$1.6M0.0%CoreLowAustin, TX2026-11-02
Encompass More Asset Management
51,097$1.4M0.2%ETFHighDanville, CA2026-10-16
AdvisorNet Financial, Inc
34,521$968.1K0.0%ETFLowMinnetonka, MN2026-10-15
Brookstone Capital Management
31,857$889.4K0.0%ETFMediumWheaton, IL2026-10-22
KFG Wealth Management, LLC
26,457$738.7K0.1%ETFMediumGranger, IN2026-10-16
Ashton Thomas Private Wealth, LLC
25,550$713.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Central Valley Advisors, LLC
22,503$628.3K0.2%CoreLowSacramento, CA2026-10-27
Concurrent Investment Advisors, LLC
21,240$593.0K0.0%GrowthMediumTampa, FL2026-10-16
Canandaigua National Bank & Trust Co
19,825$553.5K0.0%CoreVery LowCanandaigua, NY2026-10-07
Atria Investments, Inc
19,581$546.7K0.0%CoreMediumCharlotte, NC2026-10-15
Axxcess Wealth Management, LLC
18,838$526.0K0.0%CoreLowCarlsbad, CA2026-10-21
Trek Financial, LLC
16,041$447.9K0.0%ETFHighScottsdale, AZ2026-10-29
Wealth Enhancement Advisory Services, LLC
13,692$383.9K0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
13,503$377.0K0.0%IndexLowSan Francisco, CA2026-10-08
Chris Bulman Inc
12,705$354.7K0.1%ETFLowRoseville, CA2026-10-20
Nicholas Wealth, Llc.
11,099$309.9K0.2%GrowthMediumMarietta, GA2026-10-26
Legacy Capital Wealth Partners, LLC
10,392$290.1K0.1%CoreMediumLittle Rock, AR2026-10-21
Creative Planning
9,358$261.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Carmel Capital Partners, LLC
8,575$239.4K0.1%ValueMediumSan Diego, CA2026-11-03
Spire Wealth Management
8,027$224.1K0.0%GrowthMediumMclean, VA2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
7,868$219.7K0.0%ETFMediumWestlake, OH2026-10-14
Rossmore Private Capital
7,680$214.4K0.0%CoreLowGlastonbury, CT2026-10-27
Phoenix Wealth Advisors
7,540$210.5K0.1%CoreLowChapel Hill, NC2026-11-03
IFS Advisors, LLC
6,111$170.6K0.1%ETFLowOverland Park, KS2026-10-14
EverSource Wealth Advisors, LLC
3,000$83.8K0.0%CoreMediumBirmingham, AL2026-11-04
CoreCap Advisors, LLC
1,376$38.4K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
1,359$37.9K0.0%GrowthLowTampa, FL2026-10-16
IMG Wealth Management, Inc.
941$26.3K0.0%ETFMediumJacksonville, FL2026-10-27
Creative Financial Designs Inc
925$25.8K0.0%ETFMediumKokomo, IN2026-11-04
James T. Borello RIA
132$3.7K0.0%ETFVery LowEast Dundee, IL2026-10-16