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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares326,698 from 345,378
Change-18,680 (-5%)
Value$9.1M (-$363.0K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares130,524 from 8,258
Change+122,266 (+1481%)
Value$3.6M (+$3.4M)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares126,747 from 134,579
Change-7,832 (-6%)
Value$3.5M (-$185.0K)
Filed 2026-10-26
Truist Financial Corp
UNCHANGED
Shares121,884 from 121,884
Change0 (0%)
Value$3.4M (+$56.1K)
Filed 2026-10-30
Alpine Bank Wealth Management
UNCHANGED
Shares113,000 from 113,000
Change0 (0%)
Value$3.2M (+$52.0K)
Filed 2026-10-16
Lord & Richards Wealth Management, LLC
NEW
Shares110,842
Change+110,842
Value$3.1M
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares81,373 from 105,336
Change-23,963 (-23%)
Value$2.3M (-$620.6K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED
Shares63,452 from 64,701
Change-1,249 (-2%)
Value$1.8M (-$5.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares55,537 from 72,152
Change-16,615 (-23%)
Value$1.6M (-$430.7K)
Filed 2026-11-02
Encompass More Asset Management
INCREASED
Shares51,097 from 48,072
Change+3,025 (+6%)
Value$1.4M (+$106.6K)
Filed 2026-10-16
AdvisorNet Financial, Inc
UNCHANGED
Shares34,521 from 34,521
Change0 (0%)
Value$968.1K (+$20.2K)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares31,857 from 35,131
Change-3,274 (-9%)
Value$889.4K (-$75.2K)
Filed 2026-10-22
KFG Wealth Management, LLC
DECREASED
Shares26,457 from 28,915
Change-2,458 (-8%)
Value$738.7K (-$55.3K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares25,550 from 20,914
Change+4,636 (+22%)
Value$713.4K (+$139.1K)
Filed 2026-11-03
Central Valley Advisors, LLC
DECREASED
Shares22,503 from 22,955
Change-452 (-2%)
Value$628.3K (-$2.1K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares21,240 from 13,214
Change+8,026 (+61%)
Value$593.0K (+$230.2K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
UNCHANGED
Shares19,825 from 19,825
Change0 (0%)
Value$553.5K (+$9.1K)
Filed 2026-10-07
Atria Investments, Inc
INCREASED
Shares19,581 from 18,362
Change+1,219 (+7%)
Value$546.7K (+$42.5K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
UNCHANGED
Shares18,838 from 18,838
Change0 (0%)
Value$526.0K (+$8.7K)
Filed 2026-10-21
Trek Financial, LLC
UNCHANGED
Shares16,041 from 16,041
Change0 (0%)
Value$447.9K (+$7.4K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW
Shares13,692
Change+13,692
Value$383.9K
Filed 2026-10-13
Farther Finance Advisors, LLC
UNCHANGED
Shares13,503 from 13,503
Change0 (0%)
Value$377.0K (+$6.2K)
Filed 2026-10-08
Chris Bulman Inc
UNCHANGED
Shares12,705 from 12,705
Change0 (0%)
Value$354.7K (+$5.8K)
Filed 2026-10-20
Archer Investment Corp
DECREASED
Shares11,534 from 12,448
Change-914 (-7%)
Value$322.0K (-$19.8K)
Filed 2026-11-05
Nicholas Wealth, Llc.
UNCHANGED
Shares11,099 from 11,099
Change0 (0%)
Value$309.9K (+$5.1K)
Filed 2026-10-26
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares10,392 from 10,392
Change0 (0%)
Value$290.1K (+$4.8K)
Filed 2026-10-21
Creative Planning
UNCHANGED
Shares9,358 from 9,358
Change0 (0%)
Value$261.3K (+$4.3K)
Filed 2026-11-02
Carmel Capital Partners, LLC
NEW
Shares8,575
Change+8,575
Value$239.4K
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares8,027 from 8,026
Change+1 (+0%)
Value$224.1K (+$3.7K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares7,868
Change+7,868
Value$219.7K
Filed 2026-10-14
Rossmore Private Capital
UNCHANGED
Shares7,680 from 7,680
Change0 (0%)
Value$214.4K (+$3.5K)
Filed 2026-10-27
Phoenix Wealth Advisors
UNCHANGED
Shares7,540 from 7,540
Change0 (0%)
Value$210.5K (+$3.5K)
Filed 2026-11-03
IFS Advisors, LLC
NEW
Shares6,111
Change+6,111
Value$170.6K
Filed 2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$83.8K (+$1.4K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares1,376 from 1,316
Change+60 (+5%)
Value$38.4K (+$2.3K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$37.9K (+$625)
Filed 2026-10-16
IMG Wealth Management, Inc.
DECREASED
Shares941 from 8,956
Change-8,015 (-89%)
Value$26.3K (-$219.7K)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$25.8K (+$426)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$3.7K (+$60)
Filed 2026-10-16
Cypress Wealth Services, LLC
CLOSED
Shares0 from 59,888
Change-59,888 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-21
Harbour Investments, Inc.
N/A
Shares— from 100,175
Change-100,175 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 72,658
Change-72,658 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,529
Change-67,529 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 63,090
Change-63,090 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 48,765
Change-48,765 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 48,109
Change-48,109 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 43,908
Change-43,908 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 40,997
Change-40,997 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,201
Change-40,201 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,572
Change-31,572 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 30,594
Change-30,594 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 27,575
Change-27,575 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,144
Change-21,144 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 13,332
Change-13,332 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,208
Change-13,208 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 12,582
Change-12,582 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 10,058
Change-10,058 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,961
Change-8,961 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,174
Change-8,174 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,999
Change-7,999 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 7,825
Change-7,825 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED326,698345,378-18,680-5%$9.5M$9.1M-$363.0K2026-11-02
Signal Advisors Wealth, LLC
INCREASED130,5248,258+122,266+1481%$226.8K$3.6M+$3.4M2026-10-13
Triad Wealth Partners, LLC
DECREASED126,747134,579-7,832-6%$3.7M$3.5M-$185.0K2026-10-26
Truist Financial Corp
UNCHANGED121,884121,88400%$3.3M$3.4M+$56.1K2026-10-30
Alpine Bank Wealth Management
UNCHANGED113,000113,00000%$3.1M$3.2M+$52.0K2026-10-16
Lord & Richards Wealth Management, LLC
NEW110,842—+110,842——$3.1M—2026-10-14
Commonwealth Equity Services, LLC
DECREASED81,373105,336-23,963-23%$2.9M$2.3M-$620.6K2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED63,45264,701-1,249-2%$1.8M$1.8M-$5.1K2026-10-13
Kestra Advisory Services, LLC
DECREASED55,53772,152-16,615-23%$2.0M$1.6M-$430.7K2026-11-02
Encompass More Asset Management
INCREASED51,09748,072+3,025+6%$1.3M$1.4M+$106.6K2026-10-16
AdvisorNet Financial, Inc
UNCHANGED34,52134,52100%$947.9K$968.1K+$20.2K2026-10-15
Brookstone Capital Management
DECREASED31,85735,131-3,274-9%$964.7K$889.4K-$75.2K2026-10-22
KFG Wealth Management, LLC
DECREASED26,45728,915-2,458-8%$794.0K$738.7K-$55.3K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED25,55020,914+4,636+22%$574.3K$713.4K+$139.1K2026-11-03
Central Valley Advisors, LLC
DECREASED22,50322,955-452-2%$630.3K$628.3K-$2.1K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED21,24013,214+8,026+61%$362.8K$593.0K+$230.2K2026-10-16
Canandaigua National Bank & Trust Co
UNCHANGED19,82519,82500%$544.4K$553.5K+$9.1K2026-10-07
Atria Investments, Inc
INCREASED19,58118,362+1,219+7%$504.2K$546.7K+$42.5K2026-10-15
Axxcess Wealth Management, LLC
UNCHANGED18,83818,83800%$517.3K$526.0K+$8.7K2026-10-21
Trek Financial, LLC
UNCHANGED16,04116,04100%$440.5K$447.9K+$7.4K2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW13,692—+13,692——$383.9K—2026-10-13
Farther Finance Advisors, LLC
UNCHANGED13,50313,50300%$370.8K$377.0K+$6.2K2026-10-08
Chris Bulman Inc
UNCHANGED12,70512,70500%$348.9K$354.7K+$5.8K2026-10-20
Archer Investment Corp
DECREASED11,53412,448-914-7%$341.8K$322.0K-$19.8K2026-11-05
Nicholas Wealth, Llc.
UNCHANGED11,09911,09900%$304.8K$309.9K+$5.1K2026-10-26
Legacy Capital Wealth Partners, LLC
UNCHANGED10,39210,39200%$285.4K$290.1K+$4.8K2026-10-21
Creative Planning
UNCHANGED9,3589,35800%$257.0K$261.3K+$4.3K2026-11-02
Carmel Capital Partners, LLC
NEW8,575—+8,575——$239.4K—2026-11-03
Spire Wealth Management
INCREASED8,0278,026+1+0%$220.4K$224.1K+$3.7K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW7,868—+7,868——$219.7K—2026-10-14
Rossmore Private Capital
UNCHANGED7,6807,68000%$210.9K$214.4K+$3.5K2026-10-27
Phoenix Wealth Advisors
UNCHANGED7,5407,54000%$207.0K$210.5K+$3.5K2026-11-03
IFS Advisors, LLC
NEW6,111—+6,111——$170.6K—2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED3,0003,00000%$82.4K$83.8K+$1.4K2026-11-04
CoreCap Advisors, LLC
INCREASED1,3761,316+60+5%$36.1K$38.4K+$2.3K2026-10-08
IFP Advisors, Inc
UNCHANGED1,3591,35900%$37.3K$37.9K+$6252026-10-16
IMG Wealth Management, Inc.
DECREASED9418,956-8,015-89%$245.9K$26.3K-$219.7K2026-10-27
Creative Financial Designs Inc
UNCHANGED92592500%$25.4K$25.8K+$4262026-11-04
James T. Borello RIA
UNCHANGED13213200%$3.6K$3.7K+$602026-10-16
Cypress Wealth Services, LLC
CLOSED059,888-59,888-100%$1.6M$0-$1.6M2026-10-21
Harbour Investments, Inc.
N/A—100,175-100,175-100%$2.8M———
Orion Porfolio Solutions, LLC
N/A—72,658-72,658-100%$2.0M———
Susquehanna International Group, LLP
N/A—67,529-67,529-100%$1.9M———
Envestnet Asset Management Inc
N/A—63,090-63,090-100%$1.7M———
Syon Capital LLC
N/A—48,765-48,765-100%$1.3M———
Raymond James Financial Inc
N/A—48,109-48,109-100%$1.3M———
Prostatis Group LLC
N/A—43,908-43,908-100%$1.2M———
Old Mission Capital LLC
N/A—40,997-40,997-100%$1.1M———
Osaic Holdings, Inc.
N/A—40,201-40,201-100%$1.1M———
Cetera Investment Advisers
N/A—31,572-31,572-100%$867.0K———
Summit Wealth Partners, LLC
N/A—30,594-30,594-100%$840.1K———
Authentikos Wealth Advisory, LLC
N/A—27,575-27,575-100%$757.2K———
LPL Financial LLC
N/A—21,144-21,144-100%$580.6K———
Cassady Wealth & Retirement Planning, LLC
N/A—13,332-13,332-100%$366.1K———
JPMorgan Chase & Co
N/A—13,208-13,208-100%$362.0K———
Marshall Financial Group, LLC
N/A—12,582-12,582-100%$345.5K———
Ausdal Financial Partners, Inc.
N/A—10,454-10,454-100%$287.1K———
MML Investors Services, LLC
N/A—10,284-10,284-100%$282.4K———
FSA Advisors, Inc.
N/A—10,058-10,058-100%$276.2K———
World Investment Advisors
N/A—9,414-9,414-100%$249.9K———
Inspire Advisors, LLC
N/A—8,961-8,961-100%$246.1K———
SageView Advisory Group, LLC
N/A—8,956-8,956-100%$245.9K———
GWN Securities Inc.
N/A—8,174-8,174-100%$224.5K———
Advisory Services Network, LLC
N/A—7,999-7,999-100%$219.7K———
Blair William & Co
N/A—7,968-7,968-100%$218.8K———
Vantage Point Financial LLC
N/A—7,949-7,949-100%$218.3K———
Wealthgarden F.S. LLC
N/A—7,825-7,825-100%$214.9K———
Tradition Wealth Management, LLC
N/A—7,731-7,731-100%$212.3K———
Centaurus Financial, Inc.
N/A—7,131-7,131-100%$196.0K———
Continuum Advisory, LLC
N/A—5,922-5,922-100%$162.6K———
AE Wealth Management LLC
N/A—4,617-4,617-100%$126.8K———
Allworth Financial LP
N/A—3,764-3,764-100%$103.4K———
Steward Partners Investment Advisory, LLC
N/A—2,794-2,794-100%$76.7K———
Capital Analysts, LLC
N/A—2,004-2,004-100%$55.0K———
Barclays PLC
N/A—1,506-1,506-100%$41.4K———
Global Retirement Partners, LLC
N/A—1,501-1,501-100%$41.2K———
Millstone Evans Group, LLC
N/A—171-171-100%$4.7K———
Highland Investment Advisors LLC
N/A—1-1-100%$27———
Showing 78 of 78 institutions