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INV E D PRT ETF - 2Y T Jan27 (TJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares163,966 from 166,681
Change-2,715 (-2%)
Value$4.7M (+$4.6K)
Filed 2026-10-22
Gill Capital Partners, LLC
UNCHANGED
Shares28,254 from 28,254
Change0 (0%)
Value$809.1K (+$14.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares25,966 from 34,931
Change-8,965 (-26%)
Value$743.5K (-$239.4K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares20,528 from 30,599
Change-10,071 (-33%)
Value$589.2K (-$271.9K)
Filed 2026-10-21
SMI Advisory Services, LLC
UNCHANGED
Shares18,817 from 18,817
Change0 (0%)
Value$540.4K (+$9.4K)
Filed 2026-10-13
Triad Wealth Partners, LLC
UNCHANGED
Shares13,075 from 13,075
Change0 (0%)
Value$374.4K (+$3.3K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares9,536 from 7,578
Change+1,958 (+26%)
Value$273.1K (+$59.8K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares7,121 from 7,121
Change0 (0%)
Value$204.0K (+$4.0K)
Filed 2026-11-02
Barclays PLC
UNCHANGED
Shares5,229 from 5,229
Change0 (0%)
Value$149.7K (+$2.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares3,249 from 3,249
Change0 (0%)
Value$93.0K (+$1.6K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$60.1K (+$1.0K)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,698
Change-2,698 (-100%)
Value$0 (-$75.9K)
Filed 2026-10-29
HighTower Advisors, LLC
N/A
Shares— from 61,674
Change-61,674 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 32,651
Change-32,651 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 25,017
Change-25,017 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 21,127
Change-21,127 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,874
Change-19,874 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 15,083
Change-15,083 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,978
Change-12,978 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,929
Change-12,929 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,915
Change-9,915 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED163,966166,681-2,715-2%$4.7M$4.7M+$4.6K2026-10-22
Gill Capital Partners, LLC
UNCHANGED28,25428,25400%$795.1K$809.1K+$14.0K2026-10-13
Commonwealth Equity Services, LLC
DECREASED25,96634,931-8,965-26%$983.0K$743.5K-$239.4K2026-11-02
Cypress Wealth Services, LLC
DECREASED20,52830,599-10,071-33%$861.1K$589.2K-$271.9K2026-10-21
SMI Advisory Services, LLC
UNCHANGED18,81718,81700%$530.9K$540.4K+$9.4K2026-10-13
Triad Wealth Partners, LLC
UNCHANGED13,07513,07500%$371.1K$374.4K+$3.3K2026-10-26
LPL Financial LLC
INCREASED9,5367,578+1,958+26%$213.3K$273.1K+$59.8K2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED7,1217,12100%$200.0K$204.0K+$4.0K2026-11-02
Barclays PLC
UNCHANGED5,2295,22900%$147.1K$149.7K+$2.6K2026-11-06
Farther Finance Advisors, LLC
UNCHANGED3,2493,24900%$91.4K$93.0K+$1.6K2026-10-08
IFP Advisors, Inc
UNCHANGED2,1002,10000%$59.1K$60.1K+$1.0K2026-10-16
Bullseye Investment Management, LLC
CLOSED02,698-2,698-100%$75.9K$0-$75.9K2026-10-29
HighTower Advisors, LLC
N/A—61,674-61,674-100%$1.7M———
Tradition Wealth Management, LLC
N/A—32,651-32,651-100%$918.8K———
Mutual Advisors, LLC
N/A—25,017-25,017-100%$704.0K———
Atlantic Private Wealth, LLC
N/A—24,500-24,500-100%$689.4K———
Raymond James Financial Inc
N/A—21,127-21,127-100%$594.5K———
Old Mission Capital LLC
N/A—19,874-19,874-100%$559.3K———
MTM Financial Group, LLC
N/A—15,083-15,083-100%$424.4K———
Cetera Investment Advisers
N/A—12,978-12,978-100%$365.2K———
MML Investors Services, LLC
N/A—12,929-12,929-100%$363.8K———
Susquehanna International Group, LLP
N/A—9,915-9,915-100%$279.0K———
Citadel Advisors LLC
N/A—7,731-7,731-100%$217.6K———
Osaic Holdings, Inc.
N/A—4,021-4,021-100%$113.1K———
AE Wealth Management LLC
N/A—963-963-100%$27.1K———
Harbour Investments, Inc.
N/A—80-80-100%$2.3K———
Showing 26 of 26 institutions