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INN US SML Cap P B ETF - DEC (KDEC)

CUSIP: 45784N833 | NYSE | 104 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Creative Planning212,280
0.0% of portfolio›$6.0M
Commonwealth Equity Services, LLC82,644
0.0% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.74,355
0.0% of portfolio›$2.1M
Outlook Wealth Advisors, LLC53,936
0.3% of portfolio›$1.5M
LPL Financial LLC44,639
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC40,959
0.0% of portfolio›$1.2M
Berkshire Money Management, Inc.34,460
0.1% of portfolio›$968.7K
Merit Financial Group, LLC32,460
0.0% of portfolio›$912.5K
Maltin Wealth Management, Inc.29,205
0.3% of portfolio›$821.0K
Independent Financial Group, LLC26,391
0.0% of portfolio›$741.9K
TopTier Wealth Management, LLC23,119
0.4% of portfolio›$649.9K
Weaver Consulting Group22,173
0.1% of portfolio›$623.3K
Miller Financial Services LLC20,162
0.4% of portfolio›$566.8K
Signaturefd, LLC17,998
0.0% of portfolio›$505.9K
Diligent Investors, LLC14,845
0.1% of portfolio›$417.3K
Beacon Financial Advisory LLC13,685
0.1% of portfolio›$384.7K
Brookstone Capital Management13,257
0.0% of portfolio›$372.7K
Grantvest Financial Group LLC12,928
0.2% of portfolio›$363.4K
Financial Solutions Advisory Group, Inc.12,005
0.0% of portfolio›$331.2K
PFS Partners, LLC11,127
0.1% of portfolio›$312.8K
Liberty Atlantic Advisors LLC10,604
0.2% of portfolio›$298.1K
Fiduciary Financial Group, LLC9,530
0.0% of portfolio›$267.9K
Strategic Blueprint, LLC7,895
0.0% of portfolio›$221.9K
Dhjj Financial Advisors, Ltd.6,139
0.0% of portfolio›$172.6K
William Mack & Associates, Inc.5,880
0.1% of portfolio›$165.3K
IFP Advisors, Inc5,018
0.0% of portfolio›$141.1K
Fifth Third Bancorp2,640
0.0% of portfolio›$74.2K
Creative Financial Designs Inc1,800
0.0% of portfolio›$50.6K
Noble Wealth Management PBC1,600
0.0% of portfolio›$45.0K
Financial Network Wealth Advisors LLC1,159
0.0% of portfolio›$32.6K
Lanark Financial, Inc.530
0.0% of portfolio›$14.9K
Woodard & Co Asset Management Group Inc200
0.0% of portfolio›$5.6K
EverSource Wealth Advisors, LLC20
0.0% of portfolio›$562
StyleTurnoverLocationFiled
Creative Planning
212,280$6.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
82,644$2.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
74,355$2.1M0.0%ETFLowFairfield, IA2026-11-02
Outlook Wealth Advisors, LLC
53,936$1.5M0.3%ETFMediumShenandoah, TX2026-10-28
LPL Financial LLC
44,639$1.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Kestra Advisory Services, LLC
40,959$1.2M0.0%CoreLowAustin, TX2026-11-02
Berkshire Money Management, Inc.
34,460$968.7K0.1%ETFMediumDalton, MA2026-10-21
Merit Financial Group, LLC
32,460$912.5K0.0%ETFLowAlpharetta, GA2026-11-06
Maltin Wealth Management, Inc.
29,205$821.0K0.3%ETFMediumRidgewood, NJ2026-10-13
Independent Financial Group, LLC
26,391$741.9K0.0%GrowthLowSan Diego, CA2026-10-13
TopTier Wealth Management, LLC
23,119$649.9K0.4%ETFVery LowMuskego, WI2026-10-16
Weaver Consulting Group
22,173$623.3K0.1%ETFLowHuntington Beach, CA2026-10-07
Miller Financial Services LLC
20,162$566.8K0.4%CoreLowMarshall, MI2026-10-20
Signaturefd, LLC
17,998$505.9K0.0%IndexLowAtlanta, GA2026-10-23
Diligent Investors, LLC
14,845$417.3K0.1%CoreLowRedlands, CA2026-10-21
Beacon Financial Advisory LLC
13,685$384.7K0.1%ETFLowCleveland, OH2026-10-16
Brookstone Capital Management
13,257$372.7K0.0%ETFMediumWheaton, IL2026-10-22
Grantvest Financial Group LLC
12,928$363.4K0.2%ETFLowMatawan, NJ2026-10-21
Financial Solutions Advisory Group, Inc.
12,005$331.2K0.0%ETFMediumChicago, IL2026-10-28
PFS Partners, LLC
11,127$312.8K0.1%ETFVery LowMine Hill, NJ2026-10-21
Liberty Atlantic Advisors LLC
10,604$298.1K0.2%ETFLowOlympia, WA2026-10-14
Fiduciary Financial Group, LLC
9,530$267.9K0.0%ETFLowSan Rafael, CA2026-10-13
Strategic Blueprint, LLC
7,895$221.9K0.0%ETFLowAtlanta, GA2026-10-22
Dhjj Financial Advisors, Ltd.
6,139$172.6K0.0%ETFVery LowNaperville, IL2026-10-23
William Mack & Associates, Inc.
5,880$165.3K0.1%ETFLowTroy, MI2026-10-27
IFP Advisors, Inc
5,018$141.1K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
2,640$74.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Creative Financial Designs Inc
1,800$50.6K0.0%ETFMediumKokomo, IN2026-11-04
Noble Wealth Management PBC
1,600$45.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Financial Network Wealth Advisors LLC
1,159$32.6K0.0%ETFLowMurray, UT2026-10-28
Lanark Financial, Inc.
530$14.9K0.0%CoreMediumBirmingham, AL2026-10-26
Woodard & Co Asset Management Group Inc
200$5.6K0.0%ETFMediumBermuda Run, NC2026-11-03
EverSource Wealth Advisors, LLC
20$5620.0%CoreMediumBirmingham, AL2026-11-04