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IN Gro-100 PWR BUF ETF - DEC (NDEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SMI Advisory Services, LLC
DECREASED
Shares401,280 from 417,894
Change-16,614 (-4%)
Value$12.5M (-$10.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares134,623 from 149,343
Change-14,720 (-10%)
Value$4.2M (-$310.3K)
Filed 2026-11-02
Corrado Advisors, LLC
DECREASED
Shares47,704 from 47,794
Change-90 (0%)
Value$1.5M (+$44.0K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares46,726 from 41,242
Change+5,484 (+13%)
Value$1.4M (+$210.5K)
Filed 2026-11-06
Liberty Atlantic Advisors LLC
UNCHANGED
Shares31,530 from 31,530
Change0 (0%)
Value$978.1K (+$30.9K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares27,111 from 25,143
Change+1,968 (+8%)
Value$841.0K (+$85.7K)
Filed 2026-11-02
Diligent Investors, LLC
UNCHANGED
Shares22,750 from 22,750
Change0 (0%)
Value$705.7K (+$22.3K)
Filed 2026-10-21
TrustBank
DECREASED
Shares20,100 from 20,925
Change-825 (-4%)
Value$623.5K (-$5.1K)
Filed 2026-10-20
Beacon Financial Advisory LLC
UNCHANGED
Shares19,234 from 19,234
Change0 (0%)
Value$596.6K (+$18.9K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,780 from 18,325
Change-1,545 (-8%)
Value$521.0K (-$29.0K)
Filed 2026-11-02
Truist Financial Corp
UNCHANGED
Shares14,870 from 14,870
Change0 (0%)
Value$461.3K (+$14.6K)
Filed 2026-10-30
Gill Capital Partners, LLC
UNCHANGED
Shares11,270 from 11,270
Change0 (0%)
Value$349.6K (+$11.0K)
Filed 2026-10-13
Fortune Financial Group, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$310.2K (+$9.8K)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares9,500 from 11,500
Change-2,000 (-17%)
Value$294.7K (-$50.8K)
Filed 2026-10-13
Advus Financial Partners, LLC
DECREASED
Shares8,053 from 8,060
Change-7 (0%)
Value$249.8K (+$7.7K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares6,856 from 7,021
Change-165 (-2%)
Value$212.7K (+$1.8K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares6,540
Change+6,540
Value$202.9K
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares5,750 from 5,950
Change-200 (-3%)
Value$178.4K (-$373)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,762 from 4,763
Change-1 (0%)
Value$147.7K (+$4.6K)
Filed 2026-10-23
Farther Finance Advisors, LLC
NEW
Shares1,941
Change+1,941
Value$60.2K
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$41.4K (+$1.3K)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$39.1K (+$1.2K)
Filed 2026-10-01
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,023
Change-1,023 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-15
Raymond James Financial Inc
N/A
Shares— from 453,757
Change-453,757 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 86,535
Change-86,535 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,206
Change-55,206 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,162
Change-45,162 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,122
Change-40,122 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 30,975
Change-30,975 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 25,136
Change-25,136 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 24,969
Change-24,969 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22,196
Change-22,196 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,762
Change-18,762 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,185
Change-18,185 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 16,742
Change-16,742 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,669
Change-13,669 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 11,458
Change-11,458 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,381
Change-8,381 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Status
SMI Advisory Services, LLC
DECREASED401,280417,894-16,614-4%$12.5M$12.5M-$10.0K2026-10-13
Commonwealth Equity Services, LLC
DECREASED134,623149,343-14,720-10%$4.5M$4.2M-$310.3K2026-11-02
Corrado Advisors, LLC
DECREASED47,70447,794-900%$1.4M$1.5M+$44.0K2026-10-27
LPL Financial LLC
INCREASED46,72641,242+5,484+13%$1.2M$1.4M+$210.5K2026-11-06
Liberty Atlantic Advisors LLC
UNCHANGED31,53031,53000%$947.2K$978.1K+$30.9K2026-10-14
Kestra Advisory Services, LLC
INCREASED27,11125,143+1,968+8%$755.3K$841.0K+$85.7K2026-11-02
Diligent Investors, LLC
UNCHANGED22,75022,75000%$683.4K$705.7K+$22.3K2026-10-21
TrustBank
DECREASED20,10020,925-825-4%$628.6K$623.5K-$5.1K2026-10-20
Beacon Financial Advisory LLC
UNCHANGED19,23419,23400%$577.8K$596.6K+$18.9K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED16,78018,325-1,545-8%$550.0K$521.0K-$29.0K2026-11-02
Truist Financial Corp
UNCHANGED14,87014,87000%$446.7K$461.3K+$14.6K2026-10-30
Gill Capital Partners, LLC
UNCHANGED11,27011,27000%$338.6K$349.6K+$11.0K2026-10-13
Fortune Financial Group, Inc.
UNCHANGED10,00010,00000%$300.4K$310.2K+$9.8K2026-10-22
Independent Financial Group, LLC
DECREASED9,50011,500-2,000-17%$345.5K$294.7K-$50.8K2026-10-13
Advus Financial Partners, LLC
DECREASED8,0538,060-70%$242.1K$249.8K+$7.7K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED6,8567,021-165-2%$210.9K$212.7K+$1.8K2026-10-13
Founders Financial Securities LLC
NEW6,540—+6,540——$202.9K—2026-10-28
Creative Financial Designs Inc
DECREASED5,7505,950-200-3%$178.7K$178.4K-$3732026-11-04
Dhjj Financial Advisors, Ltd.
DECREASED4,7624,763-10%$143.1K$147.7K+$4.6K2026-10-23
Farther Finance Advisors, LLC
NEW1,941—+1,941——$60.2K—2026-10-08
Lanark Financial, Inc.
UNCHANGED1,3341,33400%$40.1K$41.4K+$1.3K2026-10-26
Noble Wealth Management PBC
UNCHANGED1,2601,26000%$37.9K$39.1K+$1.2K2026-10-01
AdvisorNet Financial, Inc
CLOSED01,023-1,023-100%$30.7K$0-$30.7K2026-10-15
Raymond James Financial Inc
N/A—453,757-453,757-100%$13.6M———
Cetera Investment Advisers
N/A—86,535-86,535-100%$2.6M———
Osaic Holdings, Inc.
N/A—55,206-55,206-100%$1.7M———
Susquehanna International Group, LLP
N/A—45,162-45,162-100%$1.4M———
Citadel Advisors LLC
N/A—40,122-40,122-100%$1.2M———
Phoenix Financial Ltd.
N/A—30,975-30,975-100%$929.4K———
Secured Retirement Advisors, LLC
N/A—25,136-25,136-100%$755.1K———
MAI Capital Management
N/A—24,969-24,969-100%$750.1K———
Blair William & Co
N/A—22,196-22,196-100%$666.8K———
Envestnet Asset Management Inc
N/A—18,762-18,762-100%$563.6K———
Old Mission Capital LLC
N/A—18,185-18,185-100%$546.3K———
FSA Advisors, Inc.
N/A—16,742-16,742-100%$502.9K———
MML Investors Services, LLC
N/A—13,669-13,669-100%$410.6K———
Calton & Associates, Inc.
N/A—11,458-11,458-100%$344.2K———
Mutual Advisors, LLC
N/A—9,370-9,370-100%$281.5K———
HighTower Advisors, LLC
N/A—8,381-8,381-100%$251.8K———
Harbour Investments, Inc.
N/A—5,934-5,934-100%$178.3K———
AE Wealth Management LLC
N/A—3,001-3,001-100%$90.2K———
Keating Financial Advisory Services, Inc.
N/A—1,762-1,762-100%$52.9K———
Capital Analysts, LLC
N/A—719-719-100%$22———
Showing 43 of 43 institutions