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INR Eqty DEF P ETF - 6 M A/O (APOC)

CUSIP: 45784N882 | NYSE | 102 institutional holders

Quarters

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

Soltis Investment Advisors LLC380,268
0.5% of portfolio›$10.1M
Pachira Investments Inc.281,682
2.4% of portfolio›$7.5M
Weaver Capital Management LLC91,625
0.5% of portfolio›$2.4M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors59,962
0.1% of portfolio›$1.6M
Archer Investment Corp34,625
0.2% of portfolio›$922.4K
Lifestyle Asset Management, Inc.33,978
0.2% of portfolio›$905.2K
KFG Wealth Management, LLC27,433
0.1% of portfolio›$730.8K
Brookstone Capital Management24,543
0.0% of portfolio›$653.8K
Wealth Enhancement Advisory Services, LLC22,915
0.0% of portfolio›$611.9K
Independent Financial Group, LLC21,850
0.0% of portfolio›$582.1K
Allworth Financial LP21,114
0.0% of portfolio›$554.9K
Hiley Hunt Wealth Management18,715
0.2% of portfolio›$498.6K
Broussard Financial Group LLC18,622
0.4% of portfolio›$496.1K
Creative Planning15,709
0.0% of portfolio›$418.5K
Commonwealth Equity Services, LLC15,047
0.0% of portfolio›$400.9K
Chicago Partners Investment Group LLC14,807
0.0% of portfolio›$395.3K
Maia Wealth LLC14,669
0.1% of portfolio›$390.8K
Kestra Advisory Services, LLC10,721
0.0% of portfolio›$285.6K
Kelly Financial Group LLC10,625
0.1% of portfolio›$283.1K
IFP Advisors, Inc10,269
0.0% of portfolio›$273.6K
Sagespring Wealth Partners, LLC9,535
0.0% of portfolio›$254.0K
Merit Financial Group, LLC8,926
0.0% of portfolio›$237.8K
LPL Financial LLC8,846
0.0% of portfolio›$235.7K
BFI Wealth Solutions, LLC7,799
0.1% of portfolio›$207.8K
Creative Financial Designs Inc2,329
0.0% of portfolio›$62.0K
CoreCap Advisors, LLC519
0.0% of portfolio›$13.8K
Key Capital Management, Inc186
0.0% of portfolio›$5.0K
Barclays PLC17
0.0% of portfolio›$453
Dhjj Financial Advisors, Ltd.8
0.0% of portfolio›$214
StyleTurnoverLocationFiled
Soltis Investment Advisors LLC
380,268$10.1M0.5%CoreMediumSt. George, UT2026-10-28
Pachira Investments Inc.
281,682$7.5M2.4%ETFLowDana Point, CA2026-10-14
Weaver Capital Management LLC
91,625$2.4M0.5%GrowthMediumSuwanee, GA2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
59,962$1.6M0.1%ETFMediumWestlake, OH2026-10-14
Archer Investment Corp
34,625$922.4K0.2%CoreMediumCarmel, IN2026-11-05
Lifestyle Asset Management, Inc.
33,978$905.2K0.2%ETFHighFriendswood, TX2026-10-20
KFG Wealth Management, LLC
27,433$730.8K0.1%ETFMediumGranger, IN2026-10-16
Brookstone Capital Management
24,543$653.8K0.0%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
22,915$611.9K0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
21,850$582.1K0.0%GrowthLowSan Diego, CA2026-10-13
Allworth Financial LP
21,114$554.9K0.0%IndexLowFolsom, CA2026-11-06
Hiley Hunt Wealth Management
18,715$498.6K0.2%ETFVery LowOmaha, NE2026-10-08
Broussard Financial Group LLC
18,622$496.1K0.4%ETFMediumKaplan, LA2026-10-26
Creative Planning
15,709$418.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
15,047$400.9K0.0%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
14,807$395.3K0.0%GARPLowChicago, IL2026-10-27
Maia Wealth LLC
14,669$390.8K0.1%ETFMediumDenver, CO2026-10-19
Kestra Advisory Services, LLC
10,721$285.6K0.0%CoreLowAustin, TX2026-11-02
Kelly Financial Group LLC
10,625$283.1K0.1%ETFLowWethersfield, CT2026-10-16
IFP Advisors, Inc
10,269$273.6K0.0%GrowthLowTampa, FL2026-10-16
Sagespring Wealth Partners, LLC
9,535$254.0K0.0%ETFLowFranklin, TN2026-10-22
Merit Financial Group, LLC
8,926$237.8K0.0%ETFLowAlpharetta, GA2026-11-06
LPL Financial LLC
8,846$235.7K0.0%IndexVery LowFort Mill, SC2026-11-06
BFI Wealth Solutions, LLC
7,799$207.8K0.1%ETFLowDallas, TX2026-10-16
Creative Financial Designs Inc
2,329$62.0K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
519$13.8K0.0%ETFMediumSouthfield, MI2026-10-08
Key Capital Management, Inc
186$5.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Barclays PLC
17$4530.0%CoreMediumLondon, United Kingdom2026-11-06
Dhjj Financial Advisors, Ltd.
8$2140.0%ETFVery LowNaperville, IL2026-10-23