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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Soltis Investment Advisors LLC
INCREASED
Shares380,268 from 296,887
Change+83,381 (+28%)
Value$10.1M (+$2.3M)
Filed 2026-10-28
Pachira Investments Inc.
INCREASED
Shares281,682 from 253,682
Change+28,000 (+11%)
Value$7.5M (+$837.5K)
Filed 2026-10-14
Weaver Capital Management LLC
DECREASED
Shares91,625 from 99,828
Change-8,203 (-8%)
Value$2.4M (-$108.7K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares59,962 from 64,902
Change-4,940 (-8%)
Value$1.6M (-$108.2K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares34,625 from 34,625
Change0 (0%)
Value$922.4K (+$12.5K)
Filed 2026-11-05
Lifestyle Asset Management, Inc.
DECREASED
Shares33,978 from 35,830
Change-1,852 (-5%)
Value$905.2K (-$36.4K)
Filed 2026-10-20
KFG Wealth Management, LLC
DECREASED
Shares27,433 from 28,451
Change-1,018 (-4%)
Value$730.8K (-$16.8K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares24,543 from 24,688
Change-145 (-1%)
Value$653.8K (+$5.1K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW
Shares22,915
Change+22,915
Value$611.9K
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares21,850 from 31,850
Change-10,000 (-31%)
Value$582.1K (-$254.9K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares21,114 from 21,114
Change0 (0%)
Value$554.9K ($0)
Filed 2026-11-06
Hiley Hunt Wealth Management
INCREASED
Shares18,715 from 15,148
Change+3,567 (+24%)
Value$498.6K (+$100.5K)
Filed 2026-10-08
Broussard Financial Group LLC
NEW
Shares18,622
Change+18,622
Value$496.1K
Filed 2026-10-26
Creative Planning
UNCHANGED
Shares15,709 from 15,709
Change0 (0%)
Value$418.5K (+$5.7K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares15,047 from 38,036
Change-22,989 (-60%)
Value$400.9K (-$598.7K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares14,807
Change+14,807
Value$395.3K
Filed 2026-10-27
Maia Wealth LLC
NEW
Shares14,669
Change+14,669
Value$390.8K
Filed 2026-10-19
Kestra Advisory Services, LLC
UNCHANGED
Shares10,721 from 10,721
Change0 (0%)
Value$285.6K (+$3.9K)
Filed 2026-11-02
Kelly Financial Group LLC
UNCHANGED
Shares10,625 from 10,625
Change0 (0%)
Value$283.1K (+$3.8K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares10,269 from 10,420
Change-151 (-1%)
Value$273.6K (-$261)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
UNCHANGED
Shares9,535 from 9,535
Change0 (0%)
Value$254.0K (+$3.4K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares8,926 from 8,871
Change+55 (+1%)
Value$237.8K (+$4.7K)
Filed 2026-11-06
LPL Financial LLC
NEW
Shares8,846
Change+8,846
Value$235.7K
Filed 2026-11-06
BFI Wealth Solutions, LLC
DECREASED
Shares7,799 from 7,800
Change-1 (0%)
Value$207.8K (+$2.8K)
Filed 2026-10-16
Creative Financial Designs Inc
NEW
Shares2,329
Change+2,329
Value$62.0K
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$13.8K (+$187)
Filed 2026-10-08
Key Capital Management, Inc
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$5.0K (+$67)
Filed 2026-11-03
Barclays PLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$453 (+$6)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$214 (+$3)
Filed 2026-10-23
HBW Advisory Services LLC
CLOSED
Shares0 from 11,175
Change-11,175 (-100%)
Value$0 (-$293.7K)
Filed 2026-10-15
Carmel Capital Partners, LLC
CLOSED
Shares0 from 10,025
Change-10,025 (-100%)
Value$0 (-$263.4K)
Filed 2026-11-03
Winnacle Wealth LLC
CLOSED
Shares0 from 9,626
Change-9,626 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 9,213
Change-9,213 (-100%)
Value$0 (-$242.0K)
Filed 2026-11-02
Accurate Wealth Management, LLC
CLOSED
Shares0 from 7,726
Change-7,726 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 1,423
Change-1,423 (-100%)
Value$0 (-$37.4K)
Filed 2026-10-28
Central Trust Co
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-05
Osaic Holdings, Inc.
N/A
Shares— from 196,336
Change-196,336 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 52,519
Change-52,519 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 37,520
Change-37,520 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,076
Change-32,076 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 31,442
Change-31,442 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 29,586
Change-29,586 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 28,464
Change-28,464 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,657
Change-27,657 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 27,565
Change-27,565 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 23,631
Change-23,631 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,451
Change-21,451 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 17,051
Change-17,051 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,340
Change-14,340 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 406
Change-406 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 78
Change-78 (-100%)
Value—
Status
Soltis Investment Advisors LLC
INCREASED380,268296,887+83,381+28%$7.8M$10.1M+$2.3M2026-10-28
Pachira Investments Inc.
INCREASED281,682253,682+28,000+11%$6.7M$7.5M+$837.5K2026-10-14
Weaver Capital Management LLC
DECREASED91,62599,828-8,203-8%$2.5M$2.4M-$108.7K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED59,96264,902-4,940-8%$1.7M$1.6M-$108.2K2026-10-14
Archer Investment Corp
UNCHANGED34,62534,62500%$909.9K$922.4K+$12.5K2026-11-05
Lifestyle Asset Management, Inc.
DECREASED33,97835,830-1,852-5%$941.6K$905.2K-$36.4K2026-10-20
KFG Wealth Management, LLC
DECREASED27,43328,451-1,018-4%$747.7K$730.8K-$16.8K2026-10-16
Brookstone Capital Management
DECREASED24,54324,688-145-1%$648.8K$653.8K+$5.1K2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW22,915—+22,915——$611.9K—2026-10-13
Independent Financial Group, LLC
DECREASED21,85031,850-10,000-31%$837.0K$582.1K-$254.9K2026-10-13
Allworth Financial LP
UNCHANGED21,11421,11400%$554.9K$554.9K$02026-11-06
Hiley Hunt Wealth Management
INCREASED18,71515,148+3,567+24%$398.1K$498.6K+$100.5K2026-10-08
Broussard Financial Group LLC
NEW18,622—+18,622——$496.1K—2026-10-26
Creative Planning
UNCHANGED15,70915,70900%$412.8K$418.5K+$5.7K2026-11-02
Commonwealth Equity Services, LLC
DECREASED15,04738,036-22,989-60%$999.6K$400.9K-$598.7K2026-11-02
Chicago Partners Investment Group LLC
NEW14,807—+14,807——$395.3K—2026-10-27
Maia Wealth LLC
NEW14,669—+14,669——$390.8K—2026-10-19
Kestra Advisory Services, LLC
UNCHANGED10,72110,72100%$281.7K$285.6K+$3.9K2026-11-02
Kelly Financial Group LLC
UNCHANGED10,62510,62500%$279.2K$283.1K+$3.8K2026-10-16
IFP Advisors, Inc
DECREASED10,26910,420-151-1%$273.8K$273.6K-$2612026-10-16
Sagespring Wealth Partners, LLC
UNCHANGED9,5359,53500%$250.6K$254.0K+$3.4K2026-10-22
Merit Financial Group, LLC
INCREASED8,9268,871+55+1%$233.1K$237.8K+$4.7K2026-11-06
LPL Financial LLC
NEW8,846—+8,846——$235.7K—2026-11-06
BFI Wealth Solutions, LLC
DECREASED7,7997,800-10%$205.0K$207.8K+$2.8K2026-10-16
Creative Financial Designs Inc
NEW2,329—+2,329——$62.0K—2026-11-04
CoreCap Advisors, LLC
UNCHANGED51951900%$13.6K$13.8K+$1872026-10-08
Key Capital Management, Inc
UNCHANGED18618600%$4.9K$5.0K+$672026-11-03
Barclays PLC
UNCHANGED171700%$447$453+$62026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED8800%$211$214+$32026-10-23
HBW Advisory Services LLC
CLOSED011,175-11,175-100%$293.7K$0-$293.7K2026-10-15
Carmel Capital Partners, LLC
CLOSED010,025-10,025-100%$263.4K$0-$263.4K2026-11-03
Winnacle Wealth LLC
CLOSED09,626-9,626-100%$252.9K$0-$252.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
CLOSED09,213-9,213-100%$242.0K$0-$242.0K2026-11-02
Accurate Wealth Management, LLC
CLOSED07,726-7,726-100%$203.5K$0-$203.5K2026-10-20
Financial Network Wealth Advisors LLC
CLOSED01,423-1,423-100%$37.4K$0-$37.4K2026-10-28
Central Trust Co
CLOSED0151-151-100%$4.0K$0-$4.0K2026-11-05
Osaic Holdings, Inc.
N/A—196,336-196,336-100%$5.2M———
HighTower Advisors, LLC
N/A—52,519-52,519-100%$1.4M———
Beck Capital Management, LLC
N/A—37,520-37,520-100%$986.0K———
Cetera Investment Advisers
N/A—32,076-32,076-100%$842.9K———
Centaurus Financial, Inc.
N/A—31,442-31,442-100%$826.0K———
Sykon Capital LLC
N/A—29,586-29,586-100%$777.5K———
Ausdal Financial Partners, Inc.
N/A—28,464-28,464-100%$748.0K———
Susquehanna International Group, LLP
N/A—27,657-27,657-100%$726.8K———
Raymond James Financial Inc
N/A—27,565-27,565-100%$724.4K———
Old Mission Capital LLC
N/A—23,631-23,631-100%$621.0K———
Captrust Financial Advisors
N/A—21,451-21,451-100%$563.7K———
Gallagher Fiduciary Advisors, LLC
N/A—17,051-17,051-100%$448.1K———
HRT Financial LP
N/A—15,289-15,289-100%$401.0K———
CreativeOne Wealth, LLC
N/A—14,340-14,340-100%$376.8K———
Wealthgarden F.S. LLC
N/A—10,183-10,183-100%$267.6K———
Harbour Investments, Inc.
N/A—9,914-9,914-100%$260.5K———
Citadel Advisors LLC
N/A—8,937-8,937-100%$234.9K———
AE Wealth Management LLC
N/A—2,047-2,047-100%$53.8K———
Continuum Advisory, LLC
N/A—1,219-1,219-100%$32.0K———
Steward Partners Investment Advisory, LLC
N/A—423-423-100%$11.1K———
SHP Wealth Management
N/A—406-406-100%$10.7K———
JPMorgan Chase & Co
N/A—78-78-100%$2.0K———
Showing 58 of 58 institutions