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INV HIG Yeld SYS BND ETF-Usd (GTOQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares193,444 from 143,927
Change+49,517 (+34%)
Value$4.2M (+$958.1K)
Filed 2026-11-06
Avestar Capital, LLC
DECREASED
Shares30,821 from 44,519
Change-13,698 (-31%)
Value$665.0K (-$329.6K)
Filed 2026-10-28
Westside Investment Management, Inc.
UNCHANGED
Shares19,700 from 19,700
Change0 (0%)
Value$425.0K (-$15.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares13,915 from 13,666
Change+249 (+2%)
Value$300.2K (-$5.1K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
NEW
Shares1,196
Change+1,196
Value$25.8K
Filed 2026-10-30
Harbour Investments, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$23.7K (-$843)
Filed 2026-11-09
Wagner Wealth Management, LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-21
Invesco Ltd.
N/A
Shares— from 7,331,648
Change-7,331,648 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 62,735
Change-62,735 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,438
Change-20,438 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,073
Change-15,073 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 183
Change-183 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED193,444143,927+49,517+34%$3.2M$4.2M+$958.1K2026-11-06
Avestar Capital, LLC
DECREASED30,82144,519-13,698-31%$994.6K$665.0K-$329.6K2026-10-28
Westside Investment Management, Inc.
UNCHANGED19,70019,70000%$440.1K$425.0K-$15.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED13,91513,666+249+2%$305.3K$300.2K-$5.1K2026-11-02
Capital Investment Advisory Services, LLC
NEW1,196—+1,196——$25.8K—2026-10-30
Harbour Investments, Inc.
UNCHANGED1,1001,10000%$24.6K$23.7K-$8432026-11-09
Wagner Wealth Management, LLC
CLOSED0165-165-100%$3.7K$0-$3.7K2026-10-21
Invesco Ltd.
N/A—7,331,648-7,331,648-100%$163.8M———
World Investment Advisors
N/A—62,735-62,735-100%$1.4M———
Jane Street Group, LLC
N/A—20,438-20,438-100%$456.6K———
Stratos Wealth Partners, Ltd.
N/A—15,073-15,073-100%$336.8K———
Osaic Holdings, Inc.
N/A—6,320-6,320-100%$141.2K———
UBS Group AG
N/A—1,693-1,693-100%$37.8K———
AE Wealth Management LLC
N/A—811-811-100%$18.1K———
National Bank of Canada
N/A—183-183-100%$4.1K———
Morgan Stanley
N/A—1-1-100%$25———
Showing 16 of 16 institutions