IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

INV Rafi DEV MKT US Sm-Usdin (PDN)

CUSIP: 46138E735 | NYSE | 304 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Droms Strauss Advisors Inc100,002
1.1% of portfolio›$4.6M
Cutler Investment Counsel LLC88,965
0.4% of portfolio›$4.1M
Robinswood Financial LLC79,476
1.1% of portfolio›$3.6M
KWB Wealth44,748
0.2% of portfolio›$2.1M
Crusonia Wealth Advisors LLC38,592
0.3% of portfolio›$1.8M
Virtus Family Office LLC30,937
1.1% of portfolio›$1.4M
Creative Planning28,967
0.0% of portfolio›$1.3M
Studio Investment Management LLC27,547
0.2% of portfolio›$1.3M
AlphaCore Capital LLC20,348
0.0% of portfolio›$934.0K
Klingman & Associates, LLC18,420
0.0% of portfolio›$845.5K
Commonwealth Equity Services, LLC16,977
0.0% of portfolio›$779.2K
Robertson Stephens Wealth Management, LLC16,278
0.0% of portfolio›$747.2K
Asset Dedication, LLC13,426
0.0% of portfolio›$616.2K
Sensible Money, LLC12,413
0.1% of portfolio›$569.7K
CoreCap Advisors, LLC11,344
0.0% of portfolio›$520.7K
Williams & Novak Wealth Management, LLC10,720
0.3% of portfolio›$492.0K
Index Fund Advisors, Inc.9,401
0.0% of portfolio›$431.5K
JFS Wealth Advisors, LLC8,777
0.0% of portfolio›$402.9K
Elm3 Financial Group, LLC7,869
0.2% of portfolio›$361.2K
HB Wealth Management, LLC7,620
0.0% of portfolio›$349.8K
CFS Investment Advisory Services, LLC7,553
0.0% of portfolio›$348.4K
Summit Financial Strategies, Inc.6,306
0.0% of portfolio›$289.4K
Charles Schwab Trust Co5,550
0.0% of portfolio›$254.7K
IFP Advisors, Inc4,835
0.0% of portfolio›$221.9K
Access Investment Management LLC4,675
0.1% of portfolio›$214.6K
Truist Financial Corp4,568
0.0% of portfolio›$209.7K
Parallel Advisors, LLC3,935
0.0% of portfolio›$180.6K
Phillip James Consulting Co.3,720
0.1% of portfolio›$170.7K
Larson Financial Group LLC2,436
0.0% of portfolio›$111.8K
Bell Investment Advisors, Inc1,672
0.0% of portfolio›$76.7K
Fifth Third Bancorp1,614
0.0% of portfolio›$74.1K
Farther Finance Advisors, LLC1,255
0.0% of portfolio›$57.6K
Root Financial Partners, LLC986
0.0% of portfolio›$45.3K
First Bancorp, Inc984
0.0% of portfolio›$45.2K
Sunrise Financial Services, LLC804
0.0% of portfolio›$36.9K
Blue Trust, Inc.519
0.0% of portfolio›$23.8K
US Bancorp \de\519
0.0% of portfolio›$23.8K
Versant Capital Management, Inc427
0.0% of portfolio›$19.6K
Moisand Fitzgerald Tamayo, LLC206
0.0% of portfolio›$9.5K
Capital Investment Advisory Services, LLC151
0.0% of portfolio›$6.9K
Chilton Capital Management LLC92
0.0% of portfolio›$4.2K
Mather Group, Llc.51
0.0% of portfolio›$2.3K
Three Bridge Wealth Advisors, LLC33
0.0% of portfolio›$1.5K
Aspect Partners, LLC11
0.0% of portfolio›$482
CFG Wealth Management Services, Inc.3
0.0% of portfolio›$118
StyleTurnoverLocationFiled
Droms Strauss Advisors Inc
100,002$4.6M1.1%ETFLowSt. Louis, MO2026-11-03
Cutler Investment Counsel LLC
88,965$4.1M0.4%CoreLowJacksonville, OR2026-10-28
Robinswood Financial LLC
79,476$3.6M1.1%ETFVery LowKirkland, WA2026-10-20
KWB Wealth
44,748$2.1M0.2%ETFMediumRedlands, CA2026-10-16
Crusonia Wealth Advisors LLC
38,592$1.8M0.3%ETFVery LowDenver, CO2026-10-26
Virtus Family Office LLC
30,937$1.4M1.1%Deep ValueMediumEl Paso, TX2026-10-30
Creative Planning
28,967$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Studio Investment Management LLC
27,547$1.3M0.2%ETFLowChicago, IL2026-10-22
AlphaCore Capital LLC
20,348$934.0K0.0%ETFLowLa Jolla, CA2026-11-04
Klingman & Associates, LLC
18,420$845.5K0.0%ETFVery LowNew York, NY2026-10-20
Commonwealth Equity Services, LLC
16,977$779.2K0.0%ETFLowWaltham, MA2026-11-02
Robertson Stephens Wealth Management, LLC
16,278$747.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Asset Dedication, LLC
13,426$616.2K0.0%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
12,413$569.7K0.1%ETFVery LowScottsdale, AZ2026-10-20
CoreCap Advisors, LLC
11,344$520.7K0.0%ETFMediumSouthfield, MI2026-10-08
Williams & Novak Wealth Management, LLC
10,720$492.0K0.3%ETFMediumWestlake Village, CA2026-10-09
Index Fund Advisors, Inc.
9,401$431.5K0.0%ETFVery LowIrvine, CA2026-11-05
JFS Wealth Advisors, LLC
8,777$402.9K0.0%ETFVery LowHermitage, PA2026-11-03
Elm3 Financial Group, LLC
7,869$361.2K0.2%GrowthMediumAlpharetta, GA2026-10-07
HB Wealth Management, LLC
7,620$349.8K0.0%IndexVery LowAtlanta, GA2026-10-23
CFS Investment Advisory Services, LLC
7,553$348.4K0.0%ETFMediumTotowa, NJ2026-10-19
Summit Financial Strategies, Inc.
6,306$289.4K0.0%ETFLowColumbus, OH2026-10-14
Charles Schwab Trust Co
5,550$254.7K0.0%ETFLowHenderson, NV2026-10-15
IFP Advisors, Inc
4,835$221.9K0.0%GrowthLowTampa, FL2026-10-16
Access Investment Management LLC
4,675$214.6K0.1%Deep ValueLowAtlanta, GA2026-10-23
Truist Financial Corp
4,568$209.7K0.0%CoreLowCharlotte, NC2026-10-30
Parallel Advisors, LLC
3,935$180.6K0.0%IndexLowSan Francisco, CA2026-11-03
Phillip James Consulting Co.
3,720$170.7K0.1%ETFVery HighPlymouth, MN2026-11-03
Larson Financial Group LLC
2,436$111.8K0.0%GrowthLowSt Louis, MO2026-11-05
Bell Investment Advisors, Inc
1,672$76.7K0.0%ETFVery LowOrinda, CA2026-10-29
Fifth Third Bancorp
1,614$74.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
1,255$57.6K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
986$45.3K0.0%ETFMediumEncinitas, CA2026-10-21
First Bancorp, Inc
984$45.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Sunrise Financial Services, LLC
804$36.9K0.0%ETFMediumBurien, WA2026-10-21
Blue Trust, Inc.
519$23.8K0.0%ETFLowBrentwood, TN2026-10-15
US Bancorp \de\
519$23.8K0.0%IndexLowMinneapolis, MN2026-11-05
Versant Capital Management, Inc
427$19.6K0.0%GARPLowPhoenix, AZ2026-10-02
Moisand Fitzgerald Tamayo, LLC
206$9.5K0.0%ETFVery LowOrlando, FL2026-10-15
Capital Investment Advisory Services, LLC
151$6.9K0.0%CoreMediumRaleigh, NC2026-10-30
Chilton Capital Management LLC
92$4.2K0.0%GrowthMediumHouston, TX2026-10-28
Mather Group, Llc.
51$2.3K0.0%ETFMediumChicago, IL2026-10-14
Three Bridge Wealth Advisors, LLC
33$1.5K0.0%ETFLowLos Altos, CA2026-11-05
Aspect Partners, LLC
11$4820.0%ETFMediumFairfax, VA2026-10-20
CFG Wealth Management Services, Inc.
3$1180.0%ETFLowIndianapolis, XX2026-10-21