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Invs BS 2036 CB ETF (BSCA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Clark Asset Management, LLC
NEW
Shares44,617
Change+44,617
Value$843.1K
Filed 2026-10-19
LPL Financial LLC
NEW
Shares30,872
Change+30,872
Value$583.4K
Filed 2026-11-06
Opulen Financial Group LLC
NEW
Shares20,012
Change+20,012
Value$378.2K
Filed 2026-10-22
Carroll Advisory Group, LLC
NEW
Shares14,924
Change+14,924
Value$282.0K
Filed 2026-10-16
Infinity Wealth Counsel, LLC
NEW
Shares12,200
Change+12,200
Value$230.5K
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
NEW
Shares10,416
Change+10,416
Value$197.0K
Filed 2026-11-02
Independence Bank of Kentucky
NEW
Shares9,398
Change+9,398
Value$177.6K
Filed 2026-10-26
Marquette Asset Management, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$7.1K (-$504)
Filed 2026-10-09
Addison Advisors LLC
NEW
Shares210
Change+210
Value$4.0K
Filed 2026-11-06
Stephens Inc
N/A
Shares— from 10,396
Change-10,396 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 320
Change-320 (-100%)
Value—
Status
Clark Asset Management, LLC
NEW44,617—+44,617——$843.1K—2026-10-19
LPL Financial LLC
NEW30,872—+30,872——$583.4K—2026-11-06
Opulen Financial Group LLC
NEW20,012—+20,012——$378.2K—2026-10-22
Carroll Advisory Group, LLC
NEW14,924—+14,924——$282.0K—2026-10-16
Infinity Wealth Counsel, LLC
NEW12,200—+12,200——$230.5K—2026-10-15
Cambridge Investment Research Advisors, Inc.
NEW10,416—+10,416——$197.0K—2026-11-02
Independence Bank of Kentucky
NEW9,398—+9,398——$177.6K—2026-10-26
Marquette Asset Management, LLC
UNCHANGED37737700%$7.6K$7.1K-$5042026-10-09
Addison Advisors LLC
NEW210—+210——$4.0K—2026-11-06
Stephens Inc
N/A—10,396-10,396-100%$210.4K———
Fiduciary Financial Advisors
N/A—320-320-100%$6.5K———
Showing 11 of 11 institutions