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Inves Bltshrs 2035 MB ETF (BSMZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares245,457 from 180,678
Change+64,779 (+36%)
Value$5.8M (+$1.1M)
Filed 2026-11-06
Confluence Investment Management LLC
DECREASED
Shares188,932 from 206,255
Change-17,323 (-8%)
Value$4.4M (-$841.3K)
Filed 2026-10-01
HighTower Advisors, LLC
INCREASED
Shares168,461 from 61,839
Change+106,622 (+172%)
Value$4.0M (+$2.4M)
Filed 2026-11-10
IFP Advisors, Inc
INCREASED
Shares51,200 from 23,200
Change+28,000 (+121%)
Value$1.2M (+$610.1K)
Filed 2026-10-16
Key FInancial Inc
INCREASED
Shares37,550 from 33,875
Change+3,675 (+11%)
Value$883.6K (+$15.3K)
Filed 2026-11-02
Tassel Capital Management, Inc.
NEW
Shares34,419
Change+34,419
Value$810.0K
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares30,958 from 21,743
Change+9,215 (+42%)
Value$728.5K (+$171.1K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares27,463 from 29,622
Change-2,159 (-7%)
Value$646.3K (-$113.1K)
Filed 2026-11-05
MGO One Seven LLC
UNCHANGED
Shares21,763 from 21,763
Change0 (0%)
Value$512.1K (-$45.8K)
Filed 2026-10-28
Clark Asset Management, LLC
INCREASED
Shares20,731 from 12,491
Change+8,240 (+66%)
Value$487.9K (+$167.7K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares20,634 from 9,636
Change+10,998 (+114%)
Value$485.6K (+$238.6K)
Filed 2026-11-05
D.A. Davidson & Co.
NEW
Shares13,993
Change+13,993
Value$329.3K
Filed 2026-10-28
Jacobi Capital Management LLC
DECREASED
Shares13,550 from 33,650
Change-20,100 (-60%)
Value$318.9K (-$543.8K)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares11,104 from 10,900
Change+204 (+2%)
Value$261.3K (-$18.1K)
Filed 2026-11-06
Cookson Peirce & Co Inc
INCREASED
Shares10,101 from 8,772
Change+1,329 (+15%)
Value$237.7K (+$12.8K)
Filed 2026-10-30
Bill Few Associates, Inc.
UNCHANGED
Shares9,870 from 9,870
Change0 (0%)
Value$232.3K (-$20.8K)
Filed 2026-10-09
CGN Advisors LLC
NEW
Shares9,119
Change+9,119
Value$214.6K
Filed 2026-10-21
Asset Dedication, LLC
INCREASED
Shares8,069 from 2,698
Change+5,371 (+199%)
Value$189.9K (+$120.7K)
Filed 2026-11-03
IFG Advisory, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$138.8K (-$12.4K)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares132
Change+132
Value$3.1K
Filed 2026-10-21
Wedmont Private Capital
CLOSED
Shares0 from 23,550
Change-23,550 (-100%)
Value$0 (-$600.3K)
Filed 2026-10-09
BCS Wealth Management
CLOSED
Shares0 from 8,536
Change-8,536 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 5,920
Change-5,920 (-100%)
Value$0 (-$151.8K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,545
Change-5,545 (-100%)
Value$0 (-$142.4K)
Filed 2026-11-02
Atlantic Union Bankshares Corp
N/A
Shares— from 188,415
Change-188,415 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 94,298
Change-94,298 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 47,096
Change-47,096 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 43,238
Change-43,238 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 38,897
Change-38,897 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 38,693
Change-38,693 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,592
Change-35,592 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 35,162
Change-35,162 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,058
Change-17,058 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Status
LPL Financial LLC
INCREASED245,457180,678+64,779+36%$4.6M$5.8M+$1.1M2026-11-06
Confluence Investment Management LLC
DECREASED188,932206,255-17,323-8%$5.3M$4.4M-$841.3K2026-10-01
HighTower Advisors, LLC
INCREASED168,46161,839+106,622+172%$1.6M$4.0M+$2.4M2026-11-10
IFP Advisors, Inc
INCREASED51,20023,200+28,000+121%$594.7K$1.2M+$610.1K2026-10-16
Key FInancial Inc
INCREASED37,55033,875+3,675+11%$868.4K$883.6K+$15.3K2026-11-02
Tassel Capital Management, Inc.
NEW34,419—+34,419——$810.0K—2026-10-20
Kestra Advisory Services, LLC
INCREASED30,95821,743+9,215+42%$557.4K$728.5K+$171.1K2026-11-02
Moneco Advisors, LLC
DECREASED27,46329,622-2,159-7%$759.4K$646.3K-$113.1K2026-11-05
MGO One Seven LLC
UNCHANGED21,76321,76300%$557.9K$512.1K-$45.8K2026-10-28
Clark Asset Management, LLC
INCREASED20,73112,491+8,240+66%$320.2K$487.9K+$167.7K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED20,6349,636+10,998+114%$247.0K$485.6K+$238.6K2026-11-05
D.A. Davidson & Co.
NEW13,993—+13,993——$329.3K—2026-10-28
Jacobi Capital Management LLC
DECREASED13,55033,650-20,100-60%$862.6K$318.9K-$543.8K2026-11-05
Addison Advisors LLC
INCREASED11,10410,900+204+2%$279.4K$261.3K-$18.1K2026-11-06
Cookson Peirce & Co Inc
INCREASED10,1018,772+1,329+15%$224.9K$237.7K+$12.8K2026-10-30
Bill Few Associates, Inc.
UNCHANGED9,8709,87000%$253.0K$232.3K-$20.8K2026-10-09
CGN Advisors LLC
NEW9,119—+9,119——$214.6K—2026-10-21
Asset Dedication, LLC
INCREASED8,0692,698+5,371+199%$69.2K$189.9K+$120.7K2026-11-03
IFG Advisory, LLC
UNCHANGED5,9005,90000%$151.2K$138.8K-$12.4K2026-11-09
Root Financial Partners, LLC
NEW132—+132——$3.1K—2026-10-21
Wedmont Private Capital
CLOSED023,550-23,550-100%$600.3K$0-$600.3K2026-10-09
BCS Wealth Management
CLOSED08,536-8,536-100%$218.8K$0-$218.8K2026-11-03
Gill Capital Partners, LLC
CLOSED05,920-5,920-100%$151.8K$0-$151.8K2026-10-13
International Assets Investment Management, LLC
CLOSED05,545-5,545-100%$142.4K$0-$142.4K2026-11-02
Atlantic Union Bankshares Corp
N/A—188,415-188,415-100%$4.8M———
Invesco Ltd.
N/A—94,298-94,298-100%$2.4M———
Equitable Holdings, Inc.
N/A—47,096-47,096-100%$1.2M———
Raymond James Financial Inc
N/A—43,238-43,238-100%$1.1M———
Stifel Financial Corp
N/A—38,897-38,897-100%$997.1K———
Hills Bank & Trust Co
N/A—38,693-38,693-100%$991.9K———
Osaic Holdings, Inc.
N/A—35,592-35,592-100%$912.6K———
Envestnet Asset Management Inc
N/A—35,162-35,162-100%$901.4K———
United Capital Financial Advisors, LLC
N/A—17,058-17,058-100%$435.6K———
NewEdge Advisors, LLC
N/A—13,000-13,000-100%$333.3K———
MML Investors Services, LLC
N/A—11,650-11,650-100%$298.7K———
Ameriprise Financial Inc
N/A—11,002-11,002-100%$282.0K———
Northwestern Mutual Wealth Management Co
N/A—9,322-9,322-100%$239.0K———
Royal Bank of Canada
N/A—5,702-5,702-100%$146.0K———
Morgan Stanley
N/A—1,557-1,557-100%$39.9K———
Showing 39 of 39 institutions