Quadratic INT RTE VOL Infl H (IVOL)

CUSIP: 500767736 | NYSE | 510 institutional holders

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Institutional Holders — Q3 2026

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Thor Investment Management Inc752,999

7.1% of portfolio$12.6M

Financial Enhancement Group LLC485,873

1.0% of portfolio$8.4M

One Plus One Wealth Management, LLC442,890

3.1% of portfolio$7.4M

Parkside Investments, LLC361,780

0.7% of portfolio$6.1M

Professional Financial Management, Inc.177,880

3.0% of portfolio$3.0M

Pekin Hardy Strauss, Inc.97,484

0.1% of portfolio$1.6M

Wealth Enhancement Advisory Services, LLC90,910

0.0% of portfolio$1.6M

Ballew Advisors, Inc85,993

0.7% of portfolio$1.5M

Chicago Partners Investment Group LLC72,263

0.0% of portfolio$1.2M

Ascentis Independent Advisors43,492

0.0% of portfolio$727.6K

Farther Finance Advisors, LLC24,791

0.0% of portfolio$414.8K

Magnus Financial Group LLC16,084

0.0% of portfolio$269.1K

IFP Advisors, Inc5,423

0.0% of portfolio$90.7K

EPG Wealth Management LLC3,615

0.0% of portfolio$60.5K

TD Waterhouse Canada Inc.2,450

0.0% of portfolio$41.6K

Golden State Wealth Management, LLC906

0.0% of portfolio$15.2K

Investors Research Corp642

0.0% of portfolio$10.7K

Tompkins Financial Corp630

0.0% of portfolio$10.5K

Capital Investment Advisory Services, LLC600

0.0% of portfolio$10.0K

West Branch Capital LLC230

0.0% of portfolio$3.8K

Nemes Rush Group LLC203

0.0% of portfolio$3.4K

Trust Co of Toledo NA123

0.0% of portfolio$2.1K

Highline Wealth Partners LLC1

0.0% of portfolio$22

				Style	Turnover	Location	Filed
Thor Investment Management Inc	752,999	$12.6M	7.1%	Value	Low	Cincinnati, OH	2026-10-13
Financial Enhancement Group LLC	485,873	$8.4M	1.0%	ETF	Medium	Anderson, IN	2026-10-08
One Plus One Wealth Management, LLC	442,890	$7.4M	3.1%	ETF	Medium	Jupiter, FL	2026-10-16
Parkside Investments, LLC	361,780	$6.1M	0.7%	ETF	Low	Deerfield, IL	2026-10-20
Professional Financial Management, Inc.	177,880	$3.0M	3.0%	ETF	Medium	Appleton, WI	2026-10-22
Pekin Hardy Strauss, Inc.	97,484	$1.6M	0.1%	Value	Medium	Chicago, IL	2026-11-02
Wealth Enhancement Advisory Services, LLC	90,910	$1.6M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Ballew Advisors, Inc	85,993	$1.5M	0.7%	ETF	Low	Jackson, MS	2026-10-05
Chicago Partners Investment Group LLC	72,263	$1.2M	0.0%	GARP	Low	Chicago, IL	2026-10-27
Ascentis Independent Advisors	43,492	$727.6K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Farther Finance Advisors, LLC	24,791	$414.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Magnus Financial Group LLC	16,084	$269.1K	0.0%	ETF	Low	New York, NY	2026-10-21
IFP Advisors, Inc	5,423	$90.7K	0.0%	Growth	Low	Tampa, FL	2026-10-16
EPG Wealth Management LLC	3,615	$60.5K	0.0%	Growth	Low	Atlanta, GA	2026-11-03
TD Waterhouse Canada Inc.	2,450	$41.6K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Golden State Wealth Management, LLC	906	$15.2K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Investors Research Corp	642	$10.7K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Tompkins Financial Corp	630	$10.5K	0.0%	Core	Low	Ithaca, NY	2026-10-05
Capital Investment Advisory Services, LLC	600	$10.0K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
West Branch Capital LLC	230	$3.8K	0.0%	Growth	Very Low	Amherst, MA	2026-10-20
Nemes Rush Group LLC	203	$3.4K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Trust Co of Toledo NA	123	$2.1K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Highline Wealth Partners LLC	1	$22	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19