DOSSIER · 13F Holders · Q3 2026
DDFL

INVTR EQ D DI 15 B ETF - JUL

79 institutions still hold INVTR EQ D DI 15 B ETF - JUL as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45784N536·79 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$86M
visible holders
Holders
79
filers reporting
Concentration
11.63%
CENTAURUS FINANCIAL, INC. #1
top holder share
AI Holders Summary · Q3 2026

79 institutions reported DDFL in Q3 2026. CENTAURUS FINANCIAL, INC. leads at 11.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$10M464K0.39%Q3 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M275K0.01%Q3 2026
03
Welch Financial Planning, LLC
CIK 0002085141
$5M234K2.84%Q3 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M231K0.01%Q3 2026
05
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$5M225K0.18%Q3 2026
06
Southland Equity Partners LLC
CIK 0002006517
$4M170K0.63%Q3 2026
07
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M149K0.05%Q3 2026
08
CORRADO ADVISORS, LLC
CIK 0001482611
$3M137K1.46%Q3 2026
09
Diligent Investors, LLC
CIK 0001549042
$3M118K0.56%Q3 2026
10
Sigma Planning Corp
CIK 0001449126
$2M109K0.06%Q3 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M99K0.00%Q3 2026
12
SIGNATUREFD, LLC
CIK 0001456048
$2M94K0.03%Q3 2026
13
Farther Finance Advisors, LLC
CIK 0001992825
$2M83K0.01%Q3 2026
14
MACROVIEW INVESTMENT MANAGEMENT LLC
CIK 0001551727
$2M81K1.05%Q3 2026
15
Kestra Advisory Services, LLC
CIK 0001830819
$1M69K0.00%Q3 2026
16
NewEdge Advisors, LLC
CIK 0001633516
$1M67K0.00%Q3 2026
17
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M64K0.00%Q3 2026
18
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$1M62K0.02%Q3 2026
19
RETIREMENT GUYS FORMULA LLC
CIK 0001933059
$1M55K0.45%Q3 2026
20
MML INVESTORS SERVICES, LLC
CIK 0000701059
$995K46K0.00%Q3 2026
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