Fundrise Innovation FD LLC

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares48,513 from 22,198

Change+26,315 (+119%)

Value$1.4M (-$481.6K)

Filed 2026-11-06

Imc-Chicago, LLC

NEW

Shares48,340

Change+48,340

Value$1.4M

Filed 2026-11-05

New Harbor Financial Group, LLC

NEW

Shares30,142

Change+30,142

Value$892.8K

Filed 2026-10-22

Ballast Rock Private Wealth LLC

NEW

Shares29,000

Change+29,000

Value$859.0K

Filed 2026-10-26

Kestra Advisory Services, LLC

NEW

Shares21,827

Change+21,827

Value$646.5K

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares13,861 from 2,478

Change+11,383 (+459%)

Value$410.6K (+$196.4K)

Filed 2026-11-02

Savant Capital, LLC

NEW

Shares10,661

Change+10,661

Value$315.8K

Filed 2026-11-06

Simplex Trading, LLC

NEW

Shares9,307

Change+9,307

Value$275.7K

Filed 2026-11-04

Gables Capital Management Inc.

NEW

Shares6,500

Change+6,500

Value$192.5K

Filed 2026-11-04

PFS Partners, LLC

INCREASED

Shares5,345 from 225

Change+5,120 (+2276%)

Value$158.3K (+$138.9K)

Filed 2026-10-21

Root Financial Partners, LLC

NEW

Shares1,699

Change+1,699

Value$50.3K

Filed 2026-10-21

WPG Advisers, LLC

INCREASED

Shares1,671 from 809

Change+862 (+107%)

Value$49.5K (-$20.4K)

Filed 2026-10-27

Nfsg Corp

INCREASED

Shares1,340 from 1,270

Change+70 (+6%)

Value$39.7K (-$70.1K)

Filed 2026-10-15

Blue Bell Private Wealth Management, LLC

NEW

Shares806

Change+806

Value$23.9K

Filed 2026-10-29

IFP Advisors, Inc

INCREASED

Shares696 from 113

Change+583 (+516%)

Value$20.6K (+$10.8K)

Filed 2026-10-16

Larson Financial Group LLC

INCREASED

Shares530 from 10

Change+520 (+5200%)

Value$15.7K (+$14.8K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares429 from 715

Change-286 (-40%)

Value$12.7K (-$49.1K)

Filed 2026-10-08

Salomon & Ludwin, LLC

INCREASED

Shares390 from 2

Change+388 (+19400%)

Value$11.6K (+$11.4K)

Filed 2026-10-29

Triumph Capital Management

NEW

Shares325

Change+325

Value$9.6K

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

NEW

Shares117

Change+117

Value$3.5K

Filed 2026-10-27

James T. Borello RIA

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.0K (-$5.7K)

Filed 2026-10-16

Parallel Advisors, LLC

INCREASED

Shares50 from 49

Change+1 (+2%)

Value$1.5K (-$2.8K)

Filed 2026-11-03

Summit Securities Group LLC

NEW

Shares33

Change+33

Value$977

Filed 2026-11-05

Golden State Wealth Management, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$89 (-$170)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

DECREASED

Shares1 from 22

Change-21 (-95%)

Value$30 (-$1.9K)

Filed 2026-11-04

Lodestone Wealth Management LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$21 (-$40)

Filed 2026-10-14

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 4,220

Change-4,220 (-100%)

Value$0 (-$364.7K)

Filed 2026-11-06

Lake Hills Wealth Management, LLC

CLOSED

Shares0 from 3,471

Change-3,471 (-100%)

Value$0 (-$300.0K)

Filed 2026-10-07

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 2,701

Change-2,701 (-100%)

Value$0 (-$233)

Filed 2026-11-02

Solstein Capital, LLC

CLOSED

Shares0 from 1,064

Change-1,064 (-100%)

Value$0 (-$92.0K)

Filed 2026-11-02

International Assets Investment Management, LLC

CLOSED

Shares0 from 280

Change-280 (-100%)

Value$0 (-$24.5K)

Filed 2026-11-02

Berbice Capital Management LLC

CLOSED

Shares0 from 260

Change-260 (-100%)

Value$0 (-$22.5K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$13.0K)

Filed 2026-11-06

Winthrop Capital Management, LLC

CLOSED

Shares0 from 59

Change-59 (-100%)

Value$0 (-$5)

Filed 2026-11-05

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-14

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-16

CloudAlpha Capital Management Limited Kong

N/A

Shares— from 172,355

Change-172,355 (-100%)

Value—

Newtyn Management, LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 21,700

Change-21,700 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,072

Change-9,072 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,697

Change-6,697 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 5,900

Change-5,900 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 4,867

Change-4,867 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,733

Change-4,733 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,652

Change-4,652 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,030

Change-4,030 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 3,981

Change-3,981 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,286

Change-3,286 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 3,210

Change-3,210 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,233

Change-1,233 (-100%)

Value—

CSS LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 295

Change-295 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 199

Change-199 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 135

Change-135 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 107

Change-107 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 69

Change-69 (-100%)

Value—

Seneschal Advisors, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 36

Change-36 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 35

Change-35 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	48,513	22,198	+26,315	+119%	$1.9M	$1.4M	-$481.6K	2026-11-06
Imc-Chicago, LLC	NEW	48,340	—	+48,340	—	—	$1.4M	—	2026-11-05
New Harbor Financial Group, LLC	NEW	30,142	—	+30,142	—	—	$892.8K	—	2026-10-22
Ballast Rock Private Wealth LLC	NEW	29,000	—	+29,000	—	—	$859.0K	—	2026-10-26
Kestra Advisory Services, LLC	NEW	21,827	—	+21,827	—	—	$646.5K	—	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	13,861	2,478	+11,383	+459%	$214.2K	$410.6K	+$196.4K	2026-11-02
Savant Capital, LLC	NEW	10,661	—	+10,661	—	—	$315.8K	—	2026-11-06
Simplex Trading, LLC	NEW	9,307	—	+9,307	—	—	$275.7K	—	2026-11-04
Gables Capital Management Inc.	NEW	6,500	—	+6,500	—	—	$192.5K	—	2026-11-04
PFS Partners, LLC	INCREASED	5,345	225	+5,120	+2276%	$19.4K	$158.3K	+$138.9K	2026-10-21
Root Financial Partners, LLC	NEW	1,699	—	+1,699	—	—	$50.3K	—	2026-10-21
WPG Advisers, LLC	INCREASED	1,671	809	+862	+107%	$69.9K	$49.5K	-$20.4K	2026-10-27
Nfsg Corp	INCREASED	1,340	1,270	+70	+6%	$109.8K	$39.7K	-$70.1K	2026-10-15
Blue Bell Private Wealth Management, LLC	NEW	806	—	+806	—	—	$23.9K	—	2026-10-29
IFP Advisors, Inc	INCREASED	696	113	+583	+516%	$9.8K	$20.6K	+$10.8K	2026-10-16
Larson Financial Group LLC	INCREASED	530	10	+520	+5200%	$864	$15.7K	+$14.8K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	429	715	-286	-40%	$61.8K	$12.7K	-$49.1K	2026-10-08
Salomon & Ludwin, LLC	INCREASED	390	2	+388	+19400%	$175	$11.6K	+$11.4K	2026-10-29
Triumph Capital Management	NEW	325	—	+325	—	—	$9.6K	—	2026-10-14
Pinnacle Wealth Planning Services, Inc.	NEW	117	—	+117	—	—	$3.5K	—	2026-10-27
James T. Borello RIA	UNCHANGED	100	100	0	0%	$8.6K	$3.0K	-$5.7K	2026-10-16
Parallel Advisors, LLC	INCREASED	50	49	+1	+2%	$4.3K	$1.5K	-$2.8K	2026-11-03
Summit Securities Group LLC	NEW	33	—	+33	—	—	$977	—	2026-11-05
Golden State Wealth Management, LLC	UNCHANGED	3	3	0	0%	$259	$89	-$170	2026-11-02
EverSource Wealth Advisors, LLC	DECREASED	1	22	-21	-95%	$1.9K	$30	-$1.9K	2026-11-04
Lodestone Wealth Management LLC	UNCHANGED	1	1	0	0%	$61	$21	-$40	2026-10-14
Kestra Private Wealth Services, LLC	CLOSED	0	4,220	-4,220	-100%	$364.7K	$0	-$364.7K	2026-11-06
Lake Hills Wealth Management, LLC	CLOSED	0	3,471	-3,471	-100%	$300.0K	$0	-$300.0K	2026-10-07
Cambridge Investment Research Advisors, Inc.	CLOSED	0	2,701	-2,701	-100%	$233	$0	-$233	2026-11-02
Solstein Capital, LLC	CLOSED	0	1,064	-1,064	-100%	$92.0K	$0	-$92.0K	2026-11-02
International Assets Investment Management, LLC	CLOSED	0	280	-280	-100%	$24.5K	$0	-$24.5K	2026-11-02
Berbice Capital Management LLC	CLOSED	0	260	-260	-100%	$22.5K	$0	-$22.5K	2026-10-13
PNC Financial Services Group, Inc.	CLOSED	0	150	-150	-100%	$13.0K	$0	-$13.0K	2026-11-06
Winthrop Capital Management, LLC	CLOSED	0	59	-59	-100%	$5	$0	-$5	2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	15	-15	-100%	$1.3K	$0	-$1.3K	2026-10-14
TD Waterhouse Canada Inc.	CLOSED	0	13	-13	-100%	$1.1K	$0	-$1.1K	2026-10-16
CloudAlpha Capital Management Limited Kong	N/A	—	172,355	-172,355	-100%	$14.9M	—	—	—
Newtyn Management, LLC	N/A	—	40,000	-40,000	-100%	$3.5M	—	—	—
Centiva Capital, LP	N/A	—	21,700	-21,700	-100%	$1.9M	—	—	—
UBS Group AG	N/A	—	9,072	-9,072	-100%	$784.1K	—	—	—
HRT Financial LP	N/A	—	6,697	-6,697	-100%	$578	—	—	—
Jane Street Group, LLC	N/A	—	5,900	-5,900	-100%	$509.9K	—	—	—
CreativeOne Wealth, LLC	N/A	—	4,867	-4,867	-100%	$420.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,733	-4,733	-100%	$409.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,652	-4,652	-100%	$402.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,030	-4,030	-100%	$348.3K	—	—	—
Cetera Investment Advisers	N/A	—	3,981	-3,981	-100%	$344.1K	—	—	—
HighTower Advisors, LLC	N/A	—	3,286	-3,286	-100%	$284.0K	—	—	—
Scotia Capital Inc.	N/A	—	3,210	-3,210	-100%	$277.4K	—	—	—
IFG Advisory, LLC	N/A	—	1,233	-1,233	-100%	$106.6K	—	—	—
CSS LLC	N/A	—	500	-500	-100%	$43.2K	—	—	—
LRI Investments, LLC	N/A	—	295	-295	-100%	$25.5K	—	—	—
Ancora Advisors LLCA	N/A	—	199	-199	-100%	$17.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	135	-135	-100%	$11.7K	—	—	—
Morgan Stanley	N/A	—	107	-107	-100%	$9.2K	—	—	—
Crewe Advisors LLC	N/A	—	100	-100	-100%	$8.6K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	75	-75	-100%	$6.5K	—	—	—
Harbour Investments, Inc.	N/A	—	69	-69	-100%	$6.0K	—	—	—
Seneschal Advisors, LLC	N/A	—	40	-40	-100%	$3.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	36	-36	-100%	$3.1K	—	—	—
National Bank of Canada	N/A	—	35	-35	-100%	$3.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	23	-23	-100%	$2.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	13	-13	-100%	$1.1K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	1	-1	-100%	$87	—	—	—

Showing 64 of 64 institutions