IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator U.S. Equity Ultra (UNOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares172,522 from 159,971
Change+12,551 (+8%)
Value$7.1M (+$708.6K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares78,099 from 78,909
Change-810 (-1%)
Value$3.2M (+$60.1K)
Filed 2026-10-22
Central Valley Advisors, LLC
DECREASED
Shares77,212 from 78,462
Change-1,250 (-2%)
Value$3.2M (+$41.3K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
NEW
Shares64,860
Change+64,860
Value$2.7M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares62,688 from 62,970
Change-282 (0%)
Value$2.6M (+$63.3K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares57,283 from 59,594
Change-2,311 (-4%)
Value$2.4M (-$24.9K)
Filed 2026-11-02
4J Wealth Management LLC
DECREASED
Shares53,844 from 54,614
Change-770 (-1%)
Value$2.2M (+$32.9K)
Filed 2026-11-02
Kellett Wealth Advisors, LLC
DECREASED
Shares39,921 from 70,055
Change-30,134 (-43%)
Value$1.7M (-$1.2M)
Filed 2026-10-15
KFG Wealth Management, LLC
DECREASED
Shares39,723 from 42,871
Change-3,148 (-7%)
Value$1.6M (-$79.3K)
Filed 2026-10-16
Trek Financial, LLC
UNCHANGED
Shares39,665 from 39,665
Change0 (0%)
Value$1.6M (+$47.0K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares38,986 from 58,538
Change-19,552 (-33%)
Value$1.6M (-$739.0K)
Filed 2026-11-02
O'Connor Financial Group LLC
DECREASED
Shares34,378 from 35,907
Change-1,529 (-4%)
Value$1.4M (-$20.6K)
Filed 2026-10-26
Creative Planning
UNCHANGED
Shares25,691 from 25,691
Change0 (0%)
Value$1.1M (+$30.5K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares24,400 from 23,944
Change+456 (+2%)
Value$1.0M (+$47.2K)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
DECREASED
Shares24,072 from 24,649
Change-577 (-2%)
Value$1.0M (+$13.4K)
Filed 2026-10-09
Atticus Wealth Management, LLC
UNCHANGED
Shares21,778 from 21,778
Change0 (0%)
Value$900.4K (+$25.8K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares18,765 from 20,273
Change-1,508 (-7%)
Value$775.9K (-$38.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,904 from 22,234
Change-4,330 (-19%)
Value$740.0K (-$153.0K)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares17,895 from 12,728
Change+5,167 (+41%)
Value$739.9K (+$228.7K)
Filed 2026-10-27
Lantz Financial LLC
UNCHANGED
Shares17,036 from 17,036
Change0 (0%)
Value$704.4K (+$20.2K)
Filed 2026-10-15
Atria Investments, Inc
UNCHANGED
Shares16,870 from 16,870
Change0 (0%)
Value$697.5K (+$20.0K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares13,692 from 96,054
Change-82,362 (-86%)
Value$566.1K (-$3.3M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW
Shares12,492
Change+12,492
Value$520.1K
Filed 2026-10-13
Three Seasons Wealth, LLC
UNCHANGED
Shares11,117 from 11,117
Change0 (0%)
Value$459.6K (+$13.2K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED
Shares10,280 from 10,280
Change0 (0%)
Value$425.0K (+$12.2K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares9,826 from 14,116
Change-4,290 (-30%)
Value$406.3K (-$160.6K)
Filed 2026-10-30
ATX Financial Planning, LLC
UNCHANGED
Shares9,193 from 9,193
Change0 (0%)
Value$380.1K (+$10.9K)
Filed 2026-10-14
CWC Advisors, Llc.
DECREASED
Shares7,886 from 12,459
Change-4,573 (-37%)
Value$326.1K (-$174.3K)
Filed 2026-10-15
Buska Wealth Management, LLC
DECREASED
Shares6,594 from 10,464
Change-3,870 (-37%)
Value$272.6K (-$147.6K)
Filed 2026-10-08
Financial Management Network Inc
DECREASED
Shares5,750 from 7,950
Change-2,200 (-28%)
Value$238.7K (-$81.3K)
Filed 2026-10-09
Independent Financial Group, LLC
DECREASED
Shares5,300 from 7,300
Change-2,000 (-27%)
Value$219.1K (-$74.0K)
Filed 2026-10-13
Sigma Planning Corp
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$218.1K (+$6.3K)
Filed 2026-10-23
Founders Financial Securities LLC
DECREASED
Shares5,057 from 5,136
Change-79 (-2%)
Value$209.1K (+$2.8K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
UNCHANGED
Shares5,042 from 5,042
Change0 (0%)
Value$208.5K (+$6.0K)
Filed 2026-10-21
CRA Financial Services, LLC
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$207.8K (+$6.0K)
Filed 2026-10-16
Bison Wealth, LLC
UNCHANGED
Shares5,017 from 5,017
Change0 (0%)
Value$209.6K (+$7.2K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,870 from 5,267
Change-397 (-8%)
Value$201.4K (-$10.2K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares2,597 from 2,042
Change+555 (+27%)
Value$107.4K (+$25.4K)
Filed 2026-10-08
Noble Wealth Management PBC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$91.0K (+$2.6K)
Filed 2026-10-01
Archer Investment Corp
DECREASED
Shares1,254 from 1,919
Change-665 (-35%)
Value$51.8K (-$25.2K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares1,088 from 1,336
Change-248 (-19%)
Value$45.0K (-$8.7K)
Filed 2026-10-28
Barclays PLC
DECREASED
Shares649 from 1,942
Change-1,293 (-67%)
Value$26.8K (-$51.2K)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.8K (+$51)
Filed 2026-10-21
FC Advisory LLC
CLOSED
Shares0 from 5,235
Change-5,235 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,579
Change-2,579 (-100%)
Value$0 (-$103.6K)
Filed 2026-10-15
Compass Financial Management LLC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-30
Osaic Holdings, Inc.
N/A
Shares— from 136,915
Change-136,915 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 62,133
Change-62,133 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 48,952
Change-48,952 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 45,551
Change-45,551 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 42,831
Change-42,831 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 41,027
Change-41,027 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,453
Change-32,453 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,595
Change-28,595 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 27,680
Change-27,680 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 24,009
Change-24,009 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,920
Change-23,920 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 23,556
Change-23,556 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 21,855
Change-21,855 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,754
Change-21,754 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,145
Change-14,145 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,813
Change-13,813 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,518
Change-13,518 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 9,502
Change-9,502 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,881
Change-6,881 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Status
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED172,522159,971+12,551+8%$6.4M$7.1M+$708.6K2026-10-14
Brookstone Capital Management
DECREASED78,09978,909-810-1%$3.2M$3.2M+$60.1K2026-10-22
Central Valley Advisors, LLC
DECREASED77,21278,462-1,250-2%$3.2M$3.2M+$41.3K2026-10-27
Concurrent Investment Advisors, LLC
NEW64,860—+64,860——$2.7M—2026-10-16
Spire Wealth Management
DECREASED62,68862,970-2820%$2.5M$2.6M+$63.3K2026-10-30
Commonwealth Equity Services, LLC
DECREASED57,28359,594-2,311-4%$2.4M$2.4M-$24.9K2026-11-02
4J Wealth Management LLC
DECREASED53,84454,614-770-1%$2.2M$2.2M+$32.9K2026-11-02
Kellett Wealth Advisors, LLC
DECREASED39,92170,055-30,134-43%$2.8M$1.7M-$1.2M2026-10-15
KFG Wealth Management, LLC
DECREASED39,72342,871-3,148-7%$1.7M$1.6M-$79.3K2026-10-16
Trek Financial, LLC
UNCHANGED39,66539,66500%$1.6M$1.6M+$47.0K2026-10-29
Kestra Advisory Services, LLC
DECREASED38,98658,538-19,552-33%$2.4M$1.6M-$739.0K2026-11-02
O'Connor Financial Group LLC
DECREASED34,37835,907-1,529-4%$1.4M$1.4M-$20.6K2026-10-26
Creative Planning
UNCHANGED25,69125,69100%$1.0M$1.1M+$30.5K2026-11-02
Triumph Capital Management
INCREASED24,40023,944+456+2%$961.6K$1.0M+$47.2K2026-10-14
Castle Rock Wealth Management, LLC
DECREASED24,07224,649-577-2%$990.5K$1.0M+$13.4K2026-10-09
Atticus Wealth Management, LLC
UNCHANGED21,77821,77800%$874.6K$900.4K+$25.8K2026-10-20
SteelPeak Wealth, LLC
DECREASED18,76520,273-1,508-7%$814.2K$775.9K-$38.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED17,90422,234-4,330-19%$893.0K$740.0K-$153.0K2026-11-02
IMG Wealth Management, Inc.
INCREASED17,89512,728+5,167+41%$511.2K$739.9K+$228.7K2026-10-27
Lantz Financial LLC
UNCHANGED17,03617,03600%$684.2K$704.4K+$20.2K2026-10-15
Atria Investments, Inc
UNCHANGED16,87016,87000%$677.5K$697.5K+$20.0K2026-10-15
IFP Advisors, Inc
DECREASED13,69296,054-82,362-86%$3.9M$566.1K-$3.3M2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW12,492—+12,492——$520.1K—2026-10-13
Three Seasons Wealth, LLC
UNCHANGED11,11711,11700%$446.5K$459.6K+$13.2K2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED10,28010,28000%$412.8K$425.0K+$12.2K2026-11-02
Truist Financial Corp
DECREASED9,82614,116-4,290-30%$566.9K$406.3K-$160.6K2026-10-30
ATX Financial Planning, LLC
UNCHANGED9,1939,19300%$369.2K$380.1K+$10.9K2026-10-14
CWC Advisors, Llc.
DECREASED7,88612,459-4,573-37%$500.4K$326.1K-$174.3K2026-10-15
Buska Wealth Management, LLC
DECREASED6,59410,464-3,870-37%$420.2K$272.6K-$147.6K2026-10-08
Financial Management Network Inc
DECREASED5,7507,950-2,200-28%$320.0K$238.7K-$81.3K2026-10-09
Independent Financial Group, LLC
DECREASED5,3007,300-2,000-27%$293.2K$219.1K-$74.0K2026-10-13
Sigma Planning Corp
UNCHANGED5,2755,27500%$211.8K$218.1K+$6.3K2026-10-23
Founders Financial Securities LLC
DECREASED5,0575,136-79-2%$206.3K$209.1K+$2.8K2026-10-28
Axxcess Wealth Management, LLC
UNCHANGED5,0425,04200%$202.5K$208.5K+$6.0K2026-10-21
CRA Financial Services, LLC
UNCHANGED5,0255,02500%$201.8K$207.8K+$6.0K2026-10-16
Bison Wealth, LLC
UNCHANGED5,0175,01700%$202.3K$209.6K+$7.2K2026-10-13
Dhjj Financial Advisors, Ltd.
DECREASED4,8705,267-397-8%$211.5K$201.4K-$10.2K2026-10-23
CoreCap Advisors, LLC
INCREASED2,5972,042+555+27%$82.0K$107.4K+$25.4K2026-10-08
Noble Wealth Management PBC
UNCHANGED2,2002,20000%$88.4K$91.0K+$2.6K2026-10-01
Archer Investment Corp
DECREASED1,2541,919-665-35%$77.1K$51.8K-$25.2K2026-11-05
Evolution Wealth Management Inc.
DECREASED1,0881,336-248-19%$53.7K$45.0K-$8.7K2026-10-28
Barclays PLC
DECREASED6491,942-1,293-67%$78.0K$26.8K-$51.2K2026-11-06
Assetmark, Inc
UNCHANGED434300%$1.7K$1.8K+$512026-10-21
FC Advisory LLC
CLOSED05,235-5,235-100%$210.2K$0-$210.2K2026-10-05
AdvisorNet Financial, Inc
CLOSED02,579-2,579-100%$103.6K$0-$103.6K2026-10-15
Compass Financial Management LLC
CLOSED0127-127-100%$5.1K$0-$5.1K2026-10-30
Osaic Holdings, Inc.
N/A—136,915-136,915-100%$5.5M———
RK Capital Management, LLC
N/A—62,133-62,133-100%$2.5M———
HighTower Advisors, LLC
N/A—48,952-48,952-100%$2.0M———
Envestnet Asset Management Inc
N/A—45,551-45,551-100%$1.8M———
AE Wealth Management LLC
N/A—42,831-42,831-100%$1.7M———
LPL Financial LLC
N/A—41,027-41,027-100%$1.6M———
IHT Wealth Management, LLC
N/A—32,453-32,453-100%$1.3M———
Susquehanna International Group, LLP
N/A—28,595-28,595-100%$1.1M———
MML Investors Services, LLC
N/A—27,680-27,680-100%$1.1M———
Old Mission Capital LLC
N/A—24,009-24,009-100%$964.2K———
Cetera Investment Advisers
N/A—23,920-23,920-100%$960.6K———
SageView Advisory Group, LLC
N/A—23,556-23,556-100%$946.0K———
Berger Financial Group, Inc
N/A—21,855-21,855-100%$877.7K———
Foundations Investment Advisors, LLC
N/A—21,754-21,754-100%$873.6K———
HRT Financial LP
N/A—14,145-14,145-100%$568.0K———
Citadel Advisors LLC
N/A—13,813-13,813-100%$554.7K———
Raymond James Financial Inc
N/A—13,759-13,759-100%$552.6K———
Arete Wealth Advisors, LLC
N/A—13,518-13,518-100%$542.6K———
Money Concepts Capital Corp
N/A—9,502-9,502-100%$381.6K———
WealthShield Partners, LLC
N/A—9,392-9,392-100%$377.2K———
Advisory Services Network, LLC
N/A—7,938-7,938-100%$318.8K———
Talon Private Wealth, LLC
N/A—7,085-7,085-100%$284.6K———
Lakeridge Wealth Management LLC
N/A—6,881-6,881-100%$276.3K———
Captrust Financial Advisors
N/A—6,200-6,200-100%$249.0K———
WorthPointe, LLC
N/A—5,130-5,130-100%$206.0K———
Harbour Investments, Inc.
N/A—4,393-4,393-100%$176.4K———
Centaurus Financial, Inc.
N/A—4,274-4,274-100%$172.0K———
Aptus Capital Advisors, LLC
N/A—2,700-2,700-100%$108.4K———
Capital Analysts, LLC
N/A—2,639-2,639-100%$106.0K———
Continuum Advisory, LLC
N/A—2,523-2,523-100%$101.3K———
Arax Advisory Partners
N/A—2,066-2,066-100%$83.0K———
Morgan Stanley
N/A—1,447-1,447-100%$58.1K———
Regatta Research & Money Management
N/A—1,011-1,011-100%$40.6K———
Keating Financial Advisory Services, Inc.
N/A—160-160-100%$6.4K———
Showing 80 of 80 institutions