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Innovator Emer MKT PWR Buff (EOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Broussard Financial Group LLC
INCREASED
Shares292,139 from 283,551
Change+8,588 (+3%)
Value$10.3M (+$654.1K)
Filed 2026-10-26
Corrado Advisors, LLC
INCREASED
Shares178,369 from 97,093
Change+81,276 (+84%)
Value$6.3M (+$3.0M)
Filed 2026-10-27
Global Strategic Investment Solutions, LLC
DECREASED
Shares154,831 from 163,980
Change-9,149 (-6%)
Value$5.5M (-$121.3K)
Filed 2026-10-16
MBL Wealth, LLC
DECREASED
Shares141,443 from 147,234
Change-5,791 (-4%)
Value$5.0M (-$23.1K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares119,463 from 120,129
Change-666 (-1%)
Value$4.2M (+$124.8K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares101,481 from 102,899
Change-1,418 (-1%)
Value$3.6M (+$76.9K)
Filed 2026-11-02
BFI Wealth Solutions, LLC
INCREASED
Shares79,612 from 42,587
Change+37,025 (+87%)
Value$2.8M (+$1.4M)
Filed 2026-10-16
Advus Financial Partners, LLC
INCREASED
Shares66,206 from 66,187
Change+19 (+0%)
Value$2.3M (+$82.4K)
Filed 2026-10-20
Cornerstone Wealth, LLC
DECREASED
Shares58,547 from 59,300
Change-753 (-1%)
Value$2.0M (-$28.4K)
Filed 2026-10-28
Liberty Atlantic Advisors LLC
DECREASED
Shares46,260 from 47,628
Change-1,368 (-3%)
Value$1.6M (+$10.4K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares35,371 from 282,048
Change-246,677 (-87%)
Value$1.3M (-$8.4M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares27,096 from 28,034
Change-938 (-3%)
Value$17.5K (-$28.4K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED
Shares26,598 from 26,761
Change-163 (-1%)
Value$934.7K (+$21.7K)
Filed 2026-10-13
US Bancorp \de\
NEW
Shares23,232
Change+23,232
Value$822.2K
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares19,761 from 17,158
Change+2,603 (+15%)
Value$699.3K (+$113.3K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares14,755 from 13,255
Change+1,500 (+11%)
Value$522.2K (+$69.5K)
Filed 2026-10-16
Arlington Capital Management Inc
DECREASED
Shares12,160 from 16,308
Change-4,148 (-25%)
Value$430.3K (-$126.7K)
Filed 2026-10-30
Long Island Wealth Management, Inc.
INCREASED
Shares9,054 from 6,250
Change+2,804 (+45%)
Value$320.4K (+$107.0K)
Filed 2026-10-20
Truist Financial Corp
UNCHANGED
Shares8,215 from 8,215
Change0 (0%)
Value$290.7K (+$10.1K)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares7,372 from 7,372
Change0 (0%)
Value$260.9K (+$9.1K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,918 from 7,248
Change-330 (-5%)
Value$245.0K (-$3.0K)
Filed 2026-11-02
William Mack & Associates, Inc.
UNCHANGED
Shares6,867 from 6,867
Change0 (0%)
Value$243.0K (+$8.5K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
NEW
Shares6,548
Change+6,548
Value$231.7K
Filed 2026-10-16
Diligent Investors, LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$219.4K (+$7.7K)
Filed 2026-10-21
Winnacle Wealth LLC
DECREASED
Shares6,011 from 6,613
Change-602 (-9%)
Value$212.7K (-$13.1K)
Filed 2026-10-15
Noble Wealth Management PBC
DECREASED
Shares5,200 from 5,400
Change-200 (-4%)
Value$184.0K (-$409)
Filed 2026-10-01
Farther Finance Advisors, LLC
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$126.5K (+$4.4K)
Filed 2026-10-08
James T. Borello RIA
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$125.7K (+$4.4K)
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$76.5K (+$2.7K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares1,435 from 800
Change+635 (+79%)
Value$50.8K (+$23.5K)
Filed 2026-10-13
Whipplewood Advisors, LLC
INCREASED
Shares1,370 from 1,301
Change+69 (+5%)
Value$48.5K (+$4.0K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$33.9K (+$1.2K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$25.0K (+$872)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$3.8K (+$133)
Filed 2026-10-26
PFG Advisors
CLOSED
Shares0 from 59,761
Change-59,761 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,680
Change-2,680 (-100%)
Value$0 (-$91.5K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$19.5K)
Filed 2026-10-13
SageView Advisory Group, LLC
N/A
Shares— from 120,129
Change-120,129 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 61,900
Change-61,900 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 56,422
Change-56,422 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 48,418
Change-48,418 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 36,061
Change-36,061 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 26,952
Change-26,952 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,876
Change-26,876 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,318
Change-24,318 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,187
Change-22,187 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,223
Change-21,223 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 21,003
Change-21,003 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 19,664
Change-19,664 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,132
Change-18,132 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 17,755
Change-17,755 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,694
Change-12,694 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 12,219
Change-12,219 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,779
Change-11,779 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 7,961
Change-7,961 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,632
Change-7,632 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,561
Change-6,561 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 567
Change-567 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 439
Change-439 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 222
Change-222 (-100%)
Value—
Status
Broussard Financial Group LLC
INCREASED292,139283,551+8,588+3%$9.7M$10.3M+$654.1K2026-10-26
Corrado Advisors, LLC
INCREASED178,36997,093+81,276+84%$3.3M$6.3M+$3.0M2026-10-27
Global Strategic Investment Solutions, LLC
DECREASED154,831163,980-9,149-6%$5.6M$5.5M-$121.3K2026-10-16
MBL Wealth, LLC
DECREASED141,443147,234-5,791-4%$5.0M$5.0M-$23.1K2026-10-22
Creative Planning
DECREASED119,463120,129-666-1%$4.1M$4.2M+$124.8K2026-11-02
Kestra Advisory Services, LLC
DECREASED101,481102,899-1,418-1%$3.5M$3.6M+$76.9K2026-11-02
BFI Wealth Solutions, LLC
INCREASED79,61242,587+37,025+87%$1.5M$2.8M+$1.4M2026-10-16
Advus Financial Partners, LLC
INCREASED66,20666,187+19+0%$2.3M$2.3M+$82.4K2026-10-20
Cornerstone Wealth, LLC
DECREASED58,54759,300-753-1%$2.0M$2.0M-$28.4K2026-10-28
Liberty Atlantic Advisors LLC
DECREASED46,26047,628-1,368-3%$1.6M$1.6M+$10.4K2026-10-14
Commonwealth Equity Services, LLC
DECREASED35,371282,048-246,677-87%$9.6M$1.3M-$8.4M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED27,09628,034-938-3%$45.9K$17.5K-$28.4K2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED26,59826,761-163-1%$913.0K$934.7K+$21.7K2026-10-13
US Bancorp \de\
NEW23,232—+23,232——$822.2K—2026-11-05
Founders Financial Securities LLC
INCREASED19,76117,158+2,603+15%$586.0K$699.3K+$113.3K2026-10-28
IFP Advisors, Inc
INCREASED14,75513,255+1,500+11%$452.7K$522.2K+$69.5K2026-10-16
Arlington Capital Management Inc
DECREASED12,16016,308-4,148-25%$557.0K$430.3K-$126.7K2026-10-30
Long Island Wealth Management, Inc.
INCREASED9,0546,250+2,804+45%$213.5K$320.4K+$107.0K2026-10-20
Truist Financial Corp
UNCHANGED8,2158,21500%$280.6K$290.7K+$10.1K2026-10-30
Signaturefd, LLC
UNCHANGED7,3727,37200%$251.8K$260.9K+$9.1K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED6,9187,248-330-5%$248.0K$245.0K-$3.0K2026-11-02
William Mack & Associates, Inc.
UNCHANGED6,8676,86700%$234.5K$243.0K+$8.5K2026-10-27
Concurrent Investment Advisors, LLC
NEW6,548—+6,548——$231.7K—2026-10-16
Diligent Investors, LLC
UNCHANGED6,2006,20000%$211.8K$219.4K+$7.7K2026-10-21
Winnacle Wealth LLC
DECREASED6,0116,613-602-9%$225.9K$212.7K-$13.1K2026-10-15
Noble Wealth Management PBC
DECREASED5,2005,400-200-4%$184.4K$184.0K-$4092026-10-01
Farther Finance Advisors, LLC
UNCHANGED3,5753,57500%$122.1K$126.5K+$4.4K2026-10-08
James T. Borello RIA
UNCHANGED3,5523,55200%$121.3K$125.7K+$4.4K2026-10-16
CoreCap Advisors, LLC
UNCHANGED2,1612,16100%$73.8K$76.5K+$2.7K2026-10-08
Cape Investment Advisory, Inc.
INCREASED1,435800+635+79%$27.3K$50.8K+$23.5K2026-10-13
Whipplewood Advisors, LLC
INCREASED1,3701,301+69+5%$44.4K$48.5K+$4.0K2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED95895800%$32.7K$33.9K+$1.2K2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED70670600%$24.1K$25.0K+$8722026-10-23
Lanark Financial, Inc.
UNCHANGED10710700%$3.7K$3.8K+$1332026-10-26
PFG Advisors
CLOSED059,761-59,761-100%$2.0M$0-$2.0M2026-10-16
AdvisorNet Financial, Inc
CLOSED02,680-2,680-100%$91.5K$0-$91.5K2026-10-15
Gill Capital Partners, LLC
CLOSED0570-570-100%$19.5K$0-$19.5K2026-10-13
SageView Advisory Group, LLC
N/A—120,129-120,129-100%$4.1M———
Cetera Investment Advisers
N/A—61,900-61,900-100%$2.1M———
Principal Securities, Inc.
N/A—56,422-56,422-100%$1.9M———
Berger Financial Group, Inc
N/A—48,418-48,418-100%$1.7M———
Envestnet Asset Management Inc
N/A—36,061-36,061-100%$1.2M———
WPWealth LLP
N/A—26,952-26,952-100%$920.5K———
Osaic Holdings, Inc.
N/A—26,876-26,876-100%$918.0K———
Raymond James Financial Inc
N/A—24,318-24,318-100%$830.6K———
MML Investors Services, LLC
N/A—22,187-22,187-100%$757.8K———
Old Mission Capital LLC
N/A—21,223-21,223-100%$724.9K———
Secured Retirement Advisors, LLC
N/A—21,003-21,003-100%$717.4K———
HighTower Advisors, LLC
N/A—19,664-19,664-100%$671.6K———
Susquehanna International Group, LLP
N/A—18,132-18,132-100%$619.3K———
Belpointe Asset Management LLC
N/A—17,755-17,755-100%$606.4K———
Compass Advisory Group LLC
N/A—12,900-12,900-100%$440.6K———
World Investment Advisors
N/A—12,694-12,694-100%$432.6K———
LPL Financial LLC
N/A—12,219-12,219-100%$417.3K———
Tradition Wealth Management, LLC
N/A—11,779-11,779-100%$402.3K———
Captrust Financial Advisors
N/A—11,658-11,658-100%$398.2K———
Opus Financial Solutions LLC
N/A—9,034-9,034-100%$308.6K———
First Commonwealth Financial Corp
N/A—7,961-7,961-100%$271.9K———
Citadel Advisors LLC
N/A—7,632-7,632-100%$260.7K———
Steward Partners Investment Advisory, LLC
N/A—7,119-7,119-100%$243.1K———
Wealthgarden F.S. LLC
N/A—6,561-6,561-100%$224.1K———
Wealthspire Retirement, LLC
N/A—6,026-6,026-100%$205.8K———
HRT Financial LP
N/A—5,899-5,899-100%$201.0K———
Allworth Financial LP
N/A—3,427-3,427-100%$117.1K———
Capital Analysts, LLC
N/A—2,861-2,861-100%$98.0K———
Atlantic Private Wealth, LLC
N/A—2,000-2,000-100%$68.3K———
Regatta Research & Money Management
N/A—1,729-1,729-100%$59.1K———
JPMorgan Chase & Co
N/A—800-800-100%$27.3K———
PlanVest Financial, Inc
N/A—567-567-100%$19.4K———
Harbour Investments, Inc.
N/A—439-439-100%$15.0K———
AE Wealth Management LLC
N/A—408-408-100%$13.9K———
IFG Advisory, LLC
N/A—300-300-100%$10.2K———
O'shaughnessy Asset Management, LLC
N/A—282-282-100%$9.6K———
Northwestern Mutual Wealth Management Co
N/A—222-222-100%$7.6K———
Showing 74 of 74 institutions