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Innovator Emerging Markets P (EJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
INCREASED
Shares374,773 from 6,830
Change+367,943 (+5387%)
Value$11.7M (+$11.5M)
Filed 2026-11-05
Investment Management Corp
NEW
Shares148,774
Change+148,774
Value$4.6M
Filed 2026-11-03
Corrado Advisors, LLC
DECREASED
Shares128,090 from 129,517
Change-1,427 (-1%)
Value$4.0M (-$52.0K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares117,050 from 74,614
Change+42,436 (+57%)
Value$3.6M (+$1.3M)
Filed 2026-11-02
Liberty Atlantic Advisors LLC
INCREASED
Shares103,377 from 89,207
Change+14,170 (+16%)
Value$3.2M (+$436.6K)
Filed 2026-10-14
BFI Wealth Solutions, LLC
INCREASED
Shares77,758 from 42,933
Change+34,825 (+81%)
Value$2.4M (+$1.1M)
Filed 2026-10-16
Maltin Wealth Management, Inc.
NEW
Shares76,469
Change+76,469
Value$2.4M
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares75,521 from 59,853
Change+15,668 (+26%)
Value$2.4M (+$485.1K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares66,051 from 40,516
Change+25,535 (+63%)
Value$1.1M (+$537.8K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares65,852 from 60,933
Change+4,919 (+8%)
Value$2.1M (+$149.8K)
Filed 2026-10-13
Private Client Services, LLC
NEW
Shares57,878
Change+57,878
Value$1.8M
Filed 2026-10-02
Diligent Investors, LLC
INCREASED
Shares56,233 from 46,834
Change+9,399 (+20%)
Value$1.8M (+$290.3K)
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares49,077 from 43,594
Change+5,483 (+13%)
Value$1.5M (+$208.0K)
Filed 2026-10-26
Cypress Wealth Services, LLC
NEW
Shares41,202
Change+41,202
Value$1.3M
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares32,968 from 28,927
Change+4,041 (+14%)
Value$1.0M (+$124.3K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares31,520 from 19,703
Change+11,817 (+60%)
Value$982.8K (+$367.3K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED
Shares30,403 from 22,108
Change+8,295 (+38%)
Value$944.4K (+$264.1K)
Filed 2026-10-13
Advus Financial Partners, LLC
INCREASED
Shares30,148 from 27,298
Change+2,850 (+10%)
Value$940.0K (+$87.3K)
Filed 2026-10-20
Jacobi Capital Management LLC
UNCHANGED
Shares25,154 from 25,154
Change0 (0%)
Value$784.3K (-$1.5K)
Filed 2026-11-05
Straight Path Wealth Management
INCREASED
Shares25,130 from 23,338
Change+1,792 (+8%)
Value$783.6K (+$54.5K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares21,320 from 18,213
Change+3,107 (+17%)
Value$664.8K (+$95.8K)
Filed 2026-10-28
Helium Advisors LLC
INCREASED
Shares20,784 from 20,143
Change+641 (+3%)
Value$648.0K (+$18.8K)
Filed 2026-10-23
Ifrah Financial Services, Inc.
DECREASED
Shares19,179 from 19,476
Change-297 (-2%)
Value$598.0K (-$10.4K)
Filed 2026-10-13
Cornerstone Wealth, LLC
INCREASED
Shares18,410 from 17,910
Change+500 (+3%)
Value$549.4K (+$3.3K)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares18,121 from 18,121
Change0 (0%)
Value$565.0K (-$1.1K)
Filed 2026-10-23
FAI Advisors, Inc.
DECREASED
Shares15,893 from 16,655
Change-762 (-5%)
Value$495.5K (-$24.7K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares15,390 from 14,266
Change+1,124 (+8%)
Value$480.0K (+$34.0K)
Filed 2026-11-02
HFG Wealth Management, LLC
UNCHANGED
Shares15,334 from 15,334
Change0 (0%)
Value$479.0K ($0)
Filed 2026-10-16
MBL Wealth, LLC
NEW
Shares13,590
Change+13,590
Value$423.7K
Filed 2026-10-22
Arlington Capital Management Inc
DECREASED
Shares13,422 from 15,753
Change-2,331 (-15%)
Value$418.5K (-$73.6K)
Filed 2026-10-30
Sigma Planning Corp
NEW
Shares13,272
Change+13,272
Value$413.8K
Filed 2026-10-23
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares10,077 from 10,077
Change0 (0%)
Value$314.2K (-$585)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares9,797 from 10,299
Change-502 (-5%)
Value$305.5K (-$16.3K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares9,217 from 1,098
Change+8,119 (+739%)
Value$287.4K (+$253.1K)
Filed 2026-10-30
HB Wealth Management, LLC
UNCHANGED
Shares9,068 from 9,068
Change0 (0%)
Value$282.7K (-$527)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares7,956 from 13,747
Change-5,791 (-42%)
Value$248.1K (-$181.4K)
Filed 2026-10-29
Simplicity Wealth,LLC
DECREASED
Shares7,441 from 13,052
Change-5,611 (-43%)
Value$232.0K (-$175.7K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares6,390 from 6,416
Change-26 (0%)
Value$199.2K (-$1.2K)
Filed 2026-10-08
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares6,029 from 6,029
Change0 (0%)
Value$188.0K (-$350)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares4,961 from 6,361
Change-1,400 (-22%)
Value$154.7K (-$44.0K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,001 from 217
Change+2,784 (+1283%)
Value$93.6K (+$86.8K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,415 from 1,385
Change+30 (+2%)
Value$44.1K (+$855)
Filed 2026-10-23
Noble Wealth Management PBC
NEW
Shares1,000
Change+1,000
Value$31.2K
Filed 2026-10-01
William Mack & Associates, Inc.
NEW
Shares828
Change+828
Value$25.8K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares392 from 166
Change+226 (+136%)
Value$12.2K (+$7.0K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
NEW
Shares175
Change+175
Value$5.5K
Filed 2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$655 (-$1)
Filed 2026-11-04
PFG Advisors
CLOSED
Shares0 from 19,706
Change-19,706 (-100%)
Value$0 (-$615.6K)
Filed 2026-10-16
Winnacle Wealth LLC
CLOSED
Shares0 from 6,655
Change-6,655 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 4,119
Change-4,119 (-100%)
Value$0 (-$128.7K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 391
Change-391 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-15
Berger Financial Group, Inc
N/A
Shares— from 117,316
Change-117,316 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 70,618
Change-70,618 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,469
Change-60,469 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 58,003
Change-58,003 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 57,137
Change-57,137 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 54,134
Change-54,134 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 50,296
Change-50,296 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 35,386
Change-35,386 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 35,017
Change-35,017 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,556
Change-22,556 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 21,575
Change-21,575 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 19,579
Change-19,579 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 18,871
Change-18,871 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,294
Change-14,294 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 13,503
Change-13,503 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,504
Change-10,504 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,659
Change-8,659 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 8,296
Change-8,296 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 8,182
Change-8,182 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,045
Change-8,045 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,779
Change-7,779 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 149
Change-149 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
US Bancorp \de\
INCREASED374,7736,830+367,943+5387%$213.4K$11.7M+$11.5M2026-11-05
Investment Management Corp
NEW148,774—+148,774——$4.6M—2026-11-03
Corrado Advisors, LLC
DECREASED128,090129,517-1,427-1%$4.0M$4.0M-$52.0K2026-10-27
Commonwealth Equity Services, LLC
INCREASED117,05074,614+42,436+57%$2.3M$3.6M+$1.3M2026-11-02
Liberty Atlantic Advisors LLC
INCREASED103,37789,207+14,170+16%$2.8M$3.2M+$436.6K2026-10-14
BFI Wealth Solutions, LLC
INCREASED77,75842,933+34,825+81%$1.3M$2.4M+$1.1M2026-10-16
Maltin Wealth Management, Inc.
NEW76,469—+76,469——$2.4M—2026-10-13
Kestra Advisory Services, LLC
INCREASED75,52159,853+15,668+26%$1.9M$2.4M+$485.1K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED66,05140,516+25,535+63%$569.6K$1.1M+$537.8K2026-10-13
Signal Advisors Wealth, LLC
INCREASED65,85260,933+4,919+8%$1.9M$2.1M+$149.8K2026-10-13
Private Client Services, LLC
NEW57,878—+57,878——$1.8M—2026-10-02
Diligent Investors, LLC
INCREASED56,23346,834+9,399+20%$1.5M$1.8M+$290.3K2026-10-21
Triad Wealth Partners, LLC
INCREASED49,07743,594+5,483+13%$1.3M$1.5M+$208.0K2026-10-26
Cypress Wealth Services, LLC
NEW41,202—+41,202——$1.3M—2026-10-21
Cape Investment Advisory, Inc.
INCREASED32,96828,927+4,041+14%$903.6K$1.0M+$124.3K2026-10-13
IFP Advisors, Inc
INCREASED31,52019,703+11,817+60%$615.5K$982.8K+$367.3K2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED30,40322,108+8,295+38%$680.3K$944.4K+$264.1K2026-10-13
Advus Financial Partners, LLC
INCREASED30,14827,298+2,850+10%$852.7K$940.0K+$87.3K2026-10-20
Jacobi Capital Management LLC
UNCHANGED25,15425,15400%$785.8K$784.3K-$1.5K2026-11-05
Straight Path Wealth Management
INCREASED25,13023,338+1,792+8%$729.0K$783.6K+$54.5K2026-10-23
Founders Financial Securities LLC
INCREASED21,32018,213+3,107+17%$568.9K$664.8K+$95.8K2026-10-28
Helium Advisors LLC
INCREASED20,78420,143+641+3%$629.2K$648.0K+$18.8K2026-10-23
Ifrah Financial Services, Inc.
DECREASED19,17919,476-297-2%$608.4K$598.0K-$10.4K2026-10-13
Cornerstone Wealth, LLC
INCREASED18,41017,910+500+3%$546.0K$549.4K+$3.3K2026-10-28
Signaturefd, LLC
UNCHANGED18,12118,12100%$566.1K$565.0K-$1.1K2026-10-23
FAI Advisors, Inc.
DECREASED15,89316,655-762-5%$520.3K$495.5K-$24.7K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED15,39014,266+1,124+8%$446.0K$480.0K+$34.0K2026-11-02
HFG Wealth Management, LLC
UNCHANGED15,33415,33400%$479.0K$479.0K$02026-10-16
MBL Wealth, LLC
NEW13,590—+13,590——$423.7K—2026-10-22
Arlington Capital Management Inc
DECREASED13,42215,753-2,331-15%$492.1K$418.5K-$73.6K2026-10-30
Sigma Planning Corp
NEW13,272—+13,272——$413.8K—2026-10-23
Global Strategic Investment Solutions, LLC
UNCHANGED10,07710,07700%$314.8K$314.2K-$5852026-10-16
WealthPlan Investment Management, LLC
DECREASED9,79710,299-502-5%$321.7K$305.5K-$16.3K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED9,2171,098+8,119+739%$34.3K$287.4K+$253.1K2026-10-30
HB Wealth Management, LLC
UNCHANGED9,0689,06800%$283.3K$282.7K-$5272026-10-23
Trek Financial, LLC
DECREASED7,95613,747-5,791-42%$429.4K$248.1K-$181.4K2026-10-29
Simplicity Wealth,LLC
DECREASED7,44113,052-5,611-43%$407.7K$232.0K-$175.7K2026-10-23
CoreCap Advisors, LLC
DECREASED6,3906,416-260%$200.4K$199.2K-$1.2K2026-10-08
Smallwood Wealth Investment Management, LLC
UNCHANGED6,0296,02900%$188.3K$188.0K-$3502026-10-30
Farther Finance Advisors, LLC
DECREASED4,9616,361-1,400-22%$198.7K$154.7K-$44.0K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED3,001217+2,784+1283%$6.8K$93.6K+$86.8K2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED1,4151,385+30+2%$43.3K$44.1K+$8552026-10-23
Noble Wealth Management PBC
NEW1,000—+1,000——$31.2K—2026-10-01
William Mack & Associates, Inc.
NEW828—+828——$25.8K—2026-10-27
Financial Network Wealth Advisors LLC
INCREASED392166+226+136%$5.2K$12.2K+$7.0K2026-10-28
Physician Wealth Advisors, Inc.
NEW175—+175——$5.5K—2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED212100%$656$655-$12026-11-04
PFG Advisors
CLOSED019,706-19,706-100%$615.6K$0-$615.6K2026-10-16
Winnacle Wealth LLC
CLOSED06,655-6,655-100%$207.9K$0-$207.9K2026-10-15
Gill Capital Partners, LLC
CLOSED04,119-4,119-100%$128.7K$0-$128.7K2026-10-13
AdvisorNet Financial, Inc
CLOSED0391-391-100%$12.2K$0-$12.2K2026-10-15
Berger Financial Group, Inc
N/A—117,316-117,316-100%$3.7M———
Stratos Wealth Advisors, LLC
N/A—70,618-70,618-100%$2.2M———
Osaic Holdings, Inc.
N/A—60,469-60,469-100%$1.9M———
Raymond James Financial Inc
N/A—58,003-58,003-100%$1.8M———
Talon Private Wealth, LLC
N/A—57,137-57,137-100%$1.8M———
Cetera Investment Advisers
N/A—54,134-54,134-100%$1.7M———
Principal Securities, Inc.
N/A—50,296-50,296-100%$1.6M———
LPL Financial LLC
N/A—35,386-35,386-100%$1.1M———
Envestnet Asset Management Inc
N/A—35,017-35,017-100%$1.1M———
HighTower Advisors, LLC
N/A—22,556-22,556-100%$704.6K———
WorthPointe, LLC
N/A—21,575-21,575-100%$674.0K———
Tradition Wealth Management, LLC
N/A—19,579-19,579-100%$611.6K———
WPWealth LLP
N/A—18,871-18,871-100%$589.5K———
World Investment Advisors
N/A—15,295-15,295-100%$477.8K———
Capital Analysts, LLC
N/A—14,294-14,294-100%$447.0K———
Faithward Advisors, LLC
N/A—13,503-13,503-100%$421.8K———
MAI Capital Management
N/A—10,504-10,504-100%$328.1K———
Janney Montgomery Scott LLC
N/A—10,184-10,184-100%$318.0K———
Opus Financial Solutions LLC
N/A—9,905-9,905-100%$309.4K———
NewEdge Advisors, LLC
N/A—8,659-8,659-100%$270.5K———
First Commonwealth Financial Corp
N/A—8,296-8,296-100%$259.2K———
Access Financial Services, Inc.
N/A—8,182-8,182-100%$255.6K———
Benjamin Edwards Inc
N/A—8,045-8,045-100%$251.3K———
Vantage Point Financial LLC
N/A—7,799-7,799-100%$243.6K———
Jane Street Group, LLC
N/A—7,779-7,779-100%$243.0K———
OneDigital Investment Advisors LLC
N/A—7,764-7,764-100%$242.5K———
Steward Partners Investment Advisory, LLC
N/A—6,808-6,808-100%$212.7K———
Fiduciary Financial Advisors
N/A—6,300-6,300-100%$196.8K———
AE Wealth Management LLC
N/A—3,968-3,968-100%$124.0K———
Northwestern Mutual Wealth Management Co
N/A—1,641-1,641-100%$51.3K———
PlanVest Financial, Inc
N/A—1,151-1,151-100%$36.0K———
RED Reef Advisors LLC
N/A—500-500-100%$15.6K———
BFC Planning, Inc.
N/A—317-317-100%$9.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—317-317-100%$9.9K———
Allworth Financial LP
N/A—149-149-100%$4.7K———
JDM Financial Group LLC
N/A—71-71-100%$2.2K———
JPMorgan Chase & Co
N/A—00—$22———
Showing 88 of 88 institutions