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Innovator Deepwater Frontier (LOUP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
DECREASED
Shares211,052 from 264,367
Change-53,315 (-20%)
Value$18.7M (-$7.3M)
Filed 2026-10-08
Elmwood Wealth Management, Inc.
INCREASED
Shares116,436 from 116,401
Change+35 (+0%)
Value$10.3M (-$1.1M)
Filed 2026-10-14
Epiq Partners, LLC
INCREASED
Shares92,953 from 90,924
Change+2,029 (+2%)
Value$8.3M (-$706.3K)
Filed 2026-10-07
Mission Wealth Management, LP
INCREASED
Shares18,052 from 13,170
Change+4,882 (+37%)
Value$1.6M (+$305.2K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares17,392 from 3,396
Change+13,996 (+412%)
Value$1.5M (+$1.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares14,132 from 14,423
Change-291 (-2%)
Value$1.3M (-$166.5K)
Filed 2026-11-02
46 Peaks LLC
DECREASED
Shares11,791 from 14,347
Change-2,556 (-18%)
Value$1.0M (-$366.9K)
Filed 2026-11-03
HB Wealth Management, LLC
NEW
Shares9,000
Change+9,000
Value$799.3K
Filed 2026-10-23
Paladin Wealth, LLC
DECREASED
Shares4,841 from 4,946
Change-105 (-2%)
Value$429.9K (-$57.6K)
Filed 2026-10-23
Cypress Capital, LLC
NEW
Shares4,542
Change+4,542
Value$403.4K
Filed 2026-10-20
Belvedere Trading LLC
INCREASED
Shares4,269 from 3,978
Change+291 (+7%)
Value$379.1K (-$12.9K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares3,850 from 3,827
Change+23 (+1%)
Value$341.9K (-$35.3K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares3,400 from 2,515
Change+885 (+35%)
Value$302.0K (+$54.1K)
Filed 2026-10-29
Triumph Capital Management
INCREASED
Shares3,245 from 3,089
Change+156 (+5%)
Value$288.2K (-$16.3K)
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$266.4K (-$29.3K)
Filed 2026-11-05
Ulland Investment Advisors, LLC
INCREASED
Shares1,615 from 1,215
Change+400 (+33%)
Value$143 (+$23)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$132.1K (-$14.5K)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$97.7K (-$10.7K)
Filed 2026-11-04
Asset Dedication, LLC
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$38.7K (-$4.3K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$37.6K (-$4.1K)
Filed 2026-10-28
Aventus Investment Advisors, Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$33.8K (-$3.7K)
Filed 2026-10-09
Evolution Wealth Management Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$28.0K (-$3.1K)
Filed 2026-10-28
Simplex Trading, LLC
INCREASED
Shares230 from 218
Change+12 (+6%)
Value$20.4K (-$1.1K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$11.6K (-$1.3K)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.9K (-$975)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares99
Change+99
Value$8.8K
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares64
Change+64
Value$5.7K
Filed 2026-10-27
Blume Capital Management, Inc.
DECREASED
Shares50 from 150
Change-100 (-67%)
Value$4.4K (-$10.3K)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.4K (-$487)
Filed 2026-10-08
TD Waterhouse Canada Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$101)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$889 (-$97)
Filed 2026-10-23
NWF Advisory Services Inc.
CLOSED
Shares0 from 2,130
Change-2,130 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-19
CoreCap Advisors, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-08
Royal Bank of Canada
N/A
Shares— from 261,623
Change-261,623 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 189,004
Change-189,004 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 165,248
Change-165,248 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 53,693
Change-53,693 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 38,341
Change-38,341 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 37,270
Change-37,270 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,708
Change-12,708 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,477
Change-7,477 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
UBS Group AG
N/A
Shares— from 879
Change-879 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 696
Change-696 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 533
Change-533 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 179
Change-179 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 95
Change-95 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 89
Change-89 (-100%)
Value—
FMR LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 14
Change-14 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 10
Change-10 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Gradient Investments LLC
DECREASED211,052264,367-53,315-20%$26.1M$18.7M-$7.3M2026-10-08
Elmwood Wealth Management, Inc.
INCREASED116,436116,401+35+0%$11.5M$10.3M-$1.1M2026-10-14
Epiq Partners, LLC
INCREASED92,95390,924+2,029+2%$9.0M$8.3M-$706.3K2026-10-07
Mission Wealth Management, LP
INCREASED18,05213,170+4,882+37%$1.3M$1.6M+$305.2K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED17,3923,396+13,996+412%$335.0K$1.5M+$1.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED14,13214,423-291-2%$1.4M$1.3M-$166.5K2026-11-02
46 Peaks LLC
DECREASED11,79114,347-2,556-18%$1.4M$1.0M-$366.9K2026-11-03
HB Wealth Management, LLC
NEW9,000—+9,000——$799.3K—2026-10-23
Paladin Wealth, LLC
DECREASED4,8414,946-105-2%$487.5K$429.9K-$57.6K2026-10-23
Cypress Capital, LLC
NEW4,542—+4,542——$403.4K—2026-10-20
Belvedere Trading LLC
INCREASED4,2693,978+291+7%$392.1K$379.1K-$12.9K2026-11-05
Sigma Planning Corp
INCREASED3,8503,827+23+1%$377.2K$341.9K-$35.3K2026-10-23
Integrity Alliance, Llc.
INCREASED3,4002,515+885+35%$247.9K$302.0K+$54.1K2026-10-29
Triumph Capital Management
INCREASED3,2453,089+156+5%$304.5K$288.2K-$16.3K2026-10-14
Fifth Third Bancorp
UNCHANGED3,0003,00000%$295.7K$266.4K-$29.3K2026-11-05
Ulland Investment Advisors, LLC
INCREASED1,6151,215+400+33%$120$143+$232026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED1,4881,48800%$146.7K$132.1K-$14.5K2026-10-30
Creative Financial Designs Inc
UNCHANGED1,1001,10000%$108.4K$97.7K-$10.7K2026-11-04
Asset Dedication, LLC
UNCHANGED43643600%$43.0K$38.7K-$4.3K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED42342300%$41.7K$37.6K-$4.1K2026-10-28
Aventus Investment Advisors, Inc.
UNCHANGED38138100%$37.6K$33.8K-$3.7K2026-10-09
Evolution Wealth Management Inc.
UNCHANGED31531500%$31.0K$28.0K-$3.1K2026-10-28
Simplex Trading, LLC
INCREASED230218+12+6%$21.5K$20.4K-$1.1K2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED13113100%$12.9K$11.6K-$1.3K2026-10-29
Spire Wealth Management
UNCHANGED10010000%$9.9K$8.9K-$9752026-10-30
Jacobi Capital Management LLC
NEW99—+99——$8.8K—2026-11-05
William Mack & Associates, Inc.
NEW64—+64——$5.7K—2026-10-27
Blume Capital Management, Inc.
DECREASED50150-100-67%$14.8K$4.4K-$10.3K2026-10-26
Farther Finance Advisors, LLC
UNCHANGED505000%$4.9K$4.4K-$4872026-10-08
TD Waterhouse Canada Inc.
UNCHANGED121200%$1.2K$1.1K-$1012026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$986$889-$972026-10-23
NWF Advisory Services Inc.
CLOSED02,130-2,130-100%$209.9K$0-$209.9K2026-10-19
CoreCap Advisors, LLC
CLOSED025-25-100%$2.5K$0-$2.5K2026-10-08
Royal Bank of Canada
N/A—261,623-261,623-100%$25.8M———
Tradition Wealth Management, LLC
N/A—189,004-189,004-100%$18.6M———
LPL Financial LLC
N/A—165,248-165,248-100%$16.3M———
GTS Securities LLC
N/A—53,693-53,693-100%$5.3M———
Mattson Financial Services, LLC
N/A—38,341-38,341-100%$3.4M———
HighTower Advisors, LLC
N/A—37,270-37,270-100%$3.7M———
Susquehanna International Group, LLP
N/A—12,708-12,708-100%$1.3M———
Stifel Financial Corp
N/A—8,827-8,827-100%$870.0K———
Jane Street Group, LLC
N/A—7,477-7,477-100%$736.9K———
Mariner, LLC
N/A—7,114-7,114-100%$701.2K———
Osaic Holdings, Inc.
N/A—7,084-7,084-100%$698.2K———
Captrust Financial Advisors
N/A—5,051-5,051-100%$497.8K———
Snowden Capital Advisors LLC
N/A—4,505-4,505-100%$444.0K———
Dorsey & Whitney Trust Co LLC
N/A—4,000-4,000-100%$394.2K———
Authentikos Wealth Advisory, LLC
N/A—3,799-3,799-100%$374.4K———
Raymond James Financial Inc
N/A—3,456-3,456-100%$340.6K———
FAS Wealth Partners, Inc.
N/A—3,041-3,041-100%$299.7K———
Brown Financial Advisors
N/A—2,895-2,895-100%$285.3K———
Federation des caisses Desjardins du Quebec
N/A—1,701-1,701-100%$167.6K———
Morgan Stanley
N/A—1,607-1,607-100%$158.4K———
UBS Group AG
N/A—879-879-100%$86.6K———
Arax Advisory Partners
N/A—696-696-100%$68.6K———
Rockefeller Capital Management L.P.
N/A—533-533-100%$52.5K———
Ancora Advisors LLCA
N/A—179-179-100%$17.6K———
Harbour Investments, Inc.
N/A—137-137-100%$13.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—95-95-100%$9.4K———
Mcguire Capital Advisors Inc
N/A—89-89-100%$8.8K———
FMR LLC
N/A—67-67-100%$6.6K———
Allworth Financial LP
N/A—14-14-100%$1.4K———
Security National Bank of Sioux City Iowa
N/A—10-10-100%$986———
JPMorgan Chase & Co
N/A—5-5-100%$478———
Showing 64 of 64 institutions