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Innovator US EQY Accl-Quart (XDSQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Encompass More Asset Management
INCREASED
Shares76,092 from 9,802
Change+66,290 (+676%)
Value$3.4M (+$3.0M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares68,255 from 66,573
Change+1,682 (+3%)
Value$3.1M (+$196.8K)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares46,813 from 47,451
Change-638 (-1%)
Value$2.1M (+$58.0K)
Filed 2026-10-22
Andina Capital Management, LLC
DECREASED
Shares41,931 from 45,687
Change-3,756 (-8%)
Value$1.9M (-$84.9K)
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares36,397 from 34,173
Change+2,224 (+7%)
Value$1.6M (+$133.7K)
Filed 2026-10-26
Keeler Thomas Management LLC
INCREASED
Shares36,208 from 32,586
Change+3,622 (+11%)
Value$1.6M (+$221.6K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares17,308 from 25,962
Change-8,654 (-33%)
Value$775.0K (-$340.2K)
Filed 2026-11-02
Vestia Personal Wealth Advisors
UNCHANGED
Shares16,114 from 16,114
Change0 (0%)
Value$721.6K (+$29.4K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares15,007 from 28,238
Change-13,231 (-47%)
Value$672.0K (-$541.0K)
Filed 2026-10-23
Brown Wealth Management, LLC
INCREASED
Shares14,235 from 13,140
Change+1,095 (+8%)
Value$637.4K (+$73.0K)
Filed 2026-10-20
MY Wealth Management Inc.
INCREASED
Shares13,688 from 13,620
Change+68 (+1%)
Value$612.9K (+$27.9K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,288 from 9,251
Change+1,037 (+11%)
Value$460.7K (+$63.3K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares8,851 from 9,121
Change-270 (-3%)
Value$394.9K (+$6.5K)
Filed 2026-10-27
Ballast Rock Private Wealth LLC
UNCHANGED
Shares7,094 from 7,094
Change0 (0%)
Value$317.7K (+$12.9K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,126 from 14,549
Change-8,423 (-58%)
Value$274.0K (-$351.0K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares5,665 from 19,606
Change-13,941 (-71%)
Value$253.7K (-$588.5K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
INCREASED
Shares3,376 from 3,259
Change+117 (+4%)
Value$151.2K (+$11.2K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares879 from 877
Change+2 (+0%)
Value$39.4K (+$1.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares829 from 1,073
Change-244 (-23%)
Value$37.1K (-$9.0K)
Filed 2026-10-08
Country Trust Bank
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$24.4K (+$994)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares71 from 207
Change-136 (-66%)
Value$3.2K (-$5.7K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$851 (+$34)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$45 (+$2)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-29
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-03
Orion Porfolio Solutions, LLC
N/A
Shares— from 123,855
Change-123,855 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 76,149
Change-76,149 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 73,713
Change-73,713 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 55,601
Change-55,601 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 51,158
Change-51,158 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 49,791
Change-49,791 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,161
Change-28,161 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 25,381
Change-25,381 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,722
Change-21,722 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 20,951
Change-20,951 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 14,367
Change-14,367 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,254
Change-8,254 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,161
Change-5,161 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 818
Change-818 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 518
Change-518 (-100%)
Value—
Status
Encompass More Asset Management
INCREASED76,0929,802+66,290+676%$421.0K$3.4M+$3.0M2026-10-16
Atria Investments, Inc
INCREASED68,25566,573+1,682+3%$2.9M$3.1M+$196.8K2026-10-15
Brookstone Capital Management
DECREASED46,81347,451-638-1%$2.0M$2.1M+$58.0K2026-10-22
Andina Capital Management, LLC
DECREASED41,93145,687-3,756-8%$2.0M$1.9M-$84.9K2026-10-21
Triad Wealth Partners, LLC
INCREASED36,39734,173+2,224+7%$1.5M$1.6M+$133.7K2026-10-26
Keeler Thomas Management LLC
INCREASED36,20832,586+3,622+11%$1.4M$1.6M+$221.6K2026-10-29
Commonwealth Equity Services, LLC
DECREASED17,30825,962-8,654-33%$1.1M$775.0K-$340.2K2026-11-02
Vestia Personal Wealth Advisors
UNCHANGED16,11416,11400%$692.2K$721.6K+$29.4K2026-10-20
Simplicity Wealth,LLC
DECREASED15,00728,238-13,231-47%$1.2M$672.0K-$541.0K2026-10-23
Brown Wealth Management, LLC
INCREASED14,23513,140+1,095+8%$564.4K$637.4K+$73.0K2026-10-20
MY Wealth Management Inc.
INCREASED13,68813,620+68+1%$585.1K$612.9K+$27.9K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED10,2889,251+1,037+11%$397.4K$460.7K+$63.3K2026-11-03
Chicago Partners Investment Group LLC
DECREASED8,8519,121-270-3%$388.5K$394.9K+$6.5K2026-10-27
Ballast Rock Private Wealth LLC
UNCHANGED7,0947,09400%$304.7K$317.7K+$12.9K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED6,12614,549-8,423-58%$625.0K$274.0K-$351.0K2026-11-02
Axxcess Wealth Management, LLC
DECREASED5,66519,606-13,941-71%$842.2K$253.7K-$588.5K2026-10-21
Financial Network Wealth Advisors LLC
INCREASED3,3763,259+117+4%$140.0K$151.2K+$11.2K2026-10-28
IFP Advisors, Inc
INCREASED879877+2+0%$37.7K$39.4K+$1.7K2026-10-16
CoreCap Advisors, LLC
DECREASED8291,073-244-23%$46.1K$37.1K-$9.0K2026-10-08
Country Trust Bank
UNCHANGED54554500%$23.4K$24.4K+$9942026-10-30
Farther Finance Advisors, LLC
DECREASED71207-136-66%$8.9K$3.2K-$5.7K2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED191900%$817$851+$342026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED1100%$43$45+$22026-10-29
Bullseye Investment Management, LLC
CLOSED0232-232-100%$10.0K$0-$10.0K2026-10-29
Woodard & Co Asset Management Group Inc
CLOSED0194-194-100%$8.3K$0-$8.3K2026-11-03
Orion Porfolio Solutions, LLC
N/A—123,855-123,855-100%$5.3M———
Osaic Holdings, Inc.
N/A—76,149-76,149-100%$3.3M———
Authentikos Wealth Advisory, LLC
N/A—73,713-73,713-100%$3.2M———
First Commonwealth Financial Corp
N/A—55,601-55,601-100%$2.4M———
HighTower Advisors, LLC
N/A—51,158-51,158-100%$2.2M———
Cetera Investment Advisers
N/A—49,791-49,791-100%$2.1M———
Arax Advisory Partners
N/A—28,161-28,161-100%$1.2M———
Old Mission Capital LLC
N/A—25,381-25,381-100%$1.1M———
Arkadios Wealth Advisors
N/A—21,722-21,722-100%$933.1K———
Yarger Wealth Strategies, LLC
N/A—20,951-20,951-100%$909.6K———
Pitti Group Wealth Management, LLC
N/A—14,367-14,367-100%$617.1K———
Vantage Point Financial LLC
N/A—11,868-11,868-100%$509.8K———
Envestnet Asset Management Inc
N/A—9,175-9,175-100%$394.1K———
Susquehanna International Group, LLP
N/A—8,777-8,777-100%$377.0K———
LPL Financial LLC
N/A—8,254-8,254-100%$354.6K———
Steward Partners Investment Advisory, LLC
N/A—6,873-6,873-100%$295.2K———
Centaurus Financial, Inc.
N/A—6,759-6,759-100%$290.0K———
Sfmg, LLC
N/A—5,161-5,161-100%$221.7K———
Regatta Research & Money Management
N/A—3,746-3,746-100%$160.9K———
BFC Planning, Inc.
N/A—818-818-100%$35.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—818-818-100%$35.1K———
AE Wealth Management LLC
N/A—789-789-100%$33.9K———
Harbour Investments, Inc.
N/A—518-518-100%$22.3K———
Showing 48 of 48 institutions