IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innov EQ Protect ETF - 1 AUG (ZAUG)

CUSIP: 45783Y111 | NYSE | 123 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Archer Investment Corp245,675
1.3% of portfolio›$6.9M
Canandaigua National Bank & Trust Co147,101
0.4% of portfolio›$4.1M
Truist Financial Corp144,088
0.0% of portfolio›$4.0M
Commonwealth Equity Services, LLC118,165
0.0% of portfolio›$3.3M
Kestra Advisory Services, LLC84,886
0.0% of portfolio›$2.4M
KFG Wealth Management, LLC59,948
0.2% of portfolio›$1.7M
Brookstone Capital Management51,556
0.0% of portfolio›$1.4M
Insight Wealth Partners, LLC43,313
0.2% of portfolio›$1.2M
Evolution Wealth Management Inc.41,357
0.7% of portfolio›$1.2M
Lineweaver Wealth Advisors, LLC40,205
0.1% of portfolio›$1.1M
Concurrent Investment Advisors, LLC34,594
0.0% of portfolio›$964.6K
Cypress Wealth Services, LLC31,526
0.1% of portfolio›$883.5K
Cambridge Investment Research Advisors, Inc.30,723
0.0% of portfolio›$857.0K
Integrity Advisory Solutions, LLC27,749
0.1% of portfolio›$773.7K
Wealth Enhancement Advisory Services, LLC26,656
0.0% of portfolio›$745.6K
Central Valley Advisors, LLC26,290
0.2% of portfolio›$733.0K
LPL Financial LLC23,841
0.0% of portfolio›$664.8K
Cornerstone Wealth Group, LLC23,263
0.0% of portfolio›$648.6K
AdvisorNet Financial, Inc22,215
0.0% of portfolio›$620.5K
Axxcess Wealth Management, LLC20,940
0.0% of portfolio›$583.9K
Forthright Family Wealth Advisory LLC20,000
0.3% of portfolio›$557.7K
Occidental Asset Management, LLC17,366
0.0% of portfolio›$484.2K
Trek Financial, LLC17,206
0.0% of portfolio›$479.8K
Pinnacle Wealth Management Group, Inc.16,410
0.2% of portfolio›$457.6K
FC Advisory LLC14,851
0.1% of portfolio›$414.1K
Farther Finance Advisors, LLC12,893
0.0% of portfolio›$359.5K
Madrona Financial Services, LLC12,810
0.1% of portfolio›$357.2K
Soltis Investment Advisors LLC10,401
0.0% of portfolio›$290.0K
Brown Wealth Management, LLC10,281
0.1% of portfolio›$286.7K
Souders Financial Advisors9,441
0.0% of portfolio›$263.2K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors9,367
0.0% of portfolio›$261.2K
Comprehensive Financial Consultants Institutional, Inc.9,245
0.1% of portfolio›$257.8K
Optima Capital LLC9,205
0.1% of portfolio›$256.7K
Diligent Investors, LLC9,000
0.1% of portfolio›$250.9K
First Heartland Consultants, Inc.8,974
0.0% of portfolio›$250.2K
Synergy Asset Management, LLC8,973
0.0% of portfolio›$250.2K
Straight Path Wealth Management8,970
0.1% of portfolio›$250.1K
Dynamic Advisor Solutions LLC8,941
0.0% of portfolio›$249.3K
Chicago Partners Investment Group LLC8,518
0.0% of portfolio›$238.2K
TopTier Wealth Management, LLC7,945
0.1% of portfolio›$221.5K
Strategic Blueprint, LLC7,809
0.0% of portfolio›$217.7K
IMG Wealth Management, Inc.7,264
0.1% of portfolio›$202.5K
IFP Advisors, Inc6,757
0.0% of portfolio›$188.4K
Grove Bank & Trust4,513
0.0% of portfolio›$125.8K
Financial Network Wealth Advisors LLC3,316
0.1% of portfolio›$92.5K
Evermay Wealth Management LLC3,000
0.0% of portfolio›$83.6K
Barclays PLC2,430
0.0% of portfolio›$67.8K
Tounjian Advisory Partners, LLC2,359
0.0% of portfolio›$65.8K
Allworth Financial LP2,303
0.0% of portfolio›$63.4K
Creative Financial Designs Inc2,117
0.0% of portfolio›$59.0K
CoreCap Advisors, LLC1,755
0.0% of portfolio›$48.9K
Noble Wealth Management PBC1,000
0.0% of portfolio›$27.9K
Dhjj Financial Advisors, Ltd.538
0.0% of portfolio›$15.0K
Blue Bell Private Wealth Management, LLC200
0.0% of portfolio›$5.6K
Capital Investment Advisory Services, LLC90
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Archer Investment Corp
245,675$6.9M1.3%CoreMediumCarmel, IN2026-11-05
Canandaigua National Bank & Trust Co
147,101$4.1M0.4%CoreVery LowCanandaigua, NY2026-10-07
Truist Financial Corp
144,088$4.0M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
118,165$3.3M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
84,886$2.4M0.0%CoreLowAustin, TX2026-11-02
KFG Wealth Management, LLC
59,948$1.7M0.2%ETFMediumGranger, IN2026-10-16
Brookstone Capital Management
51,556$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Insight Wealth Partners, LLC
43,313$1.2M0.2%ETFLowPlano, TX2026-10-26
Evolution Wealth Management Inc.
41,357$1.2M0.7%ETFMediumFort Myers, FL2026-10-28
Lineweaver Wealth Advisors, LLC
40,205$1.1M0.1%ETFLowValley View, OH2026-10-13
Concurrent Investment Advisors, LLC
34,594$964.6K0.0%GrowthMediumTampa, FL2026-10-16
Cypress Wealth Services, LLC
31,526$883.5K0.1%ETFLowPalm Desert, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
30,723$857.0K0.0%ETFLowFairfield, IA2026-11-02
Integrity Advisory Solutions, LLC
27,749$773.7K0.1%ETFMediumDallas, TX2026-10-29
Wealth Enhancement Advisory Services, LLC
26,656$745.6K0.0%CoreLowPlymouth, MN2026-10-13
Central Valley Advisors, LLC
26,290$733.0K0.2%CoreLowSacramento, CA2026-10-27
LPL Financial LLC
23,841$664.8K0.0%IndexVery LowFort Mill, SC2026-11-06
Cornerstone Wealth Group, LLC
23,263$648.6K0.0%CoreMediumHuntersville, NC2026-11-02
AdvisorNet Financial, Inc
22,215$620.5K0.0%ETFLowMinnetonka, MN2026-10-15
Axxcess Wealth Management, LLC
20,940$583.9K0.0%CoreLowCarlsbad, CA2026-10-21
Forthright Family Wealth Advisory LLC
20,000$557.7K0.3%ETFHighHouston, TX2026-11-03
Occidental Asset Management, LLC
17,366$484.2K0.0%GrowthLowBurlingame, CA2026-11-05
Trek Financial, LLC
17,206$479.8K0.0%ETFHighScottsdale, AZ2026-10-29
Pinnacle Wealth Management Group, Inc.
16,410$457.6K0.2%ETFMediumPlymouth, MI2026-10-15
FC Advisory LLC
14,851$414.1K0.1%ETFVery LowWest Chester, PA2026-10-05
Farther Finance Advisors, LLC
12,893$359.5K0.0%IndexLowSan Francisco, CA2026-10-08
Madrona Financial Services, LLC
12,810$357.2K0.1%ETFLowEverett, WA2026-10-23
Soltis Investment Advisors LLC
10,401$290.0K0.0%CoreMediumSt. George, UT2026-10-28
Brown Wealth Management, LLC
10,281$286.7K0.1%ETFMediumNaperville, IL2026-10-20
Souders Financial Advisors
9,441$263.2K0.0%ETFLowCincinnati, OH2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
9,367$261.2K0.0%ETFMediumWestlake, OH2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
9,245$257.8K0.1%CoreMediumBloomington, IN2026-10-15
Optima Capital LLC
9,205$256.7K0.1%ETFHighPortland, OR2026-10-29
Diligent Investors, LLC
9,000$250.9K0.1%CoreLowRedlands, CA2026-10-21
First Heartland Consultants, Inc.
8,974$250.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Synergy Asset Management, LLC
8,973$250.2K0.0%GrowthHighVancouver, WA2026-11-05
Straight Path Wealth Management
8,970$250.1K0.1%ETFLowJenison, MI2026-10-23
Dynamic Advisor Solutions LLC
8,941$249.3K0.0%ETFLowPhoenix, AZ2026-10-13
Chicago Partners Investment Group LLC
8,518$238.2K0.0%GARPLowChicago, IL2026-10-27
TopTier Wealth Management, LLC
7,945$221.5K0.1%ETFVery LowMuskego, WI2026-10-16
Strategic Blueprint, LLC
7,809$217.7K0.0%ETFLowAtlanta, GA2026-10-22
IMG Wealth Management, Inc.
7,264$202.5K0.1%ETFMediumJacksonville, FL2026-10-27
IFP Advisors, Inc
6,757$188.4K0.0%GrowthLowTampa, FL2026-10-16
Grove Bank & Trust
4,513$125.8K0.0%ETFLowMiami, FL2026-10-08
Financial Network Wealth Advisors LLC
3,316$92.5K0.1%ETFLowMurray, UT2026-10-28
Evermay Wealth Management LLC
3,000$83.6K0.0%ETFLowArlington, VA2026-11-05
Barclays PLC
2,430$67.8K0.0%CoreMediumLondon, United Kingdom2026-11-06
Tounjian Advisory Partners, LLC
2,359$65.8K0.0%GrowthHighFort Myers, FL2026-11-04
Allworth Financial LP
2,303$63.4K0.0%IndexLowFolsom, CA2026-11-06
Creative Financial Designs Inc
2,117$59.0K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
1,755$48.9K0.0%ETFMediumSouthfield, MI2026-10-08
Noble Wealth Management PBC
1,000$27.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Dhjj Financial Advisors, Ltd.
538$15.0K0.0%ETFVery LowNaperville, IL2026-10-23
Blue Bell Private Wealth Management, LLC
200$5.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
Capital Investment Advisory Services, LLC
90$2.5K0.0%CoreMediumRaleigh, NC2026-10-30