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Innov in Dvlp Pwrb ETF - AUG (IAUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares110,388 from 117,330
Change-6,942 (-6%)
Value$3.3M (-$201.5K)
Filed 2026-11-02
Corrado Advisors, LLC
INCREASED
Shares79,635 from 67,588
Change+12,047 (+18%)
Value$2.4M (+$369.2K)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares63,927 from 52,515
Change+11,412 (+22%)
Value$1.9M (+$348.9K)
Filed 2026-10-13
Gill Capital Partners, LLC
INCREASED
Shares46,554 from 41,694
Change+4,860 (+12%)
Value$1.4M (+$150.0K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares35,595 from 10,712
Change+24,883 (+232%)
Value$1.1M (+$753.3K)
Filed 2026-11-06
Creative Planning
UNCHANGED
Shares26,079 from 26,079
Change0 (0%)
Value$788.7K (+$1.9K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares21,299 from 18,677
Change+2,622 (+14%)
Value$644.1K (+$80.6K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares20,027 from 19,779
Change+248 (+1%)
Value$605.7K (+$8.9K)
Filed 2026-10-23
Advus Financial Partners, LLC
INCREASED
Shares18,020 from 17,420
Change+600 (+3%)
Value$545.0K (+$19.4K)
Filed 2026-10-20
Hofer & Associates. Inc
NEW
Shares17,232
Change+17,232
Value$521.1K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares17,232 from 20,438
Change-3,206 (-16%)
Value$521.1K (-$95.5K)
Filed 2026-10-14
PFS Partners, LLC
INCREASED
Shares15,370 from 6,162
Change+9,208 (+149%)
Value$464.8K (+$278.9K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
UNCHANGED
Shares13,006 from 13,006
Change0 (0%)
Value$393.3K (+$935)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares12,457 from 12,457
Change0 (0%)
Value$375.8K ($0)
Filed 2026-11-06
Opus Financial Solutions LLC
DECREASED
Shares11,425 from 12,315
Change-890 (-7%)
Value$345.5K (-$26.0K)
Filed 2026-11-06
Diligent Investors, LLC
INCREASED
Shares11,400 from 10,400
Change+1,000 (+10%)
Value$344.8K (+$31.0K)
Filed 2026-10-21
NewCorp Financial Services, Inc.
DECREASED
Shares10,991 from 13,926
Change-2,935 (-21%)
Value$332.4K (-$87.8K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED
Shares9,864 from 6,225
Change+3,639 (+58%)
Value$298.3K (+$110.5K)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
NEW
Shares9,535
Change+9,535
Value$288.4K
Filed 2026-10-29
Trek Financial, LLC
NEW
Shares9,105
Change+9,105
Value$275.4K
Filed 2026-10-29
Cypress Wealth Services, LLC
NEW
Shares8,849
Change+8,849
Value$268.0K
Filed 2026-10-21
Cornerstone Wealth Group, LLC
NEW
Shares8,560
Change+8,560
Value$258.9K
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares8,503 from 56,711
Change-48,208 (-85%)
Value$257.2K (-$1.5M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
NEW
Shares7,165
Change+7,165
Value$216.7K
Filed 2026-11-03
Truist Financial Corp
NEW
Shares6,986
Change+6,986
Value$211.3K
Filed 2026-10-30
IFP Advisors, Inc
NEW
Shares5,400
Change+5,400
Value$163.3K
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$73.4K (+$175)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares1,619
Change+1,619
Value$49.0K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
NEW
Shares809
Change+809
Value$24.5K
Filed 2026-10-28
Cape Investment Advisory, Inc.
NEW
Shares800
Change+800
Value$24.2K
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$15.1K (+$36)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$6.8K (+$16)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$30
Filed 2026-10-29
PFG Advisors
CLOSED
Shares0 from 7,757
Change-7,757 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-16
Focus Partners Wealth
N/A
Shares— from 24,383
Change-24,383 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 24,196
Change-24,196 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 18,296
Change-18,296 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,186
Change-18,186 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,208
Change-17,208 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,988
Change-12,988 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,939
Change-10,939 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,737
Change-8,737 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,154
Change-8,154 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
UBS Group AG
N/A
Shares— from 442
Change-442 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 308
Change-308 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 278
Change-278 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 98
Change-98 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED110,388117,330-6,942-6%$3.5M$3.3M-$201.5K2026-11-02
Corrado Advisors, LLC
INCREASED79,63567,588+12,047+18%$2.0M$2.4M+$369.2K2026-10-27
Independent Financial Group, LLC
INCREASED63,92752,515+11,412+22%$1.6M$1.9M+$348.9K2026-10-13
Gill Capital Partners, LLC
INCREASED46,55441,694+4,860+12%$1.3M$1.4M+$150.0K2026-10-13
LPL Financial LLC
INCREASED35,59510,712+24,883+232%$323.2K$1.1M+$753.3K2026-11-06
Creative Planning
UNCHANGED26,07926,07900%$786.8K$788.7K+$1.9K2026-11-02
Kestra Advisory Services, LLC
INCREASED21,29918,677+2,622+14%$563.5K$644.1K+$80.6K2026-11-02
Sigma Planning Corp
INCREASED20,02719,779+248+1%$596.8K$605.7K+$8.9K2026-10-23
Advus Financial Partners, LLC
INCREASED18,02017,420+600+3%$525.6K$545.0K+$19.4K2026-10-20
Hofer & Associates. Inc
NEW17,232—+17,232——$521.1K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED17,23220,438-3,206-16%$616.6K$521.1K-$95.5K2026-10-14
PFS Partners, LLC
INCREASED15,3706,162+9,208+149%$185.9K$464.8K+$278.9K2026-10-21
Fiduciary Financial Group, LLC
UNCHANGED13,00613,00600%$392.4K$393.3K+$9352026-10-13
Allworth Financial LP
UNCHANGED12,45712,45700%$375.8K$375.8K$02026-11-06
Opus Financial Solutions LLC
DECREASED11,42512,315-890-7%$371.6K$345.5K-$26.0K2026-11-06
Diligent Investors, LLC
INCREASED11,40010,400+1,000+10%$313.8K$344.8K+$31.0K2026-10-21
NewCorp Financial Services, Inc.
DECREASED10,99113,926-2,935-21%$420.2K$332.4K-$87.8K2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED9,8646,225+3,639+58%$187.8K$298.3K+$110.5K2026-10-23
Integrity Advisory Solutions, LLC
NEW9,535—+9,535——$288.4K—2026-10-29
Trek Financial, LLC
NEW9,105—+9,105——$275.4K—2026-10-29
Cypress Wealth Services, LLC
NEW8,849—+8,849——$268.0K—2026-10-21
Cornerstone Wealth Group, LLC
NEW8,560—+8,560——$258.9K—2026-11-02
Americana Partners, LLC
DECREASED8,50356,711-48,208-85%$1.7M$257.2K-$1.5M2026-10-28
Ashton Thomas Private Wealth, LLC
NEW7,165—+7,165——$216.7K—2026-11-03
Truist Financial Corp
NEW6,986—+6,986——$211.3K—2026-10-30
IFP Advisors, Inc
NEW5,400—+5,400——$163.3K—2026-10-16
Lanark Financial, Inc.
UNCHANGED2,4262,42600%$73.2K$73.4K+$1752026-10-26
William Mack & Associates, Inc.
NEW1,619—+1,619——$49.0K—2026-10-27
Financial Network Wealth Advisors LLC
NEW809—+809——$24.5K—2026-10-28
Cape Investment Advisory, Inc.
NEW800—+800——$24.2K—2026-10-13
Creative Financial Designs Inc
UNCHANGED50050000%$15.1K$15.1K+$362026-11-04
CoreCap Advisors, LLC
UNCHANGED22422400%$6.8K$6.8K+$162026-10-08
Blue Bell Private Wealth Management, LLC
NEW1—+1——$30—2026-10-29
PFG Advisors
CLOSED07,757-7,757-100%$234.0K$0-$234.0K2026-10-16
Focus Partners Wealth
N/A—24,383-24,383-100%$735.7K———
Old Mission Capital LLC
N/A—24,196-24,196-100%$730.0K———
Wealth Alliance, LLC
N/A—18,296-18,296-100%$552.0K———
Steward Partners Investment Advisory, LLC
N/A—18,186-18,186-100%$548.7K———
JPMorgan Chase & Co
N/A—17,208-17,208-100%$517.8K———
Jane Street Group, LLC
N/A—12,988-12,988-100%$391.9K———
Berger Financial Group, Inc
N/A—11,381-11,381-100%$343.4K———
Osaic Holdings, Inc.
N/A—10,939-10,939-100%$330.0K———
Cetera Investment Advisers
N/A—10,900-10,900-100%$328.9K———
First Commonwealth Financial Corp
N/A—10,106-10,106-100%$304.9K———
Susquehanna International Group, LLP
N/A—9,925-9,925-100%$299.4K———
Faithward Advisors, LLC
N/A—9,891-9,891-100%$298.4K———
HighTower Advisors, LLC
N/A—9,698-9,698-100%$292.6K———
Royal Bank of Canada
N/A—8,737-8,737-100%$264.0K———
AE Wealth Management LLC
N/A—8,154-8,154-100%$246.0K———
Atlantic Private Wealth, LLC
N/A—3,500-3,500-100%$105.6K———
JDM Financial Group LLC
N/A—1,105-1,105-100%$33.3K———
UBS Group AG
N/A—442-442-100%$13.3K———
Harbour Investments, Inc.
N/A—308-308-100%$9.3K———
Northwestern Mutual Wealth Management Co
N/A—278-278-100%$8.4K———
Arax Advisory Partners
N/A—98-98-100%$3.0K———
Showing 55 of 55 institutions