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Innv Nasdaq -100 10 B - QRT (QBUF)

CUSIP: 45783Y160 | NYSE | 89 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Central Valley Advisors, LLC441,766
3.7% of portfolio›$13.6M
Wealth Enhancement Advisory Services, LLC225,521
0.0% of portfolio›$7.0M
Smart Wealth LLC167,372
1.1% of portfolio›$5.2M
Uniting Wealth Partners, LLC142,052
0.9% of portfolio›$4.4M
Sovran Advisors, LLC126,432
0.3% of portfolio›$3.9M
Farther Finance Advisors, LLC103,458
0.0% of portfolio›$3.2M
Kestra Advisory Services, LLC89,329
0.0% of portfolio›$2.8M
Brookstone Capital Management51,559
0.0% of portfolio›$1.6M
ARQ Wealth Advisors, LLC47,097
0.2% of portfolio›$1.5M
Commonwealth Equity Services, LLC41,330
0.0% of portfolio›$1.3M
Triumph Capital Management36,147
0.2% of portfolio›$1.1M
Independent Financial Group, LLC32,199
0.0% of portfolio›$994.0K
Hofer & Associates. Inc30,589
0.7% of portfolio›$944.3K
RED Crane Wealth Management, LLC30,589
0.7% of portfolio›$944.3K
Transce3nd, LLC24,713
0.8% of portfolio›$759.4K
Beam Wealth Advisors, Inc.24,548
0.2% of portfolio›$757.8K
Sugar Maple Asset Management, LLC23,943
0.4% of portfolio›$739.1K
LPL Financial LLC22,626
0.0% of portfolio›$698.5K
Bright Futures Wealth Management, Llc.17,174
0.4% of portfolio›$530.2K
Signature Estate & Investment Advisors LLC17,092
0.0% of portfolio›$527.6K
Kestra Private Wealth Services, LLC11,022
0.0% of portfolio›$340.2K
Visionary Wealth Advisors9,333
0.0% of portfolio›$288.1K
TrustBank8,657
0.1% of portfolio›$267.2K
Diversify Advisory Services, LLC7,720
0.0% of portfolio›$237.6K
Diversify Wealth Management, LLC7,720
0.0% of portfolio›$237.6K
Diligent Investors, LLC6,814
0.0% of portfolio›$210.3K
First Heartland Consultants, Inc.6,522
0.0% of portfolio›$201.3K
Clearstead Advisors, LLC1,930
0.0% of portfolio›$59.6K
Woodard & Co Asset Management Group Inc700
0.0% of portfolio›$21.6K
Noble Wealth Management PBC300
0.0% of portfolio›$9.3K
Mosley Wealth Management265
0.0% of portfolio›$8.2K
IFP Advisors, Inc230
0.0% of portfolio›$7.1K
Key Capital Management, Inc92
0.0% of portfolio›$2.8K
Kingdom Financial Group Llc.9
0.0% of portfolio›$278
StyleTurnoverLocationFiled
Central Valley Advisors, LLC
441,766$13.6M3.7%CoreLowSacramento, CA2026-10-27
Wealth Enhancement Advisory Services, LLC
225,521$7.0M0.0%CoreLowPlymouth, MN2026-10-13
Smart Wealth LLC
167,372$5.2M1.1%ETFHighOmaha, NE2026-11-04
Uniting Wealth Partners, LLC
142,052$4.4M0.9%CoreMediumDenver, CO2026-11-06
Sovran Advisors, LLC
126,432$3.9M0.3%ETFMediumSan Diego, CA2026-11-02
Farther Finance Advisors, LLC
103,458$3.2M0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
89,329$2.8M0.0%CoreLowAustin, TX2026-11-02
Brookstone Capital Management
51,559$1.6M0.0%ETFMediumWheaton, IL2026-10-22
ARQ Wealth Advisors, LLC
47,097$1.5M0.2%ETFLowScottsdale, AZ2026-10-29
Commonwealth Equity Services, LLC
41,330$1.3M0.0%ETFLowWaltham, MA2026-11-02
Triumph Capital Management
36,147$1.1M0.2%ETFMediumDenver, CO2026-10-14
Independent Financial Group, LLC
32,199$994.0K0.0%GrowthLowSan Diego, CA2026-10-13
Hofer & Associates. Inc
30,589$944.3K0.7%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
30,589$944.3K0.7%ETFLowSan Francisco, CA2026-10-14
Transce3nd, LLC
24,713$759.4K0.8%GrowthLowBuda, TX2026-10-26
Beam Wealth Advisors, Inc.
24,548$757.8K0.2%ETFMediumCovington, LA2026-11-03
Sugar Maple Asset Management, LLC
23,943$739.1K0.4%ETFMediumSister Bay, WI2026-10-13
LPL Financial LLC
22,626$698.5K0.0%IndexVery LowFort Mill, SC2026-11-06
Bright Futures Wealth Management, Llc.
17,174$530.2K0.4%CoreHighWebster, Ny 14580, NY2026-10-23
Signature Estate & Investment Advisors LLC
17,092$527.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Kestra Private Wealth Services, LLC
11,022$340.2K0.0%GrowthLowAustin, TX2026-11-06
Visionary Wealth Advisors
9,333$288.1K0.0%ETFLowO'Fallon, IL2026-11-04
TrustBank
8,657$267.2K0.1%ETFVery LowOlney, IL2026-10-20
Diversify Advisory Services, LLC
7,720$237.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
7,720$237.6K0.0%GrowthMediumSandy, UT2026-10-20
Diligent Investors, LLC
6,814$210.3K0.0%CoreLowRedlands, CA2026-10-21
First Heartland Consultants, Inc.
6,522$201.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Clearstead Advisors, LLC
1,930$59.6K0.0%ETFLowCleveland, OH2026-11-06
Woodard & Co Asset Management Group Inc
700$21.6K0.0%ETFMediumBermuda Run, NC2026-11-03
Noble Wealth Management PBC
300$9.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Mosley Wealth Management
265$8.2K0.0%ETFHighAnaheim, CA2026-10-16
IFP Advisors, Inc
230$7.1K0.0%GrowthLowTampa, FL2026-10-16
Key Capital Management, Inc
92$2.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Kingdom Financial Group Llc.
9$2780.0%ETFMediumPeoria, AZ2026-11-04