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Innv Nasdaq -100 10 B - QRT (QBUF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Central Valley Advisors, LLC
INCREASED
Shares441,766 from 428,086
Change+13,680 (+3%)
Value$13.6M (+$466.8K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
NEW
Shares225,521
Change+225,521
Value$7.0M
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares167,372 from 179,444
Change-12,072 (-7%)
Value$5.2M (-$354.0K)
Filed 2026-11-04
Uniting Wealth Partners, LLC
NEW
Shares142,052
Change+142,052
Value$4.4M
Filed 2026-11-06
Sovran Advisors, LLC
DECREASED
Shares126,432 from 202,497
Change-76,065 (-38%)
Value$3.9M (-$2.2M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares103,458 from 103,266
Change+192 (+0%)
Value$3.2M (+$16.7K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares89,329 from 87,859
Change+1,470 (+2%)
Value$2.8M (+$54.5K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares51,559 from 43,322
Change+8,237 (+19%)
Value$1.6M (+$258.8K)
Filed 2026-10-22
ARQ Wealth Advisors, LLC
INCREASED
Shares47,097 from 29,793
Change+17,304 (+58%)
Value$1.5M (+$547.7K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares41,330 from 60,242
Change-18,912 (-31%)
Value$1.3M (-$577.6K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares36,147 from 23,057
Change+13,090 (+57%)
Value$1.1M (+$406.5K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares32,199 from 42,846
Change-10,647 (-25%)
Value$994.0K (-$324.2K)
Filed 2026-10-13
Hofer & Associates. Inc
NEW
Shares30,589
Change+30,589
Value$944.3K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares30,589 from 28,736
Change+1,853 (+6%)
Value$944.3K (+$60.2K)
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares24,713
Change+24,713
Value$759.4K
Filed 2026-10-26
Beam Wealth Advisors, Inc.
NEW
Shares24,548
Change+24,548
Value$757.8K
Filed 2026-11-03
Sugar Maple Asset Management, LLC
UNCHANGED
Shares23,943 from 23,943
Change0 (0%)
Value$739.1K (+$2.5K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares22,626 from 20,371
Change+2,255 (+11%)
Value$698.5K (+$71.7K)
Filed 2026-11-06
Bright Futures Wealth Management, Llc.
DECREASED
Shares17,174 from 18,379
Change-1,205 (-7%)
Value$530.2K (-$35.3K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,092 from 16,182
Change+910 (+6%)
Value$527.6K (+$29.8K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares16,897 from 16,445
Change+452 (+3%)
Value$521.6K (+$15.7K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
UNCHANGED
Shares11,022 from 11,022
Change0 (0%)
Value$340.2K (+$1.1K)
Filed 2026-11-06
Visionary Wealth Advisors
UNCHANGED
Shares9,333 from 9,333
Change0 (0%)
Value$288.1K (+$969)
Filed 2026-11-04
TrustBank
UNCHANGED
Shares8,657 from 8,657
Change0 (0%)
Value$267.2K (+$900)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares7,720 from 9,720
Change-2,000 (-21%)
Value$237.6K (-$53.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares7,720 from 9,720
Change-2,000 (-21%)
Value$237.6K (-$53.6K)
Filed 2026-10-20
Diligent Investors, LLC
NEW
Shares6,814
Change+6,814
Value$210.3K
Filed 2026-10-21
First Heartland Consultants, Inc.
UNCHANGED
Shares6,522 from 6,522
Change0 (0%)
Value$201.3K (+$677)
Filed 2026-10-08
Clearstead Advisors, LLC
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$59.6K (+$201)
Filed 2026-11-06
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$21.6K (+$73)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.3K (+$31)
Filed 2026-10-01
Mosley Wealth Management
INCREASED
Shares265 from 102
Change+163 (+160%)
Value$8.2K (+$5.0K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares230 from 215
Change+15 (+7%)
Value$7.1K (+$485)
Filed 2026-10-16
Key Capital Management, Inc
NEW
Shares92
Change+92
Value$2.8K
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$278 (+$1)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$30.2K)
Filed 2026-10-29
Prasad Wealth Partners, LLC
N/A
Shares— from 389,781
Change-389,781 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 268,610
Change-268,610 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 187,194
Change-187,194 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 172,638
Change-172,638 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 139,875
Change-139,875 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 100,421
Change-100,421 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 99,760
Change-99,760 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,239
Change-67,239 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 64,523
Change-64,523 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 61,772
Change-61,772 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 53,293
Change-53,293 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 46,034
Change-46,034 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 41,572
Change-41,572 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,777
Change-26,777 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,962
Change-23,962 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,633
Change-21,633 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,538
Change-20,538 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 13,890
Change-13,890 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 13,834
Change-13,834 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,199
Change-12,199 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 10,584
Change-10,584 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,995
Change-8,995 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Status
Central Valley Advisors, LLC
INCREASED441,766428,086+13,680+3%$13.2M$13.6M+$466.8K2026-10-27
Wealth Enhancement Advisory Services, LLC
NEW225,521—+225,521——$7.0M—2026-10-13
Smart Wealth LLC
DECREASED167,372179,444-12,072-7%$5.5M$5.2M-$354.0K2026-11-04
Uniting Wealth Partners, LLC
NEW142,052—+142,052——$4.4M—2026-11-06
Sovran Advisors, LLC
DECREASED126,432202,497-76,065-38%$6.0M$3.9M-$2.2M2026-11-02
Farther Finance Advisors, LLC
INCREASED103,458103,266+192+0%$3.2M$3.2M+$16.7K2026-10-08
Kestra Advisory Services, LLC
INCREASED89,32987,859+1,470+2%$2.7M$2.8M+$54.5K2026-11-02
Brookstone Capital Management
INCREASED51,55943,322+8,237+19%$1.3M$1.6M+$258.8K2026-10-22
ARQ Wealth Advisors, LLC
INCREASED47,09729,793+17,304+58%$906.2K$1.5M+$547.7K2026-10-29
Commonwealth Equity Services, LLC
DECREASED41,33060,242-18,912-31%$1.9M$1.3M-$577.6K2026-11-02
Triumph Capital Management
INCREASED36,14723,057+13,090+57%$709.4K$1.1M+$406.5K2026-10-14
Independent Financial Group, LLC
DECREASED32,19942,846-10,647-25%$1.3M$994.0K-$324.2K2026-10-13
Hofer & Associates. Inc
NEW30,589—+30,589——$944.3K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED30,58928,736+1,853+6%$884.1K$944.3K+$60.2K2026-10-14
Transce3nd, LLC
NEW24,713—+24,713——$759.4K—2026-10-26
Beam Wealth Advisors, Inc.
NEW24,548—+24,548——$757.8K—2026-11-03
Sugar Maple Asset Management, LLC
UNCHANGED23,94323,94300%$736.6K$739.1K+$2.5K2026-10-13
LPL Financial LLC
INCREASED22,62620,371+2,255+11%$626.7K$698.5K+$71.7K2026-11-06
Bright Futures Wealth Management, Llc.
DECREASED17,17418,379-1,205-7%$565.5K$530.2K-$35.3K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED17,09216,182+910+6%$497.9K$527.6K+$29.8K2026-10-13
Valmark Advisers, Inc.
INCREASED16,89716,445+452+3%$505.9K$521.6K+$15.7K2026-11-06
Kestra Private Wealth Services, LLC
UNCHANGED11,02211,02200%$339.1K$340.2K+$1.1K2026-11-06
Visionary Wealth Advisors
UNCHANGED9,3339,33300%$287.1K$288.1K+$9692026-11-04
TrustBank
UNCHANGED8,6578,65700%$266.3K$267.2K+$9002026-10-20
Diversify Advisory Services, LLC
DECREASED7,7209,720-2,000-21%$291.2K$237.6K-$53.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED7,7209,720-2,000-21%$291.2K$237.6K-$53.6K2026-10-20
Diligent Investors, LLC
NEW6,814—+6,814——$210.3K—2026-10-21
First Heartland Consultants, Inc.
UNCHANGED6,5226,52200%$200.7K$201.3K+$6772026-10-08
Clearstead Advisors, LLC
UNCHANGED1,9301,93000%$59.4K$59.6K+$2012026-11-06
Woodard & Co Asset Management Group Inc
UNCHANGED70070000%$21.5K$21.6K+$732026-11-03
Noble Wealth Management PBC
UNCHANGED30030000%$9.2K$9.3K+$312026-10-01
Mosley Wealth Management
INCREASED265102+163+160%$3.1K$8.2K+$5.0K2026-10-16
IFP Advisors, Inc
INCREASED230215+15+7%$6.6K$7.1K+$4852026-10-16
Key Capital Management, Inc
NEW92—+92——$2.8K—2026-11-03
Kingdom Financial Group Llc.
UNCHANGED9900%$277$278+$12026-11-04
Bullseye Investment Management, LLC
CLOSED0980-980-100%$30.2K$0-$30.2K2026-10-29
Prasad Wealth Partners, LLC
N/A—389,781-389,781-100%$12.0M———
Mutual Advisors, LLC
N/A—268,610-268,610-100%$8.3M———
Centaurus Financial, Inc.
N/A—187,194-187,194-100%$5.8M———
CreativeOne Wealth, LLC
N/A—172,638-172,638-100%$5.3M———
Osaic Holdings, Inc.
N/A—140,000-140,000-100%$4.3M———
Raymond James Financial Inc
N/A—139,875-139,875-100%$4.3M———
Cary Street Partners Financial LLC
N/A—100,421-100,421-100%$3.1M———
Beacon Pointe Advisors, LLC
N/A—99,760-99,760-100%$3.1M———
Cetera Investment Advisers
N/A—67,239-67,239-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—64,523-64,523-100%$2.0M———
PlanVest Financial, Inc
N/A—61,772-61,772-100%$1.9M———
Summit Financial, LLC
N/A—53,293-53,293-100%$1.6M———
Hollencrest Capital Management
N/A—46,034-46,034-100%$1.4M———
Crux Wealth Advisors
N/A—41,572-41,572-100%$1.3M———
HighTower Advisors, LLC
N/A—26,777-26,777-100%$823.8K———
MML Investors Services, LLC
N/A—23,962-23,962-100%$737.2K———
AE Wealth Management LLC
N/A—21,633-21,633-100%$665.6K———
Envestnet Asset Management Inc
N/A—20,538-20,538-100%$631.9K———
Keating Financial Advisory Services, Inc.
N/A—13,890-13,890-100%$427.3K———
MTM Financial Group, LLC
N/A—13,834-13,834-100%$425.6K———
Stratos Wealth Advisors, LLC
N/A—12,199-12,199-100%$375.3K———
Pitti Group Wealth Management, LLC
N/A—10,584-10,584-100%$325.6K———
Calton & Associates, Inc.
N/A—9,873-9,873-100%$303.8K———
Harbour Investments, Inc.
N/A—8,995-8,995-100%$276.7K———
Yarger Wealth Strategies, LLC
N/A—6,573-6,573-100%$202.1K———
WealthShield Partners, LLC
N/A—4,000-4,000-100%$123.1K———
Fiduciary Financial Advisors
N/A—1,219-1,219-100%$37.5K———
Caitlin John, LLC
N/A—667-667-100%$20.5K———
Showing 64 of 64 institutions