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Innovator US EQY Accel 9 BUF (XBAP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Crosspoint Financial, LLC
DECREASED
Shares239,210 from 305,289
Change-66,079 (-22%)
Value$10.3M (-$2.5M)
Filed 2026-11-03
Welch Financial Planning, LLC
INCREASED
Shares34,160 from 23,939
Change+10,221 (+43%)
Value$1.5M (+$465.1K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
UNCHANGED
Shares31,296 from 31,296
Change0 (0%)
Value$1.4M (+$40.3K)
Filed 2026-10-13
Kestra Advisory Services, LLC
UNCHANGED
Shares28,970 from 28,970
Change0 (0%)
Value$1.2M (+$30.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares13,374 from 15,298
Change-1,924 (-13%)
Value$575.2K (-$66.5K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED
Shares10,644 from 10,704
Change-60 (-1%)
Value$457.8K (+$8.8K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED
Shares10,593 from 10,651
Change-58 (-1%)
Value$455.6K (+$8.8K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares9,475 from 9,475
Change0 (0%)
Value$397.4K ($0)
Filed 2026-11-06
Outlook Wealth Advisors, LLC
UNCHANGED
Shares8,728 from 8,728
Change0 (0%)
Value$375.4K (+$9.3K)
Filed 2026-10-28
Blue Water Asset Management
UNCHANGED
Shares8,343 from 8,343
Change0 (0%)
Value$358.8K (+$8.9K)
Filed 2026-11-04
Vestia Personal Wealth Advisors
UNCHANGED
Shares8,122 from 8,122
Change0 (0%)
Value$349.3K (+$8.6K)
Filed 2026-10-20
Sterling Financial Planning, Inc.
UNCHANGED
Shares7,634 from 7,634
Change0 (0%)
Value$328.3K (+$8.1K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
UNCHANGED
Shares5,814 from 5,814
Change0 (0%)
Value$250.3K (+$6.6K)
Filed 2026-10-27
CRA Financial Services, LLC
UNCHANGED
Shares4,928 from 4,928
Change0 (0%)
Value$212.0K (+$5.2K)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares4,757 from 4,757
Change0 (0%)
Value$204.6K (+$5.1K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares3,059 from 4,924
Change-1,865 (-38%)
Value$131.6K (-$75.0K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares1,737 from 1,747
Change-10 (-1%)
Value$74.7K (+$1.4K)
Filed 2026-10-16
IMG Wealth Management, Inc.
DECREASED
Shares1,337 from 1,350
Change-13 (-1%)
Value$57.5K (+$876)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$31.0K (+$767)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$7.4K (+$184)
Filed 2026-11-03
Lido Advisors, LLC
CLOSED
Shares0 from 968,750
Change-968,750 (-100%)
Value$0 (-$40.6M)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$31.7K)
Filed 2026-10-29
Cetera Investment Advisers
N/A
Shares— from 303,574
Change-303,574 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 265,033
Change-265,033 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 144,583
Change-144,583 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 121,298
Change-121,298 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 75,228
Change-75,228 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 47,654
Change-47,654 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 36,891
Change-36,891 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 36,310
Change-36,310 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 32,865
Change-32,865 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 28,180
Change-28,180 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,324
Change-22,324 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,401
Change-19,401 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 950
Change-950 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 821
Change-821 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Status
Crosspoint Financial, LLC
DECREASED239,210305,289-66,079-22%$12.8M$10.3M-$2.5M2026-11-03
Welch Financial Planning, LLC
INCREASED34,16023,939+10,221+43%$1.0M$1.5M+$465.1K2026-11-06
Fragasso Financial Advisors Inc
UNCHANGED31,29631,29600%$1.3M$1.4M+$40.3K2026-10-13
Kestra Advisory Services, LLC
UNCHANGED28,97028,97000%$1.2M$1.2M+$30.8K2026-11-02
Commonwealth Equity Services, LLC
DECREASED13,37415,298-1,924-13%$641.7K$575.2K-$66.5K2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED10,64410,704-60-1%$449.0K$457.8K+$8.8K2026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED10,59310,651-58-1%$446.8K$455.6K+$8.8K2026-10-29
Allworth Financial LP
UNCHANGED9,4759,47500%$397.4K$397.4K$02026-11-06
Outlook Wealth Advisors, LLC
UNCHANGED8,7288,72800%$366.1K$375.4K+$9.3K2026-10-28
Blue Water Asset Management
UNCHANGED8,3438,34300%$350.0K$358.8K+$8.9K2026-11-04
Vestia Personal Wealth Advisors
UNCHANGED8,1228,12200%$340.7K$349.3K+$8.6K2026-10-20
Sterling Financial Planning, Inc.
UNCHANGED7,6347,63400%$320.2K$328.3K+$8.1K2026-10-28
Chicago Partners Investment Group LLC
UNCHANGED5,8145,81400%$243.7K$250.3K+$6.6K2026-10-27
CRA Financial Services, LLC
UNCHANGED4,9284,92800%$206.7K$212.0K+$5.2K2026-10-16
Barclays PLC
UNCHANGED4,7574,75700%$199.5K$204.6K+$5.1K2026-11-06
Farther Finance Advisors, LLC
DECREASED3,0594,924-1,865-38%$206.5K$131.6K-$75.0K2026-10-08
IFP Advisors, Inc
DECREASED1,7371,747-10-1%$73.3K$74.7K+$1.4K2026-10-16
IMG Wealth Management, Inc.
DECREASED1,3371,350-13-1%$56.6K$57.5K+$8762026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED72172100%$30.2K$31.0K+$7672026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED17317300%$7.3K$7.4K+$1842026-11-03
Lido Advisors, LLC
CLOSED0968,750-968,750-100%$40.6M$0-$40.6M2026-11-04
Bullseye Investment Management, LLC
CLOSED0756-756-100%$31.7K$0-$31.7K2026-10-29
Cetera Investment Advisers
N/A—303,574-303,574-100%$12.7M———
First Commonwealth Financial Corp
N/A—265,033-265,033-100%$11.1M———
Millington Financial Advisors, LLC
N/A—144,583-144,583-100%$6.1M———
Osaic Holdings, Inc.
N/A—121,298-121,298-100%$5.1M———
Susquehanna International Group, LLP
N/A—75,228-75,228-100%$3.2M———
Brookwood Investment Group LLC
N/A—47,654-47,654-100%$2.0M———
Orion Capital Management LLC
N/A—36,891-36,891-100%$1.5M———
Snowden Capital Advisors LLC
N/A—36,310-36,310-100%$1.5M———
Envestnet Asset Management Inc
N/A—32,865-32,865-100%$1.4M———
HighTower Advisors, LLC
N/A—28,180-28,180-100%$1.2M———
Captrust Financial Advisors
N/A—22,324-22,324-100%$936.4K———
Centaurus Financial, Inc.
N/A—19,401-19,401-100%$814.0K———
Summit Financial, LLC
N/A—13,852-13,852-100%$581.0K———
CreativeOne Wealth, LLC
N/A—8,592-8,592-100%$360.4K———
Blair William & Co
N/A—6,757-6,757-100%$283.4K———
Sequoia Financial Advisors, LLC
N/A—5,804-5,804-100%$243.5K———
Tidemark, LLC
N/A—2,098-2,098-100%$88.0K———
Royal Bank of Canada
N/A—950-950-100%$40.0K———
Northwestern Mutual Wealth Management Co
N/A—821-821-100%$34.4K———
Steward Partners Investment Advisory, LLC
N/A—805-805-100%$33.8K———
AE Wealth Management LLC
N/A—485-485-100%$20.3K———
Luminist Capital LLC
N/A—454-454-100%$18.4K———
Showing 44 of 44 institutions