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Innovator Intdevpow Buf-Mar (IMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares846,878 from 841,471
Change+5,407 (+1%)
Value$25.8M (+$210.5K)
Filed 2026-10-08
Creative Planning
DECREASED
Shares258,975 from 259,720
Change-745 (0%)
Value$7.9M (-$8.7K)
Filed 2026-11-02
Corrado Advisors, LLC
DECREASED
Shares84,692 from 85,874
Change-1,182 (-1%)
Value$2.6M (-$31.4K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares78,055 from 37,582
Change+40,473 (+108%)
Value$2.4M (+$1.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares58,154 from 74,994
Change-16,840 (-22%)
Value$1.8M (-$509.5K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares40,276 from 33,099
Change+7,177 (+22%)
Value$1.2M (+$220.7K)
Filed 2026-11-06
Sigma Planning Corp
NEW
Shares26,473
Change+26,473
Value$807.4K
Filed 2026-10-23
Diligent Investors, LLC
DECREASED
Shares26,116 from 26,483
Change-367 (-1%)
Value$796.5K (-$9.8K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
UNCHANGED
Shares24,472 from 24,472
Change0 (0%)
Value$746.4K (+$1.3K)
Filed 2026-10-13
Americana Partners, LLC
DECREASED
Shares24,034 from 24,151
Change-117 (0%)
Value$733.0K (-$2.3K)
Filed 2026-10-28
PFS Partners, LLC
DECREASED
Shares21,049 from 21,233
Change-184 (-1%)
Value$642.0K (-$4.5K)
Filed 2026-10-21
Trek Financial, LLC
INCREASED
Shares18,128 from 10,053
Change+8,075 (+80%)
Value$552.9K (+$246.8K)
Filed 2026-10-29
Advus Financial Partners, LLC
DECREASED
Shares17,715 from 17,755
Change-40 (0%)
Value$540.3K (-$258)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,612 from 16,912
Change-300 (-2%)
Value$507.0K (-$8.0K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
UNCHANGED
Shares16,503 from 16,503
Change0 (0%)
Value$503.3K (+$894)
Filed 2026-11-02
Gill Capital Partners, LLC
UNCHANGED
Shares16,167 from 16,167
Change0 (0%)
Value$493.1K (+$877)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED
Shares16,079 from 16,079
Change0 (0%)
Value$490.4K (+$872)
Filed 2026-10-26
Cypress Wealth Services, LLC
UNCHANGED
Shares15,731 from 15,731
Change0 (0%)
Value$481.2K (+$2.2K)
Filed 2026-10-21
Old Port Advisors
DECREASED
Shares15,610 from 17,460
Change-1,850 (-11%)
Value$476.1K (-$55.5K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares15,512 from 14,844
Change+668 (+5%)
Value$473.1K (+$21.2K)
Filed 2026-10-16
Beacon Financial Advisory LLC
DECREASED
Shares15,354 from 22,737
Change-7,383 (-32%)
Value$468.3K (-$223.9K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,116 from 12,794
Change+2,322 (+18%)
Value$457.9K (+$67.1K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares14,965 from 18,965
Change-4,000 (-21%)
Value$456.4K (-$121.0K)
Filed 2026-10-30
Straight Path Wealth Management
UNCHANGED
Shares13,578 from 13,578
Change0 (0%)
Value$414.1K (+$736)
Filed 2026-10-23
Occidental Asset Management, LLC
NEW
Shares12,314
Change+12,314
Value$375.6K
Filed 2026-11-05
Stonebridge Financial Group, LLC
DECREASED
Shares10,465 from 10,615
Change-150 (-1%)
Value$319.2K (-$4.0K)
Filed 2026-10-01
BCS Wealth Management
UNCHANGED
Shares10,389 from 10,389
Change0 (0%)
Value$316.9K (+$561)
Filed 2026-11-03
Lantz Financial LLC
UNCHANGED
Shares10,086 from 10,086
Change0 (0%)
Value$307.6K (+$547)
Filed 2026-10-15
Cornerstone Wealth, LLC
DECREASED
Shares9,178 from 9,276
Change-98 (-1%)
Value$278.1K (-$6.1K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares7,990 from 68
Change+7,922 (+11650%)
Value$243.7K (+$241.6K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares6,553 from 6,553
Change0 (0%)
Value$199.5K ($0)
Filed 2026-11-06
TrustBank
INCREASED
Shares5,889 from 5,625
Change+264 (+5%)
Value$179.6K (+$8.4K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED
Shares5,224 from 4,500
Change+724 (+16%)
Value$159.3K (+$22.3K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4,229 from 4,229
Change0 (0%)
Value$129.0K (+$230)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$100.6K (+$178)
Filed 2026-10-08
Phillips Financial Management, LLC
UNCHANGED
Shares1,746 from 1,746
Change0 (0%)
Value$53.3K (+$94)
Filed 2026-10-19
Farther Finance Advisors, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$15.1K (+$27)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.1K (+$5)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 65,675
Change-65,675 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-23
Private Client Services, LLC
CLOSED
Shares0 from 48,588
Change-48,588 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-02
PFG Advisors
CLOSED
Shares0 from 13,781
Change-13,781 (-100%)
Value$0 (-$419.6K)
Filed 2026-10-16
D.B. Root & Company, LLC
CLOSED
Shares0 from 7,540
Change-7,540 (-100%)
Value$0 (-$229.6K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,315
Change-1,315 (-100%)
Value$0 (-$40.0K)
Filed 2026-10-15
SageView Advisory Group, LLC
N/A
Shares— from 259,720
Change-259,720 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 143,417
Change-143,417 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 106,165
Change-106,165 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,100
Change-102,100 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 78,031
Change-78,031 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 71,965
Change-71,965 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 70,339
Change-70,339 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 69,807
Change-69,807 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,583
Change-60,583 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 59,325
Change-59,325 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 54,000
Change-54,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 52,137
Change-52,137 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 50,506
Change-50,506 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 42,283
Change-42,283 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,744
Change-16,744 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,671
Change-12,671 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 10,648
Change-10,648 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 9,714
Change-9,714 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 8,480
Change-8,480 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,957
Change-7,957 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 245
Change-245 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Status
Gradient Investments LLC
INCREASED846,878841,471+5,407+1%$25.6M$25.8M+$210.5K2026-10-08
Creative Planning
DECREASED258,975259,720-7450%$7.9M$7.9M-$8.7K2026-11-02
Corrado Advisors, LLC
DECREASED84,69285,874-1,182-1%$2.6M$2.6M-$31.4K2026-10-27
Kestra Advisory Services, LLC
INCREASED78,05537,582+40,473+108%$1.1M$2.4M+$1.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED58,15474,994-16,840-22%$2.3M$1.8M-$509.5K2026-11-02
LPL Financial LLC
INCREASED40,27633,099+7,177+22%$1.0M$1.2M+$220.7K2026-11-06
Sigma Planning Corp
NEW26,473—+26,473——$807.4K—2026-10-23
Diligent Investors, LLC
DECREASED26,11626,483-367-1%$806.3K$796.5K-$9.8K2026-10-21
Fiduciary Financial Group, LLC
UNCHANGED24,47224,47200%$745.1K$746.4K+$1.3K2026-10-13
Americana Partners, LLC
DECREASED24,03424,151-1170%$735.3K$733.0K-$2.3K2026-10-28
PFS Partners, LLC
DECREASED21,04921,233-184-1%$646.4K$642.0K-$4.5K2026-10-21
Trek Financial, LLC
INCREASED18,12810,053+8,075+80%$306.1K$552.9K+$246.8K2026-10-29
Advus Financial Partners, LLC
DECREASED17,71517,755-400%$540.6K$540.3K-$2582026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED16,61216,912-300-2%$515.0K$507.0K-$8.0K2026-11-02
Cornerstone Wealth Group, LLC
UNCHANGED16,50316,50300%$502.4K$503.3K+$8942026-11-02
Gill Capital Partners, LLC
UNCHANGED16,16716,16700%$492.2K$493.1K+$8772026-10-13
Ballast Rock Private Wealth LLC
UNCHANGED16,07916,07900%$489.5K$490.4K+$8722026-10-26
Cypress Wealth Services, LLC
UNCHANGED15,73115,73100%$478.9K$481.2K+$2.2K2026-10-21
Old Port Advisors
DECREASED15,61017,460-1,850-11%$531.6K$476.1K-$55.5K2026-10-23
IFP Advisors, Inc
INCREASED15,51214,844+668+5%$451.9K$473.1K+$21.2K2026-10-16
Beacon Financial Advisory LLC
DECREASED15,35422,737-7,383-32%$692.2K$468.3K-$223.9K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED15,11612,794+2,322+18%$390.7K$457.9K+$67.1K2026-10-13
Truist Financial Corp
DECREASED14,96518,965-4,000-21%$577.4K$456.4K-$121.0K2026-10-30
Straight Path Wealth Management
UNCHANGED13,57813,57800%$413.4K$414.1K+$7362026-10-23
Occidental Asset Management, LLC
NEW12,314—+12,314——$375.6K—2026-11-05
Stonebridge Financial Group, LLC
DECREASED10,46510,615-150-1%$323.2K$319.2K-$4.0K2026-10-01
BCS Wealth Management
UNCHANGED10,38910,38900%$316.3K$316.9K+$5612026-11-03
Lantz Financial LLC
UNCHANGED10,08610,08600%$307.1K$307.6K+$5472026-10-15
Cornerstone Wealth, LLC
DECREASED9,1789,276-98-1%$284.2K$278.1K-$6.1K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED7,99068+7,922+11650%$2.1K$243.7K+$241.6K2026-10-30
Allworth Financial LP
UNCHANGED6,5536,55300%$199.5K$199.5K$02026-11-06
TrustBank
INCREASED5,8895,625+264+5%$171.3K$179.6K+$8.4K2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED5,2244,500+724+16%$137.0K$159.3K+$22.3K2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED4,2294,22900%$128.8K$129.0K+$2302026-10-23
CoreCap Advisors, LLC
UNCHANGED3,3003,30000%$100.5K$100.6K+$1782026-10-08
Phillips Financial Management, LLC
UNCHANGED1,7461,74600%$53.2K$53.3K+$942026-10-19
Farther Finance Advisors, LLC
UNCHANGED49549500%$15.1K$15.1K+$272026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED10010000%$3.0K$3.1K+$52026-11-04
Bright Futures Wealth Management, Llc.
CLOSED065,675-65,675-100%$2.0M$0-$2.0M2026-10-23
Private Client Services, LLC
CLOSED048,588-48,588-100%$1.5M$0-$1.5M2026-10-02
PFG Advisors
CLOSED013,781-13,781-100%$419.6K$0-$419.6K2026-10-16
D.B. Root & Company, LLC
CLOSED07,540-7,540-100%$229.6K$0-$229.6K2026-11-04
AdvisorNet Financial, Inc
CLOSED01,315-1,315-100%$40.0K$0-$40.0K2026-10-15
SageView Advisory Group, LLC
N/A—259,720-259,720-100%$7.9M———
Harbour Investments, Inc.
N/A—143,417-143,417-100%$4.4M———
Syon Capital LLC
N/A—106,165-106,165-100%$3.2M———
Cetera Investment Advisers
N/A—102,100-102,100-100%$3.1M———
Beacon Pointe Advisors, LLC
N/A—78,031-78,031-100%$2.4M———
Private Advisor Group, LLC
N/A—71,965-71,965-100%$2.2M———
Envestnet Asset Management Inc
N/A—70,339-70,339-100%$2.1M———
MML Investors Services, LLC
N/A—69,807-69,807-100%$2.1M———
Susquehanna International Group, LLP
N/A—60,583-60,583-100%$1.8M———
HighTower Advisors, LLC
N/A—59,325-59,325-100%$1.8M———
Focus Partners Wealth
N/A—54,000-54,000-100%$1.6M———
MAI Capital Management
N/A—52,137-52,137-100%$1.6M———
Osaic Holdings, Inc.
N/A—50,506-50,506-100%$1.5M———
Cerity Partners LLC
N/A—42,283-42,283-100%$1.3M———
Captrust Financial Advisors
N/A—23,000-23,000-100%$700.2K———
Access Financial Services, Inc.
N/A—17,518-17,518-100%$533.3K———
NewEdge Advisors, LLC
N/A—16,744-16,744-100%$509.8K———
OneDigital Investment Advisors LLC
N/A—14,000-14,000-100%$426.2K———
Old Mission Capital LLC
N/A—12,721-12,721-100%$387.3K———
Raymond James Financial Inc
N/A—12,671-12,671-100%$385.8K———
GTS Financial, LLC
N/A—10,648-10,648-100%$300.3K———
Brown Financial Advisors
N/A—9,714-9,714-100%$295.7K———
Kintra Wealth, LLC
N/A—8,480-8,480-100%$265.9K———
Wealth Alliance, LLC
N/A—7,957-7,957-100%$242.3K———
Berger Financial Group, Inc
N/A—7,091-7,091-100%$215.9K———
Belpointe Asset Management LLC
N/A—6,944-6,944-100%$211.4K———
Steward Partners Investment Advisory, LLC
N/A—3,130-3,130-100%$95.3K———
Capital Analysts, LLC
N/A—2,266-2,266-100%$69.0K———
Northwestern Mutual Wealth Management Co
N/A—250-250-100%$7.6K———
Mcguire Capital Advisors Inc
N/A—245-245-100%$7.5K———
AE Wealth Management LLC
N/A—150-150-100%$4.6K———
Showing 74 of 74 institutions