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Innovator US Eqty 5To15 Buff (EALT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Triad Wealth Partners, LLC
INCREASED
Shares241,511 from 193,349
Change+48,162 (+25%)
Value$8.8M (+$1.8M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares207,804 from 199,868
Change+7,936 (+4%)
Value$7.6M (+$425.9K)
Filed 2026-10-22
Smart Wealth LLC
DECREASED
Shares157,946 from 167,620
Change-9,674 (-6%)
Value$5.8M (-$239.5K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares136,064 from 136,038
Change+26 (+0%)
Value$5.0M (+$93.5K)
Filed 2026-11-02
Bullseye Investment Management, LLC
DECREASED
Shares117,104 from 120,786
Change-3,682 (-3%)
Value$4.3M (-$52.4K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares86,086 from 11,138
Change+74,948 (+673%)
Value$3.1M (+$2.7M)
Filed 2026-10-08
Encompass More Asset Management
INCREASED
Shares82,356 from 53,236
Change+29,120 (+55%)
Value$3.0M (+$1.1M)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares75,110 from 75,174
Change-64 (0%)
Value$2.7M (+$48.8K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares70,298 from 71,413
Change-1,115 (-2%)
Value$2.6M (+$7.8K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares62,730 from 56,387
Change+6,343 (+11%)
Value$2.3M (+$270.1K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares61,497 from 53,671
Change+7,826 (+15%)
Value$2.2M (+$322.0K)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
NEW
Shares32,347
Change+32,347
Value$1.2M
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares31,327 from 32,027
Change-700 (-2%)
Value$1.1M (-$3.8K)
Filed 2026-11-03
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares30,803 from 29,609
Change+1,194 (+4%)
Value$1.1M (+$63.8K)
Filed 2026-10-09
Visionary Wealth Advisors
DECREASED
Shares28,350 from 30,736
Change-2,386 (-8%)
Value$1.0M (-$66.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW
Shares26,020
Change+26,020
Value$960.1K
Filed 2026-10-13
Stirlingshire Investments, Inc.
INCREASED
Shares17,611 from 16,364
Change+1,247 (+8%)
Value$643.5K (+$56.7K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares11,676 from 26,600
Change-14,924 (-56%)
Value$426.6K (-$527.2K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
UNCHANGED
Shares11,614 from 11,614
Change0 (0%)
Value$424.4K (+$7.9K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares11,463 from 22,517
Change-11,054 (-49%)
Value$418.9K (-$388.6K)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
DECREASED
Shares9,816 from 10,693
Change-877 (-8%)
Value$358.7K (-$24.8K)
Filed 2026-10-28
Kestra Advisory Services, LLC
UNCHANGED
Shares8,455 from 8,455
Change0 (0%)
Value$308.9K (+$5.8K)
Filed 2026-11-02
Claro Advisors Inc.
UNCHANGED
Shares7,470 from 7,470
Change0 (0%)
Value$273.0K (+$5.1K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares6,938 from 6,938
Change0 (0%)
Value$253.5K (+$4.7K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,952 from 5,712
Change+240 (+4%)
Value$217.5K (+$12.7K)
Filed 2026-11-03
Strategic Blueprint, LLC
NEW
Shares5,796
Change+5,796
Value$211.8K
Filed 2026-10-22
Hiley Hunt Wealth Management
DECREASED
Shares5,515 from 9,540
Change-4,025 (-42%)
Value$201.5K (-$140.6K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares5,508 from 5,398
Change+110 (+2%)
Value$201.3K (+$7.7K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$21.4K (+$398)
Filed 2026-10-30
Creative Financial Designs Inc
NEW
Shares505
Change+505
Value$18.5K
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.6K (+$272)
Filed 2026-10-14
Woodard & Co Asset Management Group Inc
DECREASED
Shares100 from 350
Change-250 (-71%)
Value$3.7K (-$8.9K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 14,503
Change-14,503 (-100%)
Value$0 (-$520.1K)
Filed 2026-10-13
Orion Porfolio Solutions, LLC
N/A
Shares— from 343,157
Change-343,157 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 135,822
Change-135,822 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 115,813
Change-115,813 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 86,922
Change-86,922 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,012
Change-75,012 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 50,047
Change-50,047 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 49,378
Change-49,378 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 38,350
Change-38,350 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 31,905
Change-31,905 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,825
Change-25,825 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 23,588
Change-23,588 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,885
Change-20,885 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 19,959
Change-19,959 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,328
Change-18,328 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,939
Change-17,939 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,665
Change-16,665 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 16,075
Change-16,075 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,915
Change-13,915 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,591
Change-11,591 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,344
Change-9,344 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,983
Change-8,983 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 8,309
Change-8,309 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 467
Change-467 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Status
Triad Wealth Partners, LLC
INCREASED241,511193,349+48,162+25%$7.0M$8.8M+$1.8M2026-10-26
Brookstone Capital Management
INCREASED207,804199,868+7,936+4%$7.2M$7.6M+$425.9K2026-10-22
Smart Wealth LLC
DECREASED157,946167,620-9,674-6%$6.0M$5.8M-$239.5K2026-11-04
Commonwealth Equity Services, LLC
INCREASED136,064136,038+26+0%$4.9M$5.0M+$93.5K2026-11-02
Bullseye Investment Management, LLC
DECREASED117,104120,786-3,682-3%$4.3M$4.3M-$52.4K2026-10-29
First Heartland Consultants, Inc.
INCREASED86,08611,138+74,948+673%$399.4K$3.1M+$2.7M2026-10-08
Encompass More Asset Management
INCREASED82,35653,236+29,120+55%$1.9M$3.0M+$1.1M2026-10-16
Farther Finance Advisors, LLC
DECREASED75,11075,174-640%$2.7M$2.7M+$48.8K2026-10-08
Atria Investments, Inc
DECREASED70,29871,413-1,115-2%$2.6M$2.6M+$7.8K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED62,73056,387+6,343+11%$2.0M$2.3M+$270.1K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED61,49753,671+7,826+15%$1.9M$2.2M+$322.0K2026-11-02
Beam Wealth Advisors, Inc.
NEW32,347—+32,347——$1.2M—2026-11-03
RFG Advisory, LLC
DECREASED31,32732,027-700-2%$1.1M$1.1M-$3.8K2026-11-03
Journey Retirement Planning & Investment Management LLC
INCREASED30,80329,609+1,194+4%$1.1M$1.1M+$63.8K2026-10-09
Visionary Wealth Advisors
DECREASED28,35030,736-2,386-8%$1.1M$1.0M-$66.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW26,020—+26,020——$960.1K—2026-10-13
Stirlingshire Investments, Inc.
INCREASED17,61116,364+1,247+8%$586.8K$643.5K+$56.7K2026-11-05
Simplicity Wealth,LLC
DECREASED11,67626,600-14,924-56%$953.9K$426.6K-$527.2K2026-10-23
Sagespring Wealth Partners, LLC
UNCHANGED11,61411,61400%$416.5K$424.4K+$7.9K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED11,46322,517-11,054-49%$807.5K$418.9K-$388.6K2026-10-16
Financial Network Wealth Advisors LLC
DECREASED9,81610,693-877-8%$383.5K$358.7K-$24.8K2026-10-28
Kestra Advisory Services, LLC
UNCHANGED8,4558,45500%$303.2K$308.9K+$5.8K2026-11-02
Claro Advisors Inc.
UNCHANGED7,4707,47000%$267.9K$273.0K+$5.1K2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED6,9386,93800%$248.8K$253.5K+$4.7K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED5,9525,712+240+4%$204.8K$217.5K+$12.7K2026-11-03
Strategic Blueprint, LLC
NEW5,796—+5,796——$211.8K—2026-10-22
Hiley Hunt Wealth Management
DECREASED5,5159,540-4,025-42%$342.1K$201.5K-$140.6K2026-10-08
IFP Advisors, Inc
INCREASED5,5085,398+110+2%$193.6K$201.3K+$7.7K2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED58558500%$21.0K$21.4K+$3982026-10-30
Creative Financial Designs Inc
NEW505—+505——$18.5K—2026-11-04
Triumph Capital Management
UNCHANGED40040000%$14.3K$14.6K+$2722026-10-14
Woodard & Co Asset Management Group Inc
DECREASED100350-250-71%$12.6K$3.7K-$8.9K2026-11-03
Signature Estate & Investment Advisors LLC
CLOSED014,503-14,503-100%$520.1K$0-$520.1K2026-10-13
Orion Porfolio Solutions, LLC
N/A—343,157-343,157-100%$12.3M———
Raymond James Financial Inc
N/A—135,822-135,822-100%$4.9M———
Osaic Holdings, Inc.
N/A—115,813-115,813-100%$4.2M———
Envestnet Asset Management Inc
N/A—86,922-86,922-100%$3.1M———
Cetera Investment Advisers
N/A—75,012-75,012-100%$2.7M———
Susquehanna International Group, LLP
N/A—50,047-50,047-100%$1.8M———
Ameritas Advisory Services, LLC
N/A—49,378-49,378-100%$1.8M———
Brookwood Investment Group LLC
N/A—38,350-38,350-100%$1.4M———
LEE Johnson Capital Management, LLC
N/A—31,905-31,905-100%$1.1M———
Morgan Stanley
N/A—25,825-25,825-100%$926.1K———
IHT Wealth Management, LLC
N/A—23,588-23,588-100%$845.9K———
Principal Securities, Inc.
N/A—20,885-20,885-100%$748.9K———
Smith, Moore & Co.
N/A—19,959-19,959-100%$715.7K———
Advyzon Investment Management, LLC
N/A—18,328-18,328-100%$657.2K———
Benjamin Edwards Inc
N/A—17,939-17,939-100%$643.3K———
Foundations Investment Advisors, LLC
N/A—16,665-16,665-100%$597.6K———
Sequent Planning LLC
N/A—16,075-16,075-100%$576.5K———
Advisory Services Network, LLC
N/A—13,915-13,915-100%$499.0K———
Inspire Advisors, LLC
N/A—11,591-11,591-100%$415.7K———
Jane Street Group, LLC
N/A—9,344-9,344-100%$335.1K———
Crux Wealth Advisors
N/A—9,169-9,169-100%$328.8K———
Ausdal Financial Partners, Inc.
N/A—8,983-8,983-100%$322.1K———
Vantage Point Financial LLC
N/A—8,309-8,309-100%$298.0K———
Arkadios Wealth Advisors
N/A—6,805-6,805-100%$244.0K———
AE Wealth Management LLC
N/A—6,400-6,400-100%$229.5K———
Sanctuary Advisors, LLC
N/A—6,340-6,340-100%$227.4K———
First Commonwealth Financial Corp
N/A—6,228-6,228-100%$223.3K———
Steward Partners Investment Advisory, LLC
N/A—3,048-3,048-100%$109.3K———
Centaurus Financial, Inc.
N/A—2,952-2,952-100%$106.0K———
JPMorgan Chase & Co
N/A—467-467-100%$16.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—305-305-100%$10.9K———
BFC Planning, Inc.
N/A—305-305-100%$10.9K———
Showing 65 of 65 institutions