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Innovator GRW 100 Accel QTR (XDQQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Welch Financial Planning, LLC
DECREASED
Shares92,397 from 93,752
Change-1,355 (-1%)
Value$3.8M (-$17.3K)
Filed 2026-11-06
Encompass More Asset Management
INCREASED
Shares63,207 from 8,147
Change+55,060 (+676%)
Value$2.6M (+$2.3M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares56,557 from 55,108
Change+1,449 (+3%)
Value$2.3M (+$82.2K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares50,755 from 47,920
Change+2,835 (+6%)
Value$2.1M (+$136.3K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares39,828 from 83,626
Change-43,798 (-52%)
Value$1.6M (-$1.8M)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares30,830 from 28,826
Change+2,004 (+7%)
Value$1.3M (+$146.4K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares12,633 from 23,685
Change-11,052 (-47%)
Value$519.6K (-$444.9K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,542 from 7,675
Change+867 (+11%)
Value$351.3K (+$38.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares7,570 from 7,501
Change+69 (+1%)
Value$311.4K (+$5.9K)
Filed 2026-10-08
Maia Wealth LLC
DECREASED
Shares7,258 from 8,514
Change-1,256 (-15%)
Value$298.5K (-$48.2K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares5,756 from 12,704
Change-6,948 (-55%)
Value$237.0K (-$280.0K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
INCREASED
Shares2,840 from 2,718
Change+122 (+4%)
Value$116.8K (+$6.1K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares210 from 190
Change+20 (+11%)
Value$8.6K (+$900)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.6K (+$17)
Filed 2026-10-23
MY Wealth Management Inc.
CLOSED
Shares0 from 14,536
Change-14,536 (-100%)
Value$0 (-$591.9K)
Filed 2026-10-21
LPL Financial LLC
CLOSED
Shares0 from 6,431
Change-6,431 (-100%)
Value$0 (-$261.9K)
Filed 2026-11-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,881
Change-2,881 (-100%)
Value$0 (-$117.3K)
Filed 2026-10-29
CoreCap Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$366)
Filed 2026-10-08
HighTower Advisors, LLC
N/A
Shares— from 153,126
Change-153,126 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 111,066
Change-111,066 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 103,529
Change-103,529 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,644
Change-38,644 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 27,418
Change-27,418 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 18,002
Change-18,002 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,180
Change-11,180 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 632
Change-632 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 632
Change-632 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 487
Change-487 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
Status
Welch Financial Planning, LLC
DECREASED92,39793,752-1,355-1%$3.8M$3.8M-$17.3K2026-11-06
Encompass More Asset Management
INCREASED63,2078,147+55,060+676%$331.7K$2.6M+$2.3M2026-10-16
Atria Investments, Inc
INCREASED56,55755,108+1,449+3%$2.2M$2.3M+$82.2K2026-10-15
Brookstone Capital Management
INCREASED50,75547,920+2,835+6%$2.0M$2.1M+$136.3K2026-10-22
Commonwealth Equity Services, LLC
DECREASED39,82883,626-43,798-52%$3.4M$1.6M-$1.8M2026-11-02
Triad Wealth Partners, LLC
INCREASED30,83028,826+2,004+7%$1.1M$1.3M+$146.4K2026-10-26
Simplicity Wealth,LLC
DECREASED12,63323,685-11,052-47%$964.5K$519.6K-$444.9K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED8,5427,675+867+11%$312.5K$351.3K+$38.8K2026-11-03
Farther Finance Advisors, LLC
INCREASED7,5707,501+69+1%$305.4K$311.4K+$5.9K2026-10-08
Maia Wealth LLC
DECREASED7,2588,514-1,256-15%$346.7K$298.5K-$48.2K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED5,75612,704-6,948-55%$517.0K$237.0K-$280.0K2026-11-02
Financial Network Wealth Advisors LLC
INCREASED2,8402,718+122+4%$110.7K$116.8K+$6.1K2026-10-28
IFP Advisors, Inc
INCREASED210190+20+11%$7.7K$8.6K+$9002026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED404000%$1.6K$1.6K+$172026-10-23
MY Wealth Management Inc.
CLOSED014,536-14,536-100%$591.9K$0-$591.9K2026-10-21
LPL Financial LLC
CLOSED06,431-6,431-100%$261.9K$0-$261.9K2026-11-06
Bullseye Investment Management, LLC
CLOSED02,881-2,881-100%$117.3K$0-$117.3K2026-10-29
CoreCap Advisors, LLC
CLOSED09-9-100%$366$0-$3662026-10-08
HighTower Advisors, LLC
N/A—153,126-153,126-100%$6.2M———
Cetera Investment Advisers
N/A—111,066-111,066-100%$4.5M———
Orion Porfolio Solutions, LLC
N/A—103,529-103,529-100%$4.2M———
Kingsview Wealth Management, LLC
N/A—38,644-38,644-100%$1.6M———
Old Mission Capital LLC
N/A—27,418-27,418-100%$1.1M———
Arkadios Wealth Advisors
N/A—18,002-18,002-100%$733.0K———
GWN Securities Inc.
N/A—12,104-12,104-100%$492.9K———
Osaic Holdings, Inc.
N/A—11,639-11,639-100%$473.9K———
Susquehanna International Group, LLP
N/A—11,180-11,180-100%$455.3K———
Vantage Point Financial LLC
N/A—9,886-9,886-100%$402.6K———
Steward Partners Investment Advisory, LLC
N/A—8,468-8,468-100%$344.8K———
Citadel Advisors LLC
N/A—8,347-8,347-100%$339.9K———
Centaurus Financial, Inc.
N/A—3,921-3,921-100%$160.0K———
Royal Bank of Canada
N/A—1,506-1,506-100%$61.0K———
AE Wealth Management LLC
N/A—842-842-100%$34.3K———
BFC Planning, Inc.
N/A—632-632-100%$25.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—632-632-100%$25.7K———
Northwestern Mutual Wealth Management Co
N/A—487-487-100%$19.8K———
Highland Investment Advisors LLC
N/A—460-460-100%$18.7K———
Harbour Investments, Inc.
N/A—419-419-100%$17.1K———
Showing 38 of 38 institutions