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Innovator Grad Tact Rotation (IGTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$167 (-$3)
Filed 2026-10-16
Gradient Investments LLC
CLOSED
Shares0 from 1,462,256
Change-1,462,256 (-100%)
Value$0 (-$49.7M)
Filed 2026-10-08
Susquehanna International Group, LLP
N/A
Shares— from 107,495
Change-107,495 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 18,508
Change-18,508 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,857
Change-12,857 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
UBS Group AG
N/A
Shares— from 268
Change-268 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED5500%$170$167-$32026-10-16
Gradient Investments LLC
CLOSED01,462,256-1,462,256-100%$49.7M$0-$49.7M2026-10-08
Susquehanna International Group, LLP
N/A—107,495-107,495-100%$3.7M———
Copley Financial Group, Inc.
N/A—18,508-18,508-100%$628.8K———
Citadel Advisors LLC
N/A—13,311-13,311-100%$452.2K———
Aptus Capital Advisors, LLC
N/A—12,857-12,857-100%$436.8K———
Jane Street Group, LLC
N/A—10,739-10,739-100%$364.8K———
Brown Financial Advisors
N/A—8,299-8,299-100%$281.9K———
AE Wealth Management LLC
N/A—2,391-2,391-100%$81.2K———
Royal Bank of Canada
N/A—1,491-1,491-100%$51.0K———
UBS Group AG
N/A—268-268-100%$9.1K———
Osaic Holdings, Inc.
N/A—25-25-100%$849———
Morgan Stanley
N/A—1-1-100%$34———
Showing 13 of 13 institutions