IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator PWR Buff SU ST ETF (PSTP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares303,944 from 318,342
Change-14,398 (-5%)
Value$11.4M (-$328.3K)
Filed 2026-11-02
Brown Wealth Management, LLC
DECREASED
Shares274,060 from 275,784
Change-1,724 (-1%)
Value$10.3M (+$118.1K)
Filed 2026-10-20
KFG Wealth Management, LLC
DECREASED
Shares241,984 from 248,305
Change-6,321 (-3%)
Value$9.1M (-$72.3K)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED
Shares204,185 from 206,063
Change-1,878 (-1%)
Value$7.6M (+$66.2K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares94,453 from 104,078
Change-9,625 (-9%)
Value$3.6M (-$253.5K)
Filed 2026-10-13
Aire Advisors, LLC
DECREASED
Shares67,563 from 71,771
Change-4,208 (-6%)
Value$2.5M (-$110.0K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares51,582 from 51,113
Change+469 (+1%)
Value$1.9M (+$51.4K)
Filed 2026-10-13
Evolution Wealth Management Inc.
DECREASED
Shares33,553 from 41,530
Change-7,977 (-19%)
Value$1.3M (-$271.2K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares31,489 from 31,699
Change-210 (-1%)
Value$1.2M (+$13.1K)
Filed 2026-11-02
OFC Financial Planning, LLC
DECREASED
Shares27,266 from 28,088
Change-822 (-3%)
Value$1.0M (-$12.2K)
Filed 2026-11-06
William Mack & Associates, Inc.
DECREASED
Shares21,333 from 21,378
Change-45 (0%)
Value$798.9K (+$12.5K)
Filed 2026-10-27
Mosley Wealth Management
DECREASED
Shares20,913 from 21,720
Change-807 (-4%)
Value$788.4K (-$10.6K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares19,295 from 19,100
Change+195 (+1%)
Value$722.5K (+$20.0K)
Filed 2026-11-06
Southern Capital Advisors, LLC
INCREASED
Shares19,211 from 19,204
Change+7 (+0%)
Value$719.4K (+$13.0K)
Filed 2026-10-26
Cambridge Advisors Inc.
DECREASED
Shares16,575 from 18,205
Change-1,630 (-9%)
Value$620.7K (-$49.0K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares11,646 from 11,593
Change+53 (+0%)
Value$436.1K (+$9.7K)
Filed 2026-10-30
Opus Financial Solutions LLC
INCREASED
Shares11,620 from 11,360
Change+260 (+2%)
Value$435.1K (+$17.3K)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares11,391 from 13,020
Change-1,629 (-13%)
Value$426.6K (-$52.4K)
Filed 2026-10-28
Occidental Asset Management, LLC
INCREASED
Shares10,950 from 10,525
Change+425 (+4%)
Value$410.0K (+$22.9K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares10,886 from 63,870
Change-52,984 (-83%)
Value$407.7K (-$1.9M)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares9,450 from 9,200
Change+250 (+3%)
Value$353.9K (+$15.5K)
Filed 2026-10-13
Integrated Wealth Management
NEW
Shares9,143
Change+9,143
Value$342.4K
Filed 2026-10-19
Riverchase Wealth Management, LLC
INCREASED
Shares7,640 from 6,237
Change+1,403 (+22%)
Value$286.1K (+$56.7K)
Filed 2026-10-28
Wellment Financial
NEW
Shares6,386
Change+6,386
Value$239.1K
Filed 2026-10-28
Lloyd Advisory Services, Llc.
INCREASED
Shares6,102 from 5,768
Change+334 (+6%)
Value$228.5K (+$16.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,892 from 5,836
Change+56 (+1%)
Value$221.0K (+$6.0K)
Filed 2026-11-02
Smart Wealth LLC
NEW
Shares5,669
Change+5,669
Value$212.3K
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares5,598 from 5,528
Change+70 (+1%)
Value$209.6K (+$6.3K)
Filed 2026-10-15
Allworth Financial LP
NEW
Shares1,800
Change+1,800
Value$66.2K
Filed 2026-11-06
PNC Financial Services Group, Inc.
NEW
Shares1,000
Change+1,000
Value$37.4K
Filed 2026-11-06
Key Capital Management, Inc
INCREASED
Shares807 from 642
Change+165 (+26%)
Value$30.2K (+$6.6K)
Filed 2026-11-03
Barclays PLC
NEW
Shares216
Change+216
Value$8.1K
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$375 (+$7)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$37 ($0)
Filed 2026-10-16
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 6,154
Change-6,154 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-13
HighTower Advisors, LLC
N/A
Shares— from 219,743
Change-219,743 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 169,559
Change-169,559 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 154,297
Change-154,297 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 139,471
Change-139,471 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 76,628
Change-76,628 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 59,281
Change-59,281 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 34,434
Change-34,434 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 27,042
Change-27,042 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 26,093
Change-26,093 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,935
Change-19,935 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,457
Change-19,457 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,428
Change-15,428 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,891
Change-12,891 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 10,253
Change-10,253 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,071
Change-9,071 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 366
Change-366 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 329
Change-329 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED303,944318,342-14,398-5%$11.7M$11.4M-$328.3K2026-11-02
Brown Wealth Management, LLC
DECREASED274,060275,784-1,724-1%$10.1M$10.3M+$118.1K2026-10-20
KFG Wealth Management, LLC
DECREASED241,984248,305-6,321-3%$9.1M$9.1M-$72.3K2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED204,185206,063-1,878-1%$7.6M$7.6M+$66.2K2026-10-13
Krilogy Financial LLC
DECREASED94,453104,078-9,625-9%$3.8M$3.6M-$253.5K2026-10-13
Aire Advisors, LLC
DECREASED67,56371,771-4,208-6%$2.6M$2.5M-$110.0K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED51,58251,113+469+1%$1.9M$1.9M+$51.4K2026-10-13
Evolution Wealth Management Inc.
DECREASED33,55341,530-7,977-19%$1.5M$1.3M-$271.2K2026-10-28
Kestra Advisory Services, LLC
DECREASED31,48931,699-210-1%$1.2M$1.2M+$13.1K2026-11-02
OFC Financial Planning, LLC
DECREASED27,26628,088-822-3%$1.0M$1.0M-$12.2K2026-11-06
William Mack & Associates, Inc.
DECREASED21,33321,378-450%$786.4K$798.9K+$12.5K2026-10-27
Mosley Wealth Management
DECREASED20,91321,720-807-4%$799.0K$788.4K-$10.6K2026-10-16
LPL Financial LLC
INCREASED19,29519,100+195+1%$702.6K$722.5K+$20.0K2026-11-06
Southern Capital Advisors, LLC
INCREASED19,21119,204+7+0%$706.4K$719.4K+$13.0K2026-10-26
Cambridge Advisors Inc.
DECREASED16,57518,205-1,630-9%$669.7K$620.7K-$49.0K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED11,64611,593+53+0%$426.4K$436.1K+$9.7K2026-10-30
Opus Financial Solutions LLC
INCREASED11,62011,360+260+2%$417.9K$435.1K+$17.3K2026-11-06
Modera Wealth Management, LLC
DECREASED11,39113,020-1,629-13%$478.9K$426.6K-$52.4K2026-10-28
Occidental Asset Management, LLC
INCREASED10,95010,525+425+4%$387.2K$410.0K+$22.9K2026-11-05
Farther Finance Advisors, LLC
DECREASED10,88663,870-52,984-83%$2.3M$407.7K-$1.9M2026-10-08
Cape Investment Advisory, Inc.
INCREASED9,4509,200+250+3%$338.4K$353.9K+$15.5K2026-10-13
Integrated Wealth Management
NEW9,143—+9,143——$342.4K—2026-10-19
Riverchase Wealth Management, LLC
INCREASED7,6406,237+1,403+22%$229.4K$286.1K+$56.7K2026-10-28
Wellment Financial
NEW6,386—+6,386——$239.1K—2026-10-28
Lloyd Advisory Services, Llc.
INCREASED6,1025,768+334+6%$212.2K$228.5K+$16.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED5,8925,836+56+1%$215.0K$221.0K+$6.0K2026-11-02
Smart Wealth LLC
NEW5,669—+5,669——$212.3K—2026-11-04
Atria Investments, Inc
INCREASED5,5985,528+70+1%$203.3K$209.6K+$6.3K2026-10-15
Allworth Financial LP
NEW1,800—+1,800——$66.2K—2026-11-06
PNC Financial Services Group, Inc.
NEW1,000—+1,000——$37.4K—2026-11-06
Key Capital Management, Inc
INCREASED807642+165+26%$23.6K$30.2K+$6.6K2026-11-03
Barclays PLC
NEW216—+216——$8.1K—2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$368$375+$72026-10-23
IFP Advisors, Inc
UNCHANGED1100%$37$37$02026-10-16
Stegent Equity Advisors, Inc.
CLOSED06,154-6,154-100%$226.4K$0-$226.4K2026-10-13
HighTower Advisors, LLC
N/A—219,743-219,743-100%$8.1M———
Osaic Holdings, Inc.
N/A—169,559-169,559-100%$6.2M———
AE Wealth Management LLC
N/A—154,297-154,297-100%$5.7M———
Cetera Investment Advisers
N/A—139,471-139,471-100%$5.1M———
Envestnet Asset Management Inc
N/A—76,628-76,628-100%$2.8M———
Susquehanna International Group, LLP
N/A—59,281-59,281-100%$2.2M———
Wealthgarden F.S. LLC
N/A—34,434-34,434-100%$1.3M———
Addison Capital Co
N/A—27,042-27,042-100%$994.7K———
Nest Investments, LLC
N/A—26,093-26,093-100%$959.8K———
Old Mission Capital LLC
N/A—19,935-19,935-100%$733.3K———
Citadel Advisors LLC
N/A—19,457-19,457-100%$715.7K———
Tradition Wealth Management, LLC
N/A—15,428-15,428-100%$567.5K———
Nuveen, LLC
N/A—12,891-12,891-100%$474.2K———
FSA Advisors, Inc.
N/A—10,253-10,253-100%$377.1K———
Cofg Advisors, LLC
N/A—9,611-9,611-100%$353.5K———
GTS Securities LLC
N/A—9,071-9,071-100%$333.7K———
AQR Capital Management LLC
N/A—7,500-7,500-100%$275.9K———
Planwiser Financial, LLC
N/A—7,347-7,347-100%$270.3K———
Harbour Investments, Inc.
N/A—6,771-6,771-100%$249.1K———
Pine Valley Investments Ltd Liability Co
N/A—6,539-6,539-100%$240.5K———
Oakmont Advisory Group, LLC
N/A—2,958-2,958-100%$108.8K———
Luminist Capital LLC
N/A—989-989-100%$35.6K———
Morgan Stanley
N/A—366-366-100%$13.5K———
JPMorgan Chase & Co
N/A—329-329-100%$12.1K———
UBS Group AG
N/A—6-6-100%$221———
Showing 60 of 60 institutions