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Innovator US EQY ACC 9 Buff (XBOC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Bell Private Wealth Management, LLC
DECREASED
Shares108,577 from 109,243
Change-666 (-1%)
Value$4.0M (+$71.9K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares36,823 from 34,815
Change+2,008 (+6%)
Value$1.3M (+$103.7K)
Filed 2026-10-22
Crosspoint Financial, LLC
DECREASED
Shares36,766 from 39,266
Change-2,500 (-6%)
Value$1.3M (-$56.5K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares36,499 from 47,823
Change-11,324 (-24%)
Value$1.3M (-$370.2K)
Filed 2026-11-02
Bullseye Investment Management, LLC
DECREASED
Shares27,030 from 29,671
Change-2,641 (-9%)
Value$984.0K (-$70.0K)
Filed 2026-10-29
Welch Financial Planning, LLC
INCREASED
Shares26,399 from 26,229
Change+170 (+1%)
Value$961.1K (+$29.3K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares21,313 from 23,138
Change-1,825 (-8%)
Value$775.9K (-$46.1K)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares17,647 from 18,316
Change-669 (-4%)
Value$642.4K (-$8.2K)
Filed 2026-10-16
Vestia Personal Wealth Advisors
UNCHANGED
Shares12,277 from 12,277
Change0 (0%)
Value$446.9K (+$10.8K)
Filed 2026-10-20
Diligent Investors, LLC
UNCHANGED
Shares10,350 from 10,350
Change0 (0%)
Value$376.8K (+$9.1K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares10,322 from 19,022
Change-8,700 (-46%)
Value$375.8K (-$300.0K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6,318 from 6,775
Change-457 (-7%)
Value$230.0K (-$10.7K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$47.3K (+$1.1K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares366 from 376
Change-10 (-3%)
Value$13.3K (-$33)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$7.1K (+$171)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares162 from 251
Change-89 (-35%)
Value$5.9K (-$3.0K)
Filed 2026-10-08
Lido Advisors, LLC
CLOSED
Shares0 from 11,497
Change-11,497 (-100%)
Value$0 (-$408.4K)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-03
Cetera Investment Advisers
N/A
Shares— from 183,332
Change-183,332 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 116,130
Change-116,130 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 103,045
Change-103,045 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,238
Change-61,238 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 53,564
Change-53,564 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,217
Change-36,217 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 35,043
Change-35,043 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,850
Change-31,850 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,216
Change-24,216 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,797
Change-16,797 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 13,054
Change-13,054 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,280
Change-12,280 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
UBS Group AG
N/A
Shares— from 265
Change-265 (-100%)
Value—
Status
Blue Bell Private Wealth Management, LLC
DECREASED108,577109,243-666-1%$3.9M$4.0M+$71.9K2026-10-29
Brookstone Capital Management
INCREASED36,82334,815+2,008+6%$1.2M$1.3M+$103.7K2026-10-22
Crosspoint Financial, LLC
DECREASED36,76639,266-2,500-6%$1.4M$1.3M-$56.5K2026-11-03
Commonwealth Equity Services, LLC
DECREASED36,49947,823-11,324-24%$1.7M$1.3M-$370.2K2026-11-02
Bullseye Investment Management, LLC
DECREASED27,03029,671-2,641-9%$1.1M$984.0K-$70.0K2026-10-29
Welch Financial Planning, LLC
INCREASED26,39926,229+170+1%$931.8K$961.1K+$29.3K2026-11-06
Kestra Advisory Services, LLC
DECREASED21,31323,138-1,825-8%$822.0K$775.9K-$46.1K2026-11-02
CRA Financial Services, LLC
DECREASED17,64718,316-669-4%$650.7K$642.4K-$8.2K2026-10-16
Vestia Personal Wealth Advisors
UNCHANGED12,27712,27700%$436.1K$446.9K+$10.8K2026-10-20
Diligent Investors, LLC
UNCHANGED10,35010,35000%$367.7K$376.8K+$9.1K2026-10-21
IFP Advisors, Inc
DECREASED10,32219,022-8,700-46%$675.8K$375.8K-$300.0K2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED6,3186,775-457-7%$240.7K$230.0K-$10.7K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,2991,29900%$46.1K$47.3K+$1.1K2026-10-27
CoreCap Advisors, LLC
DECREASED366376-10-3%$13.4K$13.3K-$332026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED19419400%$6.9K$7.1K+$1712026-11-03
Farther Finance Advisors, LLC
DECREASED162251-89-35%$8.9K$5.9K-$3.0K2026-10-08
Lido Advisors, LLC
CLOSED011,497-11,497-100%$408.4K$0-$408.4K2026-11-04
Woodard & Co Asset Management Group Inc
CLOSED0200-200-100%$7.1K$0-$7.1K2026-11-03
Cetera Investment Advisers
N/A—183,332-183,332-100%$6.5M———
Osaic Holdings, Inc.
N/A—116,130-116,130-100%$4.1M———
HighTower Advisors, LLC
N/A—103,045-103,045-100%$3.7M———
Susquehanna International Group, LLP
N/A—61,238-61,238-100%$2.2M———
Brookwood Investment Group LLC
N/A—53,564-53,564-100%$1.9M———
Advisory Services Network, LLC
N/A—36,217-36,217-100%$1.3M———
First Commonwealth Financial Corp
N/A—35,043-35,043-100%$1.2M———
Snowden Capital Advisors LLC
N/A—31,850-31,850-100%$1.1M———
Envestnet Asset Management Inc
N/A—24,216-24,216-100%$860.3K———
Centaurus Financial, Inc.
N/A—16,797-16,797-100%$597.0K———
Millington Financial Advisors, LLC
N/A—13,054-13,054-100%$465.0K———
Old Mission Capital LLC
N/A—12,280-12,280-100%$436.2K———
Captrust Financial Advisors
N/A—9,750-9,750-100%$346.4K———
GTS Securities LLC
N/A—8,900-8,900-100%$316.2K———
Citadel Advisors LLC
N/A—8,262-8,262-100%$293.5K———
Orion Capital Management LLC
N/A—6,340-6,340-100%$225.2K———
Royal Bank of Canada
N/A—2,400-2,400-100%$85.0K———
Bank of Montreal
N/A—1,900-1,900-100%$67.5K———
AE Wealth Management LLC
N/A—1,779-1,779-100%$63.2K———
Luminist Capital LLC
N/A—640-640-100%$22.1K———
Steward Partners Investment Advisory, LLC
N/A—324-324-100%$11.5K———
UBS Group AG
N/A—265-265-100%$9.4K———
Showing 40 of 40 institutions