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Inovtor Eqty DD BFR ETF Qrtr (DDSQ)

CUSIP: 45784N320 | NYSE | 32 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Grant Street Asset Management, Inc.1,260,275
4.4% of portfolio›$27.1M
Wealthcare Advisory Partners LLC217,546
0.1% of portfolio›$4.7M
Encompass More Asset Management211,111
0.6% of portfolio›$4.5M
Sagespring Wealth Partners, LLC64,423
0.0% of portfolio›$1.4M
Ballast Rock Private Wealth LLC57,389
0.6% of portfolio›$1.2M
Signaturefd, LLC47,460
0.0% of portfolio›$1.0M
Bullseye Investment Management, LLC46,259
0.5% of portfolio›$993.6K
Clear Creek Financial Management, LLC32,775
0.1% of portfolio›$704.0K
Atria Investments, Inc26,261
0.0% of portfolio›$564.1K
Occidental Asset Management, LLC21,859
0.0% of portfolio›$469.5K
Brookstone Capital Management20,895
0.0% of portfolio›$448.8K
Elmwood Wealth Management, Inc.15,900
0.1% of portfolio›$341.5K
Commonwealth Equity Services, LLC15,805
0.0% of portfolio›$339.5K
RED Crane Wealth Management, LLC15,423
0.2% of portfolio›$331.3K
Hofer & Associates. Inc15,423
0.2% of portfolio›$331.3K
IFP Advisors, Inc300
0.0% of portfolio›$6.4K
StyleTurnoverLocationFiled
Grant Street Asset Management, Inc.
1,260,275$27.1M4.4%ETFVery LowCanonsburg, PA2026-10-26
Wealthcare Advisory Partners LLC
217,546$4.7M0.1%ETFLowWest Chester, PA2026-10-21
Encompass More Asset Management
211,111$4.5M0.6%ETFHighDanville, CA2026-10-16
Sagespring Wealth Partners, LLC
64,423$1.4M0.0%ETFLowFranklin, TN2026-10-22
Ballast Rock Private Wealth LLC
57,389$1.2M0.6%ETFMediumCharleston, SC2026-10-26
Signaturefd, LLC
47,460$1.0M0.0%IndexLowAtlanta, GA2026-10-23
Bullseye Investment Management, LLC
46,259$993.6K0.5%ETFVery HighCincinnati, OH2026-10-29
Clear Creek Financial Management, LLC
32,775$704.0K0.1%ETFMediumSilverdale, WA2026-10-28
Atria Investments, Inc
26,261$564.1K0.0%CoreMediumCharlotte, NC2026-10-15
Occidental Asset Management, LLC
21,859$469.5K0.0%GrowthLowBurlingame, CA2026-11-05
Brookstone Capital Management
20,895$448.8K0.0%ETFMediumWheaton, IL2026-10-22
Elmwood Wealth Management, Inc.
15,900$341.5K0.1%ETFLowBerkeley, CA2026-10-14
Commonwealth Equity Services, LLC
15,805$339.5K0.0%ETFLowWaltham, MA2026-11-02
RED Crane Wealth Management, LLC
15,423$331.3K0.2%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
15,423$331.3K0.2%ETFHighThousand Oaks, CA2026-10-13
IFP Advisors, Inc
300$6.4K0.0%GrowthLowTampa, FL2026-10-16