Inovtor Eqty DD BFR ETF Qrtr (DDSQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Grant Street Asset Management, Inc.

INCREASED

Shares1,260,275 from 1,162,676

Change+97,599 (+8%)

Value$27.1M (+$2.6M)

Filed 2026-10-26

Wealthcare Advisory Partners LLC

INCREASED

Shares217,546 from 193,264

Change+24,282 (+13%)

Value$4.7M (+$600.8K)

Filed 2026-10-21

Encompass More Asset Management

INCREASED

Shares211,111 from 144,912

Change+66,199 (+46%)

Value$4.5M (+$1.5M)

Filed 2026-10-16

Sagespring Wealth Partners, LLC

INCREASED

Shares64,423 from 52,099

Change+12,324 (+24%)

Value$1.4M (+$286.1K)

Filed 2026-10-22

Ballast Rock Private Wealth LLC

INCREASED

Shares57,389 from 48,222

Change+9,167 (+19%)

Value$1.2M (+$216.7K)

Filed 2026-10-26

Signaturefd, LLC

UNCHANGED

Shares47,460 from 47,460

Change0 (0%)

Value$1.0M (+$19.5K)

Filed 2026-10-23

Bullseye Investment Management, LLC

INCREASED

Shares46,259 from 41,682

Change+4,577 (+11%)

Value$993.6K (+$115.4K)

Filed 2026-10-29

Clear Creek Financial Management, LLC

DECREASED

Shares32,775 from 33,733

Change-958 (-3%)

Value$704.0K (-$6.7K)

Filed 2026-10-28

Atria Investments, Inc

DECREASED

Shares26,261 from 26,471

Change-210 (-1%)

Value$564.1K (+$6.3K)

Filed 2026-10-15

Occidental Asset Management, LLC

INCREASED

Shares21,859 from 12,322

Change+9,537 (+77%)

Value$469.5K (+$209.9K)

Filed 2026-11-05

Brookstone Capital Management

INCREASED

Shares20,895 from 11,925

Change+8,970 (+75%)

Value$448.8K (+$197.6K)

Filed 2026-10-22

Elmwood Wealth Management, Inc.

NEW

Shares15,900

Change+15,900

Value$341.5K

Filed 2026-10-14

Commonwealth Equity Services, LLC

DECREASED

Shares15,805 from 24,138

Change-8,333 (-35%)

Value$339.5K (-$169.1K)

Filed 2026-11-02

RED Crane Wealth Management, LLC

NEW

Shares15,423

Change+15,423

Value$331.3K

Filed 2026-10-14

Hofer & Associates. Inc

NEW

Shares15,423

Change+15,423

Value$331.3K

Filed 2026-10-13

IFP Advisors, Inc

INCREASED

Shares300 from 265

Change+35 (+13%)

Value$6.4K (+$860)

Filed 2026-10-16

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 27,675

Change-27,675 (-100%)

Value$0 (-$583.1K)

Filed 2026-10-21

Centaurus Financial, Inc.

N/A

Shares— from 182,057

Change-182,057 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 157,274

Change-157,274 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 86,533

Change-86,533 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 35,300

Change-35,300 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 29,303

Change-29,303 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 26,471

Change-26,471 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,022

Change-19,022 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 16,837

Change-16,837 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 781

Change-781 (-100%)

Value—

UBS Group AG

N/A

Shares— from 512

Change-512 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

	Status
Grant Street Asset Management, Inc.	INCREASED	1,260,275	1,162,676	+97,599	+8%	$24.5M	$27.1M	+$2.6M	2026-10-26
Wealthcare Advisory Partners LLC	INCREASED	217,546	193,264	+24,282	+13%	$4.1M	$4.7M	+$600.8K	2026-10-21
Encompass More Asset Management	INCREASED	211,111	144,912	+66,199	+46%	$3.1M	$4.5M	+$1.5M	2026-10-16
Sagespring Wealth Partners, LLC	INCREASED	64,423	52,099	+12,324	+24%	$1.1M	$1.4M	+$286.1K	2026-10-22
Ballast Rock Private Wealth LLC	INCREASED	57,389	48,222	+9,167	+19%	$1.0M	$1.2M	+$216.7K	2026-10-26
Signaturefd, LLC	UNCHANGED	47,460	47,460	0	0%	$1,000.0K	$1.0M	+$19.5K	2026-10-23
Bullseye Investment Management, LLC	INCREASED	46,259	41,682	+4,577	+11%	$878.2K	$993.6K	+$115.4K	2026-10-29
Clear Creek Financial Management, LLC	DECREASED	32,775	33,733	-958	-3%	$710.8K	$704.0K	-$6.7K	2026-10-28
Atria Investments, Inc	DECREASED	26,261	26,471	-210	-1%	$557.7K	$564.1K	+$6.3K	2026-10-15
Occidental Asset Management, LLC	INCREASED	21,859	12,322	+9,537	+77%	$259.6K	$469.5K	+$209.9K	2026-11-05
Brookstone Capital Management	INCREASED	20,895	11,925	+8,970	+75%	$251.3K	$448.8K	+$197.6K	2026-10-22
Elmwood Wealth Management, Inc.	NEW	15,900	—	+15,900	—	—	$341.5K	—	2026-10-14
Commonwealth Equity Services, LLC	DECREASED	15,805	24,138	-8,333	-35%	$508.6K	$339.5K	-$169.1K	2026-11-02
RED Crane Wealth Management, LLC	NEW	15,423	—	+15,423	—	—	$331.3K	—	2026-10-14
Hofer & Associates. Inc	NEW	15,423	—	+15,423	—	—	$331.3K	—	2026-10-13
IFP Advisors, Inc	INCREASED	300	265	+35	+13%	$5.6K	$6.4K	+$860	2026-10-16
Axxcess Wealth Management, LLC	CLOSED	0	27,675	-27,675	-100%	$583.1K	$0	-$583.1K	2026-10-21
Centaurus Financial, Inc.	N/A	—	182,057	-182,057	-100%	$3.8K	—	—	—
Cetera Investment Advisers	N/A	—	157,274	-157,274	-100%	$3.3M	—	—	—
MTM Financial Group, LLC	N/A	—	86,533	-86,533	-100%	$1.8M	—	—	—
Tradition Wealth Management, LLC	N/A	—	35,300	-35,300	-100%	$743.8K	—	—	—
Principal Securities, Inc.	N/A	—	29,303	-29,303	-100%	$617.4K	—	—	—
Advisory Services Network, LLC	N/A	—	26,471	-26,471	-100%	$557.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	19,022	-19,022	-100%	$400.8K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	16,837	-16,837	-100%	$354.8K	—	—	—
Capital Analysts, LLC	N/A	—	781	-781	-100%	$16	—	—	—
UBS Group AG	N/A	—	512	-512	-100%	$10.8K	—	—	—
AE Wealth Management LLC	N/A	—	75	-75	-100%	$1.6K	—	—	—

Showing 28 of 28 institutions