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Innovator EDD 15 BUF ETF-Mar (DDFM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares80,974 from 158,368
Change-77,394 (-49%)
Value$1.6M (-$1.5M)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares79,661 from 79,661
Change0 (0%)
Value$1.6M (+$30.7K)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares58,439 from 58,135
Change+304 (+1%)
Value$1.2M (+$28.5K)
Filed 2026-11-05
Goldenstone Wealth Management LLC
UNCHANGED
Shares41,700 from 41,700
Change0 (0%)
Value$839.6K (+$16.1K)
Filed 2026-11-04
Carrera Capital Advisors
UNCHANGED
Shares36,823 from 36,823
Change0 (0%)
Value$741.4K (+$14.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,683 from 36,983
Change-300 (-1%)
Value$739.0K (+$738.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares34,567 from 39,267
Change-4,700 (-12%)
Value$696.0K (-$79.5K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED
Shares22,842 from 23,071
Change-229 (-1%)
Value$459.9K (+$4.3K)
Filed 2026-10-16
Visionary Wealth Advisors
UNCHANGED
Shares19,980 from 19,980
Change0 (0%)
Value$402.3K (+$7.7K)
Filed 2026-11-04
Corrado Advisors, LLC
DECREASED
Shares19,669 from 20,059
Change-390 (-2%)
Value$396.0K (-$128)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares17,306 from 17,186
Change+120 (+1%)
Value$348.4K (+$9.0K)
Filed 2026-10-23
Merit Financial Group, LLC
UNCHANGED
Shares14,864 from 14,864
Change0 (0%)
Value$299.3K (+$5.7K)
Filed 2026-11-06
Welch Financial Planning, LLC
DECREASED
Shares12,388 from 18,527
Change-6,139 (-33%)
Value$249.4K (-$116.5K)
Filed 2026-11-06
Occidental Asset Management, LLC
DECREASED
Shares11,750 from 13,595
Change-1,845 (-14%)
Value$236.6K (-$31.9K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares10,235 from 32,265
Change-22,030 (-68%)
Value$206.1K (-$431.1K)
Filed 2026-10-14
Barclays PLC
DECREASED
Shares8,569 from 10,104
Change-1,535 (-15%)
Value$172.5K (-$27.0K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares3,160 from 3,160
Change0 (0%)
Value$63.6K (+$1.2K)
Filed 2026-10-16
Stone House Investment Management, LLC
DECREASED
Shares2,880 from 4,185
Change-1,305 (-31%)
Value$58.0K (-$24.7K)
Filed 2026-10-23
Weaver Capital Management LLC
INCREASED
Shares2,659 from 1,113
Change+1,546 (+139%)
Value$53.5K (+$32.6K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$50.3K (+$963)
Filed 2026-10-20
Gilpin Wealth Management, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$10.9K (+$208)
Filed 2026-10-09
Private Client Services, LLC
CLOSED
Shares0 from 91,021
Change-91,021 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-02
Macroview Investment Management LLC
CLOSED
Shares0 from 78,709
Change-78,709 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 10,569
Change-10,569 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-23
Osaic Holdings, Inc.
N/A
Shares— from 298,265
Change-298,265 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 82,774
Change-82,774 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 61,575
Change-61,575 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,114
Change-44,114 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 37,760
Change-37,760 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,061
Change-24,061 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,891
Change-22,891 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,420
Change-21,420 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 19,601
Change-19,601 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,696
Change-17,696 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,543
Change-12,543 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED80,974158,368-77,394-49%$3.1M$1.6M-$1.5M2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED79,66179,66100%$1.6M$1.6M+$30.7K2026-10-13
Archer Investment Corp
INCREASED58,43958,135+304+1%$1.1M$1.2M+$28.5K2026-11-05
Goldenstone Wealth Management LLC
UNCHANGED41,70041,70000%$823.6K$839.6K+$16.1K2026-11-04
Carrera Capital Advisors
UNCHANGED36,82336,82300%$727.2K$741.4K+$14.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED36,68336,983-300-1%$730$739.0K+$738.3K2026-11-02
Kestra Advisory Services, LLC
DECREASED34,56739,267-4,700-12%$775.5K$696.0K-$79.5K2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED22,84223,071-229-1%$455.6K$459.9K+$4.3K2026-10-16
Visionary Wealth Advisors
UNCHANGED19,98019,98000%$394.6K$402.3K+$7.7K2026-11-04
Corrado Advisors, LLC
DECREASED19,66920,059-390-2%$396.2K$396.0K-$1282026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED17,30617,186+120+1%$339.4K$348.4K+$9.0K2026-10-23
Merit Financial Group, LLC
UNCHANGED14,86414,86400%$293.6K$299.3K+$5.7K2026-11-06
Welch Financial Planning, LLC
DECREASED12,38818,527-6,139-33%$365.9K$249.4K-$116.5K2026-11-06
Occidental Asset Management, LLC
DECREASED11,75013,595-1,845-14%$268.5K$236.6K-$31.9K2026-11-05
World Equity Group, Inc.
DECREASED10,23532,265-22,030-68%$637.2K$206.1K-$431.1K2026-10-14
Barclays PLC
DECREASED8,56910,104-1,535-15%$199.5K$172.5K-$27.0K2026-11-06
IFP Advisors, Inc
UNCHANGED3,1603,16000%$62.4K$63.6K+$1.2K2026-10-16
Stone House Investment Management, LLC
DECREASED2,8804,185-1,305-31%$82.7K$58.0K-$24.7K2026-10-23
Weaver Capital Management LLC
INCREASED2,6591,113+1,546+139%$20.9K$53.5K+$32.6K2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED2,5002,50000%$49.4K$50.3K+$9632026-10-20
Gilpin Wealth Management, LLC
UNCHANGED54054000%$10.7K$10.9K+$2082026-10-09
Private Client Services, LLC
CLOSED091,021-91,021-100%$1.8M$0-$1.8M2026-10-02
Macroview Investment Management LLC
CLOSED078,709-78,709-100%$1.6M$0-$1.6M2026-10-26
Bright Futures Wealth Management, Llc.
CLOSED010,569-10,569-100%$208.7K$0-$208.7K2026-10-23
Osaic Holdings, Inc.
N/A—298,265-298,265-100%$5.9M———
Centaurus Financial, Inc.
N/A—82,774-82,774-100%$1.6K———
Rothschild Investment LLC
N/A—61,575-61,575-100%$1.2M———
Jane Street Group, LLC
N/A—44,114-44,114-100%$871.2K———
Cetera Investment Advisers
N/A—37,760-37,760-100%$745.7K———
Citadel Advisors LLC
N/A—24,061-24,061-100%$475.2K———
Kingsview Wealth Management, LLC
N/A—22,891-22,891-100%$452.1K———
Foundations Investment Advisors, LLC
N/A—21,420-21,420-100%$423.0K———
Composition Wealth, LLC
N/A—19,601-19,601-100%$387.1K———
Susquehanna International Group, LLP
N/A—17,696-17,696-100%$349.5K———
Principal Securities, Inc.
N/A—12,543-12,543-100%$247.7K———
Cassady Wealth & Retirement Planning, LLC
N/A—11,530-11,530-100%$227.7K———
Old Mission Capital LLC
N/A—10,389-10,389-100%$205.2K———
Harbour Investments, Inc.
N/A—6,186-6,186-100%$122.2K———
Waverly Advisors, LLC
N/A—5,498-5,498-100%$108.6K———
IMA Advisory Services, Inc.
N/A—3,000-3,000-100%$59.2K———
Aptus Capital Advisors, LLC
N/A—1,850-1,850-100%$36.5K———
AE Wealth Management LLC
N/A—750-750-100%$14.8K———
Showing 42 of 42 institutions