Innv EQT DD 15 BUF ETF FEB (DDFF)

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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Signaturefd, LLC

INCREASED

Shares231,835 from 230,114

Change+1,721 (+1%)

Value$4.7M (+$125.4K)

Filed 2026-10-23

ARS Wealth Advisors Group, LLC

DECREASED

Shares142,607 from 142,892

Change-285 (0%)

Value$2.9M (+$50.3K)

Filed 2026-10-16

Welch Financial Planning, LLC

UNCHANGED

Shares138,955 from 138,955

Change0 (0%)

Value$2.8M (+$54.6K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares105,745 from 133,478

Change-27,733 (-21%)

Value$2.2M (-$511.9K)

Filed 2026-11-02

Corrado Advisors, LLC

DECREASED

Shares103,317 from 103,842

Change-525 (-1%)

Value$2.1M (+$30.1K)

Filed 2026-10-27

Elmwood Wealth Management, Inc.

DECREASED

Shares54,550 from 136,237

Change-81,687 (-60%)

Value$1.1M (-$1.6M)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares51,648 from 56,965

Change-5,317 (-9%)

Value$1.1M (+$1.0M)

Filed 2026-11-02

Brookstone Capital Management

INCREASED

Shares42,001 from 40,782

Change+1,219 (+3%)

Value$854.7K (+$40.8K)

Filed 2026-10-22

Kestra Advisory Services, LLC

UNCHANGED

Shares40,872 from 40,872

Change0 (0%)

Value$831.7K (+$16.1K)

Filed 2026-11-02

Castle Rock Wealth Management, LLC

DECREASED

Shares37,794 from 37,844

Change-50 (0%)

Value$772.3K (+$16.6K)

Filed 2026-10-09

Archer Investment Corp

DECREASED

Shares16,040 from 16,083

Change-43 (0%)

Value$326.4K (+$5.4K)

Filed 2026-11-05

Diversify Advisory Services, LLC

NEW

Shares12,689

Change+12,689

Value$259.3K

Filed 2026-10-20

Diversify Wealth Management, LLC

NEW

Shares12,689

Change+12,689

Value$259.3K

Filed 2026-10-20

Clear Point Advisors Inc.

NEW

Shares12,595

Change+12,595

Value$256.3K

Filed 2026-10-30

Trek Financial, LLC

UNCHANGED

Shares10,395 from 10,395

Change0 (0%)

Value$211.5K (+$4.1K)

Filed 2026-10-29

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares10,073 from 10,073

Change0 (0%)

Value$205.0K (+$4.0K)

Filed 2026-10-23

CoreCap Advisors, LLC

INCREASED

Shares6,068 from 4,819

Change+1,249 (+26%)

Value$123.5K (+$27.3K)

Filed 2026-10-08

Woodard & Co Asset Management Group Inc

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$122.1K (+$2.4K)

Filed 2026-11-03

Weaver Capital Management LLC

DECREASED

Shares3,864 from 3,898

Change-34 (-1%)

Value$78.6K (+$4.9K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

NEW

Shares900

Change+900

Value$18.3K

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares701 from 701

Change0 (0%)

Value$14.3K (+$275)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

UNCHANGED

Shares568 from 568

Change0 (0%)

Value$11.6K (+$223)

Filed 2026-10-30

Gilpin Wealth Management, LLC

UNCHANGED

Shares540 from 540

Change0 (0%)

Value$11.0K (+$212)

Filed 2026-10-09

Physician Wealth Advisors, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$10.2K (+$196)

Filed 2026-10-20

Sigma Planning Corp

CLOSED

Shares0 from 22,487

Change-22,487 (-100%)

Value$0 (-$448.8K)

Filed 2026-10-23

Bullseye Investment Management, LLC

CLOSED

Shares0 from 4,208

Change-4,208 (-100%)

Value$0 (-$84.0K)

Filed 2026-10-29

Composition Wealth, LLC

N/A

Shares— from 55,797

Change-55,797 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 55,783

Change-55,783 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 50,072

Change-50,072 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 48,585

Change-48,585 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 41,887

Change-41,887 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 38,431

Change-38,431 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 34,545

Change-34,545 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 34,303

Change-34,303 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 27,099

Change-27,099 (-100%)

Value—

Cassady Wealth & Retirement Planning, LLC

N/A

Shares— from 23,152

Change-23,152 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 22,285

Change-22,285 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 21,183

Change-21,183 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 20,500

Change-20,500 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,935

Change-12,935 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 11,408

Change-11,408 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 11,300

Change-11,300 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 11,300

Change-11,300 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,500

Change-10,500 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 5,530

Change-5,530 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,208

Change-2,208 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 1,554

Change-1,554 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 512

Change-512 (-100%)

Value—

UBS Group AG

N/A

Shares— from 429

Change-429 (-100%)

Value—

	Status
Signaturefd, LLC	INCREASED	231,835	230,114	+1,721	+1%	$4.6M	$4.7M	+$125.4K	2026-10-23
ARS Wealth Advisors Group, LLC	DECREASED	142,607	142,892	-285	0%	$2.9M	$2.9M	+$50.3K	2026-10-16
Welch Financial Planning, LLC	UNCHANGED	138,955	138,955	0	0%	$2.8M	$2.8M	+$54.6K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	105,745	133,478	-27,733	-21%	$2.7M	$2.2M	-$511.9K	2026-11-02
Corrado Advisors, LLC	DECREASED	103,317	103,842	-525	-1%	$2.1M	$2.1M	+$30.1K	2026-10-27
Elmwood Wealth Management, Inc.	DECREASED	54,550	136,237	-81,687	-60%	$2.7M	$1.1M	-$1.6M	2026-10-14
Cambridge Investment Research Advisors, Inc.	DECREASED	51,648	56,965	-5,317	-9%	$1.1K	$1.1M	+$1.0M	2026-11-02
Brookstone Capital Management	INCREASED	42,001	40,782	+1,219	+3%	$813.9K	$854.7K	+$40.8K	2026-10-22
Kestra Advisory Services, LLC	UNCHANGED	40,872	40,872	0	0%	$815.7K	$831.7K	+$16.1K	2026-11-02
Castle Rock Wealth Management, LLC	DECREASED	37,794	37,844	-50	0%	$755.7K	$772.3K	+$16.6K	2026-10-09
Archer Investment Corp	DECREASED	16,040	16,083	-43	0%	$321.0K	$326.4K	+$5.4K	2026-11-05
Diversify Advisory Services, LLC	NEW	12,689	—	+12,689	—	—	$259.3K	—	2026-10-20
Diversify Wealth Management, LLC	NEW	12,689	—	+12,689	—	—	$259.3K	—	2026-10-20
Clear Point Advisors Inc.	NEW	12,595	—	+12,595	—	—	$256.3K	—	2026-10-30
Trek Financial, LLC	UNCHANGED	10,395	10,395	0	0%	$207.5K	$211.5K	+$4.1K	2026-10-29
Dhjj Financial Advisors, Ltd.	UNCHANGED	10,073	10,073	0	0%	$201.0K	$205.0K	+$4.0K	2026-10-23
CoreCap Advisors, LLC	INCREASED	6,068	4,819	+1,249	+26%	$96.2K	$123.5K	+$27.3K	2026-10-08
Woodard & Co Asset Management Group Inc	UNCHANGED	6,000	6,000	0	0%	$119.7K	$122.1K	+$2.4K	2026-11-03
Weaver Capital Management LLC	DECREASED	3,864	3,898	-34	-1%	$73.8K	$78.6K	+$4.9K	2026-10-15
PNC Financial Services Group, Inc.	NEW	900	—	+900	—	—	$18.3K	—	2026-11-06
IFP Advisors, Inc	UNCHANGED	701	701	0	0%	$14.0K	$14.3K	+$275	2026-10-16
Capital Investment Advisory Services, LLC	UNCHANGED	568	568	0	0%	$11.3K	$11.6K	+$223	2026-10-30
Gilpin Wealth Management, LLC	UNCHANGED	540	540	0	0%	$10.8K	$11.0K	+$212	2026-10-09
Physician Wealth Advisors, Inc.	UNCHANGED	500	500	0	0%	$10.0K	$10.2K	+$196	2026-10-20
Sigma Planning Corp	CLOSED	0	22,487	-22,487	-100%	$448.8K	$0	-$448.8K	2026-10-23
Bullseye Investment Management, LLC	CLOSED	0	4,208	-4,208	-100%	$84.0K	$0	-$84.0K	2026-10-29
Composition Wealth, LLC	N/A	—	55,797	-55,797	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	55,783	-55,783	-100%	$1.1M	—	—	—
MML Investors Services, LLC	N/A	—	50,072	-50,072	-100%	$999.3K	—	—	—
Cetera Investment Advisers	N/A	—	48,585	-48,585	-100%	$969.6K	—	—	—
Old Mission Capital LLC	N/A	—	41,887	-41,887	-100%	$835.9K	—	—	—
Harbour Investments, Inc.	N/A	—	38,431	-38,431	-100%	$767.0K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	34,545	-34,545	-100%	$689.4K	—	—	—
Citadel Advisors LLC	N/A	—	34,303	-34,303	-100%	$684.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	27,099	-27,099	-100%	$540.8K	—	—	—
Cassady Wealth & Retirement Planning, LLC	N/A	—	23,152	-23,152	-100%	$462.0K	—	—	—
AE Wealth Management LLC	N/A	—	22,285	-22,285	-100%	$444.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	21,183	-21,183	-100%	$422.8K	—	—	—
Summit Financial, LLC	N/A	—	20,500	-20,500	-100%	$409.1K	—	—	—
Arax Advisory Partners	N/A	—	12,935	-12,935	-100%	$258.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	11,408	-11,408	-100%	$227.7K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	11,300	-11,300	-100%	$225.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	11,300	-11,300	-100%	$225.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	10,500	-10,500	-100%	$209.5K	—	—	—
IMA Advisory Services, Inc.	N/A	—	5,530	-5,530	-100%	$110.4K	—	—	—
Capital Analysts, LLC	N/A	—	2,208	-2,208	-100%	$44	—	—	—
Waverly Advisors, LLC	N/A	—	1,554	-1,554	-100%	$31.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	512	-512	-100%	$10.2K	—	—	—
UBS Group AG	N/A	—	429	-429	-100%	$8.6K	—	—	—

Showing 49 of 49 institutions