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Innovat EQ DD 10 BUF ETF-Dec (DDTD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sagespring Wealth Partners, LLC
DECREASED
Shares51,102 from 52,548
Change-1,446 (-3%)
Value$1.1M (-$3.9K)
Filed 2026-10-22
IFP Advisors, Inc
UNCHANGED
Shares31,551 from 31,551
Change0 (0%)
Value$657.5K (+$15.8K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares24,379 from 53,132
Change-28,753 (-54%)
Value$508.0K (-$572.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares22,067 from 10,221
Change+11,846 (+116%)
Value$459.9K (+$252.0K)
Filed 2026-11-02
Southland Equity Partners LLC
UNCHANGED
Shares21,787 from 21,787
Change0 (0%)
Value$454.0K (+$10.9K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
UNCHANGED
Shares13,062 from 13,062
Change0 (0%)
Value$272.2K (+$6.5K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$43.8K (+$1.0K)
Filed 2026-10-20
Barclays PLC
DECREASED
Shares3 from 372
Change-369 (-99%)
Value$63 (-$7.5K)
Filed 2026-11-06
RPg Family Wealth Advisory, LLC
N/A
Shares— from 301,896
Change-301,896 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 85,329
Change-85,329 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 52,257
Change-52,257 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,202
Change-23,202 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,932
Change-9,932 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Sagespring Wealth Partners, LLC
DECREASED51,10252,548-1,446-3%$1.1M$1.1M-$3.9K2026-10-22
IFP Advisors, Inc
UNCHANGED31,55131,55100%$641.7K$657.5K+$15.8K2026-10-16
Commonwealth Equity Services, LLC
DECREASED24,37953,132-28,753-54%$1.1M$508.0K-$572.7K2026-11-02
Kestra Advisory Services, LLC
INCREASED22,06710,221+11,846+116%$207.9K$459.9K+$252.0K2026-11-02
Southland Equity Partners LLC
UNCHANGED21,78721,78700%$443.1K$454.0K+$10.9K2026-10-14
Cornerstone Wealth Group, LLC
UNCHANGED13,06213,06200%$265.7K$272.2K+$6.5K2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED2,1002,10000%$42.7K$43.8K+$1.0K2026-10-20
Barclays PLC
DECREASED3372-369-99%$7.6K$63-$7.5K2026-11-06
RPg Family Wealth Advisory, LLC
N/A—301,896-301,896-100%$6.1M———
Compass Capital Corp
N/A—85,329-85,329-100%$1.8M———
Susquehanna International Group, LLP
N/A—52,257-52,257-100%$1.1M———
Janney Montgomery Scott LLC
N/A—23,202-23,202-100%$472———
HighTower Advisors, LLC
N/A—10,500-10,500-100%$213.6K———
Advisory Alpha, LLC
N/A—9,932-9,932-100%$202.0K———
Harbour Investments, Inc.
N/A—1,570-1,570-100%$31.9K———
Capital Analysts, LLC
N/A—1,051-1,051-100%$21———
BFC Planning, Inc.
N/A—75-75-100%$1.5K———
UBS Group AG
N/A—11-11-100%$224———
Showing 18 of 18 institutions