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Innov EQ DD 15 BUF ETF - NOV (DDFN)

CUSIP: 45784N452 | NYSE | 69 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

Weaver Capital Management LLC221,188
0.9% of portfolio›$4.5M
Archer Investment Corp144,005
0.5% of portfolio›$3.0M
Merit Financial Group, LLC110,722
0.0% of portfolio›$2.3M
Castellan Group79,420
0.2% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.76,825
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC51,487
0.0% of portfolio›$1.1M
ARS Wealth Advisors Group, LLC51,011
0.1% of portfolio›$1.0M
Clear Point Advisors Inc.40,511
0.6% of portfolio›$831.1K
Kraematon Investment Advisors, Inc37,922
0.6% of portfolio›$778.0K
Southland Equity Partners LLC36,802
0.1% of portfolio›$755.0K
Occidental Asset Management, LLC32,057
0.1% of portfolio›$657.7K
Strategic Blueprint, LLC30,341
0.0% of portfolio›$622.4K
Atria Investments, Inc25,079
0.0% of portfolio›$514.5K
Brookstone Capital Management24,772
0.0% of portfolio›$508.2K
Capital Investment Advisory Services, LLC22,044
0.0% of portfolio›$452.2K
Welch Financial Planning, LLC21,873
0.3% of portfolio›$448.7K
Visionary Wealth Advisors20,060
0.0% of portfolio›$411.5K
Dhjj Financial Advisors, Ltd.19,340
0.1% of portfolio›$396.8K
Brown Wealth Management, LLC15,783
0.1% of portfolio›$323.8K
Kestra Advisory Services, LLC15,770
0.0% of portfolio›$323.5K
Wealth Enhancement Advisory Services, LLC13,927
0.0% of portfolio›$286.6K
Weaver Consulting Group13,401
0.1% of portfolio›$274.9K
Diligent Investors, LLC13,000
0.1% of portfolio›$266.7K
World Equity Group, Inc.10,767
0.1% of portfolio›$220.9K
KFG Wealth Management, LLC10,730
0.0% of portfolio›$220.1K
Corrado Advisors, LLC10,374
0.1% of portfolio›$212.8K
IFP Advisors, Inc8,600
0.0% of portfolio›$176.4K
CoreCap Advisors, LLC6,853
0.0% of portfolio›$140.6K
Barclays PLC3,545
0.0% of portfolio›$72.7K
Physician Wealth Advisors, Inc.2,875
0.0% of portfolio›$59.0K
Woodard & Co Asset Management Group Inc2,700
0.0% of portfolio›$55.4K
Farther Finance Advisors, LLC1,475
0.0% of portfolio›$30.3K
Lloyd Advisory Services, Llc.552
0.0% of portfolio›$11.3K
Cape Investment Advisory, Inc.400
0.0% of portfolio›$8.2K
Gilpin Wealth Management, LLC400
0.0% of portfolio›$8.2K
StyleTurnoverLocationFiled
Weaver Capital Management LLC
221,188$4.5M0.9%GrowthMediumSuwanee, GA2026-10-15
Archer Investment Corp
144,005$3.0M0.5%CoreMediumCarmel, IN2026-11-05
Merit Financial Group, LLC
110,722$2.3M0.0%ETFLowAlpharetta, GA2026-11-06
Castellan Group
79,420$1.6M0.2%ETFLowLouisville, KY2026-10-19
Cambridge Investment Research Advisors, Inc.
76,825$1.6M0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
51,487$1.1M0.0%ETFLowWaltham, MA2026-11-02
ARS Wealth Advisors Group, LLC
51,011$1.0M0.1%CoreLowSt. Petersburg, FL2026-10-16
Clear Point Advisors Inc.
40,511$831.1K0.6%ETFMediumMelville, NY2026-10-30
Kraematon Investment Advisors, Inc
37,922$778.0K0.6%MomentumLowBraintree, MA2026-11-02
Southland Equity Partners LLC
36,802$755.0K0.1%ETFLowWildwood, MO2026-10-14
Occidental Asset Management, LLC
32,057$657.7K0.1%GrowthLowBurlingame, CA2026-11-05
Strategic Blueprint, LLC
30,341$622.4K0.0%ETFLowAtlanta, GA2026-10-22
Atria Investments, Inc
25,079$514.5K0.0%CoreMediumCharlotte, NC2026-10-15
Brookstone Capital Management
24,772$508.2K0.0%ETFMediumWheaton, IL2026-10-22
Capital Investment Advisory Services, LLC
22,044$452.2K0.0%CoreMediumRaleigh, NC2026-10-30
Welch Financial Planning, LLC
21,873$448.7K0.3%CoreMediumBoulder, CO2026-11-06
Visionary Wealth Advisors
20,060$411.5K0.0%ETFLowO'Fallon, IL2026-11-04
Dhjj Financial Advisors, Ltd.
19,340$396.8K0.1%ETFVery LowNaperville, IL2026-10-23
Brown Wealth Management, LLC
15,783$323.8K0.1%ETFMediumNaperville, IL2026-10-20
Kestra Advisory Services, LLC
15,770$323.5K0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
13,927$286.6K0.0%CoreLowPlymouth, MN2026-10-13
Weaver Consulting Group
13,401$274.9K0.1%ETFLowHuntington Beach, CA2026-10-07
Diligent Investors, LLC
13,000$266.7K0.1%CoreLowRedlands, CA2026-10-21
World Equity Group, Inc.
10,767$220.9K0.1%GrowthMediumSchaumburg, IL2026-10-14
KFG Wealth Management, LLC
10,730$220.1K0.0%ETFMediumGranger, IN2026-10-16
Corrado Advisors, LLC
10,374$212.8K0.1%CoreMediumRamsey, NJ2026-10-27
IFP Advisors, Inc
8,600$176.4K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
6,853$140.6K0.0%ETFMediumSouthfield, MI2026-10-08
Barclays PLC
3,545$72.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
Physician Wealth Advisors, Inc.
2,875$59.0K0.0%ETFMediumMidvale, UT2026-10-20
Woodard & Co Asset Management Group Inc
2,700$55.4K0.0%ETFMediumBermuda Run, NC2026-11-03
Farther Finance Advisors, LLC
1,475$30.3K0.0%IndexLowSan Francisco, CA2026-10-08
Lloyd Advisory Services, Llc.
552$11.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Cape Investment Advisory, Inc.
400$8.2K0.0%ETFLowMcdonough, GA2026-10-13
Gilpin Wealth Management, LLC
400$8.2K0.0%GrowthLowDenver, CO2026-10-09