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Innv Eqty DD 10 BUF ETF-Sep (DDTS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares121,065 from 54,690
Change+66,375 (+121%)
Value$2.8M (+$1.5M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares67,573 from 58,061
Change+9,512 (+16%)
Value$1.6M (+$244.5K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares57,694 from 59,439
Change-1,745 (-3%)
Value$1.3M (-$13.3K)
Filed 2026-10-13
Southland Equity Partners LLC
INCREASED
Shares31,410 from 14,506
Change+16,904 (+117%)
Value$721.2K (+$394.6K)
Filed 2026-10-14
Soltis Investment Advisors LLC
DECREASED
Shares27,403 from 27,404
Change-1 (0%)
Value$629.2K (+$12.3K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares26,007 from 25,867
Change+140 (+1%)
Value$597.1K (+$14.9K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares25,771 from 30,064
Change-4,293 (-14%)
Value$591.7K (-$85.0K)
Filed 2026-10-15
Money Concepts Capital Corp
DECREASED
Shares21,876 from 30,664
Change-8,788 (-29%)
Value$502.3K (-$188.0K)
Filed 2026-11-06
Weaver Consulting Group
UNCHANGED
Shares19,200 from 19,200
Change0 (0%)
Value$440.8K (+$8.6K)
Filed 2026-10-07
Kestra Advisory Services, LLC
NEW
Shares15,229
Change+15,229
Value$349.7K
Filed 2026-11-02
FreeGulliver LLC
UNCHANGED
Shares13,388 from 13,388
Change0 (0%)
Value$307.4K (+$6.0K)
Filed 2026-11-10
Vima LLC
NEW
Shares9,638
Change+9,638
Value$221.3K
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares9,594 from 30,064
Change-20,470 (-68%)
Value$220.3K (-$456.5K)
Filed 2026-10-14
Diligent Investors, LLC
NEW
Shares8,960
Change+8,960
Value$205.7K
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
NEW
Shares1,965
Change+1,965
Value$45.1K
Filed 2026-10-23
James T. Borello RIA
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$28.1K (+$550)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares860 from 510
Change+350 (+69%)
Value$19.7K (+$8.3K)
Filed 2026-11-09
Lloyd Advisory Services, Llc.
NEW
Shares805
Change+805
Value$18.5K
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares434 from 484
Change-50 (-10%)
Value$10.0K (-$930)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$3.2K (+$63)
Filed 2026-11-06
UBS Group AG
CLOSED
Shares0 from 1,486
Change-1,486 (-100%)
Value$0 (-$33.5K)
Filed 2026-11-10
Susquehanna International Group, LLP
N/A
Shares— from 76,760
Change-76,760 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 73,377
Change-73,377 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,535
Change-21,535 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,659
Change-18,659 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 12,931
Change-12,931 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,599
Change-12,599 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,615
Change-9,615 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED121,06554,690+66,375+121%$1.2M$2.8M+$1.5M2026-11-02
Brookstone Capital Management
INCREASED67,57358,061+9,512+16%$1.3M$1.6M+$244.5K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED57,69459,439-1,745-3%$1.3M$1.3M-$13.3K2026-10-13
Southland Equity Partners LLC
INCREASED31,41014,506+16,904+117%$326.5K$721.2K+$394.6K2026-10-14
Soltis Investment Advisors LLC
DECREASED27,40327,404-10%$616.9K$629.2K+$12.3K2026-10-28
Visionary Wealth Advisors
INCREASED26,00725,867+140+1%$582.3K$597.1K+$14.9K2026-11-04
Atria Investments, Inc
DECREASED25,77130,064-4,293-14%$676.7K$591.7K-$85.0K2026-10-15
Money Concepts Capital Corp
DECREASED21,87630,664-8,788-29%$690.2K$502.3K-$188.0K2026-11-06
Weaver Consulting Group
UNCHANGED19,20019,20000%$432.2K$440.8K+$8.6K2026-10-07
Kestra Advisory Services, LLC
NEW15,229—+15,229——$349.7K—2026-11-02
FreeGulliver LLC
UNCHANGED13,38813,38800%$301.4K$307.4K+$6.0K2026-11-10
Vima LLC
NEW9,638—+9,638——$221.3K—2026-10-23
World Equity Group, Inc.
DECREASED9,59430,064-20,470-68%$676.7K$220.3K-$456.5K2026-10-14
Diligent Investors, LLC
NEW8,960—+8,960——$205.7K—2026-10-21
Dhjj Financial Advisors, Ltd.
NEW1,965—+1,965——$45.1K—2026-10-23
James T. Borello RIA
UNCHANGED1,2221,22200%$27.5K$28.1K+$5502026-10-16
Harbour Investments, Inc.
INCREASED860510+350+69%$11.5K$19.7K+$8.3K2026-11-09
Lloyd Advisory Services, Llc.
NEW805—+805——$18.5K—2026-11-02
IFP Advisors, Inc
DECREASED434484-50-10%$10.9K$10.0K-$9302026-10-16
Barclays PLC
UNCHANGED14114100%$3.2K$3.2K+$632026-11-06
UBS Group AG
CLOSED01,486-1,486-100%$33.5K$0-$33.5K2026-11-10
Susquehanna International Group, LLP
N/A—76,760-76,760-100%$1.7M———
AE Wealth Management LLC
N/A—73,377-73,377-100%$1.7M———
CreativeOne Wealth, LLC
N/A—21,535-21,535-100%$484.8K———
Citadel Advisors LLC
N/A—18,659-18,659-100%$420.0K———
Resurgent Financial Advisors LLC
N/A—12,931-12,931-100%$291.1K———
Foundations Investment Advisors, LLC
N/A—12,599-12,599-100%$283.6K———
Principal Securities, Inc.
N/A—9,615-9,615-100%$216.4K———
Showing 28 of 28 institutions