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Innovato EQU DU DI 15 BU ETF (DDFS)

CUSIP: 45784N486 | NYSE | 76 institutional holders

Quarters

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

Commonwealth Equity Services, LLC458,134
0.0% of portfolio›$10.2M
Bullseye Investment Management, LLC200,137
2.2% of portfolio›$4.5M
B. Riley Wealth Advisors, Inc.81,300
0.1% of portfolio›$1.8M
PFG Advisors67,972
0.1% of portfolio›$1.5M
Macroview Investment Management LLC62,750
0.8% of portfolio›$1.4M
ARS Wealth Advisors Group, LLC59,539
0.1% of portfolio›$1.3M
Independent Financial Group, LLC58,443
0.0% of portfolio›$1.3M
Welch Financial Planning, LLC47,189
0.6% of portfolio›$1.1M
Occidental Asset Management, LLC44,903
0.1% of portfolio›$1.0M
Brookstone Capital Management42,652
0.0% of portfolio›$951.6K
Kingswood Wealth Advisors, LLC39,804
0.0% of portfolio›$888.0K
Clearstead Advisors, LLC38,520
0.0% of portfolio›$859.4K
Physician Wealth Advisors, Inc.34,567
0.1% of portfolio›$771.2K
Sagespring Wealth Partners, LLC33,723
0.0% of portfolio›$752.4K
Visionary Wealth Advisors30,103
0.0% of portfolio›$671.6K
Sigma Planning Corp29,965
0.0% of portfolio›$668.5K
Beacon Financial Advisory LLC28,000
0.1% of portfolio›$624.7K
Cambridge Investment Research Advisors, Inc.27,662
0.0% of portfolio›$617.0K
Blue Sky Capital Consultants Group, Inc.26,510
0.2% of portfolio›$591.4K
Dynamic Advisor Solutions LLC24,430
0.0% of portfolio›$545.0K
Kestra Advisory Services, LLC22,946
0.0% of portfolio›$511.9K
Schulz Wealth, Ltd.22,320
0.2% of portfolio›$498.0K
Southland Equity Partners LLC18,749
0.1% of portfolio›$418.3K
Worth Asset Management, LLC18,648
0.1% of portfolio›$416.0K
Archer Investment Corp17,701
0.1% of portfolio›$394.9K
Capital Investment Advisory Services, LLC16,874
0.0% of portfolio›$376.5K
Diversify Advisory Services, LLC13,528
0.0% of portfolio›$303.6K
Diversify Wealth Management, LLC13,528
0.0% of portfolio›$303.6K
Corrado Advisors, LLC13,181
0.1% of portfolio›$294.1K
Virtue Capital Management, LLC12,721
0.0% of portfolio›$283.8K
Caliber Wealth Management, LLC / KS12,561
0.0% of portfolio›$280.2K
D.B. Root & Company, LLC12,213
0.1% of portfolio›$272.5K
Diligent Investors, LLC11,500
0.1% of portfolio›$256.6K
IFP Advisors, Inc10,557
0.0% of portfolio›$235.5K
Partners Wealth Management, LLC9,900
0.0% of portfolio›$220.9K
CRA Financial Services, LLC9,500
0.0% of portfolio›$211.9K
Ballast Rock Private Wealth LLC8,997
0.1% of portfolio›$200.7K
Dhjj Financial Advisors, Ltd.7,257
0.0% of portfolio›$161.9K
Evolution Wealth Management Inc.2,423
0.0% of portfolio›$54.1K
James T. Borello RIA2,373
0.0% of portfolio›$52.9K
Noble Wealth Management PBC1,500
0.0% of portfolio›$33.5K
TrustBank1,350
0.0% of portfolio›$30.1K
Barclays PLC1,158
0.0% of portfolio›$25.8K
Weaver Capital Management LLC491
0.0% of portfolio›$11.0K
Gilpin Wealth Management, LLC400
0.0% of portfolio›$8.9K
Lloyd Advisory Services, Llc.232
0.0% of portfolio›$5.2K
CoreCap Advisors, LLC108
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
458,134$10.2M0.0%ETFLowWaltham, MA2026-11-02
Bullseye Investment Management, LLC
200,137$4.5M2.2%ETFVery HighCincinnati, OH2026-10-29
B. Riley Wealth Advisors, Inc.
81,300$1.8M0.1%GrowthLowMemphis, TN2026-10-13
PFG Advisors
67,972$1.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Macroview Investment Management LLC
62,750$1.4M0.8%ETFLowBethesda, MD2026-10-26
ARS Wealth Advisors Group, LLC
59,539$1.3M0.1%CoreLowSt. Petersburg, FL2026-10-16
Independent Financial Group, LLC
58,443$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Welch Financial Planning, LLC
47,189$1.1M0.6%CoreMediumBoulder, CO2026-11-06
Occidental Asset Management, LLC
44,903$1.0M0.1%GrowthLowBurlingame, CA2026-11-05
Brookstone Capital Management
42,652$951.6K0.0%ETFMediumWheaton, IL2026-10-22
Kingswood Wealth Advisors, LLC
39,804$888.0K0.0%GrowthLowSan Diego, CA2026-10-23
Clearstead Advisors, LLC
38,520$859.4K0.0%ETFLowCleveland, OH2026-11-06
Physician Wealth Advisors, Inc.
34,567$771.2K0.1%ETFMediumMidvale, UT2026-10-20
Sagespring Wealth Partners, LLC
33,723$752.4K0.0%ETFLowFranklin, TN2026-10-22
Visionary Wealth Advisors
30,103$671.6K0.0%ETFLowO'Fallon, IL2026-11-04
Sigma Planning Corp
29,965$668.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Beacon Financial Advisory LLC
28,000$624.7K0.1%ETFLowCleveland, OH2026-10-16
Cambridge Investment Research Advisors, Inc.
27,662$617.0K0.0%ETFLowFairfield, IA2026-11-02
Blue Sky Capital Consultants Group, Inc.
26,510$591.4K0.2%GrowthMediumPoway, CA2026-10-13
Dynamic Advisor Solutions LLC
24,430$545.0K0.0%ETFLowPhoenix, AZ2026-10-13
Kestra Advisory Services, LLC
22,946$511.9K0.0%CoreLowAustin, TX2026-11-02
Schulz Wealth, Ltd.
22,320$498.0K0.2%ETFVery LowMansfield, TX2026-11-03
Southland Equity Partners LLC
18,749$418.3K0.1%ETFLowWildwood, MO2026-10-14
Worth Asset Management, LLC
18,648$416.0K0.1%ETFHighDallas, TX2026-10-07
Archer Investment Corp
17,701$394.9K0.1%CoreMediumCarmel, IN2026-11-05
Capital Investment Advisory Services, LLC
16,874$376.5K0.0%CoreMediumRaleigh, NC2026-10-30
Diversify Advisory Services, LLC
13,528$303.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
13,528$303.6K0.0%GrowthMediumSandy, UT2026-10-20
Corrado Advisors, LLC
13,181$294.1K0.1%CoreMediumRamsey, NJ2026-10-27
Virtue Capital Management, LLC
12,721$283.8K0.0%GrowthHighBrentwood, TN2026-10-29
Caliber Wealth Management, LLC / KS
12,561$280.2K0.0%ETFLowOverland Park, KS2026-11-04
D.B. Root & Company, LLC
12,213$272.5K0.1%ETFLowPittsburgh, PA2026-11-04
Diligent Investors, LLC
11,500$256.6K0.1%CoreLowRedlands, CA2026-10-21
IFP Advisors, Inc
10,557$235.5K0.0%GrowthLowTampa, FL2026-10-16
Partners Wealth Management, LLC
9,900$220.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
CRA Financial Services, LLC
9,500$211.9K0.0%ETFVery LowNorthfield, NJ2026-10-16
Ballast Rock Private Wealth LLC
8,997$200.7K0.1%ETFMediumCharleston, SC2026-10-26
Dhjj Financial Advisors, Ltd.
7,257$161.9K0.0%ETFVery LowNaperville, IL2026-10-23
Evolution Wealth Management Inc.
2,423$54.1K0.0%ETFMediumFort Myers, FL2026-10-28
James T. Borello RIA
2,373$52.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Noble Wealth Management PBC
1,500$33.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
TrustBank
1,350$30.1K0.0%ETFVery LowOlney, IL2026-10-20
Barclays PLC
1,158$25.8K0.0%CoreMediumLondon, United Kingdom2026-11-06
Weaver Capital Management LLC
491$11.0K0.0%GrowthMediumSuwanee, GA2026-10-15
Gilpin Wealth Management, LLC
400$8.9K0.0%GrowthLowDenver, CO2026-10-09
Lloyd Advisory Services, Llc.
232$5.2K0.0%ETFVery HighSuwanee, GA2026-11-02
CoreCap Advisors, LLC
108$2.4K0.0%ETFMediumSouthfield, MI2026-10-08