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Innovato EQU DU DI 15 BU ETF (DDFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares458,134 from 134,038
Change+324,096 (+242%)
Value$10.2M (+$7.3M)
Filed 2026-11-02
Bullseye Investment Management, LLC
NEW
Shares200,137
Change+200,137
Value$4.5M
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
NEW
Shares81,300
Change+81,300
Value$1.8M
Filed 2026-10-13
PFG Advisors
NEW
Shares67,972
Change+67,972
Value$1.5M
Filed 2026-10-16
Macroview Investment Management LLC
NEW
Shares62,750
Change+62,750
Value$1.4M
Filed 2026-10-26
ARS Wealth Advisors Group, LLC
NEW
Shares59,539
Change+59,539
Value$1.3M
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares58,443 from 54,168
Change+4,275 (+8%)
Value$1.3M (+$113.8K)
Filed 2026-10-13
Welch Financial Planning, LLC
DECREASED
Shares47,189 from 89,586
Change-42,397 (-47%)
Value$1.1M (-$915.4K)
Filed 2026-11-06
Occidental Asset Management, LLC
NEW
Shares44,903
Change+44,903
Value$1.0M
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares42,652 from 28,925
Change+13,727 (+47%)
Value$951.6K (+$316.1K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares39,804 from 40,679
Change-875 (-2%)
Value$888.0K (-$5.7K)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares38,520 from 38,520
Change0 (0%)
Value$859.4K (+$13.1K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
INCREASED
Shares34,567 from 28,554
Change+6,013 (+21%)
Value$771.2K (+$143.9K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
NEW
Shares33,723
Change+33,723
Value$752.4K
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares30,103 from 31,083
Change-980 (-3%)
Value$671.6K (-$11.3K)
Filed 2026-11-04
Sigma Planning Corp
NEW
Shares29,965
Change+29,965
Value$668.5K
Filed 2026-10-23
Beacon Financial Advisory LLC
INCREASED
Shares28,000 from 13,067
Change+14,933 (+114%)
Value$624.7K (+$337.6K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW
Shares27,662
Change+27,662
Value$617.0K
Filed 2026-11-02
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares26,510 from 26,567
Change-57 (0%)
Value$591.4K (+$7.8K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
UNCHANGED
Shares24,430 from 24,430
Change0 (0%)
Value$545.0K (+$8.3K)
Filed 2026-10-13
Kestra Advisory Services, LLC
NEW
Shares22,946
Change+22,946
Value$511.9K
Filed 2026-11-02
Schulz Wealth, Ltd.
NEW
Shares22,320
Change+22,320
Value$498.0K
Filed 2026-11-03
Southland Equity Partners LLC
INCREASED
Shares18,749 from 9,671
Change+9,078 (+94%)
Value$418.3K (+$205.8K)
Filed 2026-10-14
Worth Asset Management, LLC
NEW
Shares18,648
Change+18,648
Value$416.0K
Filed 2026-10-07
Archer Investment Corp
INCREASED
Shares17,701 from 4,053
Change+13,648 (+337%)
Value$394.9K (+$305.9K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
NEW
Shares16,874
Change+16,874
Value$376.5K
Filed 2026-10-30
Diversify Wealth Management, LLC
NEW
Shares13,528
Change+13,528
Value$303.6K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares13,528
Change+13,528
Value$303.6K
Filed 2026-10-20
Corrado Advisors, LLC
NEW
Shares13,181
Change+13,181
Value$294.1K
Filed 2026-10-27
Virtue Capital Management, LLC
NEW
Shares12,721
Change+12,721
Value$283.8K
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED
Shares12,561 from 9,756
Change+2,805 (+29%)
Value$280.2K (+$65.9K)
Filed 2026-11-04
D.B. Root & Company, LLC
NEW
Shares12,213
Change+12,213
Value$272.5K
Filed 2026-11-04
Diligent Investors, LLC
NEW
Shares11,500
Change+11,500
Value$256.6K
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares10,557 from 2,507
Change+8,050 (+321%)
Value$235.5K (+$180.4K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares9,900
Change+9,900
Value$220.9K
Filed 2026-10-28
CRA Financial Services, LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$211.9K (+$3.2K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
NEW
Shares8,997
Change+8,997
Value$200.7K
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED
Shares7,257 from 5,048
Change+2,209 (+44%)
Value$161.9K (+$51.0K)
Filed 2026-10-23
Evolution Wealth Management Inc.
UNCHANGED
Shares2,423 from 2,423
Change0 (0%)
Value$54.1K (+$824)
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares2,373 from 2,373
Change0 (0%)
Value$52.9K (+$807)
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$33.5K (+$510)
Filed 2026-10-01
TrustBank
NEW
Shares1,350
Change+1,350
Value$30.1K
Filed 2026-10-20
Barclays PLC
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$25.8K (+$394)
Filed 2026-11-06
Weaver Capital Management LLC
INCREASED
Shares491 from 442
Change+49 (+11%)
Value$11.0K (+$1.6K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$8.9K (+$136)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
NEW
Shares232
Change+232
Value$5.2K
Filed 2026-11-02
CoreCap Advisors, LLC
NEW
Shares108
Change+108
Value$2.4K
Filed 2026-10-08
First Heartland Consultants, Inc.
CLOSED
Shares0 from 9,407
Change-9,407 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-08
Farther Finance Advisors, LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-08
Osaic Holdings, Inc.
N/A
Shares— from 271,684
Change-271,684 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 57,865
Change-57,865 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 55,986
Change-55,986 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 52,610
Change-52,610 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 50,781
Change-50,781 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,322
Change-32,322 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 30,720
Change-30,720 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 29,061
Change-29,061 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,569
Change-28,569 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,401
Change-24,401 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 23,662
Change-23,662 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,649
Change-23,649 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 19,265
Change-19,265 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 12,437
Change-12,437 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,735
Change-11,735 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 11,735
Change-11,735 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 11,695
Change-11,695 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,456
Change-10,456 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED458,134134,038+324,096+242%$2.9M$10.2M+$7.3M2026-11-02
Bullseye Investment Management, LLC
NEW200,137—+200,137——$4.5M—2026-10-29
B. Riley Wealth Advisors, Inc.
NEW81,300—+81,300——$1.8M—2026-10-13
PFG Advisors
NEW67,972—+67,972——$1.5M—2026-10-16
Macroview Investment Management LLC
NEW62,750—+62,750——$1.4M—2026-10-26
ARS Wealth Advisors Group, LLC
NEW59,539—+59,539——$1.3M—2026-10-16
Independent Financial Group, LLC
INCREASED58,44354,168+4,275+8%$1.2M$1.3M+$113.8K2026-10-13
Welch Financial Planning, LLC
DECREASED47,18989,586-42,397-47%$2.0M$1.1M-$915.4K2026-11-06
Occidental Asset Management, LLC
NEW44,903—+44,903——$1.0M—2026-11-05
Brookstone Capital Management
INCREASED42,65228,925+13,727+47%$635.5K$951.6K+$316.1K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED39,80440,679-875-2%$893.7K$888.0K-$5.7K2026-10-23
Clearstead Advisors, LLC
UNCHANGED38,52038,52000%$846.3K$859.4K+$13.1K2026-11-06
Physician Wealth Advisors, Inc.
INCREASED34,56728,554+6,013+21%$627.3K$771.2K+$143.9K2026-10-20
Sagespring Wealth Partners, LLC
NEW33,723—+33,723——$752.4K—2026-10-22
Visionary Wealth Advisors
DECREASED30,10331,083-980-3%$682.9K$671.6K-$11.3K2026-11-04
Sigma Planning Corp
NEW29,965—+29,965——$668.5K—2026-10-23
Beacon Financial Advisory LLC
INCREASED28,00013,067+14,933+114%$287.1K$624.7K+$337.6K2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW27,662—+27,662——$617.0K—2026-11-02
Blue Sky Capital Consultants Group, Inc.
DECREASED26,51026,567-570%$583.7K$591.4K+$7.8K2026-10-13
Dynamic Advisor Solutions LLC
UNCHANGED24,43024,43000%$536.7K$545.0K+$8.3K2026-10-13
Kestra Advisory Services, LLC
NEW22,946—+22,946——$511.9K—2026-11-02
Schulz Wealth, Ltd.
NEW22,320—+22,320——$498.0K—2026-11-03
Southland Equity Partners LLC
INCREASED18,7499,671+9,078+94%$212.5K$418.3K+$205.8K2026-10-14
Worth Asset Management, LLC
NEW18,648—+18,648——$416.0K—2026-10-07
Archer Investment Corp
INCREASED17,7014,053+13,648+337%$89.0K$394.9K+$305.9K2026-11-05
Capital Investment Advisory Services, LLC
NEW16,874—+16,874——$376.5K—2026-10-30
Diversify Wealth Management, LLC
NEW13,528—+13,528——$303.6K—2026-10-20
Diversify Advisory Services, LLC
NEW13,528—+13,528——$303.6K—2026-10-20
Corrado Advisors, LLC
NEW13,181—+13,181——$294.1K—2026-10-27
Virtue Capital Management, LLC
NEW12,721—+12,721——$283.8K—2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED12,5619,756+2,805+29%$214.3K$280.2K+$65.9K2026-11-04
D.B. Root & Company, LLC
NEW12,213—+12,213——$272.5K—2026-11-04
Diligent Investors, LLC
NEW11,500—+11,500——$256.6K—2026-10-21
IFP Advisors, Inc
INCREASED10,5572,507+8,050+321%$55.1K$235.5K+$180.4K2026-10-16
Partners Wealth Management, LLC
NEW9,900—+9,900——$220.9K—2026-10-28
CRA Financial Services, LLC
UNCHANGED9,5009,50000%$208.7K$211.9K+$3.2K2026-10-16
Ballast Rock Private Wealth LLC
NEW8,997—+8,997——$200.7K—2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED7,2575,048+2,209+44%$110.9K$161.9K+$51.0K2026-10-23
Evolution Wealth Management Inc.
UNCHANGED2,4232,42300%$53.2K$54.1K+$8242026-10-28
James T. Borello RIA
UNCHANGED2,3732,37300%$52.1K$52.9K+$8072026-10-16
Noble Wealth Management PBC
UNCHANGED1,5001,50000%$33.0K$33.5K+$5102026-10-01
TrustBank
NEW1,350—+1,350——$30.1K—2026-10-20
Barclays PLC
UNCHANGED1,1581,15800%$25.4K$25.8K+$3942026-11-06
Weaver Capital Management LLC
INCREASED491442+49+11%$9.3K$11.0K+$1.6K2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED40040000%$8.8K$8.9K+$1362026-10-09
Lloyd Advisory Services, Llc.
NEW232—+232——$5.2K—2026-11-02
CoreCap Advisors, LLC
NEW108—+108——$2.4K—2026-10-08
First Heartland Consultants, Inc.
CLOSED09,407-9,407-100%$206.7K$0-$206.7K2026-10-08
Farther Finance Advisors, LLC
CLOSED0482-482-100%$10.6K$0-$10.6K2026-10-08
Osaic Holdings, Inc.
N/A—271,684-271,684-100%$6.0M———
Rothschild Investment LLC
N/A—57,865-57,865-100%$1.3M———
Cetera Investment Advisers
N/A—55,986-55,986-100%$1.2M———
Susquehanna International Group, LLP
N/A—52,610-52,610-100%$1.2M———
Composition Wealth, LLC
N/A—50,781-50,781-100%$1.1M———
Harbour Investments, Inc.
N/A—32,322-32,322-100%$710.1K———
Summit Financial, LLC
N/A—30,720-30,720-100%$674.9K———
Centaurus Financial, Inc.
N/A—29,061-29,061-100%$638.0K———
Envestnet Asset Management Inc
N/A—28,569-28,569-100%$627.7K———
AE Wealth Management LLC
N/A—24,401-24,401-100%$536.1K———
Foundations Investment Advisors, LLC
N/A—23,662-23,662-100%$519.9K———
HRT Financial LP
N/A—23,649-23,649-100%$519.0K———
Pallas Capital Advisors LLC
N/A—19,265-19,265-100%$423.3K———
UBS Group AG
N/A—13,370-13,370-100%$293.7K———
AssuredPartners Investment Advisors, LLC
N/A—12,437-12,437-100%$273.2K———
Aptus Capital Advisors, LLC
N/A—11,735-11,735-100%$257.8K———
Guardian Wealth Advisors, LLC / NC
N/A—11,735-11,735-100%$257.8K———
RPS Advisory Solutions LLC
N/A—11,695-11,695-100%$256.9K———
NewEdge Advisors, LLC
N/A—10,456-10,456-100%$229.7K———
Capital Analysts, LLC
N/A—9,174-9,174-100%$201.0K———
Showing 69 of 69 institutions