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Innovator EDD 10 Buff OCT (DDTO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
B. Riley Wealth Advisors, Inc.
NEW
Shares121,133
Change+121,133
Value$2.9M
Filed 2026-10-13
Southland Equity Partners LLC
UNCHANGED
Shares99,811 from 99,811
Change0 (0%)
Value$2.4M (+$74.9K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares33,582 from 120,043
Change-86,461 (-72%)
Value$795.6K (-$2.0M)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares28,374 from 22,474
Change+5,900 (+26%)
Value$672.2K (+$156.6K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
UNCHANGED
Shares13,955 from 13,955
Change0 (0%)
Value$330.6K (+$10.5K)
Filed 2026-10-13
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares11,033 from 15,737
Change-4,704 (-30%)
Value$261.4K (-$99.6K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,776 from 9,603
Change+173 (+2%)
Value$231.6K (+$11.3K)
Filed 2026-11-03
Independent Financial Group, LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$225.1K (+$7.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares8,816
Change+8,816
Value$208.9K
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares5,723 from 5,723
Change0 (0%)
Value$135.6K (+$4.3K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares4,678 from 4,698
Change-20 (0%)
Value$110.8K (+$3.1K)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED
Shares2,500 from 4,700
Change-2,200 (-47%)
Value$59.2K (-$48.6K)
Filed 2026-11-03
Barclays PLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$13.4K (+$425)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$474 (+$15)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 16,445
Change-16,445 (-100%)
Value$0 (-$377)
Filed 2026-11-02
Pitti Group Wealth Management, LLC
N/A
Shares— from 53,033
Change-53,033 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,729
Change-23,729 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,337
Change-21,337 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Status
B. Riley Wealth Advisors, Inc.
NEW121,133—+121,133——$2.9M—2026-10-13
Southland Equity Partners LLC
UNCHANGED99,81199,81100%$2.3M$2.4M+$74.9K2026-10-14
Commonwealth Equity Services, LLC
DECREASED33,582120,043-86,461-72%$2.8M$795.6K-$2.0M2026-11-02
CRA Financial Services, LLC
INCREASED28,37422,474+5,900+26%$515.6K$672.2K+$156.6K2026-10-16
Dynamic Advisor Solutions LLC
UNCHANGED13,95513,95500%$320.1K$330.6K+$10.5K2026-10-13
Blue Sky Capital Consultants Group, Inc.
DECREASED11,03315,737-4,704-30%$361.0K$261.4K-$99.6K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED9,7769,603+173+2%$220.3K$231.6K+$11.3K2026-11-03
Independent Financial Group, LLC
UNCHANGED9,5009,50000%$217.9K$225.1K+$7.1K2026-10-13
Concurrent Investment Advisors, LLC
NEW8,816—+8,816——$208.9K—2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED5,7235,72300%$131.3K$135.6K+$4.3K2026-10-20
IFP Advisors, Inc
DECREASED4,6784,698-200%$107.8K$110.8K+$3.1K2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED2,5004,700-2,200-47%$107.8K$59.2K-$48.6K2026-11-03
Barclays PLC
UNCHANGED56656600%$13.0K$13.4K+$4252026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$459$474+$152026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED016,445-16,445-100%$377$0-$3772026-11-02
Pitti Group Wealth Management, LLC
N/A—53,033-53,033-100%$1.2M———
Susquehanna International Group, LLP
N/A—23,729-23,729-100%$544.3K———
Old Mission Capital LLC
N/A—21,337-21,337-100%$489.5K———
HighTower Advisors, LLC
N/A—9,440-9,440-100%$216.6K———
Steward Partners Investment Advisory, LLC
N/A—2,589-2,589-100%$59.4K———
JPMorgan Chase & Co
N/A—1,733-1,733-100%$39.6K———
UBS Group AG
N/A—1,566-1,566-100%$35.9K———
Osaic Holdings, Inc.
N/A—1,300-1,300-100%$29.8K———
Showing 23 of 23 institutions