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Innov EQ DD 15 BUF ETF - OCT (DDFO)

CUSIP: 45784N528 | NYSE | 76 institutional holders

Quarters

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

Valtinson Bruner Financial Planning LLC485,063
2.8% of portfolio›$11.1M
Creative Planning472,900
0.0% of portfolio›$10.9M
Weaver Capital Management LLC376,062
1.6% of portfolio›$8.6M
Commonwealth Equity Services, LLC129,652
0.0% of portfolio›$3.0M
Southland Equity Partners LLC83,962
0.3% of portfolio›$1.9M
Independent Financial Group, LLC71,003
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.59,806
0.0% of portfolio›$1.4M
Castle Rock Wealth Management, LLC45,798
0.2% of portfolio›$1.1M
PFG Advisors44,966
0.1% of portfolio›$1.0M
Welch Financial Planning, LLC33,948
0.4% of portfolio›$779.8K
Brookstone Capital Management32,864
0.0% of portfolio›$754.9K
Farther Finance Advisors, LLC32,282
0.0% of portfolio›$741.5K
Cornerstone Wealth Group, LLC30,425
0.0% of portfolio›$698.9K
Clear Point Advisors Inc.26,952
0.4% of portfolio›$619.1K
Archer Investment Corp26,753
0.1% of portfolio›$614.5K
Atria Investments, Inc25,338
0.0% of portfolio›$582.0K
Dhjj Financial Advisors, Ltd.23,177
0.2% of portfolio›$532.4K
ARS Wealth Advisors Group, LLC21,544
0.0% of portfolio›$494.9K
Keystone Wealth Services, LLC20,649
0.1% of portfolio›$473.6K
Grantvest Financial Group LLC20,283
0.3% of portfolio›$465.9K
Caliber Wealth Management, LLC / KS18,354
0.0% of portfolio›$421.6K
KFG Wealth Management, LLC16,807
0.0% of portfolio›$386.1K
Sigma Planning Corp16,652
0.0% of portfolio›$382.5K
Allworth Financial LP15,842
0.0% of portfolio›$356.6K
Kingswood Wealth Advisors, LLC14,355
0.0% of portfolio›$329.7K
IFP Advisors, Inc11,259
0.0% of portfolio›$258.6K
Koshinski Asset Management, Inc.10,646
0.0% of portfolio›$244.5K
Merit Financial Group, LLC9,774
0.0% of portfolio›$224.5K
World Equity Group, Inc.9,613
0.1% of portfolio›$220.8K
Pinnacle Wealth Management Group, Inc.9,320
0.1% of portfolio›$214.1K
Capital Investment Advisors, LLC8,922
0.0% of portfolio›$204.9K
Visionary Wealth Advisors8,726
0.0% of portfolio›$200.4K
Schulz Wealth, Ltd.8,710
0.1% of portfolio›$200.1K
Barclays PLC4,065
0.0% of portfolio›$93.4K
PNC Financial Services Group, Inc.3,100
0.0% of portfolio›$71.2K
Lloyd Advisory Services, Llc.715
0.0% of portfolio›$16.4K
Gilpin Wealth Management, LLC700
0.0% of portfolio›$16.1K
Noble Wealth Management PBC675
0.0% of portfolio›$15.5K
EverSource Wealth Advisors, LLC200
0.0% of portfolio›$4.6K
StyleTurnoverLocationFiled
Valtinson Bruner Financial Planning LLC
485,063$11.1M2.8%ETFLowNew Brighton, MN2026-11-02
Creative Planning
472,900$10.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Weaver Capital Management LLC
376,062$8.6M1.6%GrowthMediumSuwanee, GA2026-10-15
Commonwealth Equity Services, LLC
129,652$3.0M0.0%ETFLowWaltham, MA2026-11-02
Southland Equity Partners LLC
83,962$1.9M0.3%ETFLowWildwood, MO2026-10-14
Independent Financial Group, LLC
71,003$1.6M0.0%GrowthLowSan Diego, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
59,806$1.4M0.0%ETFLowFairfield, IA2026-11-02
Castle Rock Wealth Management, LLC
45,798$1.1M0.2%GrowthMediumWalnut Creek, CA2026-10-09
PFG Advisors
44,966$1.0M0.1%ETFMediumPhoenix, AZ2026-10-16
Welch Financial Planning, LLC
33,948$779.8K0.4%CoreMediumBoulder, CO2026-11-06
Brookstone Capital Management
32,864$754.9K0.0%ETFMediumWheaton, IL2026-10-22
Farther Finance Advisors, LLC
32,282$741.5K0.0%IndexLowSan Francisco, CA2026-10-08
Cornerstone Wealth Group, LLC
30,425$698.9K0.0%CoreMediumHuntersville, NC2026-11-02
Clear Point Advisors Inc.
26,952$619.1K0.4%ETFMediumMelville, NY2026-10-30
Archer Investment Corp
26,753$614.5K0.1%CoreMediumCarmel, IN2026-11-05
Atria Investments, Inc
25,338$582.0K0.0%CoreMediumCharlotte, NC2026-10-15
Dhjj Financial Advisors, Ltd.
23,177$532.4K0.2%ETFVery LowNaperville, IL2026-10-23
ARS Wealth Advisors Group, LLC
21,544$494.9K0.0%CoreLowSt. Petersburg, FL2026-10-16
Keystone Wealth Services, LLC
20,649$473.6K0.1%ETFHighPalm Desert, CA2026-11-03
Grantvest Financial Group LLC
20,283$465.9K0.3%ETFLowMatawan, NJ2026-10-21
Caliber Wealth Management, LLC / KS
18,354$421.6K0.0%ETFLowOverland Park, KS2026-11-04
KFG Wealth Management, LLC
16,807$386.1K0.0%ETFMediumGranger, IN2026-10-16
Sigma Planning Corp
16,652$382.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Allworth Financial LP
15,842$356.6K0.0%IndexLowFolsom, CA2026-11-06
Kingswood Wealth Advisors, LLC
14,355$329.7K0.0%GrowthLowSan Diego, CA2026-10-23
IFP Advisors, Inc
11,259$258.6K0.0%GrowthLowTampa, FL2026-10-16
Koshinski Asset Management, Inc.
10,646$244.5K0.0%ETFLowDecatur, IL2026-10-29
Merit Financial Group, LLC
9,774$224.5K0.0%ETFLowAlpharetta, GA2026-11-06
World Equity Group, Inc.
9,613$220.8K0.1%GrowthMediumSchaumburg, IL2026-10-14
Pinnacle Wealth Management Group, Inc.
9,320$214.1K0.1%ETFMediumPlymouth, MI2026-10-15
Capital Investment Advisors, LLC
8,922$204.9K0.0%CoreLowAtlanta, GA2026-10-22
Visionary Wealth Advisors
8,726$200.4K0.0%ETFLowO'Fallon, IL2026-11-04
Schulz Wealth, Ltd.
8,710$200.1K0.1%ETFVery LowMansfield, TX2026-11-03
Barclays PLC
4,065$93.4K0.0%CoreMediumLondon, United Kingdom2026-11-06
PNC Financial Services Group, Inc.
3,100$71.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Lloyd Advisory Services, Llc.
715$16.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Gilpin Wealth Management, LLC
700$16.1K0.0%GrowthLowDenver, CO2026-10-09
Noble Wealth Management PBC
675$15.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
EverSource Wealth Advisors, LLC
200$4.6K0.0%CoreMediumBirmingham, AL2026-11-04