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Innov EQ DD 15 BUF ETF - OCT (DDFO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Valtinson Bruner Financial Planning LLC
DECREASED
Shares485,063 from 489,751
Change-4,688 (-1%)
Value$11.1M (+$117.6K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares472,900 from 482,639
Change-9,739 (-2%)
Value$10.9M (-$1.7K)
Filed 2026-11-02
Weaver Capital Management LLC
DECREASED
Shares376,062 from 471,002
Change-94,940 (-20%)
Value$8.6M (-$1.5M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares129,652 from 273,383
Change-143,731 (-53%)
Value$3.0M (-$3.2M)
Filed 2026-11-02
Southland Equity Partners LLC
UNCHANGED
Shares83,962 from 83,962
Change0 (0%)
Value$1.9M (+$38.6K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares71,003 from 40,264
Change+30,739 (+76%)
Value$1.6M (+$724.6K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares59,806 from 59,915
Change-109 (0%)
Value$1.4M (+$1.4M)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares45,798 from 45,848
Change-50 (0%)
Value$1.1M (+$28.6K)
Filed 2026-10-09
PFG Advisors
NEW
Shares44,966
Change+44,966
Value$1.0M
Filed 2026-10-16
Welch Financial Planning, LLC
INCREASED
Shares33,948 from 32,693
Change+1,255 (+4%)
Value$779.8K (+$43.9K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares32,864 from 24,030
Change+8,834 (+37%)
Value$754.9K (+$214.0K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares32,282 from 31,795
Change+487 (+2%)
Value$741.5K (+$25.8K)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
UNCHANGED
Shares30,425 from 30,425
Change0 (0%)
Value$698.9K (+$14.0K)
Filed 2026-11-02
Clear Point Advisors Inc.
NEW
Shares26,952
Change+26,952
Value$619.1K
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares26,753 from 26,753
Change0 (0%)
Value$614.5K (+$12.3K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares25,338 from 29,757
Change-4,419 (-15%)
Value$582.0K (-$87.8K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares23,177 from 23,177
Change0 (0%)
Value$532.4K (+$10.7K)
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
NEW
Shares21,544
Change+21,544
Value$494.9K
Filed 2026-10-16
Keystone Wealth Services, LLC
UNCHANGED
Shares20,649 from 20,649
Change0 (0%)
Value$473.6K (+$8.8K)
Filed 2026-11-03
Grantvest Financial Group LLC
UNCHANGED
Shares20,283 from 20,283
Change0 (0%)
Value$465.9K (+$9.3K)
Filed 2026-10-21
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares18,354 from 18,354
Change0 (0%)
Value$421.6K (+$8.4K)
Filed 2026-11-04
KFG Wealth Management, LLC
UNCHANGED
Shares16,807 from 16,807
Change0 (0%)
Value$386.1K (+$7.7K)
Filed 2026-10-16
Sigma Planning Corp
UNCHANGED
Shares16,652 from 16,652
Change0 (0%)
Value$382.5K (+$7.7K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares15,842 from 15,842
Change0 (0%)
Value$356.6K ($0)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,355 from 13,777
Change+578 (+4%)
Value$329.7K (+$19.6K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares11,259 from 29,079
Change-17,820 (-61%)
Value$258.6K (-$395.9K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED
Shares10,646 from 10,646
Change0 (0%)
Value$244.5K (+$4.9K)
Filed 2026-10-29
Merit Financial Group, LLC
DECREASED
Shares9,774 from 10,774
Change-1,000 (-9%)
Value$224.5K (-$18.0K)
Filed 2026-11-06
World Equity Group, Inc.
DECREASED
Shares9,613 from 29,757
Change-20,144 (-68%)
Value$220.8K (-$449.0K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares9,320 from 9,320
Change0 (0%)
Value$214.1K (+$4.3K)
Filed 2026-10-15
Capital Investment Advisors, LLC
UNCHANGED
Shares8,922 from 8,922
Change0 (0%)
Value$204.9K (+$4.1K)
Filed 2026-10-22
Visionary Wealth Advisors
NEW
Shares8,726
Change+8,726
Value$200.4K
Filed 2026-11-04
Schulz Wealth, Ltd.
NEW
Shares8,710
Change+8,710
Value$200.1K
Filed 2026-11-03
Barclays PLC
UNCHANGED
Shares4,065 from 4,065
Change0 (0%)
Value$93.4K (+$1.9K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
NEW
Shares3,100
Change+3,100
Value$71.2K
Filed 2026-11-06
Lloyd Advisory Services, Llc.
NEW
Shares715
Change+715
Value$16.4K
Filed 2026-11-02
Gilpin Wealth Management, LLC
INCREASED
Shares700 from 400
Change+300 (+75%)
Value$16.1K (+$7.1K)
Filed 2026-10-09
Noble Wealth Management PBC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$15.5K (+$311)
Filed 2026-10-01
EverSource Wealth Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.6K (+$92)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
CLOSED
Shares0 from 23,291
Change-23,291 (-100%)
Value$0 (-$525.3K)
Filed 2026-10-28
Integrity Alliance, Llc.
CLOSED
Shares0 from 13,237
Change-13,237 (-100%)
Value$0 (-$298.0K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-29
SageView Advisory Group, LLC
N/A
Shares— from 482,639
Change-482,639 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 112,082
Change-112,082 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 65,308
Change-65,308 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 65,040
Change-65,040 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 59,849
Change-59,849 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 54,288
Change-54,288 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 49,532
Change-49,532 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,811
Change-46,811 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 45,672
Change-45,672 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 38,415
Change-38,415 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,288
Change-37,288 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 24,517
Change-24,517 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 23,758
Change-23,758 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,092
Change-23,092 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,997
Change-20,997 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,487
Change-19,487 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,364
Change-15,364 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,995
Change-12,995 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
UBS Group AG
N/A
Shares— from 965
Change-965 (-100%)
Value—
Status
Valtinson Bruner Financial Planning LLC
DECREASED485,063489,751-4,688-1%$11.0M$11.1M+$117.6K2026-11-02
Creative Planning
DECREASED472,900482,639-9,739-2%$10.9M$10.9M-$1.7K2026-11-02
Weaver Capital Management LLC
DECREASED376,062471,002-94,940-20%$10.1M$8.6M-$1.5M2026-10-15
Commonwealth Equity Services, LLC
DECREASED129,652273,383-143,731-53%$6.2M$3.0M-$3.2M2026-11-02
Southland Equity Partners LLC
UNCHANGED83,96283,96200%$1.9M$1.9M+$38.6K2026-10-14
Independent Financial Group, LLC
INCREASED71,00340,264+30,739+76%$906.3K$1.6M+$724.6K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED59,80659,915-1090%$1.3K$1.4M+$1.4M2026-11-02
Castle Rock Wealth Management, LLC
DECREASED45,79845,848-500%$1.0M$1.1M+$28.6K2026-10-09
PFG Advisors
NEW44,966—+44,966——$1.0M—2026-10-16
Welch Financial Planning, LLC
INCREASED33,94832,693+1,255+4%$735.9K$779.8K+$43.9K2026-11-06
Brookstone Capital Management
INCREASED32,86424,030+8,834+37%$540.9K$754.9K+$214.0K2026-10-22
Farther Finance Advisors, LLC
INCREASED32,28231,795+487+2%$715.7K$741.5K+$25.8K2026-10-08
Cornerstone Wealth Group, LLC
UNCHANGED30,42530,42500%$684.9K$698.9K+$14.0K2026-11-02
Clear Point Advisors Inc.
NEW26,952—+26,952——$619.1K—2026-10-30
Archer Investment Corp
UNCHANGED26,75326,75300%$602.2K$614.5K+$12.3K2026-11-05
Atria Investments, Inc
DECREASED25,33829,757-4,419-15%$669.8K$582.0K-$87.8K2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED23,17723,17700%$521.7K$532.4K+$10.7K2026-10-23
ARS Wealth Advisors Group, LLC
NEW21,544—+21,544——$494.9K—2026-10-16
Keystone Wealth Services, LLC
UNCHANGED20,64920,64900%$464.8K$473.6K+$8.8K2026-11-03
Grantvest Financial Group LLC
UNCHANGED20,28320,28300%$456.6K$465.9K+$9.3K2026-10-21
Caliber Wealth Management, LLC / KS
UNCHANGED18,35418,35400%$413.1K$421.6K+$8.4K2026-11-04
KFG Wealth Management, LLC
UNCHANGED16,80716,80700%$378.3K$386.1K+$7.7K2026-10-16
Sigma Planning Corp
UNCHANGED16,65216,65200%$374.8K$382.5K+$7.7K2026-10-23
Allworth Financial LP
UNCHANGED15,84215,84200%$356.6K$356.6K$02026-11-06
Kingswood Wealth Advisors, LLC
INCREASED14,35513,777+578+4%$310.1K$329.7K+$19.6K2026-10-23
IFP Advisors, Inc
DECREASED11,25929,079-17,820-61%$654.6K$258.6K-$395.9K2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED10,64610,64600%$239.6K$244.5K+$4.9K2026-10-29
Merit Financial Group, LLC
DECREASED9,77410,774-1,000-9%$242.5K$224.5K-$18.0K2026-11-06
World Equity Group, Inc.
DECREASED9,61329,757-20,144-68%$669.8K$220.8K-$449.0K2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED9,3209,32000%$209.8K$214.1K+$4.3K2026-10-15
Capital Investment Advisors, LLC
UNCHANGED8,9228,92200%$200.8K$204.9K+$4.1K2026-10-22
Visionary Wealth Advisors
NEW8,726—+8,726——$200.4K—2026-11-04
Schulz Wealth, Ltd.
NEW8,710—+8,710——$200.1K—2026-11-03
Barclays PLC
UNCHANGED4,0654,06500%$91.5K$93.4K+$1.9K2026-11-06
PNC Financial Services Group, Inc.
NEW3,100—+3,100——$71.2K—2026-11-06
Lloyd Advisory Services, Llc.
NEW715—+715——$16.4K—2026-11-02
Gilpin Wealth Management, LLC
INCREASED700400+300+75%$9.0K$16.1K+$7.1K2026-10-09
Noble Wealth Management PBC
UNCHANGED67567500%$15.2K$15.5K+$3112026-10-01
EverSource Wealth Advisors, LLC
UNCHANGED20020000%$4.5K$4.6K+$922026-11-04
Financial Solutions Advisory Group, Inc.
CLOSED023,291-23,291-100%$525.3K$0-$525.3K2026-10-28
Integrity Alliance, Llc.
CLOSED013,237-13,237-100%$298.0K$0-$298.0K2026-10-29
Bullseye Investment Management, LLC
CLOSED094-94-100%$2.1K$0-$2.1K2026-10-29
SageView Advisory Group, LLC
N/A—482,639-482,639-100%$10.9M———
Susquehanna International Group, LLP
N/A—112,082-112,082-100%$2.5M———
AE Wealth Management LLC
N/A—65,308-65,308-100%$1.5M———
Cetera Investment Advisers
N/A—65,040-65,040-100%$1.5M———
Harbour Investments, Inc.
N/A—59,849-59,849-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—54,288-54,288-100%$1.2M———
Centaurus Financial, Inc.
N/A—49,532-49,532-100%$1.1K———
Osaic Holdings, Inc.
N/A—46,811-46,811-100%$1.1M———
Modern Wealth Management, LLC
N/A—45,672-45,672-100%$1.0M———
World Investment Advisors
N/A—38,415-38,415-100%$824.1K———
Summit Financial, LLC
N/A—37,288-37,288-100%$839.4K———
Calton & Associates, Inc.
N/A—24,517-24,517-100%$551.9K———
Old Mission Capital LLC
N/A—23,758-23,758-100%$534.8K———
HighTower Advisors, LLC
N/A—23,092-23,092-100%$519.8K———
HRT Financial LP
N/A—20,997-20,997-100%$472———
Foundations Investment Advisors, LLC
N/A—19,487-19,487-100%$438.7K———
Citadel Advisors LLC
N/A—15,364-15,364-100%$345.8K———
Cassady Wealth & Retirement Planning, LLC
N/A—14,806-14,806-100%$333.3K———
NewEdge Advisors, LLC
N/A—13,385-13,385-100%$301.3K———
Silver OAK Securities, Incorporated
N/A—12,995-12,995-100%$292.5K———
Pitti Group Wealth Management, LLC
N/A—11,150-11,150-100%$251.0K———
Pallas Capital Advisors LLC
N/A—9,390-9,390-100%$211.4K———
Rothschild Investment LLC
N/A—7,050-7,050-100%$158.7K———
Aptus Capital Advisors, LLC
N/A—3,250-3,250-100%$73.2K———
BFC Planning, Inc.
N/A—1,886-1,886-100%$42.5K———
UBS Group AG
N/A—965-965-100%$21.7K———
Showing 68 of 68 institutions