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Innovator ED D15 Buff JAN (DDFJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elmwood Wealth Management, Inc.
INCREASED
Shares262,499 from 252,047
Change+10,452 (+4%)
Value$5.3M (+$303.7K)
Filed 2026-10-14
Welch Financial Planning, LLC
INCREASED
Shares201,136 from 153,661
Change+47,475 (+31%)
Value$4.1M (+$1.0M)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares117,784 from 121,647
Change-3,863 (-3%)
Value$2.4M (-$32.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares101,991 from 157,578
Change-55,587 (-35%)
Value$2.1M (-$1.1M)
Filed 2026-11-02
Corrado Advisors, LLC
DECREASED
Shares79,194 from 79,654
Change-460 (-1%)
Value$1.6M (+$20.2K)
Filed 2026-10-27
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares71,577 from 71,577
Change0 (0%)
Value$1.4M (+$26.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares59,601 from 59,601
Change0 (0%)
Value$1.2M (+$1.2M)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares52,542 from 17,615
Change+34,927 (+198%)
Value$1.1M (+$709.9K)
Filed 2026-10-13
Kraematon Investment Advisors, Inc
UNCHANGED
Shares37,750 from 37,750
Change0 (0%)
Value$760.3K (+$14.0K)
Filed 2026-11-02
Hofer & Associates. Inc
NEW
Shares36,193
Change+36,193
Value$728.9K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares36,193 from 45,379
Change-9,186 (-20%)
Value$728.9K (-$168.2K)
Filed 2026-10-14
Trek Financial, LLC
UNCHANGED
Shares30,870 from 30,870
Change0 (0%)
Value$621.7K (+$11.4K)
Filed 2026-10-29
ACT Advisors, Llc.
INCREASED
Shares27,986 from 27,515
Change+471 (+2%)
Value$563.6K (+$19.7K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares24,503 from 23,450
Change+1,053 (+4%)
Value$493.5K (+$29.9K)
Filed 2026-11-02
Weaver Capital Management LLC
DECREASED
Shares22,282 from 23,390
Change-1,108 (-5%)
Value$448.8K (+$10.0K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
UNCHANGED
Shares21,200 from 21,200
Change0 (0%)
Value$427.0K (+$7.8K)
Filed 2026-10-21
Range Financial Group LLC
DECREASED
Shares21,131 from 22,110
Change-979 (-4%)
Value$425.6K (-$11.5K)
Filed 2026-10-21
Keystone Wealth Services, LLC
UNCHANGED
Shares16,557 from 16,557
Change0 (0%)
Value$332.8K (+$5.5K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares15,867 from 15,867
Change0 (0%)
Value$313.7K ($0)
Filed 2026-11-06
Soltis Investment Advisors LLC
UNCHANGED
Shares15,632 from 15,632
Change0 (0%)
Value$314.8K (+$5.8K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14,608 from 14,608
Change0 (0%)
Value$294.2K (+$5.4K)
Filed 2026-10-23
Visionary Wealth Advisors
UNCHANGED
Shares12,189 from 12,189
Change0 (0%)
Value$245.5K (+$4.5K)
Filed 2026-11-04
Southland Equity Partners LLC
UNCHANGED
Shares11,160 from 11,160
Change0 (0%)
Value$224.8K (+$4.1K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares7,742 from 7,742
Change0 (0%)
Value$155.9K (+$2.9K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$100.7K (+$1.9K)
Filed 2026-10-20
Gilpin Wealth Management, LLC
INCREASED
Shares1,600 from 400
Change+1,200 (+300%)
Value$32.2K (+$24.3K)
Filed 2026-10-09
PNC Financial Services Group, Inc.
NEW
Shares1,500
Change+1,500
Value$30.2K
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares481 from 431
Change+50 (+12%)
Value$9.7K (+$1.2K)
Filed 2026-10-16
Sigma Planning Corp
CLOSED
Shares0 from 31,410
Change-31,410 (-100%)
Value$0 (-$621.0K)
Filed 2026-10-23
Barclays PLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$20)
Filed 2026-11-06
Benjamin Edwards Inc
N/A
Shares— from 208,114
Change-208,114 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 100,329
Change-100,329 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 95,040
Change-95,040 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,990
Change-92,990 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 79,982
Change-79,982 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 75,750
Change-75,750 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,037
Change-50,037 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,933
Change-47,933 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 30,290
Change-30,290 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,742
Change-24,742 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 18,750
Change-18,750 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 18,750
Change-18,750 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,380
Change-14,380 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,944
Change-13,944 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,872
Change-12,872 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,512
Change-12,512 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,046
Change-8,046 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Status
Elmwood Wealth Management, Inc.
INCREASED262,499252,047+10,452+4%$5.0M$5.3M+$303.7K2026-10-14
Welch Financial Planning, LLC
INCREASED201,136153,661+47,475+31%$3.0M$4.1M+$1.0M2026-11-06
Archer Investment Corp
DECREASED117,784121,647-3,863-3%$2.4M$2.4M-$32.8K2026-11-05
Commonwealth Equity Services, LLC
DECREASED101,991157,578-55,587-35%$3.1M$2.1M-$1.1M2026-11-02
Corrado Advisors, LLC
DECREASED79,19479,654-460-1%$1.6M$1.6M+$20.2K2026-10-27
ARS Wealth Advisors Group, LLC
UNCHANGED71,57771,57700%$1.4M$1.4M+$26.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
UNCHANGED59,60159,60100%$1.2K$1.2M+$1.2M2026-11-02
Independent Financial Group, LLC
INCREASED52,54217,615+34,927+198%$348.2K$1.1M+$709.9K2026-10-13
Kraematon Investment Advisors, Inc
UNCHANGED37,75037,75000%$746.3K$760.3K+$14.0K2026-11-02
Hofer & Associates. Inc
NEW36,193—+36,193——$728.9K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED36,19345,379-9,186-20%$897.1K$728.9K-$168.2K2026-10-14
Trek Financial, LLC
UNCHANGED30,87030,87000%$610.3K$621.7K+$11.4K2026-10-29
ACT Advisors, Llc.
INCREASED27,98627,515+471+2%$544.0K$563.6K+$19.7K2026-10-15
Kestra Advisory Services, LLC
INCREASED24,50323,450+1,053+4%$463.6K$493.5K+$29.9K2026-11-02
Weaver Capital Management LLC
DECREASED22,28223,390-1,108-5%$438.8K$448.8K+$10.0K2026-10-15
Cardinal Point Capital Management ULC
UNCHANGED21,20021,20000%$419.1K$427.0K+$7.8K2026-10-21
Range Financial Group LLC
DECREASED21,13122,110-979-4%$437.1K$425.6K-$11.5K2026-10-21
Keystone Wealth Services, LLC
UNCHANGED16,55716,55700%$327.3K$332.8K+$5.5K2026-11-03
Allworth Financial LP
UNCHANGED15,86715,86700%$313.7K$313.7K$02026-11-06
Soltis Investment Advisors LLC
UNCHANGED15,63215,63200%$309.0K$314.8K+$5.8K2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED14,60814,60800%$288.8K$294.2K+$5.4K2026-10-23
Visionary Wealth Advisors
UNCHANGED12,18912,18900%$241.0K$245.5K+$4.5K2026-11-04
Southland Equity Partners LLC
UNCHANGED11,16011,16000%$220.6K$224.8K+$4.1K2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED7,7427,74200%$153.1K$155.9K+$2.9K2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED5,0005,00000%$98.9K$100.7K+$1.9K2026-10-20
Gilpin Wealth Management, LLC
INCREASED1,600400+1,200+300%$7.9K$32.2K+$24.3K2026-10-09
PNC Financial Services Group, Inc.
NEW1,500—+1,500——$30.2K—2026-11-06
IFP Advisors, Inc
INCREASED481431+50+12%$8.5K$9.7K+$1.2K2026-10-16
Sigma Planning Corp
CLOSED031,410-31,410-100%$621.0K$0-$621.0K2026-10-23
Barclays PLC
CLOSED01-1-100%$20$0-$202026-11-06
Benjamin Edwards Inc
N/A—208,114-208,114-100%$4.1M———
Composition Wealth, LLC
N/A—100,329-100,329-100%$2.0M———
JDM Financial Group LLC
N/A—95,040-95,040-100%$1.9M———
Cetera Investment Advisers
N/A—92,990-92,990-100%$1.8M———
BlueStem Wealth Partners, LLC
N/A—79,982-79,982-100%$1.6M———
IMA Advisory Services, Inc.
N/A—75,750-75,750-100%$1.5M———
NewEdge Advisors, LLC
N/A—50,037-50,037-100%$989.2K———
Susquehanna International Group, LLP
N/A—47,933-47,933-100%$947.6K———
Cassady Wealth & Retirement Planning, LLC
N/A—30,290-30,290-100%$598.8K———
HRT Financial LP
N/A—24,742-24,742-100%$489———
Aptus Capital Advisors, LLC
N/A—18,750-18,750-100%$370.7K———
Guardian Wealth Advisors, LLC / NC
N/A—18,750-18,750-100%$370.7K———
Kingsview Wealth Management, LLC
N/A—14,380-14,380-100%$284.3K———
Principal Securities, Inc.
N/A—13,944-13,944-100%$275.7K———
Citadel Advisors LLC
N/A—12,872-12,872-100%$254.5K———
Harbour Investments, Inc.
N/A—12,512-12,512-100%$247.4K———
Centaurus Financial, Inc.
N/A—8,603-8,603-100%$170———
Innovative Asset Advisors Group, LLC
N/A—8,046-8,046-100%$159.1K———
Arax Advisory Partners
N/A—5,200-5,200-100%$102.8K———
UBS Group AG
N/A—4,075-4,075-100%$80.6K———
AE Wealth Management LLC
N/A—1,487-1,487-100%$29.4K———
Waverly Advisors, LLC
N/A—1,046-1,046-100%$20.7K———
Steward Partners Investment Advisory, LLC
N/A—1,000-1,000-100%$19.8K———
Osaic Holdings, Inc.
N/A—750-750-100%$14.8K———
Showing 54 of 54 institutions