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Innovator ED P 2 YR to Oct27 (TOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
UNCHANGED
Shares43,657 from 43,657
Change0 (0%)
Value$1.2M (+$10.9K)
Filed 2026-10-22
HighTower Advisors, LLC
UNCHANGED
Shares23,638 from 23,638
Change0 (0%)
Value$645.1K (+$5.9K)
Filed 2026-11-10
Fragasso Financial Advisors Inc
UNCHANGED
Shares11,029 from 11,029
Change0 (0%)
Value$302.5K (+$4.3K)
Filed 2026-10-13
Plan Group Financial, LLC
UNCHANGED
Shares9,433 from 9,433
Change0 (0%)
Value$258.5K (+$3.4K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,793 from 12,254
Change-5,461 (-45%)
Value$185.4K (-$146.0K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$62.3K (+$571)
Filed 2026-10-13
Harbour Investments, Inc.
DECREASED
Shares1,820 from 47,067
Change-45,247 (-96%)
Value$49.7K (-$1.2M)
Filed 2026-11-09
UBS Group AG
NEW
Shares54
Change+54
Value$1.5K
Filed 2026-11-10
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 35,933
Change-35,933 (-100%)
Value$0 (-$972.0K)
Filed 2026-11-02
Encompass More Asset Management
CLOSED
Shares0 from 19,303
Change-19,303 (-100%)
Value$0 (-$522.0K)
Filed 2026-10-16
Atria Investments, Inc
CLOSED
Shares0 from 7,573
Change-7,573 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-15
Global Retirement Partners, LLC
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$8.2K)
Filed 2026-11-10
Regatta Research & Money Management
N/A
Shares— from 47,026
Change-47,026 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,602
Change-40,602 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 31,962
Change-31,962 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 28,667
Change-28,667 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 16,055
Change-16,055 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Status
Brookstone Capital Management
UNCHANGED43,65743,65700%$1.2M$1.2M+$10.9K2026-10-22
HighTower Advisors, LLC
UNCHANGED23,63823,63800%$639.2K$645.1K+$5.9K2026-11-10
Fragasso Financial Advisors Inc
UNCHANGED11,02911,02900%$298.2K$302.5K+$4.3K2026-10-13
Plan Group Financial, LLC
UNCHANGED9,4339,43300%$255.1K$258.5K+$3.4K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED6,79312,254-5,461-45%$331.3K$185.4K-$146.0K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED2,2832,28300%$61.7K$62.3K+$5712026-10-13
Harbour Investments, Inc.
DECREASED1,82047,067-45,247-96%$1.3M$49.7K-$1.2M2026-11-09
UBS Group AG
NEW54—+54——$1.5K—2026-11-10
Cambridge Investment Research Advisors, Inc.
CLOSED035,933-35,933-100%$972.0K$0-$972.0K2026-11-02
Encompass More Asset Management
CLOSED019,303-19,303-100%$522.0K$0-$522.0K2026-10-16
Atria Investments, Inc
CLOSED07,573-7,573-100%$204.8K$0-$204.8K2026-10-15
Global Retirement Partners, LLC
CLOSED0305-305-100%$8.2K$0-$8.2K2026-11-10
Regatta Research & Money Management
N/A—47,026-47,026-100%$1.3M———
MML Investors Services, LLC
N/A—40,602-40,602-100%$1.1M———
Envestnet Asset Management Inc
N/A—31,962-31,962-100%$864.3K———
Orion Porfolio Solutions, LLC
N/A—28,667-28,667-100%$775.2K———
Tradition Wealth Management, LLC
N/A—16,055-16,055-100%$434.1K———
Osaic Holdings, Inc.
N/A—2,065-2,065-100%$55.8K———
AE Wealth Management LLC
N/A—1,470-1,470-100%$39.7K———
Showing 19 of 19 institutions