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Innovator EQ AUT Inc STR ETF (ACEI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Soltis Investment Advisors LLC
INCREASED
Shares271,688 from 117,787
Change+153,901 (+131%)
Value$6.4M (+$3.7M)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares253,647 from 201,606
Change+52,041 (+26%)
Value$6.0M (+$1.3M)
Filed 2026-10-13
Delta Investment Management, LLC
DECREASED
Shares140,833 from 177,437
Change-36,604 (-21%)
Value$3.3M (-$790.8K)
Filed 2026-11-09
Brookstone Capital Management
INCREASED
Shares103,275 from 67,673
Change+35,602 (+53%)
Value$2.4M (+$865.4K)
Filed 2026-10-22
Trek Financial, LLC
DECREASED
Shares71,314 from 79,531
Change-8,217 (-10%)
Value$1.7M (-$161.6K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares61,874 from 58,714
Change+3,160 (+5%)
Value$1.5M (+$97.9K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares40,190 from 44,481
Change-4,291 (-10%)
Value$946.4K (-$83.2K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares39,431 from 56,183
Change-16,752 (-30%)
Value$928.5K (-$371.9K)
Filed 2026-10-15
Silver OAK Securities, Incorporated
INCREASED
Shares19,805 from 16,765
Change+3,040 (+18%)
Value$445.8K (+$57.8K)
Filed 2026-11-09
Winnacle Wealth LLC
DECREASED
Shares15,131 from 28,805
Change-13,674 (-47%)
Value$356.3K (-$310.4K)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares14,906 from 17,187
Change-2,281 (-13%)
Value$351.0K (-$46.5K)
Filed 2026-10-26
Maia Wealth LLC
DECREASED
Shares14,331 from 25,845
Change-11,514 (-45%)
Value$337.4K (-$260.8K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
UNCHANGED
Shares9,577 from 9,577
Change0 (0%)
Value$225.5K (+$3.8K)
Filed 2026-10-29
Diligent Investors, LLC
INCREASED
Shares9,486 from 9,063
Change+423 (+5%)
Value$223.4K (+$13.6K)
Filed 2026-10-21
Noble Wealth Management PBC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$153.1K (+$2.6K)
Filed 2026-10-01
Ashton Thomas Private Wealth, LLC
DECREASED
Shares387 from 502
Change-115 (-23%)
Value$9.1K (-$2.5K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares311 from 222
Change+89 (+40%)
Value$7.3K (+$2.2K)
Filed 2026-10-16
Harbour Investments, Inc.
NEW
Shares36
Change+36
Value$848
Filed 2026-11-09
Brown Wealth Management, LLC
CLOSED
Shares0 from 14,488
Change-14,488 (-100%)
Value$0 (-$335.3K)
Filed 2026-10-20
Central Trust Co
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-29
Talon Private Wealth, LLC
N/A
Shares— from 222,469
Change-222,469 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 90,954
Change-90,954 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,369
Change-29,369 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,703
Change-19,703 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Soltis Investment Advisors LLC
INCREASED271,688117,787+153,901+131%$2.7M$6.4M+$3.7M2026-10-28
Signal Advisors Wealth, LLC
INCREASED253,647201,606+52,041+26%$4.7M$6.0M+$1.3M2026-10-13
Delta Investment Management, LLC
DECREASED140,833177,437-36,604-21%$4.1M$3.3M-$790.8K2026-11-09
Brookstone Capital Management
INCREASED103,27567,673+35,602+53%$1.6M$2.4M+$865.4K2026-10-22
Trek Financial, LLC
DECREASED71,31479,531-8,217-10%$1.8M$1.7M-$161.6K2026-10-29
Commonwealth Equity Services, LLC
INCREASED61,87458,714+3,160+5%$1.4M$1.5M+$97.9K2026-11-02
Strategic Blueprint, LLC
DECREASED40,19044,481-4,291-10%$1.0M$946.4K-$83.2K2026-10-22
WealthPlan Investment Management, LLC
DECREASED39,43156,183-16,752-30%$1.3M$928.5K-$371.9K2026-10-15
Silver OAK Securities, Incorporated
INCREASED19,80516,765+3,040+18%$388.0K$445.8K+$57.8K2026-11-09
Winnacle Wealth LLC
DECREASED15,13128,805-13,674-47%$666.7K$356.3K-$310.4K2026-10-15
Triad Wealth Partners, LLC
DECREASED14,90617,187-2,281-13%$397.5K$351.0K-$46.5K2026-10-26
Maia Wealth LLC
DECREASED14,33125,845-11,514-45%$598.2K$337.4K-$260.8K2026-10-19
Koshinski Asset Management, Inc.
UNCHANGED9,5779,57700%$221.7K$225.5K+$3.8K2026-10-29
Diligent Investors, LLC
INCREASED9,4869,063+423+5%$209.8K$223.4K+$13.6K2026-10-21
Noble Wealth Management PBC
UNCHANGED6,5006,50000%$150.4K$153.1K+$2.6K2026-10-01
Ashton Thomas Private Wealth, LLC
DECREASED387502-115-23%$11.6K$9.1K-$2.5K2026-11-03
IFP Advisors, Inc
INCREASED311222+89+40%$5.1K$7.3K+$2.2K2026-10-16
Harbour Investments, Inc.
NEW36—+36——$848—2026-11-09
Brown Wealth Management, LLC
CLOSED014,488-14,488-100%$335.3K$0-$335.3K2026-10-20
Central Trust Co
CLOSED0164-164-100%$3.8K$0-$3.8K2026-11-05
Bullseye Investment Management, LLC
CLOSED0120-120-100%$2.8K$0-$2.8K2026-10-29
Talon Private Wealth, LLC
N/A—222,469-222,469-100%$5.1M———
Beacon Pointe Advisors, LLC
N/A—90,954-90,954-100%$2.1M———
Mariner, LLC
N/A—29,369-29,369-100%$679.8K———
Old Mission Capital LLC
N/A—19,703-19,703-100%$456.0K———
CreativeOne Wealth, LLC
N/A—11,300-11,300-100%$261.5K———
AE Wealth Management LLC
N/A—4,905-4,905-100%$113.5K———
RED Reef Advisors LLC
N/A—2,274-2,274-100%$52.6K———
Global Retirement Partners, LLC
N/A—100-100-100%$2.3K———
JPMorgan Chase & Co
N/A—5-5-100%$117———
Showing 30 of 30 institutions