IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innova Eqty DEF Prot 1YR JUN (ZJUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Innovative Advisory Group, LLC
NEW
Shares196,489
Change+196,489
Value$5.4M
Filed 2026-10-13
Howard Bailey Securities, LLC
INCREASED
Shares133,345 from 128,131
Change+5,214 (+4%)
Value$3.7M (+$187.5K)
Filed 2026-10-27
Csenge Advisory Group
DECREASED
Shares92,745 from 112,092
Change-19,347 (-17%)
Value$2.6M (-$498.9K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares85,102 from 80,080
Change+5,022 (+6%)
Value$2.4M (+$166.1K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
UNCHANGED
Shares80,702 from 80,702
Change0 (0%)
Value$2.2M (+$27.0K)
Filed 2026-10-07
Advisor OS, LLC
NEW
Shares75,570
Change+75,570
Value$2.1M
Filed 2026-11-03
Aegis Wealth Management, Inc.
NEW
Shares71,196
Change+71,196
Value$2.0M
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares66,608 from 110,694
Change-44,086 (-40%)
Value$1.8M (-$1.2M)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares59,246 from 59,465
Change-219 (0%)
Value$1.6M (+$13.9K)
Filed 2026-10-08
Davenport & Co LLC
INCREASED
Shares52,864 from 26,082
Change+26,782 (+103%)
Value$1.5M (+$751.4K)
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares50,403
Change+50,403
Value$1.4M
Filed 2026-10-14
Integrated Wealth Management
INCREASED
Shares50,218 from 50,102
Change+116 (+0%)
Value$1.4M (+$20.0K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares44,969 from 52,621
Change-7,652 (-15%)
Value$1.2M (-$194.6K)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares44,743 from 44,743
Change0 (0%)
Value$1.2M (+$15.0K)
Filed 2026-10-13
Key Capital Management, Inc
DECREASED
Shares43,064 from 48,208
Change-5,144 (-11%)
Value$1.2M (-$126.5K)
Filed 2026-11-03
BIP Wealth, LLC
NEW
Shares42,641
Change+42,641
Value$1.2M
Filed 2026-10-22
Jessup Wealth Management, Inc
UNCHANGED
Shares39,746 from 39,746
Change0 (0%)
Value$1.1M (+$13.3K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares38,518 from 151,197
Change-112,679 (-75%)
Value$1.1M (-$3.1M)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
INCREASED
Shares36,020 from 32,548
Change+3,472 (+11%)
Value$998.8K (+$107.2K)
Filed 2026-11-02
Optima Capital LLC
DECREASED
Shares35,705 from 44,696
Change-8,991 (-20%)
Value$990.1K (-$234.3K)
Filed 2026-10-29
Brown Wealth Management, LLC
DECREASED
Shares35,415 from 38,638
Change-3,223 (-8%)
Value$982.1K (-$76.4K)
Filed 2026-10-20
Centennial Advisors, LLC
DECREASED
Shares34,132 from 35,418
Change-1,286 (-4%)
Value$946.5K (-$23.8K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares31,690 from 31,710
Change-20 (0%)
Value$878.8K (+$10.1K)
Filed 2026-10-30
Central Valley Advisors, LLC
DECREASED
Shares24,670 from 25,134
Change-464 (-2%)
Value$684.1K (-$4.4K)
Filed 2026-10-27
KFG Wealth Management, LLC
INCREASED
Shares21,234 from 20,815
Change+419 (+2%)
Value$588.8K (+$18.6K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares18,726 from 18,776
Change-50 (0%)
Value$519.3K (+$4.9K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
DECREASED
Shares18,480 from 19,673
Change-1,193 (-6%)
Value$512.5K (-$26.5K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares18,068 from 17,459
Change+609 (+3%)
Value$501.0K (+$22.7K)
Filed 2026-10-22
Virtue Capital Management, LLC
INCREASED
Shares17,163 from 15,255
Change+1,908 (+13%)
Value$475.9K (+$58.0K)
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares15,690 from 15,406
Change+284 (+2%)
Value$435.1K (+$13.0K)
Filed 2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares14,996 from 20,243
Change-5,247 (-26%)
Value$415.8K (-$138.7K)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares14,901 from 14,901
Change0 (0%)
Value$413.2K (+$5.0K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
DECREASED
Shares12,790 from 13,617
Change-827 (-6%)
Value$354.5K (-$18.0K)
Filed 2026-10-27
Victory Financial Group, LLC
NEW
Shares12,358
Change+12,358
Value$342.7K
Filed 2026-10-27
MBL Wealth, LLC
NEW
Shares10,200
Change+10,200
Value$282.8K
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares9,972 from 8,625
Change+1,347 (+16%)
Value$276.5K (+$40.2K)
Filed 2026-11-04
Bluesphere Advisors LLC
UNCHANGED
Shares9,772 from 9,772
Change0 (0%)
Value$271.0K (+$3.3K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares9,562 from 9,562
Change0 (0%)
Value$265.2K (+$3.2K)
Filed 2026-10-23
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$249.6K (+$3.0K)
Filed 2026-10-07
Kelly Financial Group LLC
UNCHANGED
Shares7,871 from 7,871
Change0 (0%)
Value$218.3K (+$2.6K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares5,928 from 4,406
Change+1,522 (+35%)
Value$164.8K (+$44.1K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4,585 from 4,585
Change0 (0%)
Value$127.1K (+$1.5K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares4,500 from 4,900
Change-400 (-8%)
Value$124.8K (-$9.5K)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares2,980 from 3,464
Change-484 (-14%)
Value$82.6K (-$12.3K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
INCREASED
Shares2,520 from 2,320
Change+200 (+9%)
Value$69.9K (+$6.3K)
Filed 2026-10-23
Networth Advisors, LLC
DECREASED
Shares2,266 from 2,433
Change-167 (-7%)
Value$62.8K (-$3.8K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares1,006 from 1,030
Change-24 (-2%)
Value$27.9K (-$321)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares921 from 1,006
Change-85 (-8%)
Value$25.5K (-$2.0K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares747 from 742
Change+5 (+1%)
Value$20.7K (+$387)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$18.4K (+$223)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares205 from 356
Change-151 (-42%)
Value$5.7K (-$4.1K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$2.5K (+$30)
Filed 2026-10-30
Independent Wealth Network Inc.
CLOSED
Shares0 from 27,792
Change-27,792 (-100%)
Value$0 (-$761.4K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 19,537
Change-19,537 (-100%)
Value$0 (-$535.2K)
Filed 2026-10-28
Wellment Financial
CLOSED
Shares0 from 8,142
Change-8,142 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-28
WealthTrust Asset Management, LLC
CLOSED
Shares0 from 7,653
Change-7,653 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-22
NewEdge Advisors, LLC
N/A
Shares— from 542,788
Change-542,788 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 354,439
Change-354,439 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 233,221
Change-233,221 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 146,979
Change-146,979 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 90,662
Change-90,662 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 75,416
Change-75,416 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 48,833
Change-48,833 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 40,969
Change-40,969 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 40,222
Change-40,222 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 36,363
Change-36,363 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 29,635
Change-29,635 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 25,899
Change-25,899 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 23,555
Change-23,555 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 19,261
Change-19,261 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,521
Change-18,521 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,222
Change-15,222 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 14,410
Change-14,410 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,687
Change-13,687 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 487
Change-487 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Status
Innovative Advisory Group, LLC
NEW196,489—+196,489——$5.4M—2026-10-13
Howard Bailey Securities, LLC
INCREASED133,345128,131+5,214+4%$3.5M$3.7M+$187.5K2026-10-27
Csenge Advisory Group
DECREASED92,745112,092-19,347-17%$3.1M$2.6M-$498.9K2026-11-04
Kestra Advisory Services, LLC
INCREASED85,10280,080+5,022+6%$2.2M$2.4M+$166.1K2026-11-02
Canandaigua National Bank & Trust Co
UNCHANGED80,70280,70200%$2.2M$2.2M+$27.0K2026-10-07
Advisor OS, LLC
NEW75,570—+75,570——$2.1M—2026-11-03
Aegis Wealth Management, Inc.
NEW71,196—+71,196——$2.0M—2026-10-26
Commonwealth Equity Services, LLC
DECREASED66,608110,694-44,086-40%$3.0M$1.8M-$1.2M2026-11-02
Farther Finance Advisors, LLC
DECREASED59,24659,465-2190%$1.6M$1.6M+$13.9K2026-10-08
Davenport & Co LLC
INCREASED52,86426,082+26,782+103%$714.5K$1.5M+$751.4K2026-10-14
IFS Advisors, LLC
NEW50,403—+50,403——$1.4M—2026-10-14
Integrated Wealth Management
INCREASED50,21850,102+116+0%$1.4M$1.4M+$20.0K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED44,96952,621-7,652-15%$1.4M$1.2M-$194.6K2026-10-16
Lineweaver Wealth Advisors, LLC
UNCHANGED44,74344,74300%$1.2M$1.2M+$15.0K2026-10-13
Key Capital Management, Inc
DECREASED43,06448,208-5,144-11%$1.3M$1.2M-$126.5K2026-11-03
BIP Wealth, LLC
NEW42,641—+42,641——$1.2M—2026-10-22
Jessup Wealth Management, Inc
UNCHANGED39,74639,74600%$1.1M$1.1M+$13.3K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED38,518151,197-112,679-75%$4.1M$1.1M-$3.1M2026-11-02
Cornerstone Wealth Group, LLC
INCREASED36,02032,548+3,472+11%$891.7K$998.8K+$107.2K2026-11-02
Optima Capital LLC
DECREASED35,70544,696-8,991-20%$1.2M$990.1K-$234.3K2026-10-29
Brown Wealth Management, LLC
DECREASED35,41538,638-3,223-8%$1.1M$982.1K-$76.4K2026-10-20
Centennial Advisors, LLC
DECREASED34,13235,418-1,286-4%$970.3K$946.5K-$23.8K2026-10-21
Truist Financial Corp
DECREASED31,69031,710-200%$868.7K$878.8K+$10.1K2026-10-30
Central Valley Advisors, LLC
DECREASED24,67025,134-464-2%$688.5K$684.1K-$4.4K2026-10-27
KFG Wealth Management, LLC
INCREASED21,23420,815+419+2%$570.2K$588.8K+$18.6K2026-10-16
Lloyd Advisory Services, Llc.
DECREASED18,72618,776-500%$514.4K$519.3K+$4.9K2026-11-02
Integrity Advisory Solutions, LLC
DECREASED18,48019,673-1,193-6%$538.9K$512.5K-$26.5K2026-10-29
Brookstone Capital Management
INCREASED18,06817,459+609+3%$478.3K$501.0K+$22.7K2026-10-22
Virtue Capital Management, LLC
INCREASED17,16315,255+1,908+13%$417.9K$475.9K+$58.0K2026-10-29
Trek Financial, LLC
INCREASED15,69015,406+284+2%$422.0K$435.1K+$13.0K2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
DECREASED14,99620,243-5,247-26%$554.6K$415.8K-$138.7K2026-10-15
Archer Investment Corp
UNCHANGED14,90114,90100%$408.2K$413.2K+$5.0K2026-11-05
Chicago Partners Investment Group LLC
DECREASED12,79013,617-827-6%$372.6K$354.5K-$18.0K2026-10-27
Victory Financial Group, LLC
NEW12,358—+12,358——$342.7K—2026-10-27
MBL Wealth, LLC
NEW10,200—+10,200——$282.8K—2026-10-22
Creative Financial Designs Inc
INCREASED9,9728,625+1,347+16%$236.3K$276.5K+$40.2K2026-11-04
Bluesphere Advisors LLC
UNCHANGED9,7729,77200%$267.7K$271.0K+$3.3K2026-10-19
Kingswood Wealth Advisors, LLC
UNCHANGED9,5629,56200%$262.0K$265.2K+$3.2K2026-10-23
Family Legacy Financial Solutions, LLC
UNCHANGED9,0009,00000%$246.6K$249.6K+$3.0K2026-10-07
Kelly Financial Group LLC
UNCHANGED7,8717,87100%$215.6K$218.3K+$2.6K2026-10-16
Mosley Wealth Management
INCREASED5,9284,406+1,522+35%$120.7K$164.8K+$44.1K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED4,5854,58500%$125.6K$127.1K+$1.5K2026-10-20
Triumph Capital Management
DECREASED4,5004,900-400-8%$134.2K$124.8K-$9.5K2026-10-14
Evolution Wealth Management Inc.
DECREASED2,9803,464-484-14%$94.9K$82.6K-$12.3K2026-10-28
Dhjj Financial Advisors, Ltd.
INCREASED2,5202,320+200+9%$63.6K$69.9K+$6.3K2026-10-23
Networth Advisors, LLC
DECREASED2,2662,433-167-7%$66.7K$62.8K-$3.8K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED1,0061,030-24-2%$28.2K$27.9K-$3212026-11-04
CoreCap Advisors, LLC
DECREASED9211,006-85-8%$27.6K$25.5K-$2.0K2026-10-08
IFP Advisors, Inc
INCREASED747742+5+1%$20.3K$20.7K+$3872026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED66466400%$18.2K$18.4K+$2232026-11-04
Kingdom Financial Group Llc.
DECREASED205356-151-42%$9.8K$5.7K-$4.1K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED919100%$2.5K$2.5K+$302026-10-30
Independent Wealth Network Inc.
CLOSED027,792-27,792-100%$761.4K$0-$761.4K2026-10-19
Clear Creek Financial Management, LLC
CLOSED019,537-19,537-100%$535.2K$0-$535.2K2026-10-28
Wellment Financial
CLOSED08,142-8,142-100%$223.1K$0-$223.1K2026-10-28
WealthTrust Asset Management, LLC
CLOSED07,653-7,653-100%$209.7K$0-$209.7K2026-10-22
NewEdge Advisors, LLC
N/A—542,788-542,788-100%$14.9M———
AE Wealth Management LLC
N/A—354,439-354,439-100%$9.7M———
Raymond James Financial Inc
N/A—233,221-233,221-100%$6.4M———
Sykon Capital LLC
N/A—146,979-146,979-100%$4.0M———
Envestnet Asset Management Inc
N/A—90,662-90,662-100%$2.5M———
Osaic Holdings, Inc.
N/A—75,416-75,416-100%$2.1M———
Cetera Investment Advisers
N/A—48,833-48,833-100%$1.3M———
HighTower Advisors, LLC
N/A—40,969-40,969-100%$1.1M———
AssuredPartners Investment Advisors, LLC
N/A—40,222-40,222-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—36,363-36,363-100%$996.2K———
FSA Advisors, Inc.
N/A—29,635-29,635-100%$811.9K———
Centaurus Financial, Inc.
N/A—25,899-25,899-100%$710.0K———
Prasad Wealth Partners, LLC
N/A—23,555-23,555-100%$645.3K———
CreativeOne Wealth, LLC
N/A—19,609-19,609-100%$537.2K———
LPL Financial LLC
N/A—19,261-19,261-100%$527.7K———
Old Mission Capital LLC
N/A—18,521-18,521-100%$507.4K———
Ausdal Financial Partners, Inc.
N/A—15,222-15,222-100%$417.0K———
Applied Capital LLC
N/A—14,621-14,621-100%$455.8K———
Main Street Financial Solutions, LLC
N/A—14,410-14,410-100%$394.8K———
Mutual Advisors, LLC
N/A—13,687-13,687-100%$375.0K———
Atlantic Private Wealth, LLC
N/A—13,650-13,650-100%$373.9K———
Money Concepts Capital Corp
N/A—12,760-12,760-100%$349.6K———
Harbour Investments, Inc.
N/A—12,186-12,186-100%$333.8K———
Susquehanna International Group, LLP
N/A—11,010-11,010-100%$301.6K———
Advisory Services Network, LLC
N/A—10,590-10,590-100%$290.1K———
Tradition Wealth Management, LLC
N/A—9,905-9,905-100%$271.3K———
Gallagher Fiduciary Advisors, LLC
N/A—9,594-9,594-100%$262.8K———
Waverly Advisors, LLC
N/A—9,420-9,420-100%$258.1K———
Valmark Advisers, Inc.
N/A—9,105-9,105-100%$249.4K———
Jane Street Group, LLC
N/A—8,451-8,451-100%$231.5K———
Allworth Financial LP
N/A—5,107-5,107-100%$139.9K———
Continuum Advisory, LLC
N/A—4,038-4,038-100%$110.6K———
Steward Partners Investment Advisory, LLC
N/A—2,121-2,121-100%$58.1K———
BFC Planning, Inc.
N/A—487-487-100%$13.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—84-84-100%$2.3K———
Showing 91 of 91 institutions