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Innovator UC BC 20 ETF Qrtl (QBF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hardworking Capital Advisors, LLC
DECREASED
Shares80,304 from 126,330
Change-46,026 (-36%)
Value$1.5M (-$350.2K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares16,054 from 16,487
Change-433 (-3%)
Value$301.1K (+$58.8K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$13.3K (+$2.9K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares511 from 361
Change+150 (+42%)
Value$9.6K (+$4.3K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 48,861
Change-48,861 (-100%)
Value$0 (-$717.9K)
Filed 2026-10-28
Susquehanna International Group, LLP
N/A
Shares— from 91,585
Change-91,585 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 53,534
Change-53,534 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 47,410
Change-47,410 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 42,686
Change-42,686 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 34,206
Change-34,206 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
UBS Group AG
N/A
Shares— from 23
Change-23 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Hardworking Capital Advisors, LLC
DECREASED80,304126,330-46,026-36%$1.9M$1.5M-$350.2K2026-10-20
Kestra Advisory Services, LLC
DECREASED16,05416,487-433-3%$242.3K$301.1K+$58.8K2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED71071000%$10.4K$13.3K+$2.9K2026-10-20
IFP Advisors, Inc
INCREASED511361+150+42%$5.3K$9.6K+$4.3K2026-10-16
Clear Creek Financial Management, LLC
CLOSED048,861-48,861-100%$717.9K$0-$717.9K2026-10-28
Susquehanna International Group, LLP
N/A—91,585-91,585-100%$1.3M———
Authentikos Wealth Advisory, LLC
N/A—53,534-53,534-100%$786.6K———
HighTower Advisors, LLC
N/A—47,410-47,410-100%$696.6K———
Old Mission Capital LLC
N/A—42,686-42,686-100%$627.2K———
Compass Capital Corp
N/A—34,206-34,206-100%$528.5K———
Harbour Investments, Inc.
N/A—3,736-3,736-100%$54.9K———
UBS Group AG
N/A—23-23-100%$338———
Osaic Holdings, Inc.
N/A—9-9-100%$134———
Showing 13 of 13 institutions