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Inovatr E D Prct ETF - 1 MAR (ZMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares222,201 from 245,533
Change-23,332 (-9%)
Value$6.4M (-$566.0K)
Filed 2026-11-02
Truist Financial Corp
UNCHANGED
Shares128,863 from 128,863
Change0 (0%)
Value$3.7M (+$53.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares115,217 from 147,873
Change-32,656 (-22%)
Value$3.3M (-$873.6K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
DECREASED
Shares107,898 from 111,567
Change-3,669 (-3%)
Value$3.1M (-$58.7K)
Filed 2026-10-07
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares84,609 from 84,609
Change0 (0%)
Value$2.4M (+$35.1K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares62,463 from 45,281
Change+17,182 (+38%)
Value$1.8M (+$510.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares43,635 from 66,027
Change-22,392 (-34%)
Value$1.2M (-$613.7K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares34,776 from 33,413
Change+1,363 (+4%)
Value$995.6K (+$52.9K)
Filed 2026-10-22
Brown Wealth Management, LLC
DECREASED
Shares34,284 from 37,689
Change-3,405 (-9%)
Value$981.6K (-$81.8K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
DECREASED
Shares33,281 from 37,949
Change-4,668 (-12%)
Value$952.8K (-$117.9K)
Filed 2026-10-29
Archer Investment Corp
DECREASED
Shares31,143 from 31,185
Change-42 (0%)
Value$891.6K (+$11.7K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares27,952 from 27,952
Change0 (0%)
Value$800.3K (+$11.6K)
Filed 2026-11-04
IMG Wealth Management, Inc.
DECREASED
Shares27,027 from 27,639
Change-612 (-2%)
Value$773.8K (-$6.1K)
Filed 2026-10-27
Beam Wealth Advisors, Inc.
UNCHANGED
Shares25,705 from 25,705
Change0 (0%)
Value$735.9K (+$10.7K)
Filed 2026-11-03
KFG Wealth Management, LLC
DECREASED
Shares24,553 from 37,599
Change-13,046 (-35%)
Value$703.0K (-$357.9K)
Filed 2026-10-16
Central Valley Advisors, LLC
DECREASED
Shares22,850 from 23,311
Change-461 (-2%)
Value$654.2K (-$3.5K)
Filed 2026-10-27
Trek Financial, LLC
UNCHANGED
Shares21,149 from 21,149
Change0 (0%)
Value$605.5K (+$8.8K)
Filed 2026-10-29
Wealth Advisory Solutions, LLC
UNCHANGED
Shares19,531 from 19,531
Change0 (0%)
Value$559.2K (+$8.1K)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
UNCHANGED
Shares18,877 from 18,877
Change0 (0%)
Value$540.4K (+$7.8K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,691 from 10,920
Change+2,771 (+25%)
Value$392.9K (+$83.7K)
Filed 2026-10-13
Liberty Atlantic Advisors LLC
DECREASED
Shares12,305 from 14,434
Change-2,129 (-15%)
Value$352.3K (-$55.0K)
Filed 2026-10-14
Souders Financial Advisors
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$309.2K (+$4.5K)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares9,288 from 9,288
Change0 (0%)
Value$265.9K (+$3.9K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
UNCHANGED
Shares8,959 from 8,959
Change0 (0%)
Value$256.5K (+$3.7K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
UNCHANGED
Shares8,114 from 8,114
Change0 (0%)
Value$232.3K (+$3.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares7,814 from 8,689
Change-875 (-10%)
Value$223.7K (-$21.4K)
Filed 2026-10-08
Worth Financial Advisory Group, LLC
DECREASED
Shares7,740 from 9,170
Change-1,430 (-16%)
Value$221.6K (-$37.1K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares7,732 from 7,732
Change0 (0%)
Value$221.4K (+$3.2K)
Filed 2026-11-03
HBW Advisory Services LLC
UNCHANGED
Shares7,725 from 7,725
Change0 (0%)
Value$221.2K (+$3.2K)
Filed 2026-10-15
JSF Financial, LLC
UNCHANGED
Shares7,703 from 7,703
Change0 (0%)
Value$220.5K (+$3.2K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares7,298 from 7,683
Change-385 (-5%)
Value$208.9K (-$7.8K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
UNCHANGED
Shares7,270 from 7,270
Change0 (0%)
Value$208.1K (+$3.0K)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares6,602 from 6,602
Change0 (0%)
Value$189.0K (+$2.7K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares4,735 from 4,676
Change+59 (+1%)
Value$135.6K (+$3.6K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$57.3K (+$830)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$40.6K ($0)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$30.9K (+$448)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares1,037
Change+1,037
Value$29.7K
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.6K (+$38)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.4K (+$21)
Filed 2026-10-16
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 13,840
Change-13,840 (-100%)
Value$0 (-$390.5K)
Filed 2026-10-28
CGN Advisors LLC
CLOSED
Shares0 from 9,686
Change-9,686 (-100%)
Value$0 (-$273.3K)
Filed 2026-10-21
Five Pine Wealth Management
CLOSED
Shares0 from 8,332
Change-8,332 (-100%)
Value$0 (-$235.1K)
Filed 2026-10-20
Optima Capital LLC
CLOSED
Shares0 from 7,375
Change-7,375 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-29
Lifestyle Asset Management, Inc.
CLOSED
Shares0 from 7,209
Change-7,209 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-20
Cetera Investment Advisers
N/A
Shares— from 108,138
Change-108,138 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 102,618
Change-102,618 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 75,720
Change-75,720 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 63,035
Change-63,035 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,772
Change-57,772 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 39,804
Change-39,804 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 36,107
Change-36,107 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,059
Change-35,059 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 34,786
Change-34,786 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 22,725
Change-22,725 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,893
Change-16,893 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,765
Change-15,765 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,731
Change-14,731 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 13,773
Change-13,773 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,012
Change-13,012 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,239
Change-12,239 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,749
Change-11,749 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,890
Change-10,890 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,456
Change-9,456 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,279
Change-7,279 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100
Change-100 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED222,201245,533-23,332-9%$6.9M$6.4M-$566.0K2026-11-02
Truist Financial Corp
UNCHANGED128,863128,86300%$3.6M$3.7M+$53.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED115,217147,873-32,656-22%$4.2M$3.3M-$873.6K2026-11-02
Canandaigua National Bank & Trust Co
DECREASED107,898111,567-3,669-3%$3.1M$3.1M-$58.7K2026-10-07
Lineweaver Wealth Advisors, LLC
UNCHANGED84,60984,60900%$2.4M$2.4M+$35.1K2026-10-13
LPL Financial LLC
INCREASED62,46345,281+17,182+38%$1.3M$1.8M+$510.7K2026-11-06
Kestra Advisory Services, LLC
DECREASED43,63566,027-22,392-34%$1.9M$1.2M-$613.7K2026-11-02
Brookstone Capital Management
INCREASED34,77633,413+1,363+4%$942.7K$995.6K+$52.9K2026-10-22
Brown Wealth Management, LLC
DECREASED34,28437,689-3,405-9%$1.1M$981.6K-$81.8K2026-10-20
Integrity Advisory Solutions, LLC
DECREASED33,28137,949-4,668-12%$1.1M$952.8K-$117.9K2026-10-29
Archer Investment Corp
DECREASED31,14331,185-420%$879.9K$891.6K+$11.7K2026-11-05
Caliber Wealth Management, LLC / KS
UNCHANGED27,95227,95200%$788.7K$800.3K+$11.6K2026-11-04
IMG Wealth Management, Inc.
DECREASED27,02727,639-612-2%$779.8K$773.8K-$6.1K2026-10-27
Beam Wealth Advisors, Inc.
UNCHANGED25,70525,70500%$725.3K$735.9K+$10.7K2026-11-03
KFG Wealth Management, LLC
DECREASED24,55337,599-13,046-35%$1.1M$703.0K-$357.9K2026-10-16
Central Valley Advisors, LLC
DECREASED22,85023,311-461-2%$657.7K$654.2K-$3.5K2026-10-27
Trek Financial, LLC
UNCHANGED21,14921,14900%$596.7K$605.5K+$8.8K2026-10-29
Wealth Advisory Solutions, LLC
UNCHANGED19,53119,53100%$551.1K$559.2K+$8.1K2026-10-20
Continuum Wealth Advisors, LLC
UNCHANGED18,87718,87700%$532.6K$540.4K+$7.8K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED13,69110,920+2,771+25%$309.2K$392.9K+$83.7K2026-10-13
Liberty Atlantic Advisors LLC
DECREASED12,30514,434-2,129-15%$407.3K$352.3K-$55.0K2026-10-14
Souders Financial Advisors
UNCHANGED10,80010,80000%$304.7K$309.2K+$4.5K2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED9,2889,28800%$262.1K$265.9K+$3.9K2026-10-15
Dynamic Advisor Solutions LLC
UNCHANGED8,9598,95900%$252.8K$256.5K+$3.7K2026-10-13
Concurrent Investment Advisors, LLC
UNCHANGED8,1148,11400%$228.9K$232.3K+$3.4K2026-10-16
Farther Finance Advisors, LLC
DECREASED7,8148,689-875-10%$245.2K$223.7K-$21.4K2026-10-08
Worth Financial Advisory Group, LLC
DECREASED7,7409,170-1,430-16%$258.7K$221.6K-$37.1K2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED7,7327,73200%$218.2K$221.4K+$3.2K2026-11-03
HBW Advisory Services LLC
UNCHANGED7,7257,72500%$218.0K$221.2K+$3.2K2026-10-15
JSF Financial, LLC
UNCHANGED7,7037,70300%$217.3K$220.5K+$3.2K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED7,2987,683-385-5%$216.8K$208.9K-$7.8K2026-10-23
Axxcess Wealth Management, LLC
UNCHANGED7,2707,27000%$205.1K$208.1K+$3.0K2026-10-21
Evolution Wealth Management Inc.
UNCHANGED6,6026,60200%$186.3K$189.0K+$2.7K2026-10-28
CoreCap Advisors, LLC
INCREASED4,7354,676+59+1%$131.9K$135.6K+$3.6K2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED2,0002,00000%$56.4K$57.3K+$8302026-10-20
Allworth Financial LP
UNCHANGED1,4401,44000%$40.6K$40.6K$02026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED1,0801,08000%$30.5K$30.9K+$4482026-10-23
IFS Advisors, LLC
NEW1,037—+1,037——$29.7K—2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED909000%$2.5K$2.6K+$382026-10-30
IFP Advisors, Inc
UNCHANGED505000%$1.4K$1.4K+$212026-10-16
Clear Creek Financial Management, LLC
CLOSED013,840-13,840-100%$390.5K$0-$390.5K2026-10-28
CGN Advisors LLC
CLOSED09,686-9,686-100%$273.3K$0-$273.3K2026-10-21
Five Pine Wealth Management
CLOSED08,332-8,332-100%$235.1K$0-$235.1K2026-10-20
Optima Capital LLC
CLOSED07,375-7,375-100%$208.1K$0-$208.1K2026-10-29
Lifestyle Asset Management, Inc.
CLOSED07,209-7,209-100%$203.4K$0-$203.4K2026-10-20
Cetera Investment Advisers
N/A—108,138-108,138-100%$3.1M———
Raymond James Financial Inc
N/A—102,618-102,618-100%$2.9M———
Osaic Holdings, Inc.
N/A—75,720-75,720-100%$2.1M———
Composition Wealth, LLC
N/A—63,035-63,035-100%$1.8M———
Susquehanna International Group, LLP
N/A—57,772-57,772-100%$1.6M———
Old Mission Capital LLC
N/A—39,804-39,804-100%$1.1M———
HRT Financial LP
N/A—36,107-36,107-100%$1.0M———
MML Investors Services, LLC
N/A—35,059-35,059-100%$989.2K———
AE Wealth Management LLC
N/A—34,786-34,786-100%$981.5K———
Cofg Advisors, LLC
N/A—22,725-22,725-100%$641.2K———
Envestnet Asset Management Inc
N/A—16,893-16,893-100%$476.6K———
Main Street Financial Solutions, LLC
N/A—15,765-15,765-100%$444.8K———
Beacon Pointe Advisors, LLC
N/A—14,731-14,731-100%$415.6K———
Waverly Advisors, LLC
N/A—14,008-14,008-100%$395.2K———
Glen Eagle Advisors, LLC
N/A—13,773-13,773-100%$388.6K———
Kovack Advisors, Inc.
N/A—13,701-13,701-100%$386.6K———
CreativeOne Wealth, LLC
N/A—13,349-13,349-100%$376.6K———
Tradition Wealth Management, LLC
N/A—13,012-13,012-100%$367.1K———
Intentional Wealth Strategies, LLC
N/A—12,579-12,579-100%$354.9K———
Ameritas Advisory Services, LLC
N/A—12,239-12,239-100%$345.3K———
Ausdal Financial Partners, Inc.
N/A—11,749-11,749-100%$331.5K———
Pathstone Holdings, LLC
N/A—10,890-10,890-100%$307.3K———
Citadel Advisors LLC
N/A—10,654-10,654-100%$300.6K———
Apriem Advisors
N/A—9,700-9,700-100%$273.7K———
Principal Securities, Inc.
N/A—9,456-9,456-100%$266.8K———
Sykon Capital LLC
N/A—9,100-9,100-100%$256.8K———
Advisory Services Network, LLC
N/A—9,057-9,057-100%$255.5K———
Summit Financial, LLC
N/A—7,965-7,965-100%$224.7K———
Harbour Investments, Inc.
N/A—7,839-7,839-100%$221.2K———
Mutual Advisors, LLC
N/A—7,675-7,675-100%$216.6K———
FSA Advisors, Inc.
N/A—7,580-7,580-100%$213.9K———
Continuum Advisory, LLC
N/A—7,279-7,279-100%$205.4K———
Prasad Wealth Partners, LLC
N/A—7,250-7,250-100%$204.6K———
Prostatis Group LLC
N/A—7,152-7,152-100%$201.8K———
Rothschild Investment LLC
N/A—3,600-3,600-100%$101.6K———
Steward Partners Investment Advisory, LLC
N/A—404-404-100%$11.4K———
JDM Financial Group LLC
N/A—386-386-100%$10.9K———
Keating Financial Advisory Services, Inc.
N/A—155-155-100%$4.4K———
Royal Bank of Canada
N/A—100-100-100%$3.0K———
O'shaughnessy Asset Management, LLC
N/A—81-81-100%$2.3K———
Showing 85 of 85 institutions