IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator Grw-100 PB ETF MAR (NMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cornerstone Wealth, LLC
DECREASED
Shares180,848 from 182,346
Change-1,498 (-1%)
Value$5.9M (+$58.9K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares47,776 from 48,471
Change-695 (-1%)
Value$1.6M (+$22.7K)
Filed 2026-11-02
TrustBank
INCREASED
Shares26,025 from 25,925
Change+100 (+0%)
Value$862.9K (+$27.8K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares21,860 from 14,904
Change+6,956 (+47%)
Value$724.8K (+$244.7K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares21,212 from 21,212
Change0 (0%)
Value$703.3K (+$20.0K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares20,510 from 23,898
Change-3,388 (-14%)
Value$680.0K (-$89.8K)
Filed 2026-10-30
Stonebridge Financial Group, LLC
UNCHANGED
Shares15,783 from 15,783
Change0 (0%)
Value$523.3K (+$14.9K)
Filed 2026-10-01
Diligent Investors, LLC
DECREASED
Shares11,700 from 14,300
Change-2,600 (-18%)
Value$387.9K (-$72.7K)
Filed 2026-10-21
Founders Financial Securities LLC
DECREASED
Shares8,027 from 8,069
Change-42 (-1%)
Value$266.1K (+$6.2K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares7,849 from 8,098
Change-249 (-3%)
Value$260.2K (-$614)
Filed 2026-10-23
Trust Point Inc.
NEW
Shares7,473
Change+7,473
Value$247.2K
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,432 from 9,222
Change-1,790 (-19%)
Value$246.0K (-$51.0K)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$133.1K (+$3.8K)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares1,790
Change+1,790
Value$59.4K
Filed 2026-10-19
IFS Advisors, LLC
NEW
Shares823
Change+823
Value$27.3K
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$19.9K (+$566)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$1.9K (+$54)
Filed 2026-10-21
Corrado Advisors, LLC
CLOSED
Shares0 from 79,644
Change-79,644 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-27
Integrity Alliance, Llc.
CLOSED
Shares0 from 7,322
Change-7,322 (-100%)
Value$0 (-$235.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 998
Change-998 (-100%)
Value$0 (-$32.1K)
Filed 2026-10-15
Element Squared LLC
N/A
Shares— from 1,293,733
Change-1,293,733 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 153,246
Change-153,246 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 151,597
Change-151,597 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 133,460
Change-133,460 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 106,042
Change-106,042 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 40,951
Change-40,951 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 30,875
Change-30,875 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,375
Change-26,375 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 23,527
Change-23,527 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,371
Change-21,371 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,888
Change-19,888 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 14,432
Change-14,432 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,051
Change-12,051 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,864
Change-11,864 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 8,315
Change-8,315 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 666
Change-666 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 329
Change-329 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cornerstone Wealth, LLC
DECREASED180,848182,346-1,498-1%$5.9M$5.9M+$58.9K2026-10-28
Commonwealth Equity Services, LLC
DECREASED47,77648,471-695-1%$1.6M$1.6M+$22.7K2026-11-02
TrustBank
INCREASED26,02525,925+100+0%$835.1K$862.9K+$27.8K2026-10-20
Kestra Advisory Services, LLC
INCREASED21,86014,904+6,956+47%$480.1K$724.8K+$244.7K2026-11-02
Cyndeo Wealth Partners, LLC
UNCHANGED21,21221,21200%$683.3K$703.3K+$20.0K2026-10-16
Truist Financial Corp
DECREASED20,51023,898-3,388-14%$769.8K$680.0K-$89.8K2026-10-30
Stonebridge Financial Group, LLC
UNCHANGED15,78315,78300%$508.4K$523.3K+$14.9K2026-10-01
Diligent Investors, LLC
DECREASED11,70014,300-2,600-18%$460.6K$387.9K-$72.7K2026-10-21
Founders Financial Securities LLC
DECREASED8,0278,069-42-1%$259.9K$266.1K+$6.2K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED7,8498,098-249-3%$260.9K$260.2K-$6142026-10-23
Trust Point Inc.
NEW7,473—+7,473——$247.2K—2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED7,4329,222-1,790-19%$297.0K$246.0K-$51.0K2026-11-02
IFP Advisors, Inc
UNCHANGED4,0144,01400%$129.3K$133.1K+$3.8K2026-10-16
UMB Private Wealth Management, LLC
NEW1,790—+1,790——$59.4K—2026-10-19
IFS Advisors, LLC
NEW823—+823——$27.3K—2026-10-14
Creative Financial Designs Inc
UNCHANGED60060000%$19.3K$19.9K+$5662026-11-04
Assetmark, Inc
UNCHANGED575700%$1.8K$1.9K+$542026-10-21
Corrado Advisors, LLC
CLOSED079,644-79,644-100%$2.6M$0-$2.6M2026-10-27
Integrity Alliance, Llc.
CLOSED07,322-7,322-100%$235.9K$0-$235.9K2026-10-29
AdvisorNet Financial, Inc
CLOSED0998-998-100%$32.1K$0-$32.1K2026-10-15
Element Squared LLC
N/A—1,293,733-1,293,733-100%$41.7M———
Cetera Investment Advisers
N/A—153,246-153,246-100%$4.9M———
MAI Capital Management
N/A—151,597-151,597-100%$4.9M———
Susquehanna International Group, LLP
N/A—133,460-133,460-100%$4.3M———
Cresset Asset Management, LLC
N/A—106,042-106,042-100%$3.4M———
LPL Financial LLC
N/A—40,951-40,951-100%$1.3M———
Phoenix Financial Ltd.
N/A—30,875-30,875-100%$992.7K———
NewEdge Advisors, LLC
N/A—26,375-26,375-100%$849.6K———
Raymond James Financial Inc
N/A—23,527-23,527-100%$757.9K———
Osaic Holdings, Inc.
N/A—21,371-21,371-100%$688.4K———
Envestnet Asset Management Inc
N/A—19,888-19,888-100%$640.7K———
Merit Financial Group, LLC
N/A—14,432-14,432-100%$464.9K———
Old Mission Capital LLC
N/A—12,051-12,051-100%$388.2K———
MML Investors Services, LLC
N/A—11,876-11,876-100%$382.6K———
Mutual Advisors, LLC
N/A—11,864-11,864-100%$382.2K———
FSA Advisors, Inc.
N/A—8,392-8,392-100%$270.3K———
Allie Family Office LLC
N/A—8,315-8,315-100%$267.9K———
Beacon Pointe Advisors, LLC
N/A—7,171-7,171-100%$231.0K———
AE Wealth Management LLC
N/A—7,016-7,016-100%$226.0K———
Janney Montgomery Scott LLC
N/A—6,831-6,831-100%$220.0K———
Summit Wealth Partners, LLC
N/A—6,705-6,705-100%$216.0K———
Schnieders Capital Management, Llc.
N/A—6,400-6,400-100%$206.2K———
Keating Financial Advisory Services, Inc.
N/A—5,660-5,660-100%$182.3K———
Arax Advisory Partners
N/A—666-666-100%$21.5K———
Harbour Investments, Inc.
N/A—362-362-100%$11.7K———
Northwestern Mutual Wealth Management Co
N/A—329-329-100%$10.6K———
Ameriflex Group, Inc.
N/A—166-166-100%$5.3K———
UBS Group AG
N/A—1-1-100%$32———
Showing 48 of 48 institutions