Innov Grw-100 POR BU ETF (NFEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares383,248 from 396,730

Change-13,482 (-3%)

Value$12.0M (-$65.8K)

Filed 2026-11-02

Cornerstone Wealth, LLC

INCREASED

Shares182,981 from 182,738

Change+243 (+0%)

Value$5.6M (+$112.5K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares115,632 from 97,440

Change+18,192 (+19%)

Value$3.6M (+$655.5K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares86,716 from 88,490

Change-1,774 (-2%)

Value$2.7M (+$23.8K)

Filed 2026-11-06

Diligent Investors, LLC

DECREASED

Shares56,303 from 56,310

Change-7 (0%)

Value$1.8M (+$50.2K)

Filed 2026-10-21

TrustBank

UNCHANGED

Shares42,390 from 42,390

Change0 (0%)

Value$1.3M (+$38.0K)

Filed 2026-10-20

AdvisorNet Financial, Inc

UNCHANGED

Shares22,195 from 22,195

Change0 (0%)

Value$693.1K (+$19.7K)

Filed 2026-10-15

Wedbush Securities Inc

UNCHANGED

Shares22,077 from 22,077

Change0 (0%)

Value$690 (-$669.3K)

Filed 2026-10-22

Grantvest Financial Group LLC

DECREASED

Shares20,792 from 21,792

Change-1,000 (-5%)

Value$649.4K (-$11.7K)

Filed 2026-10-21

Integrity Advisory Solutions, LLC

UNCHANGED

Shares18,232 from 18,232

Change0 (0%)

Value$569.5K (+$16.3K)

Filed 2026-10-29

NovaPoint Capital, LLC

DECREASED

Shares18,209 from 18,564

Change-355 (-2%)

Value$568.8K (+$5.5K)

Filed 2026-10-22

Truist Financial Corp

DECREASED

Shares17,935 from 35,922

Change-17,987 (-50%)

Value$560.2K (-$529.7K)

Filed 2026-10-30

Certified Advisory Corp

DECREASED

Shares15,907 from 16,844

Change-937 (-6%)

Value$496.9K (-$14.2K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares13,982 from 13,982

Change0 (0%)

Value$437.0K (+$13.0K)

Filed 2026-11-02

Advus Financial Partners, LLC

DECREASED

Shares9,997 from 10,015

Change-18 (0%)

Value$312.3K (+$8.4K)

Filed 2026-10-20

TopTier Wealth Management, LLC

UNCHANGED

Shares9,724 from 9,724

Change0 (0%)

Value$303.7K (+$8.7K)

Filed 2026-10-16

Vise Technologies, Inc.

DECREASED

Shares9,359 from 10,766

Change-1,407 (-13%)

Value$292.3K (-$34.3K)

Filed 2026-10-29

IFP Advisors, Inc

INCREASED

Shares9,195 from 8,945

Change+250 (+3%)

Value$287.2K (+$15.8K)

Filed 2026-10-16

Beacon Financial Advisory LLC

DECREASED

Shares8,297 from 10,395

Change-2,098 (-20%)

Value$259.2K (-$56.2K)

Filed 2026-10-16

Corrado Advisors, LLC

DECREASED

Shares8,205 from 8,308

Change-103 (-1%)

Value$256.3K (+$4.2K)

Filed 2026-10-27

Heck Capital Advisors, LLC

DECREASED

Shares7,790 from 12,050

Change-4,260 (-35%)

Value$243.3K (-$122.3K)

Filed 2026-10-14

Trek Financial, LLC

UNCHANGED

Shares7,621 from 7,621

Change0 (0%)

Value$238.0K (+$6.8K)

Filed 2026-10-29

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares7,066 from 7,066

Change0 (0%)

Value$220.7K (+$6.3K)

Filed 2026-10-23

Creative Financial Designs Inc

UNCHANGED

Shares6,300 from 6,300

Change0 (0%)

Value$196.8K (+$5.6K)

Filed 2026-11-04

IFS Advisors, LLC

NEW

Shares5,897

Change+5,897

Value$184.2K

Filed 2026-10-14

Fifth Third Bancorp

UNCHANGED

Shares1,201 from 1,201

Change0 (0%)

Value$37.5K (+$1.1K)

Filed 2026-11-05

PFG Advisors

CLOSED

Shares0 from 9,893

Change-9,893 (-100%)

Value$0 (-$300.1K)

Filed 2026-10-16

Cetera Investment Advisers

N/A

Shares— from 73,901

Change-73,901 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 62,313

Change-62,313 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 42,530

Change-42,530 (-100%)

Value—

Element Squared LLC

N/A

Shares— from 39,658

Change-39,658 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 39,367

Change-39,367 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 39,113

Change-39,113 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 38,181

Change-38,181 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 37,324

Change-37,324 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 35,179

Change-35,179 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 33,619

Change-33,619 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 33,230

Change-33,230 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 26,265

Change-26,265 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 24,788

Change-24,788 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 22,554

Change-22,554 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 13,792

Change-13,792 (-100%)

Value—

Frisch Financial Group, Inc.

N/A

Shares— from 11,367

Change-11,367 (-100%)

Value—

Prasad Wealth Partners, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,998

Change-8,998 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 8,260

Change-8,260 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 7,195

Change-7,195 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 7,076

Change-7,076 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 6,777

Change-6,777 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 6,750

Change-6,750 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 4,193

Change-4,193 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2,781

Change-2,781 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 704

Change-704 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	383,248	396,730	-13,482	-3%	$12.0M	$12.0M	-$65.8K	2026-11-02
Cornerstone Wealth, LLC	INCREASED	182,981	182,738	+243	+0%	$5.5M	$5.6M	+$112.5K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	115,632	97,440	+18,192	+19%	$3.0M	$3.6M	+$655.5K	2026-11-02
LPL Financial LLC	DECREASED	86,716	88,490	-1,774	-2%	$2.7M	$2.7M	+$23.8K	2026-11-06
Diligent Investors, LLC	DECREASED	56,303	56,310	-7	0%	$1.7M	$1.8M	+$50.2K	2026-10-21
TrustBank	UNCHANGED	42,390	42,390	0	0%	$1.3M	$1.3M	+$38.0K	2026-10-20
AdvisorNet Financial, Inc	UNCHANGED	22,195	22,195	0	0%	$673.4K	$693.1K	+$19.7K	2026-10-15
Wedbush Securities Inc	UNCHANGED	22,077	22,077	0	0%	$670.0K	$690	-$669.3K	2026-10-22
Grantvest Financial Group LLC	DECREASED	20,792	21,792	-1,000	-5%	$661.2K	$649.4K	-$11.7K	2026-10-21
Integrity Advisory Solutions, LLC	UNCHANGED	18,232	18,232	0	0%	$553.2K	$569.5K	+$16.3K	2026-10-29
NovaPoint Capital, LLC	DECREASED	18,209	18,564	-355	-2%	$563.2K	$568.8K	+$5.5K	2026-10-22
Truist Financial Corp	DECREASED	17,935	35,922	-17,987	-50%	$1.1M	$560.2K	-$529.7K	2026-10-30
Certified Advisory Corp	DECREASED	15,907	16,844	-937	-6%	$511.0K	$496.9K	-$14.2K	2026-10-29
Cambridge Investment Research Advisors, Inc.	UNCHANGED	13,982	13,982	0	0%	$424.0K	$437.0K	+$13.0K	2026-11-02
Advus Financial Partners, LLC	DECREASED	9,997	10,015	-18	0%	$303.9K	$312.3K	+$8.4K	2026-10-20
TopTier Wealth Management, LLC	UNCHANGED	9,724	9,724	0	0%	$295.0K	$303.7K	+$8.7K	2026-10-16
Vise Technologies, Inc.	DECREASED	9,359	10,766	-1,407	-13%	$326.6K	$292.3K	-$34.3K	2026-10-29
IFP Advisors, Inc	INCREASED	9,195	8,945	+250	+3%	$271.4K	$287.2K	+$15.8K	2026-10-16
Beacon Financial Advisory LLC	DECREASED	8,297	10,395	-2,098	-20%	$315.4K	$259.2K	-$56.2K	2026-10-16
Corrado Advisors, LLC	DECREASED	8,205	8,308	-103	-1%	$252.1K	$256.3K	+$4.2K	2026-10-27
Heck Capital Advisors, LLC	DECREASED	7,790	12,050	-4,260	-35%	$365.6K	$243.3K	-$122.3K	2026-10-14
Trek Financial, LLC	UNCHANGED	7,621	7,621	0	0%	$231.2K	$238.0K	+$6.8K	2026-10-29
Dhjj Financial Advisors, Ltd.	UNCHANGED	7,066	7,066	0	0%	$214.4K	$220.7K	+$6.3K	2026-10-23
Creative Financial Designs Inc	UNCHANGED	6,300	6,300	0	0%	$191.1K	$196.8K	+$5.6K	2026-11-04
IFS Advisors, LLC	NEW	5,897	—	+5,897	—	—	$184.2K	—	2026-10-14
Fifth Third Bancorp	UNCHANGED	1,201	1,201	0	0%	$36.4K	$37.5K	+$1.1K	2026-11-05
PFG Advisors	CLOSED	0	9,893	-9,893	-100%	$300.1K	$0	-$300.1K	2026-10-16
Cetera Investment Advisers	N/A	—	73,901	-73,901	-100%	$2.2M	—	—	—
Harbour Investments, Inc.	N/A	—	62,313	-62,313	-100%	$1.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	42,530	-42,530	-100%	$1.3M	—	—	—
Element Squared LLC	N/A	—	39,658	-39,658	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	39,367	-39,367	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	39,113	-39,113	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	38,181	-38,181	-100%	$1.2M	—	—	—
MML Investors Services, LLC	N/A	—	37,324	-37,324	-100%	$1.1M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	35,179	-35,179	-100%	$1.1M	—	—	—
Phoenix Financial Ltd.	N/A	—	33,619	-33,619	-100%	$1.0M	—	—	—
MAI Capital Management	N/A	—	33,230	-33,230	-100%	$1.0M	—	—	—
HighTower Advisors, LLC	N/A	—	26,265	-26,265	-100%	$796.9K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	24,788	-24,788	-100%	$752.1K	—	—	—
Old Mission Capital LLC	N/A	—	22,554	-22,554	-100%	$684.3K	—	—	—
FSA Advisors, Inc.	N/A	—	13,792	-13,792	-100%	$418.4K	—	—	—
Frisch Financial Group, Inc.	N/A	—	11,367	-11,367	-100%	$344.9K	—	—	—
Prasad Wealth Partners, LLC	N/A	—	10,000	-10,000	-100%	$303.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,998	-8,998	-100%	$273.0K	—	—	—
AE Wealth Management LLC	N/A	—	8,260	-8,260	-100%	$250.6K	—	—	—
Crux Wealth Advisors	N/A	—	7,195	-7,195	-100%	$218.3K	—	—	—
Tradition Wealth Management, LLC	N/A	—	7,076	-7,076	-100%	$214.7K	—	—	—
Mutual Advisors, LLC	N/A	—	6,777	-6,777	-100%	$205.6K	—	—	—
Centaurus Financial, Inc.	N/A	—	6,750	-6,750	-100%	$205.0K	—	—	—
Capital Analysts, LLC	N/A	—	4,193	-4,193	-100%	$122.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2,781	-2,781	-100%	$84.4K	—	—	—
Arax Advisory Partners	N/A	—	704	-704	-100%	$21.4K	—	—	—
BFC Planning, Inc.	N/A	—	600	-600	-100%	$18.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	400	-400	-100%	$12.1K	—	—	—

Showing 55 of 55 institutions