Innovator EDP ETF - 1Y JAN (ZJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Spectrum Advisors, Inc.

INCREASED

Shares133,942 from 23,607

Change+110,335 (+467%)

Value$3.8M (+$3.1M)

Filed 2026-11-03

Archer Investment Corp

UNCHANGED

Shares118,129 from 118,129

Change0 (0%)

Value$3.4M (+$51.4K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares55,408 from 60,398

Change-4,990 (-8%)

Value$1.6M (-$115.6K)

Filed 2026-11-02

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

DECREASED

Shares52,222 from 55,133

Change-2,911 (-5%)

Value$1.5M (-$58.8K)

Filed 2026-10-14

LPL Financial LLC

INCREASED

Shares46,040 from 43,212

Change+2,828 (+7%)

Value$1.3M (+$99.2K)

Filed 2026-11-06

Lineweaver Wealth Advisors, LLC

UNCHANGED

Shares41,103 from 41,103

Change0 (0%)

Value$1.2M (+$17.9K)

Filed 2026-10-13

Caliber Wealth Management, LLC / KS

UNCHANGED

Shares36,616 from 36,616

Change0 (0%)

Value$1.0M (+$15.9K)

Filed 2026-11-04

Cypress Wealth Services, LLC

UNCHANGED

Shares35,400 from 35,400

Change0 (0%)

Value$1.0M (+$17.4K)

Filed 2026-10-21

Insight Wealth Partners, LLC

UNCHANGED

Shares34,836 from 34,836

Change0 (0%)

Value$990.4K (+$15.1K)

Filed 2026-10-26

KFG Wealth Management, LLC

DECREASED

Shares25,720 from 34,800

Change-9,080 (-26%)

Value$731.2K (-$243.0K)

Filed 2026-10-16

Kestra Advisory Services, LLC

DECREASED

Shares23,256 from 37,296

Change-14,040 (-38%)

Value$661.2K (-$382.9K)

Filed 2026-11-02

Central Valley Advisors, LLC

UNCHANGED

Shares22,439 from 22,439

Change0 (0%)

Value$637.9K (+$9.8K)

Filed 2026-10-27

Kelly Financial Group LLC

UNCHANGED

Shares19,522 from 19,522

Change0 (0%)

Value$555.0K (+$8.5K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares18,363 from 23,555

Change-5,192 (-22%)

Value$522.0K (-$137.0K)

Filed 2026-11-02

Farther Finance Advisors, LLC

UNCHANGED

Shares16,628 from 16,628

Change0 (0%)

Value$472.7K (+$7.2K)

Filed 2026-10-08

Creative Planning

DECREASED

Shares16,028 from 16,106

Change-78 (0%)

Value$455.7K (+$4.8K)

Filed 2026-11-02

Cornerstone Wealth Group, LLC

UNCHANGED

Shares13,650 from 13,650

Change0 (0%)

Value$388.1K (+$5.9K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares13,128 from 13,030

Change+98 (+1%)

Value$373.2K (+$8.5K)

Filed 2026-10-30

Strategic Blueprint, LLC

DECREASED

Shares12,794 from 13,150

Change-356 (-3%)

Value$363.7K (-$4.4K)

Filed 2026-10-22

Independent Financial Group, LLC

INCREASED

Shares12,656 from 11,177

Change+1,479 (+13%)

Value$359.8K (+$46.9K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

UNCHANGED

Shares12,090 from 12,090

Change0 (0%)

Value$343.7K (+$5.3K)

Filed 2026-10-16

Comprehensive Financial Consultants Institutional, Inc.

DECREASED

Shares11,424 from 12,399

Change-975 (-8%)

Value$324.8K (-$22.3K)

Filed 2026-10-15

CGN Advisors LLC

UNCHANGED

Shares10,175 from 10,175

Change0 (0%)

Value$289.3K (+$4.4K)

Filed 2026-10-21

Integrity Advisory Solutions, LLC

DECREASED

Shares9,386 from 11,874

Change-2,488 (-21%)

Value$266.8K (-$65.6K)

Filed 2026-10-29

CoreCap Advisors, LLC

DECREASED

Shares8,953 from 9,279

Change-326 (-4%)

Value$254.5K (-$5.2K)

Filed 2026-10-08

Integral Investment Advisors, Inc.

INCREASED

Shares8,500 from 7,850

Change+650 (+8%)

Value$241.7K (+$21.9K)

Filed 2026-11-03

Merit Financial Group, LLC

UNCHANGED

Shares8,478 from 8,478

Change0 (0%)

Value$241.0K (+$3.7K)

Filed 2026-11-06

Canandaigua National Bank & Trust Co

UNCHANGED

Shares8,100 from 8,100

Change0 (0%)

Value$230.3K (+$3.5K)

Filed 2026-10-07

Wealth Enhancement Advisory Services, LLC

NEW

Shares7,126

Change+7,126

Value$203.1K

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares5,849 from 5,849

Change0 (0%)

Value$163.7K ($0)

Filed 2026-11-06

IFS Advisors, LLC

NEW

Shares4,020

Change+4,020

Value$114.3K

Filed 2026-10-14

Harbour Investments, Inc.

UNCHANGED

Shares3,866 from 3,866

Change0 (0%)

Value$109.9K (+$1.7K)

Filed 2026-11-09

IFP Advisors, Inc

UNCHANGED

Shares2,358 from 2,358

Change0 (0%)

Value$67.0K (+$1.0K)

Filed 2026-10-16

Barclays PLC

NEW

Shares2,356

Change+2,356

Value$67.0K

Filed 2026-11-06

Noble Wealth Management PBC

DECREASED

Shares1,200 from 2,620

Change-1,420 (-54%)

Value$34.1K (-$39.2K)

Filed 2026-10-01

Ashton Thomas Private Wealth, LLC

DECREASED

Shares1,099 from 1,175

Change-76 (-6%)

Value$31.2K (-$1.7K)

Filed 2026-11-03

GGM Financial LLC

UNCHANGED

Shares774 from 774

Change0 (0%)

Value$22.0K (+$336)

Filed 2026-11-05

IMG Wealth Management, Inc.

UNCHANGED

Shares680 from 680

Change0 (0%)

Value$19.3K (+$296)

Filed 2026-10-27

Capital Investment Advisory Services, LLC

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$2.6K (+$40)

Filed 2026-10-30

Clear Creek Financial Management, LLC

CLOSED

Shares0 from 9,587

Change-9,587 (-100%)

Value$0 (-$268.4K)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 9,123

Change-9,123 (-100%)

Value$0 (-$255.4K)

Filed 2026-10-15

Gill Capital Partners, LLC

CLOSED

Shares0 from 1,706

Change-1,706 (-100%)

Value$0 (-$47.8K)

Filed 2026-10-13

NewEdge Advisors, LLC

N/A

Shares— from 311,842

Change-311,842 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 81,097

Change-81,097 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 76,671

Change-76,671 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 62,385

Change-62,385 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 50,853

Change-50,853 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 48,082

Change-48,082 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 45,532

Change-45,532 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 38,801

Change-38,801 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,670

Change-28,670 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 20,648

Change-20,648 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 20,040

Change-20,040 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 19,323

Change-19,323 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 15,959

Change-15,959 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 12,340

Change-12,340 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,677

Change-11,677 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,956

Change-10,956 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 10,594

Change-10,594 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 9,957

Change-9,957 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,779

Change-9,779 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 9,726

Change-9,726 (-100%)

Value—

Applied Capital LLC

N/A

Shares— from 8,349

Change-8,349 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 7,708

Change-7,708 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 3,111

Change-3,111 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

	Status
Spectrum Advisors, Inc.	INCREASED	133,942	23,607	+110,335	+467%	$660.9K	$3.8M	+$3.1M	2026-11-03
Archer Investment Corp	UNCHANGED	118,129	118,129	0	0%	$3.3M	$3.4M	+$51.4K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	55,408	60,398	-4,990	-8%	$1.7M	$1.6M	-$115.6K	2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	DECREASED	52,222	55,133	-2,911	-5%	$1.5M	$1.5M	-$58.8K	2026-10-14
LPL Financial LLC	INCREASED	46,040	43,212	+2,828	+7%	$1.2M	$1.3M	+$99.2K	2026-11-06
Lineweaver Wealth Advisors, LLC	UNCHANGED	41,103	41,103	0	0%	$1.2M	$1.2M	+$17.9K	2026-10-13
Caliber Wealth Management, LLC / KS	UNCHANGED	36,616	36,616	0	0%	$1.0M	$1.0M	+$15.9K	2026-11-04
Cypress Wealth Services, LLC	UNCHANGED	35,400	35,400	0	0%	$991.0K	$1.0M	+$17.4K	2026-10-21
Insight Wealth Partners, LLC	UNCHANGED	34,836	34,836	0	0%	$975.2K	$990.4K	+$15.1K	2026-10-26
KFG Wealth Management, LLC	DECREASED	25,720	34,800	-9,080	-26%	$974.2K	$731.2K	-$243.0K	2026-10-16
Kestra Advisory Services, LLC	DECREASED	23,256	37,296	-14,040	-38%	$1.0M	$661.2K	-$382.9K	2026-11-02
Central Valley Advisors, LLC	UNCHANGED	22,439	22,439	0	0%	$628.2K	$637.9K	+$9.8K	2026-10-27
Kelly Financial Group LLC	UNCHANGED	19,522	19,522	0	0%	$546.5K	$555.0K	+$8.5K	2026-10-16
Cambridge Investment Research Advisors, Inc.	DECREASED	18,363	23,555	-5,192	-22%	$659.0K	$522.0K	-$137.0K	2026-11-02
Farther Finance Advisors, LLC	UNCHANGED	16,628	16,628	0	0%	$465.5K	$472.7K	+$7.2K	2026-10-08
Creative Planning	DECREASED	16,028	16,106	-78	0%	$450.9K	$455.7K	+$4.8K	2026-11-02
Cornerstone Wealth Group, LLC	UNCHANGED	13,650	13,650	0	0%	$382.1K	$388.1K	+$5.9K	2026-11-02
Truist Financial Corp	INCREASED	13,128	13,030	+98	+1%	$364.8K	$373.2K	+$8.5K	2026-10-30
Strategic Blueprint, LLC	DECREASED	12,794	13,150	-356	-3%	$368.1K	$363.7K	-$4.4K	2026-10-22
Independent Financial Group, LLC	INCREASED	12,656	11,177	+1,479	+13%	$312.9K	$359.8K	+$46.9K	2026-10-13
Concurrent Investment Advisors, LLC	UNCHANGED	12,090	12,090	0	0%	$338.5K	$343.7K	+$5.3K	2026-10-16
Comprehensive Financial Consultants Institutional, Inc.	DECREASED	11,424	12,399	-975	-8%	$347.1K	$324.8K	-$22.3K	2026-10-15
CGN Advisors LLC	UNCHANGED	10,175	10,175	0	0%	$284.8K	$289.3K	+$4.4K	2026-10-21
Integrity Advisory Solutions, LLC	DECREASED	9,386	11,874	-2,488	-21%	$332.4K	$266.8K	-$65.6K	2026-10-29
CoreCap Advisors, LLC	DECREASED	8,953	9,279	-326	-4%	$259.8K	$254.5K	-$5.2K	2026-10-08
Integral Investment Advisors, Inc.	INCREASED	8,500	7,850	+650	+8%	$219.8K	$241.7K	+$21.9K	2026-11-03
Merit Financial Group, LLC	UNCHANGED	8,478	8,478	0	0%	$237.3K	$241.0K	+$3.7K	2026-11-06
Canandaigua National Bank & Trust Co	UNCHANGED	8,100	8,100	0	0%	$226.8K	$230.3K	+$3.5K	2026-10-07
Wealth Enhancement Advisory Services, LLC	NEW	7,126	—	+7,126	—	—	$203.1K	—	2026-10-13
Allworth Financial LP	UNCHANGED	5,849	5,849	0	0%	$163.7K	$163.7K	$0	2026-11-06
IFS Advisors, LLC	NEW	4,020	—	+4,020	—	—	$114.3K	—	2026-10-14
Harbour Investments, Inc.	UNCHANGED	3,866	3,866	0	0%	$108.2K	$109.9K	+$1.7K	2026-11-09
IFP Advisors, Inc	UNCHANGED	2,358	2,358	0	0%	$66.0K	$67.0K	+$1.0K	2026-10-16
Barclays PLC	NEW	2,356	—	+2,356	—	—	$67.0K	—	2026-11-06
Noble Wealth Management PBC	DECREASED	1,200	2,620	-1,420	-54%	$73.3K	$34.1K	-$39.2K	2026-10-01
Ashton Thomas Private Wealth, LLC	DECREASED	1,099	1,175	-76	-6%	$32.9K	$31.2K	-$1.7K	2026-11-03
GGM Financial LLC	UNCHANGED	774	774	0	0%	$21.7K	$22.0K	+$336	2026-11-05
IMG Wealth Management, Inc.	UNCHANGED	680	680	0	0%	$19.0K	$19.3K	+$296	2026-10-27
Capital Investment Advisory Services, LLC	UNCHANGED	91	91	0	0%	$2.6K	$2.6K	+$40	2026-10-30
Clear Creek Financial Management, LLC	CLOSED	0	9,587	-9,587	-100%	$268.4K	$0	-$268.4K	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	9,123	-9,123	-100%	$255.4K	$0	-$255.4K	2026-10-15
Gill Capital Partners, LLC	CLOSED	0	1,706	-1,706	-100%	$47.8K	$0	-$47.8K	2026-10-13
NewEdge Advisors, LLC	N/A	—	311,842	-311,842	-100%	$8.7M	—	—	—
Mutual Advisors, LLC	N/A	—	81,097	-81,097	-100%	$2.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	76,671	-76,671	-100%	$2.1M	—	—	—
Raymond James Financial Inc	N/A	—	62,385	-62,385	-100%	$1.7M	—	—	—
HighTower Advisors, LLC	N/A	—	50,853	-50,853	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	48,082	-48,082	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	45,532	-45,532	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	38,801	-38,801	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	28,670	-28,670	-100%	$802.6K	—	—	—
MML Investors Services, LLC	N/A	—	20,648	-20,648	-100%	$578.0K	—	—	—
AE Wealth Management LLC	N/A	—	20,040	-20,040	-100%	$561.0K	—	—	—
Tradition Wealth Management, LLC	N/A	—	19,323	-19,323	-100%	$540.9K	—	—	—
SageView Advisory Group, LLC	N/A	—	15,959	-15,959	-100%	$446.8K	—	—	—
Advisory Services Network, LLC	N/A	—	12,340	-12,340	-100%	$345.5K	—	—	—
Captrust Financial Advisors	N/A	—	11,677	-11,677	-100%	$326.9K	—	—	—
Arax Advisory Partners	N/A	—	10,956	-10,956	-100%	$306.7K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	10,594	-10,594	-100%	$296.6K	—	—	—
MTM Financial Group, LLC	N/A	—	9,957	-9,957	-100%	$278.7K	—	—	—
JPMorgan Chase & Co	N/A	—	9,779	-9,779	-100%	$273.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	9,726	-9,726	-100%	$272.3K	—	—	—
Applied Capital LLC	N/A	—	8,349	-8,349	-100%	$233.7K	—	—	—
HRT Financial LP	N/A	—	8,000	-8,000	-100%	$223.0K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	7,708	-7,708	-100%	$215.8K	—	—	—
Continuum Advisory, LLC	N/A	—	3,111	-3,111	-100%	$87.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1,500	-1,500	-100%	$42.0K	—	—	—

Showing 67 of 67 institutions