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Inno EQU DEF PRO ETF - 1 de (ZDEK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares160,272 from 184,182
Change-23,910 (-13%)
Value$4.3M (-$562.0K)
Filed 2026-11-02
Alpine Bank Wealth Management
UNCHANGED
Shares116,000 from 116,000
Change0 (0%)
Value$3.1M (+$50.4K)
Filed 2026-10-16
KFG Wealth Management, LLC
DECREASED
Shares94,148 from 95,635
Change-1,487 (-2%)
Value$2.5M (+$1.7K)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED
Shares78,264 from 79,556
Change-1,292 (-2%)
Value$2.1M (-$98)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares78,159 from 103,324
Change-25,165 (-24%)
Value$2.1M (-$630.9K)
Filed 2026-11-02
Brown Wealth Management, LLC
DECREASED
Shares74,549 from 78,199
Change-3,650 (-5%)
Value$2.0M (-$64.0K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares64,768 from 63,857
Change+911 (+1%)
Value$1.7M (+$52.2K)
Filed 2026-10-22
Harbour Investments, Inc.
DECREASED
Shares62,804 from 80,980
Change-18,176 (-22%)
Value$1.7M (-$452.9K)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares52,991 from 40,289
Change+12,702 (+32%)
Value$1.4M (+$358.6K)
Filed 2026-11-06
Diligent Investors, LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$1.1M (+$17.4K)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares38,201 from 38,401
Change-200 (-1%)
Value$1.0M (+$11.3K)
Filed 2026-11-05
Trek Financial, LLC
DECREASED
Shares36,235 from 37,277
Change-1,042 (-3%)
Value$973.1K (-$11.8K)
Filed 2026-10-29
FC Advisory LLC
UNCHANGED
Shares30,049 from 30,049
Change0 (0%)
Value$807.0K (+$13.1K)
Filed 2026-10-05
Sovran Advisors, LLC
UNCHANGED
Shares24,244 from 24,244
Change0 (0%)
Value$654.7K (+$12.2K)
Filed 2026-11-02
Central Valley Advisors, LLC
UNCHANGED
Shares22,119 from 22,119
Change0 (0%)
Value$594.0K (+$9.6K)
Filed 2026-10-27
Wedbush Securities Inc
UNCHANGED
Shares21,699 from 21,699
Change0 (0%)
Value$583 (-$572.4K)
Filed 2026-10-22
Independent Financial Group, LLC
UNCHANGED
Shares20,400 from 20,400
Change0 (0%)
Value$547.8K (+$8.9K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares18,695 from 18,536
Change+159 (+1%)
Value$502.1K (+$12.3K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,648 from 19,022
Change-374 (-2%)
Value$501.0K (-$2.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
UNCHANGED
Shares18,326 from 18,326
Change0 (0%)
Value$492.1K (+$8.0K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW
Shares13,584
Change+13,584
Value$365.8K
Filed 2026-10-13
Integrity Advisory Solutions, LLC
UNCHANGED
Shares13,490 from 13,490
Change0 (0%)
Value$362.3K (+$5.9K)
Filed 2026-10-29
Chris Bulman Inc
UNCHANGED
Shares12,155 from 12,155
Change0 (0%)
Value$326.4K (+$5.3K)
Filed 2026-10-20
Virtue Capital Management, LLC
DECREASED
Shares11,805 from 11,967
Change-162 (-1%)
Value$317.0K (+$854)
Filed 2026-10-29
RPS Advisory Solutions LLC
DECREASED
Shares10,161 from 12,976
Change-2,815 (-22%)
Value$272.9K (-$70.0K)
Filed 2026-11-09
Sagespring Wealth Partners, LLC
UNCHANGED
Shares10,084 from 10,084
Change0 (0%)
Value$270.8K (+$4.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares10,026 from 10,026
Change0 (0%)
Value$269.3K (+$4.4K)
Filed 2026-10-08
Plan Group Financial, LLC
UNCHANGED
Shares9,738 from 9,738
Change0 (0%)
Value$262.6K (+$5.4K)
Filed 2026-10-22
IMG Wealth Management, Inc.
DECREASED
Shares9,380 from 10,267
Change-887 (-9%)
Value$251.9K (-$19.4K)
Filed 2026-10-27
Canandaigua National Bank & Trust Co
UNCHANGED
Shares8,723 from 8,723
Change0 (0%)
Value$234.3K (+$3.8K)
Filed 2026-10-07
Peak Wealth Management LLC
UNCHANGED
Shares8,320 from 8,320
Change0 (0%)
Value$224.4K (+$4.6K)
Filed 2026-10-26
Grantvest Financial Group LLC
UNCHANGED
Shares8,137 from 8,137
Change0 (0%)
Value$218.5K (+$3.5K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
UNCHANGED
Shares7,803 from 7,803
Change0 (0%)
Value$209.5K (+$3.4K)
Filed 2026-10-21
Vivid Wealth Management, LLC
UNCHANGED
Shares7,575 from 7,575
Change0 (0%)
Value$203.4K (+$3.3K)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares6,086 from 6,086
Change0 (0%)
Value$163.4K (+$2.6K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares4,679 from 4,679
Change0 (0%)
Value$123.6K ($0)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares4,047 from 4,367
Change-320 (-7%)
Value$108.7K (-$6.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares3,131 from 3,282
Change-151 (-5%)
Value$84.1K (-$2.6K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$68.6K (+$1.1K)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares1,296
Change+1,296
Value$34.8K
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$28.1K (+$455)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$2.6K (+$42)
Filed 2026-10-30
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 20,221
Change-20,221 (-100%)
Value$0 (-$534.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 7,378
Change-7,378 (-100%)
Value$0 (-$194.9K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 134,371
Change-134,371 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 133,901
Change-133,901 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 117,423
Change-117,423 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 83,595
Change-83,595 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 60,574
Change-60,574 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 51,026
Change-51,026 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 46,261
Change-46,261 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 44,659
Change-44,659 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 40,374
Change-40,374 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,663
Change-33,663 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 31,907
Change-31,907 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 29,802
Change-29,802 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 23,731
Change-23,731 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 23,472
Change-23,472 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,802
Change-22,802 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 22,370
Change-22,370 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,372
Change-21,372 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,020
Change-21,020 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 20,940
Change-20,940 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,908
Change-20,908 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,421
Change-19,421 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,332
Change-17,332 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 16,738
Change-16,738 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,516
Change-15,516 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 13,502
Change-13,502 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 13,185
Change-13,185 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,096
Change-11,096 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,395
Change-10,395 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 9,224
Change-9,224 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 185
Change-185 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED160,272184,182-23,910-13%$4.9M$4.3M-$562.0K2026-11-02
Alpine Bank Wealth Management
UNCHANGED116,000116,00000%$3.1M$3.1M+$50.4K2026-10-16
KFG Wealth Management, LLC
DECREASED94,14895,635-1,487-2%$2.5M$2.5M+$1.7K2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED78,26479,556-1,292-2%$2.1M$2.1M-$982026-10-13
Kestra Advisory Services, LLC
DECREASED78,159103,324-25,165-24%$2.7M$2.1M-$630.9K2026-11-02
Brown Wealth Management, LLC
DECREASED74,54978,199-3,650-5%$2.1M$2.0M-$64.0K2026-10-20
Brookstone Capital Management
INCREASED64,76863,857+911+1%$1.7M$1.7M+$52.2K2026-10-22
Harbour Investments, Inc.
DECREASED62,80480,980-18,176-22%$2.1M$1.7M-$452.9K2026-11-09
LPL Financial LLC
INCREASED52,99140,289+12,702+32%$1.1M$1.4M+$358.6K2026-11-06
Diligent Investors, LLC
UNCHANGED40,00040,00000%$1.1M$1.1M+$17.4K2026-10-21
Archer Investment Corp
DECREASED38,20138,401-200-1%$1.0M$1.0M+$11.3K2026-11-05
Trek Financial, LLC
DECREASED36,23537,277-1,042-3%$984.9K$973.1K-$11.8K2026-10-29
FC Advisory LLC
UNCHANGED30,04930,04900%$793.9K$807.0K+$13.1K2026-10-05
Sovran Advisors, LLC
UNCHANGED24,24424,24400%$642.5K$654.7K+$12.2K2026-11-02
Central Valley Advisors, LLC
UNCHANGED22,11922,11900%$584.4K$594.0K+$9.6K2026-10-27
Wedbush Securities Inc
UNCHANGED21,69921,69900%$573.0K$583-$572.4K2026-10-22
Independent Financial Group, LLC
UNCHANGED20,40020,40000%$539.0K$547.8K+$8.9K2026-10-13
Truist Financial Corp
INCREASED18,69518,536+159+1%$489.7K$502.1K+$12.3K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED18,64819,022-374-2%$503.0K$501.0K-$2.0K2026-11-02
Concurrent Investment Advisors, LLC
UNCHANGED18,32618,32600%$484.2K$492.1K+$8.0K2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW13,584—+13,584——$365.8K—2026-10-13
Integrity Advisory Solutions, LLC
UNCHANGED13,49013,49000%$356.4K$362.3K+$5.9K2026-10-29
Chris Bulman Inc
UNCHANGED12,15512,15500%$321.1K$326.4K+$5.3K2026-10-20
Virtue Capital Management, LLC
DECREASED11,80511,967-162-1%$316.2K$317.0K+$8542026-10-29
RPS Advisory Solutions LLC
DECREASED10,16112,976-2,815-22%$342.8K$272.9K-$70.0K2026-11-09
Sagespring Wealth Partners, LLC
UNCHANGED10,08410,08400%$266.4K$270.8K+$4.4K2026-10-22
Farther Finance Advisors, LLC
UNCHANGED10,02610,02600%$264.9K$269.3K+$4.4K2026-10-08
Plan Group Financial, LLC
UNCHANGED9,7389,73800%$257.3K$262.6K+$5.4K2026-10-22
IMG Wealth Management, Inc.
DECREASED9,38010,267-887-9%$271.3K$251.9K-$19.4K2026-10-27
Canandaigua National Bank & Trust Co
UNCHANGED8,7238,72300%$230.5K$234.3K+$3.8K2026-10-07
Peak Wealth Management LLC
UNCHANGED8,3208,32000%$219.8K$224.4K+$4.6K2026-10-26
Grantvest Financial Group LLC
UNCHANGED8,1378,13700%$215.0K$218.5K+$3.5K2026-10-21
Axxcess Wealth Management, LLC
UNCHANGED7,8037,80300%$206.2K$209.5K+$3.4K2026-10-21
Vivid Wealth Management, LLC
UNCHANGED7,5757,57500%$200.1K$203.4K+$3.3K2026-10-27
Evolution Wealth Management Inc.
UNCHANGED6,0866,08600%$160.8K$163.4K+$2.6K2026-10-28
Allworth Financial LP
UNCHANGED4,6794,67900%$123.6K$123.6K$02026-11-06
IFP Advisors, Inc
DECREASED4,0474,367-320-7%$115.4K$108.7K-$6.7K2026-10-16
CoreCap Advisors, LLC
DECREASED3,1313,282-151-5%$86.7K$84.1K-$2.6K2026-10-08
Creative Financial Designs Inc
UNCHANGED2,5552,55500%$67.5K$68.6K+$1.1K2026-11-04
IFS Advisors, LLC
NEW1,296—+1,296——$34.8K—2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED1,0461,04600%$27.6K$28.1K+$4552026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED979700%$2.6K$2.6K+$422026-10-30
Clear Creek Financial Management, LLC
CLOSED020,221-20,221-100%$534.2K$0-$534.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED07,378-7,378-100%$194.9K$0-$194.9K2026-10-15
Osaic Holdings, Inc.
N/A—134,371-134,371-100%$3.6M———
Raymond James Financial Inc
N/A—133,901-133,901-100%$3.5M———
Susquehanna International Group, LLP
N/A—117,423-117,423-100%$3.1M———
Cetera Investment Advisers
N/A—83,595-83,595-100%$2.2M———
Owen LaRue, LLC
N/A—60,574-60,574-100%$1.6M———
Old Mission Capital LLC
N/A—51,026-51,026-100%$1.3M———
Prasad Wealth Partners, LLC
N/A—46,261-46,261-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—44,659-44,659-100%$1.2M———
Waverly Advisors, LLC
N/A—40,374-40,374-100%$1.1M———
Envestnet Asset Management Inc
N/A—33,663-33,663-100%$889.4K———
GWN Securities Inc.
N/A—31,907-31,907-100%$843.0K———
Marshall Financial Group, LLC
N/A—29,802-29,802-100%$787.4K———
AE Wealth Management LLC
N/A—23,731-23,731-100%$627.0K———
Capital Analysts, LLC
N/A—23,472-23,472-100%$620.0K———
MML Investors Services, LLC
N/A—22,802-22,802-100%$602.4K———
Continuum Advisory, LLC
N/A—22,370-22,370-100%$591.0K———
Goldman Sachs Group Inc
N/A—21,372-21,372-100%$564.6K———
Kovack Advisors, Inc.
N/A—21,020-21,020-100%$555.2K———
Integrity Wealth Solutions LLC
N/A—20,940-20,940-100%$553.2K———
Kingsview Wealth Management, LLC
N/A—20,908-20,908-100%$552.4K———
Citadel Advisors LLC
N/A—19,421-19,421-100%$513.1K———
HRT Financial LP
N/A—17,332-17,332-100%$457.0K———
FSA Advisors, Inc.
N/A—16,738-16,738-100%$442.2K———
Tradition Wealth Management, LLC
N/A—15,516-15,516-100%$409.9K———
Rothschild Investment LLC
N/A—14,200-14,200-100%$375.2K———
Cary Street Partners Financial LLC
N/A—13,502-13,502-100%$356.7K———
Sonoma Allocations LLC
N/A—13,185-13,185-100%$348.5K———
World Investment Advisors
N/A—11,511-11,511-100%$295.0K———
Advisory Services Network, LLC
N/A—11,096-11,096-100%$293.2K———
First Commonwealth Financial Corp
N/A—10,395-10,395-100%$274.6K———
Focus Partners Wealth
N/A—9,900-9,900-100%$261.6K———
JT Stratford LLC
N/A—9,224-9,224-100%$243.7K———
Beacon Pointe Advisors, LLC
N/A—8,710-8,710-100%$230.1K———
CreativeOne Wealth, LLC
N/A—8,472-8,472-100%$223.8K———
Sykon Capital LLC
N/A—8,140-8,140-100%$215.1K———
Janney Montgomery Scott LLC
N/A—7,578-7,578-100%$200.0K———
Centaurus Financial, Inc.
N/A—6,652-6,652-100%$176.0K———
Steward Partners Investment Advisory, LLC
N/A—5,014-5,014-100%$132.5K———
RED Reef Advisors LLC
N/A—2,000-2,000-100%$52.8K———
Aptus Capital Advisors, LLC
N/A—700-700-100%$18.5K———
JPMorgan Chase & Co
N/A—400-400-100%$10.6K———
Morgan Stanley
N/A—185-185-100%$4.9K———
Keating Financial Advisory Services, Inc.
N/A—169-169-100%$4.5K———
Showing 87 of 87 institutions