QBUF Innovator Nasdaq-100 10 Buffer ETF Quarterly

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Institutional owners (13F) 57 filers · $93.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-5 vs prior Q) 8 (+5 vs prior Q) 20 (-11 vs prior Q) 19 (+6 vs prior Q) -1.5M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
CENTRAL VALLEY ADVISORS, LLC $13,170,528 428,086 14.17% Shares
Prasad Wealth Partners, LLC $11,992,026 389,781 12.90% Shares
Mutual Advisors, LLC $8,264,082 268,610 8.89% Shares
Sovran Advisors, LLC $6,048,570 202,497 6.51% Shares
SMART Wealth LLC $5,520,792 179,444 5.94% Shares
CreativeOne Wealth, LLC $5,311,398 172,638 5.71% Shares
OSAIC HOLDINGS, INC. $3,344,069 108,681 3.60% Shares
Farther Finance Advisors, LLC $3,177,092 103,266 3.42% Shares
CARY STREET PARTNERS FINANCIAL LLC $3,089,563 100,421 3.32% Shares
Beacon Pointe Advisors, LLC $2,920,299 99,976 3.14% Shares
Kestra Advisory Services, LLC $2,703,079 87,859 2.91% Shares
Cetera Investment Advisers $2,068,682 67,239 2.23% Shares
PlanVest Financial, Inc $1,900,484 61,772 2.04% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,853,420 60,242 1.99% Shares
Summit Financial, LLC $1,639,623 53,293 1.76% Shares
HOLLENCREST CAPITAL MANAGEMENT $1,416,287 46,034 1.52% Shares
RAYMOND JAMES FINANCIAL INC $1,362,200 44,276 1.47% Shares
Brookstone Capital Management $1,332,849 43,322 1.43% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,318,204 42,846 1.42% Shares
CRUX WEALTH ADVISORS $1,279,008 41,572 1.38% Shares
Kingsview Wealth Management, LLC $1,111,995 38,069 1.20% Shares
ARQ WEALTH ADVISORS, LLC $906,155 29,793 0.97% Shares
RED CRANE WEALTH MANAGEMENT, LLC $884,095 28,736 0.95% Shares
HighTower Advisors, LLC $823,824 26,777 0.89% Shares
MML INVESTORS SERVICES, LLC $737,217 23,962 0.79% Shares
Sugar Maple Asset Management, LLC $736,633 23,943 0.79% Shares
Triumph Capital Management $709,374 23,057 0.76% Shares
AE Wealth Management LLC $637,781 20,730 0.69% Shares
ENVESTNET ASSET MANAGEMENT INC $631,874 20,538 0.68% Shares
LPL Financial LLC $626,736 20,371 0.67% Shares
Bright Futures Wealth Management, LLC. $565,450 18,379 0.61% Shares
Valmark Advisers, Inc. $505,949 16,445 0.54% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $497,857 16,182 0.54% Shares
Keating Financial Advisory Services, Inc. $427,341 13,890 0.46% Shares
Stratos Wealth Advisors, LLC $375,316 12,199 0.40% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $339,104 11,022 0.36% Shares
Pitti Group Wealth Management, LLC $325,628 10,584 0.35% Shares
CALTON & ASSOCIATES, INC. $303,754 9,873 0.33% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $291,211 9,720 0.31% Shares
Diversify Advisory Services, LLC $291,211 9,720 0.31% Shares
Visionary Wealth Advisors $287,141 9,333 0.31% Shares
HARBOUR INVESTMENTS, INC. $276,741 8,995 0.30% Shares
TrustBank $266,342 8,657 0.29% Shares
YARGER WEALTH STRATEGIES, LLC $202,120 6,573 0.22% Shares
First Heartland Consultants, Inc. $200,657 6,522 0.22% Shares
WealthShield Partners, LLC $123,064 4,000 0.13% Shares
Clearstead Advisors, LLC $59,379 1,930 0.06% Shares
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $21,536 700 0.02% Shares
FIDUCIARY FINANCIAL ADVISORS $21,444 697 0.02% Shares
Caitlin John, LLC $20,521 667 0.02% Shares
Sunbelt Securities, Inc. $19,658 673 0.02% Shares
Noble Wealth Management PBC $9,230 300 0.01% Shares
IFP Advisors, Inc $6,615 215 0.01% Shares
CENTAURUS FINANCIAL, INC. $5,759 187,194 0.01% Shares
Mosley Wealth Management $3,138 102 0.00% Shares
Motiv8 Investments LLC $298 10,171 0.00% Shares
Kingdom Financial Group LLC. $277 9 0.00% Shares