INNV NASDAQ -100 10 B - QRT (QBUF) Institutional Ownership Changes & 13F Activity

INNV NASDAQ -100 10 B - QRT (QBUF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Beacon Pointe Advisors, Llc, Independent Financial Group, Llc, Raymond James Financial Inc, Planvest Financial, Inc, and Creativeone Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Centaurus Financial, Inc.Buy+18,253+14.4%144,611$4.22MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+34+5.3%673$19.66KQ1 2026May 18, 2026
Beacon Pointe Advisors, LlcBuy+99,976—99,976$2.92MQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+42,413+165.3%68,070$1.99MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+22,747—22,747$664.44KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+17,646—17,646$515.44KQ1 2026May 15, 2026
Old Mission Capital LlcBuy+11,687—11,687$341.38KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+4,452+8.9%54,609$1.60MQ1 2026May 15, 2026
Mai Capital ManagementBuy+2,176—2,176$63.56KQ1 2026May 15, 2026
Pitti Group Wealth Management, LlcBuy+1,700+21.8%9,484$277.03KQ1 2026May 15, 2026
Keating Financial Advisory Services, Inc.Sell-1,622-11.1%13,009$379.99KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+1,010+11.6%9,686$282.93KQ1 2026May 15, 2026
Raymond James Financial IncSell-61,684-18.0%280,085$8.18MQ1 2026May 14, 2026
Planvest Financial, IncBuy+59,351—59,351$1.73MQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+10,503+5.7%195,862$5.72MQ1 2026May 13, 2026
Triumph Capital ManagementBuy+3,076+16.2%22,013$643.00KQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+2,798+15.6%20,732$605.58KQ1 2026May 13, 2026
Calton & Associates, Inc.Buy+562+6.6%9,070$264.94KQ1 2026May 13, 2026
Caitlin John, LlcSell-179-19.7%731$21.35KQ1 2026May 13, 2026
Visionary Wealth AdvisorsBuy+63+0.7%9,333$272.62KQ1 2026May 13, 2026
Kingdom Financial Group Llc.Sell-19-67.9%9$263.00Q1 2026May 13, 2026
Lloyd Advisory Services, Llc.Buy+9—9$263.00Q1 2026May 13, 2026
Kingsview Wealth Management, LlcBuy+14,920+64.5%38,069$1.11MQ1 2026May 12, 2026
Hollencrest Capital ManagementBuy+9,429+0.7%1,369,091$39.99MQ1 2026May 07, 2026
Clearstead Advisors, LlcBuy+2,924—2,924$85.41KQ1 2026May 06, 2026
Lpl Financial LlcBuy+1,044+8.4%13,442$392.64KQ1 2026May 06, 2026
Independent Financial Group, LlcSell-72,523-51.2%69,140$2.02MQ1 2026May 05, 2026
Hightower Advisors, LlcBuy+1,529+6.1%26,616$777.45KQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+6,211+38.5%22,324$652.08KQ1 2026May 04, 2026
TrustbankSell-3,750-30.2%8,657$252.87KQ1 2026May 04, 2026
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Frequently asked questions about QBUF activity

  • Which institutional owners are buying QBUF?

    Institutional owners buying QBUF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in QBUF activity?

    "Buy" means an investor increased their reported position in QBUF compared to the prior reporting period. This reflects growing exposure to INNV NASDAQ -100 10 B - QRT (QBUF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in QBUF increasing?

    Institutional interest in QBUF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.