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