INNOVATOR ETFS TRUST (ACII)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
48
Reporting holders
$72.4M
Reported value
0.0%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | $23.6M | 928,979 | 0.24% | 2q | +47.4%+$7.6M |
| RPg Family Wealth Advisory, LLC | $8.2M | 323,806 | 0.76% | new | NEW |
| Cornerstone Wealth, LLC/TN | $6.0M | 233,292 | 3.02% | 2q | +116.1%+$3.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 189,423 | 0.01% | 2q | +886.0%+$4.3M |
| Mid-American Wealth Advisory Group, Inc. | $4.0M | 155,686 | 1.43% | 3q | +563.5%+$3.4M |
| OSAIC HOLDINGS, INC. | $3.1M | 121,064 | 0.00% | 3q | +5549.3%+$3.0M |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.9M | 112,501 | 0.15% | 3q | +16.4%+$403.0K |
| AE Wealth Management LLC | $1.7M | 67,542 | 0.01% | new | NEW |
| Soltis Investment Advisors LLC | $1.5M | 58,358 | 0.08% | 2q | +337.8%+$1.1M |
| Strategic Blueprint, LLC | $1.4M | 54,957 | 0.07% | 2q | +30.8%+$329.4K |
| WealthPlan Investment Management, LLC | $1.4M | 53,731 | 0.07% | 2q | +13.5%+$162.3K |
| Mariner, LLC | $1.1M | 43,505 | 0.00% | new | NEW |
| Focus Partners Wealth | $1.1M | 43,031 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $1.0M | 39,558 | 0.00% | 2q | +79016.0%+$1.0M |
| Arlington Capital Management, Inc. | $1.0M | 39,565 | 0.63% | new | NEW |
| Bright Futures Wealth Management, LLC. | $784.9K | 30,840 | 0.51% | 2q | -48.2%-$730.8K |
| Oasis Advisors, LLC | $747.1K | 29,358 | 0.48% | 2q | -98.6%-$51.6M |
| Goldenstone Wealth Management LLC | $705.8K | 27,734 | 0.46% | 3q | -4.9%-$36.6K |
| WINNACLE WEALTH LLC | $679.9K | 26,714 | 0.46% | 3q | +61.6%+$259.3K |
| FSA Advisors, Inc. | $617.4K | 24,260 | 0.14% | new | NEW |
| Orion Porfolio Solutions, LLC | $587.1K | 23,069 | 0.00% | 2q | -79.4%-$2.3M |
| Authentikos Wealth Advisory, LLC | $536.8K | 21,093 | 0.34% | 3q | +68.7%+$218.6K |
| EVOLUTION WEALTH MANAGEMENT INC. | $518.4K | 20,368 | 0.30% | 3q | +4.8%+$23.9K |
| Maia Wealth LLC | $512.2K | 20,127 | 0.08% | new | NEW |
| Triad Wealth Partners, LLC | $370.2K | 14,613 | 0.02% | new | NEW |
| BROWN WEALTH MANAGEMENT, LLC | $354.4K | 13,925 | 0.08% | new | NEW |
| Kingsview Wealth Management, LLC | $348.5K | 13,692 | 0.00% | new | NEW |
| MORGAN STANLEY | $336.7K | 13,230 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $317.1K | 12,459 | 0.00% | new | NEW |
| Rose Capital Advisors LLC | $311.9K | 12,256 | 0.16% | new | FIRST |
| Clear Creek Financial Management, LLC | $284.1K | 11,164 | 0.02% | 2q | +30.6%+$66.6K |
| Stratos Wealth Advisors, LLC | $281.9K | 11,078 | 0.02% | new | NEW |
| Signal Advisors Wealth, LLC | $264.0K | 10,373 | 0.01% | new | NEW |
| WEALTHGARDEN F.S. LLC | $250.7K | 9,851 | 0.14% | 2q | HELD |
| Trek Financial, LLC | $204.0K | 8,017 | 0.01% | new | NEW |
| Csenge Advisory Group | $202.9K | 7,974 | 0.01% | new | NEW |
| Arax Advisory Partners | $81.0K | 3,184 | 0.00% | new | NEW |
| POM Investment Strategies, LLC | $78.8K | 3,096 | 0.09% | new | NEW |
| RED REEF ADVISORS LLC | $60.8K | 2,388 | 0.06% | 2q | +0.7% |
| IFP Advisors, Inc | $58.5K | 2,299 | 0.00% | 3q | +4.1%+$2.3K |
| Benson Wealth Management INC | $48.6K | 1,908 | 0.05% | new | NEW |
| Decker Retirement Planning Inc. | $34.4K | 1,351 | 0.01% | new | NEW |
| Key Capital Management, INC | $25.7K | 1,009 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $18.8K | 737 | 0.00% | 2q | -17.5%-$4.0K |
| Ashton Thomas Private Wealth, LLC | $12.2K | 480 | 0.00% | 2q | -11.1%-$1.5K |
| Global Retirement Partners, LLC | $5.1K | 200 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $3.9K | 154 | 0.00% | new | NEW |
| Allworth Financial LP | $724 | 28 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $72.4M | 2,844,027 | 23 | 16 | 6 | 0.0% |
| Q1 2026 | 32 | $64.6M | 2,571,130 | 21 | 7 | 2 | 0.0% |
| Q4 2025 | 11 | $7.6M | 296,611 | 8 | 0 | 1 | 0.0% |
| Q3 2025 | 4 | $3.1M | 123,237 | 4 | 0 | 0 | 0.0% |
| Q3 2022 | 96 | $303.2M | 30,743,165 | 11 | 22 | 13 | 0.1% |
| Q2 2022 | 103 | $297.8M | 30,125,116 | 8 | 21 | 14 | 0.1% |
| Q1 2022 | 101 | $278.3M | 28,315,930 | 20 | 19 | 16 | 0.1% |
| Q4 2021 | 93 | $250.4M | 25,713,519 | 7 | 22 | 9 | 0.2% |
| Q3 2021 | 90 | $230.2M | 23,609,287 | 13 | 14 | 14 | 0.0% |
| Q2 2021 | 80 | $202.7M | 20,819,783 | 57 | 3 | 4 | 0.0% |
| Q1 2021 | 23 | $65.6M | 6,706,995 | 23 | 0 | 0 | 0.0% |