INNOVATOR ETFS TRUST (AOCT)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
33
Reporting holders
$19.9M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $3.1M | 114,624 | 0.00% | 7q | -17.4%-$658.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 102,639 | 0.00% | 7q | -1.4%-$41.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 64,881 | 0.00% | 2q | +308.9%+$1.3M |
| Brookstone Capital Management | $1.5M | 53,374 | 0.01% | 6q | -30.1%-$628.0K |
| HighTower Advisors, LLC | $1.4M | 50,872 | 0.00% | 7q | -21.3%-$377.1K |
| Tradition Wealth Management, LLC | $1.1M | 39,088 | 0.07% | 7q | HELD |
| CONTINUUM WEALTH ADVISORS, LLC | $739.2K | 27,024 | 0.25% | 4q | HELD |
| Allworth Financial LP | $707.9K | 25,880 | 0.00% | 3q | HELD |
| Capasso Planning Partners LLC | $669.1K | 24,460 | 0.33% | 7q | HELD |
| JPMORGAN CHASE & CO | $615.8K | 22,581 | 0.00% | 4q | +22.5%+$113.2K |
| Cetera Investment Advisers | $611.8K | 22,367 | 0.00% | 7q | -13.0%-$91.4K |
| OLD MISSION CAPITAL LLC | $561.3K | 20,518 | 0.01% | 2q | -49.2%-$544.7K |
| KFG WEALTH MANAGEMENT, LLC | $505.9K | 18,493 | 0.06% | 7q | -1.6%-$8.4K |
| MTM FINANCIAL GROUP, LLC | $488.6K | 17,860 | 0.21% | new | FIRST |
| Concurrent Investment Advisors, LLC | $419.6K | 15,339 | 0.00% | 2q | +23.5%+$79.7K |
| Syntegra Private Wealth Group, LLC | $321.0K | 11,735 | 0.02% | 7q | HELD |
| AE Wealth Management LLC | $317.5K | 11,607 | 0.00% | 7q | HELD |
| Comprehensive Financial Consultants Institutional, Inc. | $301.3K | 11,016 | 0.08% | 7q | -3.3%-$10.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $273.6K | 10,000 | 0.01% | 6q | HELD |
| LPL Financial LLC | $261.6K | 9,564 | 0.00% | 4q | -2.2%-$6.0K |
| Cypress Wealth Services, LLC | $247.7K | 9,056 | 0.03% | 7q | HELD |
| CITADEL ADVISORS LLC | $215.6K | 7,882 | 0.00% | new | NEW |
| WealthShield Partners, LLC | $211.5K | 7,730 | 0.03% | 7q | HELD |
| BARCLAYS PLC | $201.2K | 7,356 | 0.00% | 2q | +0.7%+$1.3K |
| Steward Partners Investment Advisory, LLC | $187.7K | 6,863 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $101.2K | 3,700 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $100.5K | 3,675 | 0.00% | 6q | HELD |
| ST GERMAIN D J CO INC | $54.1K | 1,977 | 0.00% | 3q | HELD |
| Ashton Thomas Private Wealth, LLC | $40.0K | 1,462 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $36.1K | 1,321 | 0.00% | 3q | -5.4%-$2.1K |
| WELLS FARGO & COMPANY/MN | $35.5K | 1,298 | 0.00% | new | NEW |
| IFP Advisors, Inc | $16.4K | 600 | 0.00% | 6q | HELD |
| MORGAN STANLEY | $4.8K | 176 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 39,904 | 0.00% | 7q | +95.1% |
| HRT FINANCIAL LP | $268 | 9,821 | 0.00% | new | NEW |
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 | 33 | $19.9M | 727,018 | 2 | 4 | 10 | 0.0% |
| Q1 2026 | 35 | $37.9M | 1,432,417 | 7 | 5 | 10 | 0.0% |
| Q4 2025 | 29 | $37.5M | 1,411,289 | 3 | 3 | 10 | 0.0% |
| Q3 2025 | 35 | $38.1M | 1,451,697 | 9 | 8 | 8 | 0.0% |
| Q2 2025 | 34 | $44.0M | 1,713,273 | 1 | 10 | 14 | 0.0% |
| Q1 2025 | 40 | $45.6M | 1,837,011 | 20 | 5 | 3 | 0.0% |
| Q4 2024 | 19 | $32.2M | 1,295,629 | 18 | 0 | 0 | 0.0% |