INNOVATOR ETFS TRUST (BNOV)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
87
Reporting holders
$115.9M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | $13.2M | 275,590 | 2.41% | 10q | -1.1%-$147.2K |
| Cerity Partners LLC | $10.1M | 211,482 | 0.01% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $8.8M | 184,374 | 0.01% | 26q | +33.8%+$2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 147,328 | 0.01% | 27q | -8.7%-$671.1K |
| ENVESTNET ASSET MANAGEMENT INC | $6.6M | 137,310 | 0.00% | 15q | -7.0%-$492.2K |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 104,492 | 0.00% | 7q | +2.9%+$140.7K |
| McAlister, Sweet & Associates, Inc. | $3.8M | 80,480 | 2.06% | 3q | HELD |
| My Personal CFO, LLC | $2.8M | 58,915 | 1.10% | 3q | HELD |
| LPL Financial LLC | $2.7M | 56,261 | 0.00% | 15q | -4.2%-$118.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.6M | 54,688 | 0.00% | 11q | +100.0%+$1.3M |
| Three Seasons Wealth, LLC | $2.6M | 53,917 | 0.23% | 7q | HELD |
| Cetera Investment Advisers | $2.4M | 50,705 | 0.00% | 15q | -32.1%-$1.1M |
| OLD MISSION CAPITAL LLC | $2.2M | 46,503 | 0.04% | 9q | +263.1%+$1.6M |
| FSA Advisors, Inc. | $1.9M | 39,072 | 0.43% | 11q | +95.6%+$913.0K |
| Kestra Advisory Services, LLC | $1.8M | 38,408 | 0.01% | 19q | -26.9%-$674.6K |
| Fragasso Financial Advisors Inc | $1.8M | 37,647 | 0.10% | 19q | HELD |
| MML INVESTORS SERVICES, LLC | $1.8M | 36,824 | 0.00% | 15q | +48.9%+$578.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 35,321 | 0.02% | 14q | -1.7%-$30.0K |
| INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 35,285 | 0.37% | 19q | HELD |
| HighTower Advisors, LLC | $1.7M | 34,522 | 0.00% | 27q | -1.3%-$21.9K |
| Buska Wealth Management, LLC | $1.6M | 33,460 | 0.58% | 10q | -21.9%-$448.9K |
| Snowden Capital Advisors LLC | $1.6M | 32,964 | 0.04% | 13q | HELD |
| Beacon Pointe Advisors, LLC | $1.5M | 31,708 | 0.01% | 17q | -11.9%-$204.4K |
| Lido Advisors, LLC | $1.4M | 29,895 | 0.00% | 3q | -73.9%-$4.1M |
| Brookstone Capital Management | $1.3M | 28,086 | 0.01% | 14q | -96.0%-$32.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 25,710 | 0.00% | 6q | +12.8%+$139.7K |
| Sigma Planning Corp | $1.1M | 23,379 | 0.03% | 15q | -3.7%-$42.6K |
| CoreCap Advisors, LLC | $1.0M | 21,844 | 0.03% | 18q | HELD |
| Berkshire Money Management, Inc. | $1.0M | 21,410 | 0.09% | 19q | HELD |
| TRUIST FINANCIAL CORP | $934.3K | 19,541 | 0.00% | 19q | +6.7%+$58.8K |
| BENJAMIN EDWARDS INC | $922.7K | 19,300 | 0.01% | 8q | HELD |
| TopTier Wealth Management, LLC | $912.7K | 19,090 | 0.55% | 3q | -12.1%-$125.4K |
| CITADEL ADVISORS LLC | $909.6K | 19,025 | 0.00% | new | NEW |
| Weaver Consulting Group | $840.5K | 17,580 | 0.17% | 3q | HELD |
| Spire Wealth Management | $807.7K | 16,893 | 0.02% | 7q | HELD |
| Beacon Financial Advisory LLC | $714.0K | 14,934 | 0.14% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $677.2K | 14,164 | 0.08% | 22q | HELD |
| Arax Advisory Partners | $675.3K | 14,124 | 0.00% | 3q | +10.1%+$62.1K |
| PRINCIPAL SECURITIES, INC. | $647.4K | 13,541 | 0.01% | 11q | HELD |
| Foundations Investment Advisors, LLC | $622.8K | 13,026 | 0.01% | 7q | HELD |
| Maltin Wealth Management, Inc. | $580.0K | 12,131 | 0.19% | 2q | -0.9%-$5.0K |
| First Commonwealth Financial Corp /PA/ | $570.5K | 11,933 | 0.08% | 15q | -6.8%-$41.9K |
| Concurrent Investment Advisors, LLC | $547.6K | 11,453 | 0.00% | 7q | -1.3%-$7.4K |
| Chris Bulman Inc | $542.1K | 11,338 | 0.20% | 3q | -39.5%-$353.2K |
| Global Assets Advisory, LLC | $513.4K | 10,718 | 0.11% | new | NEW |
| Retirement Planning Group, LLC | $499.7K | 10,451 | 0.01% | 11q | HELD |
| DHJJ Financial Advisors, Ltd. | $493.3K | 10,318 | 0.14% | 19q | HELD |
| McAdam, LLC | $473.3K | 9,900 | 0.02% | 14q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $454.4K | 9,505 | 0.01% | new | NEW |
| Trek Financial, LLC | $438.1K | 9,164 | 0.02% | 7q | -16.0%-$83.3K |
| AE Wealth Management LLC | $425.5K | 8,900 | 0.00% | 7q | -0.9%-$3.8K |
| WPWealth LLP | $404.3K | 8,457 | 0.06% | 4q | HELD |
| CRA Financial Services, LLC | $399.5K | 8,355 | 0.05% | 19q | HELD |
| Main Street Financial Solutions, LLC | $371.1K | 7,762 | 0.02% | 7q | HELD |
| CreativeOne Wealth, LLC | $371.0K | 7,759 | 0.01% | 7q | +2.8%+$10.1K |
| Steward Partners Investment Advisory, LLC | $335.8K | 7,023 | 0.00% | 15q | -3.5%-$12.0K |
| BCS Wealth Management | $334.8K | 7,002 | 0.06% | 19q | HELD |
| Diligent Investors, LLC | $334.7K | 7,000 | 0.07% | 3q | HELD |
| World Investment Advisors | $329.1K | 7,414 | 0.01% | 3q | HELD |
| Stratos Wealth Advisors, LLC | $320.6K | 6,706 | 0.02% | 11q | HELD |
| Caliber Wealth Management, LLC / KS | $318.9K | 6,671 | 0.03% | 6q | HELD |
| RFG Advisory, LLC | $295.7K | 6,185 | 0.00% | 11q | -0.9%-$2.8K |
| Dynamic Advisor Solutions LLC | $287.6K | 6,015 | 0.01% | 2q | -1.7%-$5.0K |
| INTEGRITY ALLIANCE, LLC. | $282.2K | 5,903 | 0.01% | 3q | HELD |
| Krilogy Financial LLC | $280.8K | 5,874 | 0.01% | 4q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $277.9K | 6,459 | 0.05% | 14q | HELD |
| IMG Wealth Management, Inc. | $260.4K | 5,447 | 0.15% | 3q | -2.5%-$6.7K |
| Berger Financial Group, Inc | $258.4K | 5,404 | 0.01% | 4q | HELD |
| Pinnacle Wealth Management Group, Inc. | $254.6K | 5,325 | 0.12% | 5q | HELD |
| Advisory Services Network, LLC | $252.5K | 5,281 | 0.00% | 7q | HELD |
| AlphaStar Capital Management, LLC | $251.0K | 5,250 | 0.02% | 3q | -44.6%-$202.1K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $228.4K | 4,778 | 0.03% | 2q | HELD |
| Visionary Wealth Advisors | $224.7K | 4,700 | 0.01% | 5q | -8.6%-$21.1K |
| Strategic Blueprint, LLC | $209.5K | 4,381 | 0.01% | new | NEW |
| IFG Advisory, LLC | $149.0K | 3,116 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $118.5K | 2,479 | 0.00% | 21q | HELD |
| IFP Advisors, Inc | $108.9K | 2,278 | 0.00% | 19q | HELD |
| AdvisorNet Financial, Inc | $94.9K | 1,984 | 0.00% | 19q | HELD |
| BARCLAYS PLC | $75.2K | 1,573 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $47.8K | 1,000 | 0.00% | 15q | HELD |
| BANK OF MONTREAL /CAN/ | $46.4K | 970 | 0.00% | 5q | HELD |
| Orion Capital Management LLC | $44.9K | 940 | 0.01% | 7q | HELD |
| Penserra Capital Management LLC | $26.5K | 554,817 | 0.20% | 18q | +20.9%+$4.6K |
| Financial Network Wealth Advisors LLC | $23.9K | 500 | 0.02% | 6q | HELD |
| LANARK FINANCIAL, INC. | $15.3K | 320 | 0.00% | 2q | -50.1%-$15.3K |
| Keating Financial Advisory Services, Inc. | $10.2K | 213 | 0.00% | 3q | HELD |
| COUNTRY TRUST BANK | $3.7K | 78 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $3.7K | 77,764 | 0.01% | 19q | -4.5% |
| Highland Investment Advisors LLC | $3.5K | 73 | 0.00% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $1.9K | 40,044 | 0.00% | 19q | +89.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $1.5K | 31,399 | 0.07% | 15q | HELD |
| HRT FINANCIAL LP | $558 | 11,681 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $320 | 6,693 | 0.01% | 11q | -6.2% |
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 | 87 | $115.9M | 2,425,284 | 7 | 10 | 27 | 0.0% |
| Q1 2026 | 86 | $135.0M | 3,137,920 | 7 | 15 | 27 | 0.0% |
| Q4 2025 | 87 | $136.9M | 3,079,371 | 17 | 34 | 18 | 0.0% |
| Q3 2025 | 74 | $66.7M | 1,534,515 | 6 | 9 | 28 | 0.0% |
| Q2 2025 | 72 | $65.9M | 1,596,354 | 4 | 12 | 26 | 0.0% |
| Q1 2025 | 74 | $84.2M | 2,204,439 | 7 | 12 | 25 | 0.0% |
| Q4 2024 | 75 | $99.0M | 2,513,460 | 19 | 26 | 12 | 0.0% |
| Q3 2024 | 63 | $50.1M | 1,313,710 | 4 | 4 | 32 | 0.0% |
| Q2 2024 | 67 | $51.9M | 1,387,732 | 3 | 4 | 27 | 0.0% |
| Q1 2024 | 68 | $56.2M | 1,548,260 | 3 | 9 | 28 | 0.0% |
| Q4 2023 | 73 | $52.3M | 1,496,659 | 15 | 23 | 21 | 0.0% |
| Q3 2023 | 60 | $37.7M | 1,149,785 | 7 | 10 | 21 | 0.0% |
| Q2 2023 | 60 | $60.7M | 1,788,011 | 5 | 8 | 26 | 0.0% |
| Q1 2023 | 59 | $76.8M | 2,430,913 | 9 | 10 | 18 | 0.0% |
| Q4 2022 | 53 | $73.3M | 2,441,696 | 23 | 17 | 9 | 0.0% |
| Q3 2022 | 46 | $30.8M | 1,111,236 | 1 | 6 | 15 | 0.0% |
| Q2 2022 | 52 | $35.0M | 1,219,769 | 7 | 8 | 20 | 0.0% |
| Q1 2022 | 55 | $42.2M | 1,288,243 | 5 | 12 | 10 | 0.0% |
| Q4 2021 | 58 | $63.1M | 1,917,807 | 33 | 11 | 4 | 0.0% |
| Q3 2021 | 24 | $8.8M | 273,996 | 4 | 3 | 7 | 0.0% |
| Q2 2021 | 24 | $8.3M | 262,243 | 3 | 4 | 7 | 0.0% |
| Q1 2021 | 23 | $9.7M | 314,929 | 7 | 2 | 6 | 0.0% |
| Q4 2020 | 21 | $13.7M | 460,799 | 8 | 6 | 1 | 0.0% |
| Q3 2020 | 15 | $4.4M | 159,383 | 3 | 1 | 6 | 0.0% |
| Q2 2020 | 15 | $19.5M | 743,767 | 4 | 2 | 3 | 0.0% |
| Q1 2020 | 17 | $21.2M | 927,489 | 9 | 2 | 3 | 0.0% |
| Q4 2019 | 13 | $4.9M | 168,483 | 13 | 0 | 0 | 9.2% |