HolderBook

INNOVATOR ETFS TRUST (DDFL)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

48
Reporting holders
$37.8M
Reported value
0.0%
Held as options
+3
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

FilerValueShares Their book Held Change
COMMONWEALTH EQUITY SERVICES, LLC$3.8M178,8120.00%4q-15.6%-$702.1K
Southland Equity Partners LLC$3.6M169,8640.63%4qHELD
CORRADO ADVISORS, LLC$3.0M139,9271.37%4q+3.3%+$95.4K
HARBOUR INVESTMENTS, INC.$2.5M117,9970.03%4q-41.0%-$1.7M
Diligent Investors, LLC$2.4M114,9980.54%4q+3.6%+$84.7K
SIGNATUREFD, LLC$2.0M94,2060.03%newNEW
Welch Financial Planning, LLC$1.8M85,7111.06%3q-30.7%-$806.0K
Farther Finance Advisors, LLC$1.7M80,0180.01%3q+7.1%+$112.7K
NewEdge Advisors, LLC$1.2M57,2350.00%4qHELD
RETIREMENT GUYS FORMULA LLC$1.2M55,7270.45%4q-3.4%-$42.2K
Cetera Investment Advisers$971.7K45,7710.00%4qHELD
World Investment Advisors$967.2K46,3090.02%4q-1.7%-$17.1K
KFG WEALTH MANAGEMENT, LLC$943.4K44,4380.11%4qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$867.9K40,8800.00%4q+140.2%+$506.6K
BENJAMIN EDWARDS INC$772.3K36,3800.01%4qHELD
Summit Financial, LLC$729.3K34,3500.01%newNEW
ARS Wealth Advisors Group, LLC$723.9K34,1000.06%newNEW
Sigma Planning Corp$681.9K32,1190.02%4q-78.5%-$2.5M
Composition Wealth, LLC$673.4K31,7200.01%4qHELD
Strategic Blueprint, LLC$669.0K31,5130.03%4qHELD
ACT Advisors, LLC.$642.5K30,2660.21%4q-20.0%-$160.2K
Kestra Advisory Services, LLC$576.5K27,1570.00%4q-0.6%-$3.5K
ENVESTNET ASSET MANAGEMENT INC$544.6K25,6530.00%4q-2.4%-$13.6K
Dynamic Advisor Solutions LLC$532.3K25,0750.02%4qHELD
RED CRANE WEALTH MANAGEMENT, LLC$417.5K19,6640.31%4q-24.7%-$136.7K
Castle Rock Wealth Management, LLC$403.4K19,0190.08%4qHELD
SILVER OAK SECURITIES, INCORPORATED$401.8K18,9270.02%4q-51.6%-$427.6K
BIP Wealth, LLC$369.5K17,4050.01%3q-34.8%-$197.0K
CITADEL ADVISORS LLC$336.7K15,8590.00%newNEW
HBW ADVISORY SERVICES LLC$288.3K13,5820.03%4qHELD
Pinnacle Wealth Management Group, Inc.$268.1K12,6300.13%4qHELD
Gallagher Fiduciary Advisors, LLC$247.5K11,6590.01%4qHELD
Core Wealth Advisors, Inc.$232.2K10,9370.05%2qHELD
Cassady Wealth & Retirement Planning, LLC$227.0K10,6940.11%newNEW
Applied Capital LLC$211.5K9,9640.07%newNEW
MML INVESTORS SERVICES, LLC$211.5K9,9600.00%newNEW
EVOLUTION WEALTH MANAGEMENT INC.$154.5K7,2790.09%4qHELD
Physician Wealth Advisors, Inc.$91.2K4,2940.01%4qHELD
RED REEF ADVISORS LLC$89.3K4,2080.08%3q-26.3%-$31.8K
DHJJ Financial Advisors, Ltd.$77.3K3,6430.02%4qHELD
BARCLAYS PLC$62.3K2,9350.00%3q-54.4%-$74.3K
ROTHSCHILD INVESTMENT LLC$53.1K2,5000.00%3qHELD
LANARK FINANCIAL, INC.$46.3K2,1800.00%newNEW
Aptus Capital Advisors, LLC$37.2K1,7500.00%4qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17.2K8090.00%newNEW
Noble Wealth Management PBC$15.3K7200.01%3qHELD
GILPIN WEALTH MANAGEMENT, LLC$8.5K4000.01%3qHELD
CENTAURUS FINANCIAL, INC.$7.4K347,9950.29%newNEW
IFP Advisors, Inc$2.5K1200.00%4q-98.9%-$233.6K
Cambridge Investment Research Advisors, Inc.$78236,8580.00%4q-25.9%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202648$37.8M1,781,36494150.0%
Q1 202645$39.1M1,901,47545170.0%
Q4 202549$43.9M2,126,110811110.0%
Q3 202546$44.1M2,185,03246000.0%