INNOVATOR ETFS TRUST (DDFO)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
56
Reporting holders
$79.9M
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 |
|---|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | $11.0M | 489,751 | 2.76% | 3q | HELD |
| SageView Advisory Group, LLC | $10.9M | 482,639 | 0.36% | 3q | -3.8%-$433.7K |
| Creative Planning | $10.9M | 482,639 | 0.01% | 2q | -3.8%-$433.7K |
| Weaver Capital Management LLC | $10.1M | 471,002 | 2.23% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 273,383 | 0.01% | 3q | -14.2%-$1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 112,082 | 0.00% | 2q | +940.5%+$2.3M |
| Southland Equity Partners LLC | $1.9M | 83,962 | 0.33% | 3q | HELD |
| AE Wealth Management LLC | $1.5M | 65,308 | 0.01% | 2q | +510.6%+$1.2M |
| Cetera Investment Advisers | $1.5M | 65,040 | 0.00% | 3q | -2.0%-$29.3K |
| HARBOUR INVESTMENTS, INC. | $1.3M | 59,849 | 0.02% | 3q | -4.5%-$63.3K |
| Kingsview Wealth Management, LLC | $1.2M | 54,288 | 0.01% | 3q | +18.9%+$194.1K |
| Archer Investment Corp | $1.2M | 53,506 | 0.12% | 3q | -57.8%-$1.6M |
| OSAIC HOLDINGS, INC. | $1.1M | 46,811 | 0.00% | 2q | HELD |
| Castle Rock Wealth Management, LLC | $1.0M | 45,848 | 0.20% | 3q | HELD |
| Modern Wealth Management, LLC | $1.0M | 45,672 | 0.01% | 2q | +12.1%+$111.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $906.3K | 40,264 | 0.02% | 3q | -9.1%-$90.2K |
| Summit Financial, LLC | $839.4K | 37,288 | 0.01% | new | NEW |
| World Investment Advisors | $824.1K | 38,415 | 0.01% | 3q | HELD |
| Welch Financial Planning, LLC | $735.9K | 32,693 | 0.43% | 3q | +1.6%+$11.7K |
| Farther Finance Advisors, LLC | $715.7K | 31,795 | 0.01% | 3q | -2.3%-$17.2K |
| Cornerstone Wealth Group, LLC | $684.9K | 30,425 | 0.04% | 3q | HELD |
| Atria Investments, Inc | $669.8K | 29,757 | 0.01% | 3q | -16.7%-$134.7K |
| WORLD EQUITY GROUP, INC. | $669.8K | 29,757 | 0.15% | 3q | -16.7%-$134.7K |
| IFP Advisors, Inc | $654.6K | 29,079 | 0.01% | 3q | -10.8%-$79.1K |
| CALTON & ASSOCIATES, INC. | $551.9K | 24,517 | 0.08% | 3q | +4.3%+$22.5K |
| Brookstone Capital Management | $540.9K | 24,030 | 0.01% | 3q | +104.8%+$276.8K |
| OLD MISSION CAPITAL LLC | $534.8K | 23,758 | 0.01% | new | NEW |
| Financial Solutions Advisory Group, Inc. | $525.3K | 23,291 | 0.07% | new | FIRST |
| DHJJ Financial Advisors, Ltd. | $521.7K | 23,177 | 0.15% | 3q | HELD |
| HighTower Advisors, LLC | $519.8K | 23,092 | 0.00% | 3q | HELD |
| Merit Financial Group, LLC | $485.0K | 21,548 | 0.00% | 3q | +100.0%+$242.5K |
| Keystone Wealth Services, LLC | $464.8K | 20,649 | 0.09% | 2q | HELD |
| Grantvest Financial Group LLC | $456.6K | 20,283 | 0.26% | 3q | HELD |
| Foundations Investment Advisors, LLC | $438.7K | 19,487 | 0.00% | 3q | HELD |
| Caliber Wealth Management, LLC / KS | $413.1K | 18,354 | 0.04% | 3q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $378.3K | 16,807 | 0.04% | 3q | -12.2%-$52.6K |
| Sigma Planning Corp | $374.8K | 16,652 | 0.01% | 3q | -52.8%-$418.6K |
| Allworth Financial LP | $356.6K | 15,842 | 0.00% | 3q | HELD |
| CITADEL ADVISORS LLC | $345.8K | 15,364 | 0.00% | 2q | -53.3%-$395.2K |
| Cassady Wealth & Retirement Planning, LLC | $333.3K | 14,806 | 0.15% | 2q | +13.6%+$39.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | $310.1K | 13,777 | 0.01% | 3q | -1.7%-$5.3K |
| NewEdge Advisors, LLC | $301.3K | 13,385 | 0.00% | 3q | HELD |
| INTEGRITY ALLIANCE, LLC. | $298.0K | 13,237 | 0.01% | 3q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $292.5K | 12,995 | 0.02% | 2q | HELD |
| Pitti Group Wealth Management, LLC | $251.0K | 11,150 | 0.18% | 3q | HELD |
| Koshinski Asset Management, Inc. | $239.6K | 10,646 | 0.01% | 3q | HELD |
| Pallas Capital Advisors LLC | $211.4K | 9,390 | 0.01% | 3q | HELD |
| Pinnacle Wealth Management Group, Inc. | $209.8K | 9,320 | 0.10% | new | NEW |
| Capital Investment Advisors, LLC | $200.8K | 8,922 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $158.7K | 7,050 | 0.01% | 3q | HELD |
| BARCLAYS PLC | $91.5K | 4,065 | 0.00% | 2q | +632.4%+$79.0K |
| Aptus Capital Advisors, LLC | $73.2K | 3,250 | 0.00% | 3q | HELD |
| UBS Group AG | $21.7K | 965 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $15.2K | 675 | 0.01% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $9.0K | 400 | 0.01% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $4.5K | 200 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 119,830 | 0.00% | 3q | +64.0%+$1.1K |
| CENTAURUS FINANCIAL, INC. | $1.1K | 49,532 | 0.04% | 3q | HELD |
| HRT FINANCIAL LP | $472 | 20,997 | 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 | 56 | $79.9M | 3,572,337 | 5 | 10 | 15 | 0.0% |
| Q1 2026 | 54 | $75.4M | 3,514,709 | 14 | 6 | 11 | 0.0% |
| Q4 2025 | 48 | $115.0M | 5,320,131 | 46 | 0 | 0 | 0.0% |