HolderBook

INNOVATOR ETFS TRUST (DDFS)

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

41
Reporting holders
$28.3M
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

FilerValueShares Their book Held Change
OSAIC HOLDINGS, INC.$6.0M271,6840.01%4q-3.2%-$196.1K
COMMONWEALTH EQUITY SERVICES, LLC$2.9M134,0380.00%4q-28.5%-$1.2M
Welch Financial Planning, LLC$2.0M89,5861.15%3q-45.1%-$1.6M
ROTHSCHILD INVESTMENT LLC$1.3M57,8650.05%4qHELD
Cetera Investment Advisers$1.2M55,9860.00%4q-7.5%-$99.6K
INDEPENDENT FINANCIAL GROUP, LLC$1.2M54,1680.02%4q-21.6%-$328.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M52,6100.00%4q-50.2%-$1.2M
Composition Wealth, LLC$1.1M50,7810.01%4qHELD
KINGSWOOD WEALTH ADVISORS, LLC$893.7K40,6790.04%4q-1.2%-$10.5K
Clearstead Advisors, LLC$846.3K38,5200.01%4qHELD
HARBOUR INVESTMENTS, INC.$710.1K32,3220.01%4qHELD
Visionary Wealth Advisors$682.9K31,0830.03%4q-0.9%-$6.1K
Summit Financial, LLC$674.9K30,7200.01%newNEW
Brookstone Capital Management$635.5K28,9250.01%4qHELD
ENVESTNET ASSET MANAGEMENT INC$627.7K28,5690.00%4qHELD
Physician Wealth Advisors, Inc.$627.3K28,5540.07%4qHELD
Blue Sky Capital Consultants Group, Inc.$583.7K26,5670.25%4qHELD
Dynamic Advisor Solutions LLC$536.7K24,4300.02%4qHELD
AE Wealth Management LLC$536.1K24,4010.00%4q+253.6%+$384.5K
Foundations Investment Advisors, LLC$519.9K23,6620.01%3q-3.6%-$19.7K
Pallas Capital Advisors LLC$423.3K19,2650.01%4qHELD
UBS Group AG$293.7K13,3700.00%3q+92.7%+$141.3K
Beacon Financial Advisory LLC$287.1K13,0670.06%4qHELD
AssuredPartners Investment Advisors, LLC$273.2K12,4370.03%3q-13.8%-$43.6K
Aptus Capital Advisors, LLC$257.8K11,7350.00%4qHELD
GUARDIAN WEALTH ADVISORS, LLC / NC$257.8K11,7350.01%4qHELD
RPS ADVISORY SOLUTIONS LLC$256.9K11,6950.17%4q+2.1%+$5.4K
NewEdge Advisors, LLC$229.7K10,4560.00%4qHELD
Caliber Wealth Management, LLC / KS$214.3K9,7560.02%4qHELD
Southland Equity Partners LLC$212.5K9,6710.04%4qHELD
CRA Financial Services, LLC$208.7K9,5000.02%3qHELD
First Heartland Consultants, Inc.$206.7K9,4070.01%4q-2.4%-$5.0K
Archer Investment Corp$178.1K8,1060.02%4q+100.0%+$89.0K
DHJJ Financial Advisors, Ltd.$110.9K5,0480.03%4qHELD
IFP Advisors, Inc$55.1K2,5070.00%4qHELD
EVOLUTION WEALTH MANAGEMENT INC.$53.2K2,4230.03%4qHELD
Noble Wealth Management PBC$33.0K1,5000.01%3qHELD
BARCLAYS PLC$25.4K1,1580.00%3q-18.5%-$5.8K
Farther Finance Advisors, LLC$10.6K4820.00%3qHELD
Weaver Capital Management LLC$9.3K4420.00%4qHELD
GILPIN WEALTH MANAGEMENT, LLC$8.8K4000.01%3qHELD
CENTAURUS FINANCIAL, INC.$63829,0610.02%4qHELD
HRT FINANCIAL LP$51923,6490.00%newNEW
Capital Analysts, LLC$2019,1740.00%4qHELD

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 202641$28.3M1,289,31014120.0%
Q1 202642$31.3M1,482,5141990.0%
Q4 202546$35.8M1,689,478101130.0%
Q3 202536$22.7M1,085,67236000.0%