HolderBook

INNOVATOR ETFS TRUST (DDSQ)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

25
Reporting holders
$50.6M
Reported value
0.0%
Calls
0.0%
Puts
+9
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Grant Street Asset Management, Inc.$24.5M1,162,6764.01%2q+5.9%+$1.4M
Wealthcare Advisory Partners LLC$4.1M193,2640.08%2q+35.1%+$1.1M
CENTAURUS FINANCIAL, INC.$3.8M182,0570.15%2q+3481.0%+$3.7M
Cetera Investment Advisers$3.3M157,2740.00%2q+94.0%+$1.6M
Encompass More Asset Management$3.1M144,9120.44%2q+4.8%+$139.7K
MTM FINANCIAL GROUP, LLC$1.8M86,5330.78%newFIRST
SAGESPRING WEALTH PARTNERS, LLC$1.1M52,0990.02%2qHELD
Ballast Rock Private Wealth LLC$1.0M48,2220.47%2q+61.4%+$386.4K
SIGNATUREFD, LLC$1,000.0K47,4600.01%newNEW
Bullseye Investment Management, LLC$878.2K41,6820.43%newNEW
ENVESTNET ASSET MANAGEMENT INC$801.6K38,0440.00%newNEW
Tradition Wealth Management, LLC$743.8K35,3000.05%newNEW
Clear Creek Financial Management, LLC$710.8K33,7330.05%2q+0.9%+$6.1K
PRINCIPAL SECURITIES, INC.$617.4K29,3030.01%newNEW
AXXCESS WEALTH MANAGEMENT, LLC$583.1K27,6750.01%newNEW
Atria Investments, Inc$557.7K26,4710.01%newNEW
Advisory Services Network, LLC$557.7K26,4710.01%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$508.6K24,1380.00%2q+77.4%+$222.0K
SILVER OAK SECURITIES, INCORPORATED$354.8K16,8370.02%newNEW
Occidental Asset Management, LLC$259.6K12,3220.03%newNEW
Brookstone Capital Management$251.3K11,9250.00%newNEW
Capital Analysts, LLC$16.0K7810.00%2qHELD
UBS Group AG$10.8K5120.00%2q+184.4%+$7.0K
IFP Advisors, Inc$5.6K2650.00%2q+3.9%
AE Wealth Management LLC$1.6K750.00%newNEW

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 202625$50.6M2,400,031121000.0%
Q1 202616$35.0M1,756,35616000.0%