HolderBook

INNOVATOR ETFS TRUST (DDTM)

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

12
Reporting holders
$2.9M
Reported value
0.0%
Calls
0.0%
Puts
-1
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
COMMONWEALTH EQUITY SERVICES, LLC$803.3K40,0740.00%2q+0.7%+$5.5K
Kestra Advisory Services, LLC$437.6K21,8270.00%2q+1.9%+$8.1K
Cambridge Investment Research Advisors, Inc.$404.0K20,2000.00%newNEW
Brookstone Capital Management$337.5K16,8350.00%2q-10.5%-$39.5K
Southland Equity Partners LLC$327.7K16,3450.06%2q-9.7%-$35.0K
Visionary Wealth Advisors$265.1K13,2260.01%2qHELD
BARCLAYS PLC$168.6K8,4120.00%newNEW
Capital Analysts, LLC$53.0K2,6410.00%2qHELD
Physician Wealth Advisors, Inc.$41.7K2,0790.00%2q-1.0%
HARBOUR INVESTMENTS, INC.$31.9K1,5910.00%2q+6.7%+$2.0K
DHJJ Financial Advisors, Ltd.$10.5K5240.00%2qHELD
IFP Advisors, Inc$501250.00%2qHELD

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 202612$2.9M143,7792330.0%
Q1 202613$3.0M160,67013000.0%