INNOVATOR ETFS TRUST (DDTN)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
23
Reporting holders
$32.1M
Reported value
0.0%
Calls
0.0%
Puts
+3
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Goldenstone Wealth Management LLC | $15.0M | 735,350 | 9.81% | 3q | -3.3%-$517.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.9M | 337,885 | 0.01% | 3q | +2.0%+$138.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 113,381 | 0.00% | 2q | +359.4%+$1.8M |
| AE Wealth Management LLC | $1.7M | 81,436 | 0.01% | 2q | +526.4%+$1.4M |
| Southland Equity Partners LLC | $1.2M | 59,271 | 0.21% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 57,765 | 0.00% | 3q | -0.7%-$8.1K |
| ENVESTNET ASSET MANAGEMENT INC | $552.4K | 27,088 | 0.00% | 3q | -55.7%-$694.6K |
| OLD MISSION CAPITAL LLC | $437.6K | 21,462 | 0.01% | new | NEW |
| Merit Financial Group, LLC | $418.0K | 20,500 | 0.00% | 3q | +100.0%+$209.0K |
| JPMORGAN CHASE & CO | $404.0K | 19,900 | 0.00% | new | NEW |
| Occidental Asset Management, LLC | $320.1K | 15,700 | 0.03% | 2q | +8.7%+$25.5K |
| IFP Advisors, Inc | $312.9K | 15,345 | 0.01% | 3q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $309.8K | 15,195 | 0.01% | 3q | HELD |
| Brookstone Capital Management | $286.3K | 14,041 | 0.00% | 3q | -36.8%-$166.9K |
| TRUIST FINANCIAL CORP | $270.3K | 13,256 | 0.00% | 3q | -78.3%-$976.7K |
| OSAIC HOLDINGS, INC. | $114.2K | 5,600 | 0.00% | 2q | -30.9%-$51.0K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $93.8K | 4,600 | 0.01% | 3q | HELD |
| UBS Group AG | $78.5K | 3,849 | 0.00% | 3q | +805.6%+$69.8K |
| Steward Partners Investment Advisory, LLC | $64.9K | 3,185 | 0.00% | 3q | HELD |
| Archer Investment Corp | $64.3K | 3,152 | 0.01% | 3q | +100.0%+$32.1K |
| DHJJ Financial Advisors, Ltd. | $51.5K | 2,525 | 0.01% | 3q | HELD |
| BARCLAYS PLC | $46.6K | 2,286 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $13.0K | 639 | 0.00% | 3q | HELD |
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 | 23 | $32.1M | 1,573,411 | 3 | 7 | 6 | 0.0% |
| Q1 2026 | 20 | $27.5M | 1,467,788 | 4 | 2 | 4 | 0.0% |
| Q4 2025 | 20 | $32.3M | 1,682,987 | 19 | 0 | 0 | 0.0% |