INNOVATOR ETFS TRUST (DDTN)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
23
Reporting holders
$31.9M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $276.2K | 13,544 | 0.00% | 3q | -77.9%-$970.8K |
| 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 | $31.9M | 1,559,867 | 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% |