HolderBook

INNOVATOR ETFS TRUST (DDTO)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

21
Reporting holders
$10.4M
Reported value
0.0%
Calls
0.0%
Puts
+0
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$2.8M120,0430.00%3q-0.9%-$26.1K
Southland Equity Partners LLC$2.3M99,8110.40%3qHELD
Pitti Group Wealth Management, LLC$1.2M53,0330.89%3q+3.9%+$46.0K
Cambridge Investment Research Advisors, Inc.$754.0K32,8900.00%3q+100.0%+$377.0K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$544.3K23,7290.00%newNEW
CRA Financial Services, LLC$515.6K22,4740.06%3q-1.7%-$9.2K
OLD MISSION CAPITAL LLC$489.5K21,3370.01%newNEW
Blue Sky Capital Consultants Group, Inc.$361.0K15,7370.15%3qHELD
Dynamic Advisor Solutions LLC$320.1K13,9550.01%3qHELD
Ashton Thomas Private Wealth, LLC$220.3K9,6030.00%2q-57.8%-$301.7K
INDEPENDENT FINANCIAL GROUP, LLC$217.9K9,5000.00%3qHELD
HighTower Advisors, LLC$216.6K9,4400.00%3qHELD
Physician Wealth Advisors, Inc.$131.3K5,7230.02%3qHELD
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$107.8K4,7000.02%3qHELD
IFP Advisors, Inc$107.8K4,6980.00%3qHELD
Steward Partners Investment Advisory, LLC$59.4K2,5890.00%3qHELD
JPMORGAN CHASE & CO$39.6K1,7330.00%newNEW
UBS Group AG$35.9K1,5660.00%2q+690.9%+$31.4K
OSAIC HOLDINGS, INC.$29.8K1,3000.00%2q+173.7%+$18.9K
BARCLAYS PLC$13.0K5660.00%2q+32.9%+$3.2K
DHJJ Financial Advisors, Ltd.$459200.00%3qHELD

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 202621$10.4M454,4473530.0%
Q1 202621$9.2M433,0276460.0%
Q4 202521$16.4M758,70621000.0%