INNOVATOR ETFS TRUST (EALT)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
56
Reporting holders
$85.4M
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 |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | $12.3M | 343,157 | 0.09% | 6q | +16.5%+$1.7M |
| Brookstone Capital Management | $7.2M | 199,868 | 0.07% | 10q | -7.4%-$573.3K |
| Triad Wealth Partners, LLC | $7.0M | 193,349 | 0.41% | 6q | +82.9%+$3.2M |
| SMART Wealth LLC | $6.0M | 167,620 | 1.30% | 10q | -10.7%-$720.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 136,038 | 0.01% | 10q | -61.1%-$7.7M |
| RAYMOND JAMES FINANCIAL INC | $4.9M | 135,822 | 0.00% | 7q | +6.0%+$276.7K |
| OSAIC HOLDINGS, INC. | $4.2M | 115,813 | 0.00% | 11q | +7.9%+$304.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 86,922 | 0.00% | 10q | +27.4%+$669.5K |
| Farther Finance Advisors, LLC | $2.7M | 75,174 | 0.02% | 5q | -8.0%-$234.6K |
| Cetera Investment Advisers | $2.7M | 75,012 | 0.00% | 8q | +1.7%+$45.6K |
| Atria Investments, Inc | $2.6M | 71,413 | 0.03% | 4q | -1.2%-$30.9K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.0M | 56,387 | 0.10% | 5q | +61.3%+$768.7K |
| Encompass More Asset Management | $1.9M | 53,236 | 0.28% | 7q | +20.8%+$329.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 50,047 | 0.00% | 9q | -72.2%-$4.7M |
| Ameritas Advisory Services, LLC | $1.8M | 49,378 | 0.04% | 10q | +5.0%+$84.2K |
| Brookwood Investment Group LLC | $1.4M | 38,350 | 0.15% | 6q | +3.3%+$44.4K |
| RFG Advisory, LLC | $1.1M | 32,027 | 0.02% | 6q | -2.9%-$34.9K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $1.1M | 31,905 | 0.36% | 5q | HELD |
| Visionary Wealth Advisors | $1.1M | 30,736 | 0.04% | 6q | -20.1%-$277.3K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.1M | 29,609 | 0.83% | 3q | +15.2%+$140.1K |
| Simplicity Wealth,LLC | $953.9K | 26,600 | 0.03% | new | NEW |
| MORGAN STANLEY | $926.1K | 25,825 | 0.00% | new | NEW |
| IHT Wealth Management, LLC | $845.9K | 23,588 | 0.02% | 4q | -60.0%-$1.3M |
| Concurrent Investment Advisors, LLC | $807.5K | 22,517 | 0.01% | 4q | +28.8%+$180.5K |
| PRINCIPAL SECURITIES, INC. | $748.9K | 20,885 | 0.01% | new | NEW |
| SMITH, MOORE & CO. | $715.7K | 19,959 | 0.05% | 9q | -1.3%-$9.4K |
| Advyzon Investment Management, LLC | $657.2K | 18,328 | 0.05% | 5q | +21.0%+$114.0K |
| BENJAMIN EDWARDS INC | $643.3K | 17,939 | 0.01% | 5q | -4.7%-$31.6K |
| Foundations Investment Advisors, LLC | $597.6K | 16,665 | 0.01% | 2q | +132.0%+$340.0K |
| Stirlingshire Investments, Inc. | $586.8K | 16,364 | 0.44% | 3q | +20.9%+$101.5K |
| Sequent Planning LLC | $576.5K | 16,075 | 0.12% | 4q | +2.2%+$12.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $520.1K | 14,503 | 0.01% | 2q | -10.6%-$61.5K |
| Advisory Services Network, LLC | $499.0K | 13,915 | 0.01% | 2q | +333.6%+$383.9K |
| SAGESPRING WEALTH PARTNERS, LLC | $416.5K | 11,614 | 0.01% | 6q | HELD |
| Inspire Advisors, LLC | $415.7K | 11,591 | 0.03% | 2q | +19.6%+$68.2K |
| First Heartland Consultants, Inc. | $399.4K | 11,138 | 0.03% | 7q | +41.3%+$116.7K |
| Financial Network Wealth Advisors LLC | $383.5K | 10,693 | 0.39% | 6q | HELD |
| Hiley Hunt Wealth Management | $342.1K | 9,540 | 0.14% | 3q | -22.4%-$98.7K |
| JANE STREET GROUP, LLC | $335.1K | 9,344 | 0.00% | 2q | -30.7%-$148.4K |
| CRUX WEALTH ADVISORS | $328.8K | 9,169 | 0.11% | 2q | +27.5%+$70.8K |
| Ausdal Financial Partners, Inc. | $322.1K | 8,983 | 0.01% | 4q | +3.3%+$10.1K |
| Kestra Advisory Services, LLC | $303.2K | 8,455 | 0.00% | 10q | HELD |
| Vantage Point Financial LLC | $298.0K | 8,309 | 0.09% | 3q | +9.9%+$26.9K |
| Claro Advisors Inc. | $267.9K | 7,470 | 0.03% | 4q | -6.7%-$19.4K |
| Pinnacle Wealth Planning Services, Inc. | $248.8K | 6,938 | 0.02% | 7q | -10.2%-$28.1K |
| Arkadios Wealth Advisors | $244.0K | 6,805 | 0.00% | new | NEW |
| AE Wealth Management LLC | $229.5K | 6,400 | 0.00% | 6q | +5.4%+$11.7K |
| Sanctuary Advisors, LLC | $227.4K | 6,340 | 0.00% | 5q | -22.5%-$66.1K |
| First Commonwealth Financial Corp /PA/ | $223.3K | 6,228 | 0.03% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $204.8K | 5,712 | 0.00% | 5q | -22.6%-$59.7K |
| IFP Advisors, Inc | $193.6K | 5,398 | 0.00% | 5q | -2.1%-$4.1K |
| Steward Partners Investment Advisory, LLC | $109.3K | 3,048 | 0.00% | 9q | -51.3%-$115.1K |
| Capital Investment Advisory Services, LLC | $21.0K | 585 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $16.7K | 467 | 0.00% | 3q | HELD |
| Triumph Capital Management | $14.3K | 400 | 0.00% | 3q | HELD |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $12.6K | 350 | 0.00% | 9q | -60.8%-$19.4K |
| Cambridge Investment Research Advisors, Inc. | $3.9K | 107,342 | 0.00% | 5q | +163.1%+$2.4K |
| CENTAURUS FINANCIAL, INC. | $106 | 2,952 | 0.00% | new | NEW |
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 | 56 | $85.4M | 2,380,003 | 5 | 23 | 21 | 0.0% |
| Q1 2026 | 59 | $108.0M | 3,215,922 | 7 | 25 | 20 | 0.0% |
| Q4 2025 | 54 | $91.7M | 2,594,051 | 6 | 26 | 12 | 0.0% |
| Q3 2025 | 49 | $95.3M | 2,852,666 | 10 | 24 | 8 | 0.0% |
| Q2 2025 | 45 | $81.5M | 2,547,511 | 12 | 13 | 16 | 0.0% |
| Q1 2025 | 44 | $86.1M | 2,798,907 | 17 | 16 | 6 | 0.0% |
| Q4 2024 | 28 | $61.3M | 1,901,980 | 8 | 11 | 3 | 0.0% |
| Q3 2024 | 24 | $70.1M | 2,182,801 | 7 | 12 | 3 | 0.0% |
| Q2 2024 | 18 | $41.7M | 1,389,030 | 9 | 6 | 3 | 0.0% |
| Q1 2024 | 10 | $27.3M | 944,081 | 6 | 2 | 1 | 0.0% |
| Q4 2023 | 5 | $13.2M | 483,675 | 5 | 0 | 0 | 0.0% |