INNOVATOR ETFS TRUST (EOCT)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
66
Reporting holders
$74.3M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| Broussard Financial Group LLC | $9.7M | 283,551 | 7.76% | 3q | -6.5%-$676.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 282,048 | 0.01% | 16q | -29.6%-$4.0M |
| Global Strategic Investment Solutions, LLC | $5.6M | 163,980 | 0.50% | 16q | -2.4%-$139.1K |
| MBL Wealth, LLC | $5.0M | 147,234 | 0.34% | 5q | -1.0%-$51.4K |
| SageView Advisory Group, LLC | $4.1M | 120,129 | 0.13% | 7q | -4.5%-$194.3K |
| Creative Planning | $4.1M | 120,129 | 0.00% | 2q | -4.5%-$194.3K |
| Kestra Advisory Services, LLC | $3.5M | 102,899 | 0.01% | 11q | -12.6%-$506.8K |
| CORRADO ADVISORS, LLC | $3.3M | 97,093 | 1.53% | 11q | -1.8%-$60.3K |
| Cetera Investment Advisers | $2.1M | 61,900 | 0.00% | 10q | -2.0%-$43.1K |
| PFG Advisors | $2.0M | 59,761 | 0.10% | 6q | HELD |
| Cornerstone Wealth, LLC/TN | $2.0M | 59,300 | 1.02% | 2q | HELD |
| PRINCIPAL SECURITIES, INC. | $1.9M | 56,422 | 0.02% | 7q | HELD |
| Berger Financial Group, Inc | $1.7M | 48,418 | 0.08% | 7q | -0.7%-$11.9K |
| Liberty Atlantic Advisors LLC | $1.6M | 47,628 | 1.17% | 3q | -1.3%-$21.2K |
| BFI Wealth Solutions, LLC | $1.5M | 42,587 | 1.08% | 3q | +23.7%+$279.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 36,061 | 0.00% | 15q | -6.6%-$87.5K |
| WPWealth LLP | $920.5K | 26,952 | 0.14% | 15q | HELD |
| OSAIC HOLDINGS, INC. | $918.0K | 26,876 | 0.00% | 19q | HELD |
| NorthCrest Asset Manangement, LLC | $913.0K | 26,761 | 0.02% | 4q | -2.2%-$20.7K |
| RAYMOND JAMES FINANCIAL INC | $830.6K | 24,318 | 0.00% | 7q | -8.1%-$73.4K |
| MML INVESTORS SERVICES, LLC | $757.8K | 22,187 | 0.00% | 3q | -5.4%-$43.0K |
| OLD MISSION CAPITAL LLC | $724.9K | 21,223 | 0.01% | 2q | +23.3%+$136.8K |
| SECURED RETIREMENT ADVISORS, LLC | $717.4K | 21,003 | 0.37% | 7q | +0.7%+$5.2K |
| HighTower Advisors, LLC | $671.6K | 19,664 | 0.00% | 11q | -86.3%-$4.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $619.3K | 18,132 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $606.4K | 17,755 | 0.02% | 3q | -0.6%-$4.0K |
| FOUNDERS FINANCIAL SECURITIES LLC | $586.0K | 17,158 | 0.03% | 5q | +12.2%+$63.9K |
| Arlington Capital Management, Inc. | $557.0K | 16,308 | 0.35% | 2q | +49.7%+$184.8K |
| IFP Advisors, Inc | $452.7K | 13,255 | 0.01% | 12q | -11.4%-$58.1K |
| Compass Advisory Group LLC | $440.6K | 12,900 | 0.10% | 17q | -21.3%-$119.5K |
| World Investment Advisors | $432.6K | 12,694 | 0.01% | 3q | -5.2%-$23.8K |
| LPL Financial LLC | $417.3K | 12,219 | 0.00% | 3q | +20.2%+$70.2K |
| Tradition Wealth Management, LLC | $402.3K | 11,779 | 0.02% | 19q | -10.2%-$45.5K |
| CAPTRUST FINANCIAL ADVISORS | $398.2K | 11,658 | 0.00% | 3q | HELD |
| Opus Financial Solutions LLC | $308.6K | 9,034 | 0.25% | 3q | -18.5%-$70.2K |
| TRUIST FINANCIAL CORP | $280.6K | 8,215 | 0.00% | 2q | HELD |
| First Commonwealth Financial Corp /PA/ | $271.9K | 7,961 | 0.04% | new | NEW |
| CITADEL ADVISORS LLC | $260.7K | 7,632 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $251.8K | 7,372 | 0.00% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $243.1K | 7,119 | 0.00% | 7q | HELD |
| William Mack & Associates, Inc. | $234.5K | 6,867 | 0.08% | new | NEW |
| WINNACLE WEALTH LLC | $225.9K | 6,613 | 0.15% | 4q | -2.6%-$6.0K |
| WEALTHGARDEN F.S. LLC | $224.1K | 6,561 | 0.13% | 4q | HELD |
| Long Island Wealth Management, Inc. | $213.5K | 6,250 | 0.09% | new | NEW |
| Diligent Investors, LLC | $211.8K | 6,200 | 0.05% | new | NEW |
| Wealthspire Retirement, LLC | $205.8K | 6,026 | 0.01% | 5q | -7.5%-$16.7K |
| Noble Wealth Management PBC | $184.4K | 5,400 | 0.08% | 5q | -27.5%-$70.0K |
| Farther Finance Advisors, LLC | $122.1K | 3,575 | 0.00% | 6q | -29.3%-$50.5K |
| Allworth Financial LP | $117.0K | 3,427 | 0.00% | 3q | -98.5%-$8.0M |
| AdvisorNet Financial, Inc | $91.5K | 2,680 | 0.00% | 16q | HELD |
| CoreCap Advisors, LLC | $73.8K | 2,161 | 0.00% | 10q | HELD |
| Atlantic Private Wealth, LLC | $68.3K | 2,000 | 0.04% | new | NEW |
| Regatta Research & Money Management | $59.1K | 1,729 | 0.06% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $45.9K | 28,034 | 0.00% | 4q | -2.1% |
| Whipplewood Advisors, LLC | $44.4K | 1,301 | 0.03% | 7q | -14.7%-$7.7K |
| Financial Network Wealth Advisors LLC | $32.7K | 958 | 0.03% | 3q | HELD |
| Cape Investment Advisory, Inc. | $27.3K | 800 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $27.3K | 800 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $24.1K | 706 | 0.01% | 12q | HELD |
| GILL CAPITAL PARTNERS, LLC | $19.5K | 570 | 0.01% | 2q | HELD |
| PlanVest Financial, Inc | $19.4K | 567 | 0.01% | 2q | -0.5% |
| HARBOUR INVESTMENTS, INC. | $15.0K | 439 | 0.00% | 8q | -98.9%-$1.4M |
| AE Wealth Management LLC | $13.9K | 408 | 0.00% | 4q | -34.0%-$7.2K |
| IFG Advisory, LLC | $10.2K | 300 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.6K | 282 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6K | 222 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $3.7K | 107 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $496 | 14,496 | 0.00% | 3q | +100.0% |
| HRT FINANCIAL LP | $201 | 5,899 | 0.00% | new | NEW |
| Capital Analysts, LLC | $98 | 2,861 | 0.00% | 16q | 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 | 66 | $74.3M | 2,176,264 | 10 | 6 | 31 | 0.0% |
| Q1 2026 | 61 | $87.9M | 2,724,901 | 9 | 14 | 20 | 0.0% |
| Q4 2025 | 60 | $86.3M | 2,724,412 | 15 | 21 | 9 | 0.0% |
| Q3 2025 | 41 | $35.3M | 1,136,565 | 8 | 8 | 14 | 0.0% |
| Q2 2025 | 38 | $34.5M | 1,220,247 | 6 | 12 | 9 | 0.0% |
| Q1 2025 | 42 | $39.9M | 1,495,398 | 10 | 11 | 9 | 0.0% |
| Q4 2024 | 34 | $33.4M | 1,286,690 | 11 | 12 | 5 | 0.0% |
| Q3 2024 | 24 | $14.9M | 552,727 | 3 | 6 | 10 | 0.0% |
| Q2 2024 | 24 | $15.3M | 613,522 | 2 | 3 | 8 | 0.0% |
| Q1 2024 | 23 | $14.7M | 611,828 | 2 | 2 | 12 | 0.0% |
| Q4 2023 | 26 | $25.1M | 1,062,516 | 10 | 7 | 5 | 0.0% |
| Q3 2023 | 17 | $12.7M | 567,278 | 3 | 5 | 6 | 0.0% |
| Q2 2023 | 18 | $14.5M | 617,352 | 1 | 2 | 7 | 0.0% |
| Q1 2023 | 18 | $11.6M | 501,909 | 4 | 2 | 6 | 0.0% |
| Q4 2022 | 19 | $13.5M | 606,253 | 9 | 7 | 1 | 0.0% |
| Q3 2022 | 14 | $6.2M | 297,248 | 5 | 3 | 3 | 0.0% |
| Q2 2022 | 14 | $3.7M | 158,876 | 6 | 2 | 3 | 0.0% |
| Q1 2022 | 9 | $2.2M | 92,263 | 1 | 1 | 2 | 0.0% |
| Q4 2021 | 9 | $3.4M | 134,371 | 8 | 0 | 0 | 0.0% |