INNOVATOR ETFS TRUST (IAUG)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
42
Reporting holders
$22.0M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 117,330 | 0.00% | 8q | -3.3%-$120.1K |
| CORRADO ADVISORS, LLC | $2.0M | 67,588 | 0.94% | 8q | -1.7%-$35.8K |
| Americana Partners, LLC | $1.7M | 56,711 | 0.04% | 6q | -35.7%-$950.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 52,515 | 0.03% | 4q | HELD |
| GILL CAPITAL PARTNERS, LLC | $1.3M | 41,694 | 0.33% | 4q | -6.1%-$81.0K |
| Creative Planning | $786.8K | 26,079 | 0.00% | 2q | +18.7%+$123.8K |
| Focus Partners Wealth | $735.7K | 24,383 | 0.00% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $730.0K | 24,196 | 0.01% | 2q | -11.5%-$95.0K |
| RED CRANE WEALTH MANAGEMENT, LLC | $616.6K | 20,438 | 0.45% | 2q | +59.3%+$229.6K |
| Sigma Planning Corp | $596.8K | 19,779 | 0.02% | 5q | HELD |
| Kestra Advisory Services, LLC | $563.5K | 18,677 | 0.00% | 8q | -45.3%-$466.1K |
| WEALTH ALLIANCE, LLC | $552.0K | 18,296 | 0.05% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $548.7K | 18,186 | 0.00% | 8q | -1.5%-$8.3K |
| JPMORGAN CHASE & CO | $517.8K | 17,208 | 0.00% | 2q | -1.1%-$5.8K |
| NewCorp Financial Services, Inc. | $420.2K | 13,926 | 0.32% | 3q | -0.7%-$3.1K |
| FIDUCIARY FINANCIAL GROUP, LLC | $392.4K | 13,006 | 0.04% | 7q | HELD |
| JANE STREET GROUP, LLC | $391.9K | 12,988 | 0.00% | 2q | -0.9%-$3.5K |
| Allworth Financial LP | $375.8K | 12,457 | 0.00% | 4q | -98.4%-$23.7M |
| Opus Financial Solutions LLC | $371.6K | 12,315 | 0.30% | 3q | -41.8%-$266.7K |
| Berger Financial Group, Inc | $343.4K | 11,381 | 0.02% | 8q | -33.5%-$173.2K |
| OSAIC HOLDINGS, INC. | $330.0K | 10,939 | 0.00% | 8q | +9.4%+$28.4K |
| Cetera Investment Advisers | $328.9K | 10,900 | 0.00% | 4q | -30.6%-$145.3K |
| LPL Financial LLC | $323.2K | 10,712 | 0.00% | new | NEW |
| Diligent Investors, LLC | $313.8K | 10,400 | 0.07% | 4q | HELD |
| First Commonwealth Financial Corp /PA/ | $304.9K | 10,106 | 0.04% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $299.4K | 9,925 | 0.00% | 2q | -81.1%-$1.3M |
| Faithward Advisors, LLC | $298.4K | 9,891 | 0.04% | 4q | HELD |
| HighTower Advisors, LLC | $292.6K | 9,698 | 0.00% | 4q | -93.7%-$4.3M |
| ROYAL BANK OF CANADA | $264.0K | 8,737 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $246.0K | 8,154 | 0.00% | 8q | HELD |
| PFG Advisors | $234.0K | 7,757 | 0.01% | 4q | HELD |
| DHJJ Financial Advisors, Ltd. | $187.8K | 6,225 | 0.05% | 8q | HELD |
| PFS Partners, LLC | $185.9K | 6,162 | 0.08% | 8q | HELD |
| Atlantic Private Wealth, LLC | $105.6K | 3,500 | 0.06% | 4q | -73.8%-$297.7K |
| LANARK FINANCIAL, INC. | $73.2K | 2,426 | 0.00% | 4q | HELD |
| JDM Financial Group LLC | $33.3K | 1,105 | 0.01% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $15.1K | 500 | 0.00% | 7q | HELD |
| UBS Group AG | $13.3K | 442 | 0.00% | 3q | -61.3%-$21.2K |
| HARBOUR INVESTMENTS, INC. | $9.3K | 308 | 0.00% | 8q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.4K | 278 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $6.8K | 224 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $3.0K | 98 | 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 | 42 | $22.0M | 727,640 | 4 | 3 | 18 | 0.0% |
| Q1 2026 | 41 | $52.9M | 1,845,246 | 6 | 3 | 12 | 0.0% |
| Q4 2025 | 39 | $52.1M | 1,830,750 | 5 | 5 | 9 | 0.0% |
| Q3 2025 | 39 | $45.2M | 1,621,393 | 24 | 10 | 2 | 0.0% |
| Q2 2025 | 17 | $7.2M | 260,220 | 2 | 3 | 4 | 0.0% |
| Q1 2025 | 17 | $6.7M | 265,255 | 2 | 2 | 4 | 0.0% |
| Q4 2024 | 19 | $5.2M | 214,436 | 6 | 6 | 3 | 0.0% |
| Q3 2024 | 17 | $6.4M | 249,721 | 17 | 0 | 0 | 0.0% |