INNOVATOR ETFS TRUST (IBUF)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
37
Reporting holders
$69.4M
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 |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | $12.4M | 395,134 | 0.04% | 6q | +15.2%+$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $7.8M | 247,739 | 0.01% | 6q | +42.1%+$2.3M |
| D.B. Root & Company, LLC | $7.3M | 230,782 | 1.54% | 8q | +7.8%+$523.9K |
| RAYMOND JAMES FINANCIAL INC | $6.3M | 199,459 | 0.00% | 7q | -13.0%-$941.8K |
| OSAIC HOLDINGS, INC. | $6.1M | 192,800 | 0.01% | 6q | -13.1%-$913.0K |
| CreativeOne Wealth, LLC | $4.7M | 150,052 | 0.10% | 3q | +89.4%+$2.2M |
| Cetera Investment Advisers | $4.2M | 134,639 | 0.00% | 3q | +50.7%+$1.4M |
| Mutual Advisors, LLC | $3.7M | 118,211 | 0.07% | 5q | +1.3%+$46.1K |
| BLVD Private Wealth, LLC | $3.6M | 115,241 | 2.70% | 5q | +9.6%+$319.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.8M | 55,774 | 0.03% | 5q | -1.0%-$17.7K |
| BFI Wealth Solutions, LLC | $1.3M | 42,169 | 0.98% | new | NEW |
| Kestra Advisory Services, LLC | $1.0M | 32,611 | 0.00% | 3q | +9.7%+$90.8K |
| Pitti Group Wealth Management, LLC | $918.2K | 29,168 | 0.67% | 5q | +3.9%+$34.6K |
| HARBOUR INVESTMENTS, INC. | $760.0K | 24,142 | 0.01% | 8q | -1.3%-$10.1K |
| Bright Futures Wealth Management, LLC. | $750.3K | 23,835 | 0.48% | 4q | -0.7%-$5.6K |
| ARQ WEALTH ADVISORS, LLC | $619.7K | 19,605 | 0.08% | 6q | +10.5%+$58.6K |
| AE Wealth Management LLC | $575.6K | 18,284 | 0.00% | 5q | -1.6%-$9.3K |
| WEALTHGARDEN F.S. LLC | $522.8K | 16,609 | 0.30% | 5q | -1.2%-$6.6K |
| Ameritas Advisory Services, LLC | $472.2K | 15,000 | 0.01% | new | NEW |
| Disciplined Investments, LLC | $439.5K | 13,962 | 0.07% | 3q | +100.0%+$219.8K |
| Sugar Maple Asset Management, LLC | $381.5K | 12,120 | 0.25% | 5q | HELD |
| NewEdge Wealth, LLC | $368.9K | 11,718 | 0.00% | 2q | -0.6%-$2.3K |
| Belpointe Asset Management LLC | $334.2K | 10,617 | 0.01% | 3q | -10.7%-$39.9K |
| ENVESTNET ASSET MANAGEMENT INC | $326.9K | 10,385 | 0.00% | 3q | -44.5%-$262.6K |
| OneDigital Investment Advisors LLC | $314.8K | 10,000 | 0.00% | new | NEW |
| Summit Wealth Partners, LLC | $290.4K | 9,224 | 0.04% | 2q | +29.1%+$65.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $288.2K | 9,154 | 0.00% | new | NEW |
| Baker Avenue Asset Management, LP | $287.5K | 9,132 | 0.01% | 2q | -36.3%-$164.1K |
| LPL Financial LLC | $284.3K | 9,032 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $283.1K | 8,994 | 0.00% | 2q | -80.9%-$1.2M |
| RED CRANE WEALTH MANAGEMENT, LLC | $240.3K | 7,634 | 0.18% | new | NEW |
| Ausdal Financial Partners, Inc. | $227.1K | 7,215 | 0.01% | new | NEW |
| Alaska Wealth Advisors, LLC | $216.8K | 6,886 | 0.02% | 2q | HELD |
| Blue Trust, Inc. | $99.3K | 3,155 | 0.00% | 7q | -7.3%-$7.9K |
| Farther Finance Advisors, LLC | $62.2K | 1,975 | 0.00% | 6q | -78.5%-$227.2K |
| Caitlin John, LLC | $21.8K | 694 | 0.01% | 4q | -8.4%-$2.0K |
| IFP Advisors, Inc | $7.2K | 230 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $4.5K | 142,344 | 0.01% | 4q | +236.5%+$3.1K |
| CENTAURUS FINANCIAL, INC. | $1.8K | 56,847 | 0.07% | 6q | +1090.0%+$1.6K |
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 | 37 | $69.4M | 2,203,381 | 7 | 12 | 15 | 0.0% |
| Q1 2026 | 34 | $54.6M | 1,850,398 | 8 | 13 | 8 | 0.0% |
| Q4 2025 | 29 | $52.5M | 1,795,634 | 8 | 15 | 2 | 0.0% |
| Q3 2025 | 24 | $42.2M | 1,479,366 | 3 | 13 | 5 | 0.0% |
| Q2 2025 | 24 | $25.6M | 922,422 | 10 | 6 | 3 | 0.0% |
| Q1 2025 | 14 | $14.2M | 536,000 | 9 | 3 | 0 | 0.0% |
| Q4 2024 | 7 | $4.3M | 166,932 | 4 | 2 | 0 | 0.0% |
| Q3 2024 | 4 | $2.0M | 78,460 | 4 | 0 | 0 | 0.0% |