HolderBook

INNOVATOR ETFS TRUST (IDEC)

Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.

47
Reporting holders
$26.6M
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

FilerValueShares Their book Held Change
CORRADO ADVISORS, LLC$2.6M75,9701.20%7q-1.7%-$45.8K
Berger Financial Group, Inc$1.7M49,0790.09%11qHELD
COMMONWEALTH EQUITY SERVICES, LLC$1.6M45,2310.00%7q-0.9%-$14.8K
Belpointe Asset Management LLC$1.5M44,6140.05%6q-0.7%-$10.1K
OSAIC HOLDINGS, INC.$1.5M44,1730.00%11q+70.2%+$625.4K
SIGNATUREFD, LLC$1.3M36,9200.02%7qHELD
LPL Financial LLC$926.1K26,9870.00%3q+23.4%+$175.5K
Kestra Advisory Services, LLC$919.7K26,7990.00%7q-32.6%-$445.6K
TRUIST FINANCIAL CORP$919.4K26,7900.00%3qHELD
OLD MISSION CAPITAL LLC$902.2K26,2890.01%2q-3.3%-$30.5K
GILL CAPITAL PARTNERS, LLC$882.7K25,7200.23%3qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$836.3K24,3690.00%2q-27.8%-$321.8K
Cetera Investment Advisers$811.1K23,6340.00%3q-9.0%-$80.2K
FIDUCIARY FINANCIAL GROUP, LLC$704.4K20,5260.08%6qHELD
Americana Partners, LLC$698.6K20,3570.02%6q-49.1%-$673.4K
CAPTRUST FINANCIAL ADVISORS$614.0K17,8920.00%3qHELD
First Commonwealth Financial Corp /PA/$592.2K17,2560.08%3qHELD
Financial Solutions Advisory Group, Inc.$586.4K17,0610.07%newFIRST
Outlook Wealth Advisors, LLC$555.0K16,2170.12%2q+12.4%+$61.1K
WEALTH ALLIANCE, LLC$502.4K14,6410.04%3qHELD
Beacon Pointe Advisors, LLC$488.0K14,2200.00%3qHELD
CYPRESS FINANCIAL PLANNING LLC$484.6K14,1210.12%7qHELD
KFG WEALTH MANAGEMENT, LLC$458.5K13,3600.05%4qHELD
Private Advisor Group, LLC$451.1K13,1450.00%3qHELD
Diligent Investors, LLC$399.1K11,6300.09%5qHELD
First City Capital Management, Inc.$337.8K9,8440.16%11q-1.7%-$6.0K
Liberty Atlantic Advisors LLC$316.2K9,2150.23%3qHELD
OneDigital Investment Advisors LLC$308.9K9,0000.00%2qHELD
PFS Partners, LLC$286.0K8,3340.12%3qHELD
RIVERCHASE WEALTH MANAGEMENT, LLC$276.1K8,0450.13%2qHELD
Occidental Asset Management, LLC$262.5K7,6500.03%3q+15.0%+$34.3K
D.B. Root & Company, LLC$252.2K7,3490.05%3qHELD
HighTower Advisors, LLC$246.4K7,1810.00%3qHELD
DHJJ Financial Advisors, Ltd.$245.3K7,1480.07%10qHELD
NorthCrest Asset Manangement, LLC$240.0K6,9840.01%3qHELD
Ballast Rock Private Wealth LLC$220.3K6,4190.10%3qHELD
Alaska Permanent Capital Management, LLC$185.9K5,4180.01%3qHELD
IFP Advisors, Inc$124.8K3,6380.00%11qHELD
Steward Partners Investment Advisory, LLC$111.2K3,2410.00%7qHELD
AdvisorNet Financial, Inc$74.5K2,1710.00%3qHELD
LANARK FINANCIAL, INC.$66.1K1,9260.00%3qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.9K8,4090.00%3qHELD
HARBOUR INVESTMENTS, INC.$44.5K1,2980.00%11qHELD
Highland Investment Advisors LLC$38.8K1,1310.02%newFIRST
CoreCap Advisors, LLC$17.9K5220.00%3qHELD
AE Wealth Management LLC$6.9K2000.00%3q-95.4%-$141.8K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.6K1350.00%newNEW

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 202647$26.6M782,25914100.0%
Q1 202650$30.8M952,68088130.0%
Q4 202548$28.3M874,712271240.0%
Q3 202522$11.5M371,5892360.0%
Q2 202521$9.9M328,5853550.0%
Q1 202520$10.0M359,7405450.0%
Q4 202421$7.4M279,3839620.0%
Q3 202415$3.6M128,0662160.0%
Q2 202415$4.8M178,5942150.0%
Q1 202415$4.9M182,5553320.0%
Q4 202315$4.4M168,86814000.0%