INNOVATOR ETFS TRUST (IFEB)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
67
Reporting holders
$42.0M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | $3.6M | 113,838 | 0.05% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 93,264 | 0.00% | 6q | +5.6%+$155.4K |
| Americana Partners, LLC | $2.6M | 82,774 | 0.06% | 6q | -23.1%-$779.1K |
| OSAIC HOLDINGS, INC. | $2.1M | 66,583 | 0.00% | 10q | +13.2%+$242.9K |
| SYON CAPITAL LLC | $2.0M | 63,162 | 0.09% | 2q | -21.2%-$531.9K |
| CORRADO ADVISORS, LLC | $1.8M | 56,955 | 0.82% | 10q | -2.0%-$37.2K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 56,481 | 0.00% | 2q | -2.8%-$51.6K |
| WPWealth LLP | $1.6M | 52,053 | 0.24% | 6q | -17.4%-$343.7K |
| Cetera Investment Advisers | $1.5M | 48,138 | 0.00% | 3q | +1.2%+$17.9K |
| Private Advisor Group, LLC | $1.4M | 45,140 | 0.01% | 2q | -7.3%-$111.0K |
| Cornerstone Wealth, LLC/TN | $1.3M | 42,757 | 0.68% | 2q | +1.4%+$18.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 36,628 | 0.00% | 2q | -1.0%-$11.4K |
| Kestra Advisory Services, LLC | $917.3K | 29,329 | 0.00% | 3q | -11.9%-$123.4K |
| LPL Financial LLC | $875.3K | 27,985 | 0.00% | 2q | +54.2%+$307.7K |
| BIP Wealth, LLC | $804.4K | 25,719 | 0.02% | new | NEW |
| Cerity Partners LLC | $802.4K | 25,655 | 0.00% | 2q | -9.2%-$81.1K |
| PFG Advisors | $757.9K | 24,232 | 0.04% | 5q | +2.6%+$19.4K |
| Global Trust Wealth Management LLC | $704.3K | 22,520 | 0.49% | 3q | -8.5%-$65.1K |
| WEALTHGARDEN F.S. LLC | $688.7K | 22,019 | 0.39% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $617.7K | 19,750 | 0.01% | 2q | +35.8%+$162.9K |
| CAPTRUST FINANCIAL ADVISORS | $615.0K | 19,663 | 0.00% | 5q | HELD |
| TRUIST FINANCIAL CORP | $588.7K | 18,821 | 0.00% | 2q | HELD |
| Ausdal Financial Partners, Inc. | $548.1K | 17,525 | 0.02% | 2q | HELD |
| Diligent Investors, LLC | $541.1K | 17,300 | 0.12% | 2q | -5.5%-$31.3K |
| Occidental Asset Management, LLC | $527.1K | 16,853 | 0.05% | 2q | HELD |
| Allie Family Office LLC | $501.0K | 16,020 | 0.19% | 2q | HELD |
| Straight Path Wealth Management | $476.5K | 15,236 | 0.11% | 9q | HELD |
| JT Stratford LLC | $440.4K | 14,082 | 0.05% | 2q | -7.5%-$35.5K |
| Stonebridge Financial Group, LLC | $435.9K | 13,938 | 0.03% | 6q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $430.3K | 13,757 | 0.05% | 6q | HELD |
| TrustBank | $410.7K | 13,130 | 0.14% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $409.7K | 13,098 | 0.00% | 10q | -44.6%-$329.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $406.2K | 12,987 | 0.02% | 2q | -1.2%-$5.0K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $380.9K | 12,180 | 0.10% | 2q | HELD |
| GILL CAPITAL PARTNERS, LLC | $371.8K | 11,888 | 0.10% | 2q | HELD |
| Integrity Advisory Solutions, LLC | $371.2K | 11,869 | 0.04% | 2q | +22.3%+$67.7K |
| Vestment Financial LLC | $361.1K | 11,529 | 0.16% | 2q | HELD |
| Focus Partners Wealth | $357.1K | 11,419 | 0.00% | 3q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $355.6K | 11,369 | 0.14% | 2q | HELD |
| HighTower Advisors, LLC | $354.8K | 11,345 | 0.00% | 2q | HELD |
| PFS Partners, LLC | $299.2K | 9,567 | 0.12% | 2q | +103.9%+$152.5K |
| First Commonwealth Financial Corp /PA/ | $268.8K | 8,595 | 0.04% | new | NEW |
| Composition Wealth, LLC | $253.9K | 8,118 | 0.00% | 6q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $253.5K | 8,105 | 0.06% | 2q | -1.8%-$4.7K |
| NewCorp Financial Services, Inc. | $247.4K | 7,911 | 0.19% | 3q | HELD |
| IHT Wealth Management, LLC | $243.9K | 7,797 | 0.01% | 3q | -89.0%-$2.0M |
| Trek Financial, LLC | $241.2K | 7,711 | 0.01% | 2q | -8.1%-$21.4K |
| Main Street Financial Solutions, LLC | $220.2K | 7,040 | 0.01% | 2q | HELD |
| OneDigital Investment Advisors LLC | $218.9K | 7,000 | 0.00% | new | NEW |
| Pinnacle Wealth Management Group, Inc. | $211.4K | 6,760 | 0.10% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $151.6K | 4,848 | 0.04% | 9q | HELD |
| AdvisorNet Financial, Inc | $150.8K | 4,820 | 0.01% | 2q | HELD |
| IFP Advisors, Inc | $129.5K | 4,139 | 0.00% | 10q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $65.7K | 2,100 | 0.00% | 10q | HELD |
| Allworth Financial LP | $53.1K | 1,697 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $40.8K | 1,305 | 0.04% | 2q | HELD |
| AE Wealth Management LLC | $40.7K | 1,300 | 0.00% | 2q | HELD |
| Atlantic Private Wealth, LLC | $29.7K | 950 | 0.02% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $29.2K | 935 | 0.02% | 5q | HELD |
| RED REEF ADVISORS LLC | $24.7K | 790 | 0.02% | 2q | HELD |
| LANARK FINANCIAL, INC. | $24.0K | 768 | 0.00% | 6q | HELD |
| JDM Financial Group LLC | $23.8K | 761 | 0.01% | 6q | HELD |
| Noble Wealth Management PBC | $22.7K | 725 | 0.01% | 2q | -27.5%-$8.6K |
| UBS Group AG | $22.5K | 720 | 0.00% | 6q | +125.0%+$12.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.5K | 400 | 0.00% | 2q | HELD |
| Capital Investment Advisory Services, LLC | $8.2K | 261 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $616 | 19,712 | 0.00% | 4q | +120.8% |
| Capital Analysts, LLC | $92 | 2,929 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $63 | 2 | 0.00% | 6q | -98.7%-$4.9K |
| HAZLETT, BURT & WATSON, INC. | $8 | 260 | 0.00% | 2q | 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 | 67 | $42.0M | 1,344,116 | 3 | 10 | 19 | 0.0% |
| Q1 2026 | 71 | $62.5M | 2,094,629 | 42 | 16 | 6 | 0.0% |
| Q4 2025 | 29 | $17.9M | 590,847 | 4 | 0 | 9 | 0.0% |
| Q3 2025 | 26 | $17.3M | 588,958 | 1 | 3 | 8 | 0.0% |
| Q2 2025 | 28 | $19.0M | 663,440 | 6 | 4 | 7 | 0.0% |
| Q1 2025 | 22 | $16.8M | 629,073 | 14 | 4 | 3 | 0.0% |
| Q4 2024 | 14 | $6.4M | 252,725 | 2 | 3 | 4 | 0.0% |
| Q3 2024 | 14 | $5.9M | 216,495 | 1 | 2 | 5 | 0.0% |
| Q2 2024 | 14 | $6.8M | 262,625 | 5 | 4 | 1 | 0.0% |
| Q1 2024 | 11 | $4.4M | 167,990 | 11 | 0 | 0 | 0.0% |