HolderBook

INNOVATOR ETFS TRUST (IFLR)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

32
Reporting holders
$91.4M
Reported value
0.0%
Held as options
+10
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
VanWeelden Wealth Management, LLC$18.5M348,42313.74%2q+206.0%+$12.4M
ENVESTNET ASSET MANAGEMENT INC$18.1M341,5520.00%2q+205.9%+$12.2M
Liberty Atlantic Advisors LLC$9.1M171,2256.58%3q+10.4%+$857.7K
Delta Investment Management, LLC$8.0M150,3961.31%2q+11.2%+$801.5K
NewEdge Advisors, LLC$5.8M109,8480.02%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$4.4M83,7400.01%2q+18.8%+$702.9K
NewCorp Financial Services, Inc.$3.9M74,0183.01%3q+9.2%+$331.3K
INDEPENDENT FINANCIAL GROUP, LLC$3.9M73,0650.07%3q+55.0%+$1.4M
Concurrent Investment Advisors, LLC$3.3M63,1280.03%3q+11.1%+$335.3K
IHT Wealth Management, LLC$2.0M38,1470.04%newNEW
WINNACLE WEALTH LLC$1.9M34,9101.26%3q+1.6%+$28.4K
JANE STREET GROUP, LLC$1.7M32,0680.00%3q+55.7%+$608.3K
SIGNATUREFD, LLC$1.5M28,4600.02%3q-2.1%-$32.3K
WorthPointe, LLC$1.3M24,4120.32%3q+18.3%+$200.0K
Farther Finance Advisors, LLC$1.2M22,3270.01%2q+177.2%+$757.1K
ATX Financial Planning, LLC$1.0M19,7050.69%2q+302.1%+$785.4K
HARBOUR INVESTMENTS, INC.$720.6K13,5830.01%2q+100.0%+$360.3K
Occidental Asset Management, LLC$693.0K13,0640.07%2q+91.6%+$331.3K
Worth Financial Advisory Group, LLC$666.0K12,5550.28%newNEW
Signal Advisors Wealth, LLC$657.2K12,3880.03%newNEW
Arax Advisory Partners$562.5K10,6040.00%2q+58.0%+$206.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$474.3K8,8810.00%newNEW
Balance Wealth Partners LLC$436.8K8,2330.12%2q+4.9%+$20.5K
GWN SECURITIES INC.$316.2K5,9610.05%newNEW
Mariner, LLC$293.8K5,5380.00%newNEW
Amicus Financial Advisors, LLC$237.0K4,4670.06%newNEW
Beacon Financial Strategies CORP$213.8K4,0300.11%newNEW
KFG WEALTH MANAGEMENT, LLC$201.3K3,7950.02%newNEW
Regatta Research & Money Management$99.2K1,8710.09%newFIRST
Capital Investment Advisory Services, LLC$71.9K1,3550.00%2q+3.2%+$2.2K
Wealth Enhancement Trust Services, Inc.$41.0K7720.00%newNEW
Ashton Thomas Private Wealth, LLC$2.2K420.00%2qHELD

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 202632$91.4M1,722,563111810.0%
Q1 202622$45.7M906,32014620.0%
Q4 20258$13.9M276,0946000.0%