INNOVATOR ETFS TRUST (IMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
68
Reporting holders
$96.5M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $25.6M | 841,471 | 0.35% | new | NEW |
| SageView Advisory Group, LLC | $7.9M | 259,720 | 0.26% | 2q | -4.1%-$336.4K |
| Creative Planning | $7.9M | 259,720 | 0.00% | 2q | -4.1%-$336.4K |
| HARBOUR INVESTMENTS, INC. | $4.4M | 143,417 | 0.06% | 6q | +1475.3%+$4.1M |
| SYON CAPITAL LLC | $3.2M | 106,165 | 0.14% | 2q | +164.4%+$2.0M |
| Cetera Investment Advisers | $3.1M | 102,100 | 0.00% | 8q | +4.2%+$123.9K |
| CORRADO ADVISORS, LLC | $2.6M | 85,874 | 1.20% | 6q | -1.7%-$45.7K |
| Beacon Pointe Advisors, LLC | $2.4M | 78,031 | 0.01% | 2q | +2.9%+$66.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 74,994 | 0.00% | 8q | +39.1%+$642.2K |
| Private Advisor Group, LLC | $2.2M | 71,965 | 0.01% | 2q | -2.2%-$50.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 70,339 | 0.00% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $2.1M | 69,807 | 0.00% | 2q | +5.9%+$118.1K |
| Bright Futures Wealth Management, LLC. | $2.0M | 65,675 | 1.29% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 60,583 | 0.00% | 9q | +15.4%+$246.5K |
| HighTower Advisors, LLC | $1.8M | 59,325 | 0.00% | 3q | +160.7%+$1.1M |
| Focus Partners Wealth | $1.6M | 54,000 | 0.00% | 3q | -3.4%-$57.9K |
| MAI Capital Management | $1.6M | 52,137 | 0.01% | 2q | +4622.6%+$1.6M |
| OSAIC HOLDINGS, INC. | $1.5M | 50,506 | 0.00% | 10q | +87.4%+$717.3K |
| PRIVATE CLIENT SERVICES, LLC | $1.5M | 48,588 | 0.39% | new | NEW |
| Cerity Partners LLC | $1.3M | 42,283 | 0.00% | 2q | +28.9%+$288.3K |
| Kestra Advisory Services, LLC | $1.1M | 37,582 | 0.00% | 10q | -19.3%-$273.1K |
| LPL Financial LLC | $1.0M | 33,099 | 0.00% | 2q | +21.0%+$174.8K |
| Diligent Investors, LLC | $806.3K | 26,483 | 0.18% | 10q | +9.1%+$67.0K |
| FIDUCIARY FINANCIAL GROUP, LLC | $745.0K | 24,472 | 0.08% | 9q | +8.5%+$58.5K |
| Americana Partners, LLC | $735.3K | 24,151 | 0.02% | 6q | -73.8%-$2.1M |
| CAPTRUST FINANCIAL ADVISORS | $700.2K | 23,000 | 0.00% | 6q | HELD |
| Beacon Financial Advisory LLC | $692.2K | 22,737 | 0.14% | 2q | +28.8%+$154.8K |
| PFS Partners, LLC | $646.4K | 21,233 | 0.26% | 7q | +226.9%+$448.7K |
| TRUIST FINANCIAL CORP | $577.4K | 18,965 | 0.00% | 10q | +31.2%+$137.5K |
| ACCESS FINANCIAL SERVICES, INC. | $533.3K | 17,518 | 0.17% | 2q | -85.7%-$3.2M |
| Old Port Advisors | $531.6K | 17,460 | 0.10% | new | NEW |
| NewEdge Advisors, LLC | $509.8K | 16,744 | 0.00% | 9q | +51.7%+$173.8K |
| Cornerstone Wealth Group, LLC | $502.4K | 16,503 | 0.03% | 2q | -10.6%-$59.4K |
| GILL CAPITAL PARTNERS, LLC | $492.2K | 16,167 | 0.13% | 5q | +7.4%+$34.0K |
| Ballast Rock Private Wealth LLC | $489.5K | 16,079 | 0.23% | 3q | HELD |
| Cypress Wealth Services, LLC | $478.9K | 15,731 | 0.06% | new | NEW |
| IFP Advisors, Inc | $451.9K | 14,844 | 0.01% | 10q | +77.1%+$196.8K |
| OneDigital Investment Advisors LLC | $426.2K | 14,000 | 0.00% | new | NEW |
| PFG Advisors | $419.6K | 13,781 | 0.02% | 5q | -1.8%-$7.5K |
| Straight Path Wealth Management | $413.4K | 13,578 | 0.10% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $390.7K | 12,794 | 0.00% | 2q | +19.0%+$62.4K |
| OLD MISSION CAPITAL LLC | $387.3K | 12,721 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $385.8K | 12,671 | 0.00% | 2q | -12.4%-$54.8K |
| Stonebridge Financial Group, LLC | $323.2K | 10,615 | 0.02% | 7q | +33.8%+$81.7K |
| BCS Wealth Management | $316.3K | 10,389 | 0.06% | 10q | HELD |
| Lantz Financial LLC | $307.1K | 10,086 | 0.06% | 6q | -1.8%-$5.6K |
| Trek Financial, LLC | $306.1K | 10,053 | 0.02% | 2q | -5.6%-$18.2K |
| GTS FINANCIAL, LLC | $300.3K | 10,648 | 0.22% | new | NEW |
| Cornerstone Wealth, LLC/TN | $284.2K | 9,276 | 0.14% | 2q | HELD |
| KINTRA WEALTH, LLC | $265.9K | 8,480 | 0.01% | new | NEW |
| WEALTH ALLIANCE, LLC | $242.3K | 7,957 | 0.02% | 2q | HELD |
| D.B. Root & Company, LLC | $229.6K | 7,540 | 0.05% | 2q | +5.0%+$11.0K |
| Berger Financial Group, Inc | $215.9K | 7,091 | 0.01% | 6q | -33.5%-$108.9K |
| Belpointe Asset Management LLC | $211.4K | 6,944 | 0.01% | new | NEW |
| Allworth Financial LP | $199.5K | 6,553 | 0.00% | 6q | -81.1%-$855.5K |
| TrustBank | $171.3K | 5,625 | 0.06% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $137.0K | 4,500 | 0.02% | 2q | +309.1%+$103.5K |
| DHJJ Financial Advisors, Ltd. | $128.8K | 4,229 | 0.04% | 6q | HELD |
| CoreCap Advisors, LLC | $100.5K | 3,300 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $95.3K | 3,130 | 0.00% | 2q | HELD |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $53.2K | 1,746 | 0.00% | 5q | HELD |
| AdvisorNet Financial, Inc | $40.0K | 1,315 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $15.1K | 495 | 0.00% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6K | 250 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $7.5K | 245 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $4.6K | 150 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $3.0K | 100 | 0.00% | 10q | HELD |
| Capital Investment Advisory Services, LLC | $2.1K | 68 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.0K | 33,824 | 0.00% | 6q | +108.4% |
| Capital Analysts, LLC | $69 | 2,266 | 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 | 68 | $96.5M | 3,169,798 | 15 | 24 | 15 | 0.0% |
| Q1 2026 | 61 | $58.8M | 2,023,047 | 26 | 18 | 5 | 0.0% |
| Q4 2025 | 36 | $17.7M | 592,137 | 2 | 1 | 11 | 0.0% |
| Q3 2025 | 38 | $19.0M | 654,838 | 4 | 3 | 8 | 0.0% |
| Q2 2025 | 38 | $38.2M | 1,355,442 | 7 | 8 | 11 | 0.0% |
| Q1 2025 | 38 | $31.9M | 1,208,662 | 18 | 11 | 4 | 0.0% |
| Q4 2024 | 24 | $19.5M | 776,295 | 5 | 2 | 4 | 0.0% |
| Q3 2024 | 18 | $4.1M | 152,375 | 1 | 3 | 1 | 0.0% |
| Q2 2024 | 20 | $6.0M | 232,445 | 8 | 4 | 1 | 0.0% |
| Q1 2024 | 16 | $15.8M | 614,455 | 16 | 0 | 0 | 0.0% |