INNOVATOR ETFS TRUST (IMAY)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
50
Reporting holders
$34.4M
Reported value
0.0%
Held as options
+19
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | $2.9M | 90,053 | 0.00% | 3q | -1.0%-$29.7K |
| CORRADO ADVISORS, LLC | $2.4M | 74,157 | 1.08% | 9q | +63.6%+$914.7K |
| Jefferies Financial Group Inc. | $2.2M | 68,745 | 0.01% | new | NEW |
| Beacon Pointe Advisors, LLC | $1.8M | 56,857 | 0.01% | 2q | +5.3%+$90.5K |
| LPL Financial LLC | $1.7M | 53,730 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 53,414 | 0.00% | 5q | +70.9%+$703.1K |
| First Commonwealth Financial Corp /PA/ | $1.7M | 53,159 | 0.24% | new | NEW |
| TRUIST FINANCIAL CORP | $1.6M | 49,591 | 0.00% | 5q | +0.6%+$8.7K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 49,391 | 0.00% | 5q | +281.4%+$1.2M |
| OSAIC HOLDINGS, INC. | $1.5M | 46,659 | 0.00% | 9q | +284.4%+$1.1M |
| Cetera Investment Advisers | $1.3M | 40,869 | 0.00% | 5q | +177.5%+$829.4K |
| Diligent Investors, LLC | $1.2M | 37,350 | 0.26% | 5q | +401.3%+$948.6K |
| Kestra Advisory Services, LLC | $925.5K | 29,172 | 0.00% | 5q | +79.3%+$409.3K |
| WPWealth LLP | $794.6K | 25,047 | 0.12% | 5q | -32.9%-$390.5K |
| SYON CAPITAL LLC | $659.2K | 20,780 | 0.03% | new | NEW |
| Lantz Financial LLC | $659.0K | 20,772 | 0.12% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $594.1K | 18,725 | 0.00% | 9q | +3.3%+$19.0K |
| Ameritas Advisory Services, LLC | $571.0K | 18,000 | 0.01% | new | NEW |
| Lido Advisors, LLC | $546.4K | 17,224 | 0.00% | new | NEW |
| Cerity Partners LLC | $540.8K | 17,048 | 0.00% | new | NEW |
| WEALTHGARDEN F.S. LLC | $512.1K | 16,143 | 0.29% | 5q | +90.7%+$243.5K |
| WEALTH ALLIANCE, LLC | $509.0K | 16,044 | 0.04% | 5q | +7.7%+$36.5K |
| GILL CAPITAL PARTNERS, LLC | $500.4K | 15,772 | 0.13% | 2q | +302.8%+$376.1K |
| PFG Advisors | $491.5K | 15,492 | 0.02% | 5q | +12.1%+$53.2K |
| Main Street Financial Solutions, LLC | $461.4K | 14,545 | 0.03% | new | NEW |
| RED CRANE WEALTH MANAGEMENT, LLC | $444.8K | 14,022 | 0.33% | 5q | -2.0%-$9.1K |
| Ponta Wealth Partners, LLC | $434.1K | 13,683 | 0.23% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $383.0K | 12,072 | 0.00% | 6q | -45.1%-$314.1K |
| DHJJ Financial Advisors, Ltd. | $379.6K | 11,965 | 0.11% | 8q | -1.3%-$5.0K |
| Integrity Advisory Solutions, LLC | $331.7K | 10,455 | 0.03% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $329.2K | 10,377 | 0.00% | 5q | +949.2%+$297.8K |
| FIDUCIARY FINANCIAL GROUP, LLC | $302.4K | 9,533 | 0.03% | 5q | HELD |
| D.B. Root & Company, LLC | $285.1K | 8,988 | 0.06% | new | NEW |
| Beacon Financial Advisory LLC | $270.2K | 8,517 | 0.05% | 4q | +14.5%+$34.1K |
| IFP Advisors, Inc | $261.1K | 8,229 | 0.00% | 5q | +244.6%+$185.3K |
| CRA Financial Services, LLC | $250.6K | 7,900 | 0.03% | new | NEW |
| Worth Financial Advisory Group, LLC | $239.6K | 7,553 | 0.10% | new | NEW |
| SIGNATUREFD, LLC | $239.0K | 7,532 | 0.00% | new | NEW |
| Cornerstone Wealth, LLC/TN | $237.7K | 7,452 | 0.12% | new | NEW |
| Trek Financial, LLC | $237.1K | 7,475 | 0.01% | new | NEW |
| Americana Partners, LLC | $209.2K | 6,594 | 0.00% | 6q | -94.3%-$3.5M |
| Steward Partners Investment Advisory, LLC | $176.7K | 5,569 | 0.00% | 5q | +65.6%+$70.0K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $143.1K | 4,511 | 0.01% | 5q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $31.7K | 1,000 | 0.00% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $20.3K | 641 | 0.00% | new | NEW |
| JDM Financial Group LLC | $11.6K | 365 | 0.00% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.7K | 274 | 0.00% | new | NEW |
| Financial Network Wealth Advisors LLC | $8.5K | 268 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $4.9K | 156 | 0.00% | new | NEW |
| PFS Partners, LLC | $4.5K | 141 | 0.00% | 5q | HELD |
| CENTAURUS FINANCIAL, INC. | $400 | 12,600 | 0.02% | new | NEW |
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 | 50 | $34.4M | 1,084,011 | 21 | 18 | 6 | 0.0% |
| Q1 2026 | 31 | $20.4M | 676,727 | 2 | 4 | 11 | 0.0% |
| Q4 2025 | 31 | $19.5M | 652,964 | 2 | 2 | 11 | 0.0% |
| Q3 2025 | 32 | $19.5M | 670,049 | 5 | 4 | 9 | 0.0% |
| Q2 2025 | 28 | $20.4M | 723,880 | 21 | 7 | 0 | 0.0% |
| Q1 2025 | 8 | $5.5M | 208,998 | 2 | 0 | 2 | 0.0% |
| Q4 2024 | 7 | $4.0M | 161,972 | 0 | 0 | 4 | 0.0% |
| Q3 2024 | 8 | $2.8M | 104,557 | 4 | 1 | 2 | 0.0% |
| Q2 2024 | 7 | $6.4M | 252,016 | 7 | 0 | 0 | 0.0% |