INNOVATOR ETFS TRUST (INOV)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
44
Reporting holders
$37.1M
Reported value
0.0%
Held as options
-6
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 |
|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | $9.7M | 263,759 | 0.89% | 2q | +2.7%+$253.9K |
| Maltin Wealth Management, Inc. | $5.1M | 140,219 | 1.72% | 5q | -3.0%-$159.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 68,603 | 0.00% | 3q | +590.1%+$2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 60,320 | 0.00% | 3q | -3.3%-$75.9K |
| CORRADO ADVISORS, LLC | $1.8M | 50,181 | 0.85% | 3q | -1.6%-$30.2K |
| GILL CAPITAL PARTNERS, LLC | $1.4M | 37,426 | 0.36% | 7q | -1.8%-$25.9K |
| Kestra Advisory Services, LLC | $1.2M | 32,575 | 0.00% | 7q | -21.0%-$317.5K |
| Cetera Investment Advisers | $1.1M | 30,446 | 0.00% | 6q | -9.3%-$115.1K |
| OSAIC HOLDINGS, INC. | $875.3K | 23,834 | 0.00% | 11q | +75.6%+$376.8K |
| Sigma Planning Corp | $823.5K | 22,422 | 0.02% | 2q | HELD |
| LPL Financial LLC | $816.7K | 22,237 | 0.00% | 3q | +18.2%+$125.8K |
| TRUIST FINANCIAL CORP | $606.0K | 16,501 | 0.00% | 3q | HELD |
| Focus Partners Wealth | $583.2K | 15,879 | 0.00% | 3q | +4.9%+$27.1K |
| AdvisorNet Financial, Inc | $518.7K | 14,125 | 0.02% | 7q | HELD |
| IFP Advisors, Inc | $513.8K | 13,991 | 0.01% | 3q | +3.2%+$16.0K |
| Helium Advisors LLC | $465.1K | 12,665 | 0.39% | 3q | -7.6%-$38.0K |
| OLD MISSION CAPITAL LLC | $458.6K | 12,487 | 0.01% | 6q | -53.3%-$522.7K |
| NorthCrest Asset Manangement, LLC | $421.2K | 11,452 | 0.01% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $418.7K | 11,401 | 0.00% | 3q | -1.0%-$4.1K |
| Cornerstone Wealth Group, LLC | $418.3K | 11,390 | 0.02% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $407.2K | 11,089 | 0.12% | 10q | HELD |
| Private Advisor Group, LLC | $399.9K | 10,890 | 0.00% | 3q | -18.1%-$88.1K |
| Diligent Investors, LLC | $367.3K | 10,000 | 0.08% | 3q | HELD |
| Advisory Services Network, LLC | $357.6K | 9,738 | 0.00% | 11q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $344.4K | 9,377 | 0.08% | 3q | -2.9%-$10.5K |
| Berger Financial Group, Inc | $334.2K | 9,100 | 0.02% | 3q | HELD |
| WEALTH ALLIANCE, LLC | $303.9K | 8,276 | 0.03% | 3q | HELD |
| Occidental Asset Management, LLC | $292.4K | 7,963 | 0.03% | 3q | +14.4%+$36.7K |
| Opus Financial Solutions LLC | $250.2K | 6,813 | 0.20% | 3q | HELD |
| Americana Partners, LLC | $236.6K | 6,442 | 0.01% | 6q | -82.4%-$1.1M |
| HighTower Advisors, LLC | $231.5K | 6,303 | 0.00% | 3q | HELD |
| PFG Advisors | $225.2K | 6,131 | 0.01% | 3q | HELD |
| WPWealth LLP | $222.4K | 6,057 | 0.03% | 4q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $222.3K | 6,054 | 0.03% | 7q | HELD |
| Accurate Wealth Management, LLC | $215.3K | 5,836 | 0.02% | 2q | -5.4%-$12.2K |
| First Heartland Consultants, Inc. | $211.4K | 5,755 | 0.01% | 3q | -14.3%-$35.3K |
| PFS Partners, LLC | $131.9K | 3,591 | 0.05% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $100.7K | 2,741 | 0.00% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $58.7K | 1,599 | 0.00% | 3q | HELD |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $56.1K | 1,528 | 0.00% | 5q | HELD |
| Capital Investment Advisory Services, LLC | $36.5K | 993 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.0K | 12,202 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $26.6K | 725 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5K | 123 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.4K | 38 | 0.00% | 6q | -94.7%-$24.7K |
| Cambridge Investment Research Advisors, Inc. | $702 | 19,088 | 0.00% | 3q | +100.0% |
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 | 44 | $37.1M | 1,009,075 | 1 | 7 | 15 | 0.0% |
| Q1 2026 | 50 | $37.5M | 1,081,226 | 5 | 12 | 19 | 0.0% |
| Q4 2025 | 52 | $31.6M | 914,696 | 33 | 11 | 4 | 0.0% |
| Q3 2025 | 19 | $7.7M | 229,814 | 2 | 4 | 5 | 0.0% |
| Q2 2025 | 22 | $8.4M | 261,314 | 4 | 3 | 8 | 0.0% |
| Q1 2025 | 19 | $8.2M | 271,038 | 5 | 2 | 5 | 0.0% |
| Q4 2024 | 18 | $9.3M | 325,860 | 11 | 4 | 1 | 0.0% |
| Q3 2024 | 7 | $2.9M | 98,869 | 3 | 0 | 2 | 0.0% |
| Q2 2024 | 7 | $1.8M | 63,133 | 0 | 2 | 2 | 0.0% |
| Q1 2024 | 7 | $1.6M | 58,329 | 2 | 1 | 1 | 0.0% |
| Q4 2023 | 5 | $1.1M | 42,530 | 5 | 0 | 0 | 0.0% |
| Q3 2021 | 217 | $2.5B | 57,781,188 | 71 | 46 | 68 | 5.1% |
| Q2 2021 | 186 | $1.9B | 56,024,759 | 26 | 57 | 63 | 0.9% |
| Q1 2021 | 177 | $1.6B | 53,504,871 | 32 | 45 | 71 | 1.0% |
| Q4 2020 | 171 | $987.3M | 53,349,709 | 30 | 57 | 46 | 1.8% |
| Q3 2020 | 182 | $1.4B | 52,254,231 | 40 | 49 | 66 | 0.9% |
| Q2 2020 | 156 | $1.0B | 52,434,396 | 26 | 57 | 46 | 1.2% |
| Q1 2020 | 159 | $868.0M | 51,482,390 | 29 | 70 | 40 | 1.2% |
| Q4 2019 | 144 | $999.7M | 52,671,096 | 27 | 51 | 43 | 0.8% |
| Q3 2019 | 135 | $868.2M | 52,445,072 | 40 | 47 | 25 | 1.0% |
| Q2 2019 | 110 | $738.3M | 50,781,659 | 23 | 41 | 25 | 0.3% |
| Q1 2019 | 110 | $621.4M | 49,548,412 | 21 | 27 | 35 | 0.8% |
| Q4 2018 | 108 | $738.9M | 52,029,457 | 1 | 2 | 2 | 0.3% |