INNOVATOR ETFS TRUST (IOCT)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
93
Reporting holders
$136.6M
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $15.8M | 428,174 | 0.02% | 18q | -0.9%-$140.6K |
| Broussard Financial Group LLC | $14.1M | 381,703 | 11.31% | 3q | -2.9%-$420.7K |
| Global Strategic Investment Solutions, LLC | $8.4M | 226,859 | 0.74% | 17q | -3.6%-$310.2K |
| Creative Planning | $8.1M | 217,734 | 0.00% | 2q | -4.2%-$353.0K |
| SageView Advisory Group, LLC | $8.0M | 216,854 | 0.26% | 7q | -4.2%-$353.0K |
| IFP Advisors, Inc | $8.0M | 216,088 | 0.14% | 15q | -0.5%-$43.0K |
| US BANCORP \DE\ | $5.3M | 143,014 | 0.01% | 4q | -12.3%-$743.1K |
| OSAIC HOLDINGS, INC. | $4.7M | 126,716 | 0.01% | 19q | +22.5%+$861.6K |
| PFG Advisors | $3.4M | 92,052 | 0.17% | 6q | HELD |
| Focus Partners Wealth | $3.3M | 88,919 | 0.00% | 9q | -13.4%-$511.1K |
| CAPTRUST FINANCIAL ADVISORS | $2.9M | 78,435 | 0.00% | 14q | HELD |
| Cetera Investment Advisers | $2.6M | 70,815 | 0.00% | 10q | -3.7%-$101.4K |
| PRINCIPAL SECURITIES, INC. | $2.6M | 69,180 | 0.03% | 7q | +3.6%+$88.6K |
| HighTower Advisors, LLC | $2.2M | 59,517 | 0.00% | 15q | -5.1%-$118.7K |
| WPWealth LLP | $2.0M | 54,176 | 0.30% | 15q | -18.7%-$459.5K |
| Signal Advisors Wealth, LLC | $2.0M | 52,801 | 0.10% | 3q | -1.7%-$34.1K |
| BFI Wealth Solutions, LLC | $1.9M | 52,574 | 1.44% | 3q | +0.8%+$15.7K |
| CORRADO ADVISORS, LLC | $1.9M | 51,871 | 0.88% | 3q | -1.4%-$27.6K |
| Berger Financial Group, Inc | $1.9M | 51,685 | 0.10% | 11q | -1.6%-$30.5K |
| RED CRANE WEALTH MANAGEMENT, LLC | $1.8M | 49,999 | 1.36% | 4q | -25.2%-$622.1K |
| Kestra Advisory Services, LLC | $1.7M | 45,942 | 0.01% | 10q | -11.4%-$219.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 44,195 | 0.00% | 15q | +4.6%+$71.7K |
| Triad Wealth Partners, LLC | $1.6M | 43,402 | 0.10% | 6q | -8.4%-$149.7K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 42,037 | 0.00% | 7q | -1.3%-$21.1K |
| LPL Financial LLC | $1.5M | 40,868 | 0.00% | 13q | +8.2%+$114.5K |
| NewEdge Advisors, LLC | $1.4M | 39,173 | 0.00% | 11q | +3.6%+$50.1K |
| GILL CAPITAL PARTNERS, LLC | $1.2M | 32,990 | 0.32% | 3q | -2.2%-$27.2K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 32,527 | 0.06% | 6q | +13.3%+$141.6K |
| FIDUCIARY FINANCIAL GROUP, LLC | $1.1M | 28,995 | 0.12% | 7q | HELD |
| OLD MISSION CAPITAL LLC | $1.1M | 28,615 | 0.02% | 3q | -2.9%-$31.1K |
| WEALTHGARDEN F.S. LLC | $974.3K | 26,340 | 0.55% | 9q | HELD |
| World Investment Advisors | $928.4K | 25,122 | 0.02% | 3q | -6.2%-$60.9K |
| Long Island Wealth Management, Inc. | $765.7K | 20,699 | 0.32% | 8q | HELD |
| JANE STREET GROUP, LLC | $675.7K | 18,268 | 0.00% | 3q | +67.7%+$272.8K |
| ACCESS FINANCIAL SERVICES, INC. | $663.6K | 17,941 | 0.22% | 3q | -89.9%-$5.9M |
| Fragasso Financial Advisors Inc | $663.0K | 17,923 | 0.04% | 7q | -4.3%-$29.9K |
| Cornerstone Wealth, LLC/TN | $658.0K | 17,683 | 0.33% | 2q | HELD |
| SIGNATUREFD, LLC | $594.8K | 16,079 | 0.01% | 8q | HELD |
| MMA ASSET MANAGEMENT LLC | $584.1K | 15,790 | 0.19% | 4q | HELD |
| Jacobi Capital Management LLC | $522.4K | 14,124 | 0.03% | 9q | HELD |
| Tradition Wealth Management, LLC | $514.8K | 13,916 | 0.03% | 19q | -5.7%-$31.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $514.2K | 13,900 | 0.00% | 2q | -61.9%-$834.9K |
| MAI Capital Management | $508.6K | 13,748 | 0.00% | 7q | HELD |
| Beacon Pointe Advisors, LLC | $495.7K | 13,401 | 0.00% | 3q | HELD |
| First Commonwealth Financial Corp /PA/ | $490.1K | 13,249 | 0.07% | 15q | -1.0%-$5.0K |
| Freedom Investment Management, Inc. | $481.5K | 13,018 | 0.13% | 3q | +74.0%+$204.8K |
| Simplicity Wealth,LLC | $481.5K | 13,017 | 0.02% | new | NEW |
| Rothschild Wealth LLC | $481.2K | 13,010 | 0.04% | 3q | HELD |
| TRUIST FINANCIAL CORP | $478.6K | 12,939 | 0.00% | 6q | HELD |
| BCS Wealth Management | $458.8K | 12,403 | 0.08% | 15q | HELD |
| WEALTH ALLIANCE, LLC | $450.5K | 12,178 | 0.04% | 7q | HELD |
| Liberty Atlantic Advisors LLC | $442.0K | 11,948 | 0.32% | 3q | HELD |
| Allen Capital Group, LLC | $439.6K | 11,883 | 0.04% | 14q | HELD |
| WealthPlan Investment Management, LLC | $421.7K | 11,401 | 0.02% | 3q | +3.3%+$13.6K |
| CYPRESS FINANCIAL PLANNING LLC | $413.4K | 11,176 | 0.10% | 11q | -3.1%-$13.4K |
| Forvis Mazars Wealth Advisors, LLC | $408.6K | 11,047 | 0.01% | 17q | -10.5%-$47.8K |
| Compass Advisory Group LLC | $408.3K | 11,039 | 0.10% | 6q | HELD |
| Diligent Investors, LLC | $403.9K | 10,919 | 0.09% | 11q | -2.7%-$11.1K |
| TrustBank | $398.2K | 10,765 | 0.14% | 3q | -2.7%-$11.1K |
| Caliber Wealth Management, LLC / KS | $382.5K | 10,340 | 0.04% | 4q | HELD |
| Vantage Point Financial LLC | $362.4K | 9,798 | 0.11% | 2q | +25.0%+$72.5K |
| Claro Advisors Inc. | $340.9K | 9,217 | 0.04% | 11q | -3.6%-$12.6K |
| Advisor OS, LLC | $334.9K | 9,055 | 0.02% | 2q | -3.1%-$10.7K |
| Americana Partners, LLC | $331.9K | 8,972 | 0.01% | 6q | -69.1%-$741.6K |
| Sound View Wealth Advisors Group, LLC | $322.9K | 8,729 | 0.02% | 3q | HELD |
| AdvisorNet Financial, Inc | $322.8K | 8,728 | 0.01% | 16q | HELD |
| NewCorp Financial Services, Inc. | $317.1K | 8,572 | 0.24% | 3q | HELD |
| BENJAMIN EDWARDS INC | $310.3K | 8,389 | 0.00% | 5q | HELD |
| Private Advisor Group, LLC | $287.1K | 7,761 | 0.00% | 3q | HELD |
| Summit Wealth Partners, LLC | $279.5K | 7,557 | 0.04% | 8q | -8.8%-$26.9K |
| Sequoia Financial Advisors, LLC | $265.4K | 7,176 | 0.00% | 3q | HELD |
| Trek Financial, LLC | $236.9K | 6,404 | 0.01% | 11q | -42.4%-$174.6K |
| Capital Investment Advisory Services, LLC | $224.4K | 6,067 | 0.01% | 6q | HELD |
| Straight Path Wealth Management | $216.4K | 5,849 | 0.05% | new | NEW |
| Waterloo Capital, L.P. | $207.8K | 5,618 | 0.01% | new | NEW |
| PFS Partners, LLC | $207.2K | 5,602 | 0.08% | 6q | HELD |
| D.B. Root & Company, LLC | $205.6K | 5,557 | 0.04% | new | NEW |
| AE Wealth Management LLC | $96.0K | 2,595 | 0.00% | 4q | -10.3%-$11.0K |
| DHJJ Financial Advisors, Ltd. | $94.4K | 2,553 | 0.03% | 12q | HELD |
| CoreCap Advisors, LLC | $85.6K | 2,313 | 0.00% | 10q | HELD |
| Steward Partners Investment Advisory, LLC | $76.3K | 2,062 | 0.00% | 7q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $75.8K | 2,049 | 0.01% | 15q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $64.7K | 1,750 | 0.00% | 6q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $43.4K | 1,174 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $43.1K | 1,164 | 0.00% | 18q | -25.4%-$14.7K |
| Continuum Advisory, LLC | $39.5K | 1,068 | 0.00% | new | NEW |
| Financial Network Wealth Advisors LLC | $32.3K | 873 | 0.03% | 6q | HELD |
| PlanVest Financial, Inc | $19.7K | 533 | 0.01% | 2q | HELD |
| Farther Finance Advisors, LLC | $18.5K | 500 | 0.00% | 6q | -22.5%-$5.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $11.2K | 303 | 0.00% | 3q | HELD |
| Ashton Thomas Private Wealth, LLC | $8.2K | 222 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4K | 118 | 0.00% | 2q | -19.2%-$1.0K |
| ASSETMARK, INC | $3.4K | 91 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $640 | 17,280 | 0.00% | 3q | +168.4% |
| HRT FINANCIAL LP | $295 | 7,980 | 0.00% | new | NEW |
| Capital Analysts, LLC | $94 | 2,532 | 0.00% | 16q | 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 | 93 | $136.6M | 3,691,595 | 5 | 11 | 39 | 0.0% |
| Q1 2026 | 97 | $143.6M | 4,093,761 | 9 | 19 | 33 | 0.0% |
| Q4 2025 | 99 | $144.5M | 4,144,596 | 26 | 34 | 13 | 0.0% |
| Q3 2025 | 71 | $75.6M | 2,214,164 | 6 | 19 | 20 | 0.0% |
| Q2 2025 | 69 | $72.6M | 2,210,789 | 3 | 21 | 19 | 0.0% |
| Q1 2025 | 76 | $68.3M | 2,230,765 | 22 | 17 | 20 | 0.0% |
| Q4 2024 | 60 | $58.5M | 1,997,365 | 13 | 13 | 15 | 0.0% |
| Q3 2024 | 48 | $62.1M | 2,016,526 | 6 | 12 | 13 | 0.0% |
| Q2 2024 | 48 | $65.9M | 2,251,554 | 3 | 7 | 20 | 0.0% |
| Q1 2024 | 49 | $71.1M | 2,454,871 | 8 | 3 | 22 | 0.0% |
| Q4 2023 | 45 | $73.2M | 2,620,328 | 13 | 13 | 9 | 0.0% |
| Q3 2023 | 37 | $53.6M | 2,044,256 | 6 | 7 | 13 | 0.0% |
| Q2 2023 | 35 | $79.8M | 3,079,117 | 4 | 3 | 15 | 0.0% |
| Q1 2023 | 35 | $65.5M | 2,596,094 | 6 | 7 | 11 | 0.0% |
| Q4 2022 | 34 | $59.3M | 2,461,058 | 15 | 11 | 2 | 0.0% |
| Q3 2022 | 20 | $25.9M | 1,167,195 | 5 | 6 | 6 | 0.0% |
| Q2 2022 | 19 | $7.3M | 316,871 | 5 | 4 | 4 | 0.0% |
| Q1 2022 | 16 | $6.3M | 258,092 | 5 | 2 | 4 | 0.0% |
| Q4 2021 | 15 | $6.2M | 243,904 | 13 | 0 | 0 | 0.0% |