INNOVATOR ETFS TRUST (KAUG)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
38
Reporting holders
$48.5M
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 |
|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | $7.7M | 269,755 | 0.71% | 8q | -44.4%-$6.2M |
| First Heartland Consultants, Inc. | $6.0M | 208,493 | 0.39% | 6q | +3.8%+$218.8K |
| SageView Advisory Group, LLC | $5.9M | 207,007 | 0.19% | 7q | -4.5%-$282.3K |
| Creative Planning | $5.9M | 207,007 | 0.00% | 2q | -4.5%-$282.3K |
| BLAIR WILLIAM & CO/IL | $3.7M | 130,848 | 0.01% | 8q | -5.2%-$204.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 118,093 | 0.00% | 8q | -3.4%-$118.3K |
| HighTower Advisors, LLC | $2.4M | 84,329 | 0.00% | 8q | -9.4%-$250.4K |
| OSAIC HOLDINGS, INC. | $2.3M | 81,306 | 0.00% | 8q | +23.5%+$442.9K |
| Kestra Advisory Services, LLC | $1.1M | 38,521 | 0.00% | 8q | -28.3%-$434.6K |
| Sherry Group, Inc. | $980.0K | 32,355 | 0.96% | 3q | +186.2%+$637.6K |
| JPMORGAN CHASE & CO | $972.6K | 33,990 | 0.00% | 2q | +1.0%+$10.0K |
| Miller Financial Services LLC | $656.2K | 22,925 | 0.53% | 7q | -17.2%-$136.3K |
| Foundations Investment Advisors, LLC | $560.4K | 19,578 | 0.01% | 7q | -0.7%-$3.7K |
| PFS Partners, LLC | $531.1K | 18,553 | 0.22% | 8q | -5.1%-$28.8K |
| RAYMOND JAMES FINANCIAL INC | $507.8K | 17,739 | 0.00% | 7q | HELD |
| Cetera Investment Advisers | $487.1K | 17,015 | 0.00% | 6q | -17.4%-$102.3K |
| WEALTH ALLIANCE, LLC | $435.7K | 15,221 | 0.04% | 4q | HELD |
| AE Wealth Management LLC | $427.1K | 14,920 | 0.00% | 8q | -3.8%-$16.7K |
| LPL Financial LLC | $420.0K | 14,672 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $406.4K | 14,199 | 0.01% | 2q | -64.3%-$731.9K |
| Faithward Advisors, LLC | $388.4K | 13,569 | 0.05% | 4q | -3.5%-$14.1K |
| WealthShield Partners, LLC | $383.6K | 13,400 | 0.06% | 8q | HELD |
| Keating Financial Advisory Services, Inc. | $361.0K | 12,613 | 0.05% | 3q | +5.3%+$18.0K |
| TopTier Wealth Management, LLC | $357.8K | 12,500 | 0.22% | 3q | -28.4%-$141.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $343.4K | 11,998 | 0.00% | 3q | -38.0%-$210.2K |
| Outlook Wealth Advisors, LLC | $271.0K | 9,467 | 0.06% | 7q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $259.8K | 9,077 | 0.03% | 4q | HELD |
| OneDigital Investment Advisors LLC | $251.9K | 8,800 | 0.00% | 4q | HELD |
| Brookstone Capital Management | $249.3K | 8,709 | 0.00% | 8q | -7.7%-$20.8K |
| Elmwood Wealth Management, Inc. | $209.0K | 7,300 | 0.05% | new | NEW |
| IFP Advisors, Inc | $196.3K | 6,857 | 0.00% | 8q | +21.2%+$34.3K |
| DHJJ Financial Advisors, Ltd. | $120.7K | 4,217 | 0.03% | 8q | -9.4%-$12.6K |
| Capital Investment Advisory Services, LLC | $89.1K | 3,112 | 0.01% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $66.0K | 2,307 | 0.00% | 8q | HELD |
| Noble Wealth Management PBC | $28.6K | 1,000 | 0.01% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $13.8K | 481 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $10.7K | 372 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $5.7K | 200 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $858 | 29,970 | 0.00% | 8q | +95.5% |
| Capital Analysts, LLC | $23 | 803 | 0.00% | 8q | 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 | 38 | $48.5M | 1,692,505 | 3 | 6 | 18 | 0.0% |
| Q1 2026 | 42 | $67.8M | 2,525,651 | 5 | 4 | 15 | 0.0% |
| Q4 2025 | 40 | $115.5M | 4,349,573 | 3 | 8 | 6 | 0.0% |
| Q3 2025 | 35 | $103.2M | 3,969,897 | 8 | 12 | 6 | 0.0% |
| Q2 2025 | 28 | $88.9M | 3,576,074 | 3 | 9 | 7 | 0.0% |
| Q1 2025 | 32 | $77.8M | 3,239,013 | 4 | 7 | 11 | 0.0% |
| Q4 2024 | 34 | $71.9M | 2,859,187 | 9 | 9 | 8 | 0.0% |
| Q3 2024 | 24 | $17.4M | 696,080 | 24 | 0 | 0 | 0.0% |