INNOVATOR ETFS TRUST (KDEC)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
67
Reporting holders
$67.5M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Maltin Wealth Management, Inc. | $8.8M | 308,827 | 2.93% | 2q | +1.3%+$111.2K |
| Cresset Asset Management, LLC | $7.4M | 260,777 | 0.03% | 3q | -0.7%-$50.9K |
| SageView Advisory Group, LLC | $6.1M | 214,228 | 0.20% | 7q | -4.6%-$293.7K |
| Creative Planning | $6.1M | 214,228 | 0.00% | 2q | -4.6%-$293.7K |
| BLAIR WILLIAM & CO/IL | $4.9M | 174,047 | 0.01% | 7q | -14.9%-$863.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 119,382 | 0.00% | 7q | -3.8%-$134.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 67,364 | 0.00% | 2q | +126.4%+$1.1M |
| Merit Financial Group, LLC | $1.8M | 64,968 | 0.01% | 5q | +92.3%+$884.9K |
| Cetera Investment Advisers | $1.7M | 60,381 | 0.00% | 7q | -9.1%-$171.9K |
| OSAIC HOLDINGS, INC. | $1.6M | 57,368 | 0.00% | 7q | +27.8%+$354.1K |
| Procyon Advisors, LLC | $1.5M | 51,354 | 0.06% | 3q | -8.2%-$130.5K |
| Outlook Wealth Advisors, LLC | $1.4M | 49,700 | 0.30% | 6q | +12.1%+$151.8K |
| OLD MISSION CAPITAL LLC | $1.4M | 48,527 | 0.02% | 7q | +75.8%+$593.6K |
| Kestra Advisory Services, LLC | $1.1M | 38,763 | 0.00% | 7q | -20.5%-$284.1K |
| Berkshire Money Management, Inc. | $1.1M | 37,421 | 0.10% | 7q | HELD |
| First Commonwealth Financial Corp /PA/ | $1.0M | 35,950 | 0.14% | 7q | HELD |
| Sigma Planning Corp | $859.9K | 30,298 | 0.02% | 3q | -1.0%-$8.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $834.1K | 29,391 | 0.02% | 6q | -15.4%-$152.1K |
| RAYMOND JAMES FINANCIAL INC | $771.2K | 27,174 | 0.00% | 7q | -0.6%-$4.7K |
| FSA Advisors, Inc. | $752.4K | 26,510 | 0.17% | 6q | +97.3%+$371.0K |
| TopTier Wealth Management, LLC | $664.7K | 23,423 | 0.40% | 3q | -7.5%-$54.0K |
| LPL Financial LLC | $642.9K | 22,652 | 0.00% | 3q | +19.7%+$106.0K |
| JANE STREET GROUP, LLC | $634.4K | 22,353 | 0.00% | new | NEW |
| Weaver Consulting Group | $629.3K | 22,173 | 0.13% | 6q | HELD |
| Miller Financial Services LLC | $572.2K | 20,162 | 0.46% | 5q | +0.7%+$4.3K |
| NewEdge Advisors, LLC | $515.1K | 18,150 | 0.00% | 6q | -8.8%-$49.7K |
| SIGNATUREFD, LLC | $510.8K | 17,998 | 0.01% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $483.7K | 17,043 | 0.00% | 2q | -32.4%-$231.8K |
| Annis Gardner Whiting Capital Advisors, LLC | $440.6K | 15,525 | 0.07% | 5q | HELD |
| Diligent Investors, LLC | $421.3K | 14,845 | 0.09% | 6q | HELD |
| Faithward Advisors, LLC | $406.1K | 14,309 | 0.05% | 3q | -0.7%-$3.0K |
| Brookstone Capital Management | $392.6K | 13,832 | 0.00% | 2q | -4.6%-$19.0K |
| WEALTH ALLIANCE, LLC | $392.1K | 13,816 | 0.03% | 4q | HELD |
| Beacon Financial Advisory LLC | $388.4K | 13,685 | 0.08% | 4q | HELD |
| Grantvest Financial Group LLC | $366.9K | 12,928 | 0.21% | 7q | -3.7%-$14.2K |
| HighTower Advisors, LLC | $352.8K | 12,430 | 0.00% | 7q | -3.6%-$13.3K |
| Financial Solutions Advisory Group, Inc. | $346.2K | 12,187 | 0.04% | new | FIRST |
| Private Advisor Group, LLC | $325.0K | 11,450 | 0.00% | 3q | HELD |
| Keating Financial Advisory Services, Inc. | $324.8K | 11,443 | 0.04% | 3q | HELD |
| PFS Partners, LLC | $315.8K | 11,127 | 0.13% | 3q | HELD |
| Liberty Atlantic Advisors LLC | $300.9K | 10,604 | 0.22% | 3q | HELD |
| Belpointe Asset Management LLC | $277.4K | 9,775 | 0.01% | 5q | +6.1%+$15.9K |
| FIDUCIARY FINANCIAL GROUP, LLC | $270.5K | 9,530 | 0.03% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $250.3K | 8,819 | 0.00% | 2q | HELD |
| Vantage Point Financial LLC | $234.3K | 8,255 | 0.07% | new | NEW |
| WEALTHGARDEN F.S. LLC | $229.8K | 8,099 | 0.13% | 3q | HELD |
| Phoenix Financial Ltd. | $226.7K | 8,005 | 0.00% | 7q | -0.7%-$1.7K |
| Berger Financial Group, Inc | $223.2K | 7,863 | 0.01% | 2q | HELD |
| Koshinski Asset Management, Inc. | $217.4K | 7,661 | 0.01% | new | NEW |
| Strategic Blueprint, LLC | $211.9K | 7,465 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $211.5K | 7,451 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $208.7K | 7,355 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $174.2K | 6,139 | 0.05% | 7q | HELD |
| AE Wealth Management LLC | $156.7K | 5,522 | 0.00% | 7q | -54.8%-$189.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $143.3K | 5,048 | 0.00% | new | NEW |
| IFP Advisors, Inc | $120.9K | 4,260 | 0.00% | 7q | HELD |
| WealthShield Partners, LLC | $113.5K | 4,000 | 0.02% | 7q | HELD |
| GILL CAPITAL PARTNERS, LLC | $87.9K | 3,097 | 0.02% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $83.5K | 2,942 | 0.00% | 7q | -94.1%-$1.3M |
| FIFTH THIRD BANCORP | $74.9K | 2,640 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $60.3K | 2,125 | 0.03% | 5q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $51.1K | 1,800 | 0.00% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $42.9K | 1,511 | 0.00% | 7q | HELD |
| Financial Network Wealth Advisors LLC | $32.9K | 1,159 | 0.03% | 3q | HELD |
| LANARK FINANCIAL, INC. | $15.0K | 530 | 0.00% | 3q | HELD |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $5.7K | 200 | 0.00% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $4.8K | 168 | 0.00% | 3q | -74.8%-$14.2K |
| Cambridge Investment Research Advisors, Inc. | $4.3K | 151,710 | 0.00% | 7q | +98.3%+$2.1K |
| HRT FINANCIAL LP | $528 | 18,632 | 0.00% | new | NEW |
| Capital Analysts, LLC | $41 | 1,442 | 0.00% | 3q | 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 | 67 | $67.5M | 2,380,212 | 7 | 10 | 22 | 0.0% |
| Q1 2026 | 67 | $63.5M | 2,470,227 | 11 | 11 | 19 | 0.0% |
| Q4 2025 | 64 | $54.1M | 2,118,063 | 18 | 22 | 11 | 0.0% |
| Q3 2025 | 49 | $34.3M | 1,345,909 | 10 | 11 | 12 | 0.0% |
| Q2 2025 | 42 | $25.8M | 1,078,734 | 10 | 8 | 11 | 0.0% |
| Q1 2025 | 42 | $31.7M | 1,385,419 | 12 | 14 | 6 | 0.0% |
| Q4 2024 | 32 | $32.0M | 1,335,736 | 28 | 0 | 0 | 0.0% |