INNOVATOR ETFS TRUST (KFEB)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
42
Reporting holders
$22.4M
Reported value
0.0%
Held as options
-9
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $3.6M | 115,488 | 0.00% | 3q | -39.5%-$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 54,992 | 0.00% | 6q | -24.2%-$545.2K |
| Kestra Advisory Services, LLC | $1.5M | 47,934 | 0.00% | 5q | -7.3%-$117.5K |
| Cresset Asset Management, LLC | $1.3M | 40,821 | 0.00% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 38,460 | 0.00% | 6q | +93.7%+$578.0K |
| LPL Financial LLC | $1.2M | 38,330 | 0.00% | 4q | +12.1%+$128.4K |
| TRUIST FINANCIAL CORP | $1.0M | 33,623 | 0.00% | 6q | HELD |
| Cetera Investment Advisers | $951.8K | 30,635 | 0.00% | 6q | -10.9%-$116.4K |
| OSAIC HOLDINGS, INC. | $897.1K | 28,874 | 0.00% | 6q | -1.7%-$15.3K |
| Cornerstone Wealth, LLC/TN | $817.7K | 26,348 | 0.41% | 2q | +1.9%+$15.5K |
| Diligent Investors, LLC | $621.4K | 20,000 | 0.14% | 2q | HELD |
| Faithward Advisors, LLC | $616.5K | 19,842 | 0.08% | 6q | -4.8%-$31.3K |
| Focus Partners Wealth | $615.9K | 19,824 | 0.00% | 2q | -2.7%-$17.0K |
| FSA Advisors, Inc. | $571.2K | 18,386 | 0.13% | 2q | +86.4%+$264.7K |
| Belpointe Asset Management LLC | $562.8K | 18,114 | 0.02% | 2q | -0.8%-$4.8K |
| JT Stratford LLC | $561.6K | 18,075 | 0.06% | 2q | -10.8%-$68.0K |
| Keating Financial Advisory Services, Inc. | $404.0K | 13,004 | 0.05% | 3q | HELD |
| Main Street Financial Solutions, LLC | $331.0K | 10,655 | 0.02% | 2q | HELD |
| Heck Capital Advisors, LLC | $321.6K | 10,350 | 0.02% | 2q | HELD |
| Beacon Pointe Advisors, LLC | $319.7K | 10,291 | 0.00% | 2q | HELD |
| Dana Investment Advisors, Inc. | $316.6K | 10,190 | 0.01% | 2q | HELD |
| Phoenix Financial Ltd. | $304.5K | 9,920 | 0.00% | 6q | -7.7%-$25.5K |
| Cerity Partners LLC | $297.5K | 9,574 | 0.00% | 2q | +3.8%+$10.9K |
| Apriem Advisors | $295.2K | 9,500 | 0.03% | 6q | HELD |
| PFS Partners, LLC | $251.5K | 8,094 | 0.10% | 6q | +1.9%+$4.8K |
| Weaver Consulting Group | $246.3K | 7,926 | 0.05% | 5q | HELD |
| Stonebridge Financial Group, LLC | $236.7K | 7,619 | 0.02% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $230.7K | 7,426 | 0.00% | new | NEW |
| CRUX WEALTH ADVISORS | $221.7K | 7,135 | 0.08% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $215.3K | 6,929 | 0.06% | 6q | -2.1%-$4.7K |
| AE Wealth Management LLC | $161.7K | 5,206 | 0.00% | 6q | +2.7%+$4.3K |
| Ashton Thomas Private Wealth, LLC | $158.4K | 5,097 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $137.7K | 4,432 | 0.00% | 6q | -93.4%-$2.0M |
| IFP Advisors, Inc | $98.7K | 3,177 | 0.00% | 6q | HELD |
| Noble Wealth Management PBC | $37.3K | 1,200 | 0.02% | 4q | HELD |
| Timbuktu Capital Management, LLC | $31.1K | 1,000 | 0.05% | new | FIRST |
| LANARK FINANCIAL, INC. | $24.9K | 800 | 0.00% | 5q | HELD |
| RED REEF ADVISORS LLC | $16.1K | 518 | 0.01% | 2q | HELD |
| Cape Investment Advisory, Inc. | $15.5K | 500 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.4K | 400 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $8.5K | 272 | 0.00% | 2q | HELD |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $6.2K | 200 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $938 | 30,194 | 0.00% | 6q | +88.3% |
| Capital Analysts, LLC | $162 | 5,210 | 0.00% | 2q | 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 | 42 | $22.4M | 721,161 | 3 | 7 | 12 | 0.0% |
| Q1 2026 | 51 | $34.1M | 1,213,520 | 24 | 14 | 3 | 0.0% |
| Q4 2025 | 29 | $6.3M | 231,649 | 4 | 0 | 17 | 0.0% |
| Q3 2025 | 30 | $33.0M | 1,232,371 | 8 | 4 | 7 | 0.0% |
| Q2 2025 | 26 | $6.7M | 267,053 | 10 | 4 | 5 | 0.0% |
| Q1 2025 | 19 | $5.4M | 229,125 | 19 | 0 | 0 | 0.0% |