INNOVATOR ETFS TRUST (KMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
33
Reporting holders
$20.3M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $3.1M | 95,179 | 0.00% | 2q | -1.1%-$33.1K |
| Cetera Investment Advisers | $2.2M | 68,478 | 0.00% | 6q | +71.2%+$915.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 56,248 | 0.00% | 6q | -4.1%-$77.5K |
| HighTower Advisors, LLC | $1.1M | 33,000 | 0.00% | 2q | +219.4%+$728.6K |
| Kestra Advisory Services, LLC | $974.9K | 30,334 | 0.00% | 6q | +34.3%+$249.1K |
| OLD MISSION CAPITAL LLC | $902.6K | 28,082 | 0.01% | 3q | +24.2%+$176.1K |
| ENVESTNET ASSET MANAGEMENT INC | $849.7K | 26,436 | 0.00% | 5q | +99.8%+$424.5K |
| First Commonwealth Financial Corp /PA/ | $817.0K | 25,421 | 0.11% | new | NEW |
| Miller Financial Services LLC | $763.3K | 23,750 | 0.61% | 2q | +0.6%+$4.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $722.6K | 22,484 | 0.00% | new | NEW |
| LPL Financial LLC | $683.8K | 21,277 | 0.00% | 2q | -16.0%-$130.3K |
| TRUIST FINANCIAL CORP | $657.8K | 20,468 | 0.00% | 5q | +7.9%+$48.2K |
| Beacon Financial Advisory LLC | $621.7K | 19,345 | 0.12% | 2q | -0.6%-$3.6K |
| Faithward Advisors, LLC | $573.2K | 17,835 | 0.07% | new | NEW |
| Diligent Investors, LLC | $459.6K | 14,300 | 0.10% | 2q | +30.0%+$106.1K |
| Ballast Rock Private Wealth LLC | $440.6K | 13,709 | 0.20% | 2q | +33.7%+$111.1K |
| TrustBank | $375.9K | 11,695 | 0.13% | 3q | +13.0%+$43.4K |
| Cyndeo Wealth Partners, LLC | $345.5K | 10,750 | 0.02% | 2q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $319.7K | 9,948 | 0.04% | 2q | +34.4%+$81.9K |
| Keating Financial Advisory Services, Inc. | $309.1K | 9,618 | 0.04% | 3q | HELD |
| Cerity Partners LLC | $297.1K | 9,244 | 0.00% | 2q | HELD |
| Phoenix Financial Ltd. | $253.1K | 7,880 | 0.00% | 6q | -15.5%-$46.4K |
| OSAIC HOLDINGS, INC. | $244.4K | 7,603 | 0.00% | 6q | +26.5%+$51.3K |
| Private Advisor Group, LLC | $228.2K | 7,100 | 0.00% | 2q | HELD |
| PFS Partners, LLC | $227.4K | 7,075 | 0.09% | 5q | +25.5%+$46.2K |
| Main Street Financial Solutions, LLC | $215.0K | 6,690 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $210.5K | 6,550 | 0.00% | new | NEW |
| Stonebridge Financial Group, LLC | $209.3K | 6,511 | 0.02% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $206.7K | 6,431 | 0.06% | 6q | -1.5%-$3.2K |
| IFP Advisors, Inc | $125.1K | 3,892 | 0.00% | 6q | +21.1%+$21.8K |
| HARBOUR INVESTMENTS, INC. | $94.2K | 2,931 | 0.00% | 6q | -14.2%-$15.6K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $43.3K | 1,347 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $16.1K | 500 | 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 | 33 | $20.3M | 632,111 | 6 | 14 | 7 | 0.0% |
| Q1 2026 | 34 | $14.8M | 507,858 | 19 | 11 | 2 | 0.0% |
| Q4 2025 | 18 | $5.5M | 192,432 | 3 | 2 | 6 | 0.0% |
| Q3 2025 | 18 | $6.9M | 247,607 | 2 | 5 | 5 | 0.0% |
| Q2 2025 | 19 | $6.4M | 246,030 | 5 | 3 | 4 | 0.0% |
| Q1 2025 | 18 | $5.0M | 203,703 | 18 | 0 | 0 | 0.0% |