HolderBook

INNOVATOR ETFS TRUST (KMAY)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

37
Reporting holders
$38.0M
Reported value
0.0%
Held as options
+18
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

FilerValueShares Their book Held Change
Gradient Investments LLC$14.4M475,2700.20%newNEW
RAYMOND JAMES FINANCIAL INC$4.2M138,2060.00%newNEW
OSAIC HOLDINGS, INC.$3.2M103,9610.00%newNEW
HARBOUR INVESTMENTS, INC.$2.0M66,0120.03%5q+4131.5%+$2.0M
COMMONWEALTH EQUITY SERVICES, LLC$1.6M53,7650.00%5q+114.2%+$870.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M47,5780.00%5q+103.6%+$735.7K
Cetera Investment Advisers$1.4M47,0590.00%5q+280.7%+$1.1M
INVESTMENT MANAGEMENT CORP /VA/ /ADV$1.1M34,7370.88%newNEW
Diligent Investors, LLC$976.7K32,1500.22%newNEW
First Commonwealth Financial Corp /PA/$805.0K26,4970.11%4q+57.3%+$293.3K
Cornerstone Wealth, LLC/TN$554.4K18,2840.28%newNEW
Private Advisor Group, LLC$545.9K17,9700.00%newNEW
LPL Financial LLC$507.7K16,7130.00%newNEW
Kestra Advisory Services, LLC$460.2K15,1480.00%5q+83.3%+$209.2K
Jefferies Financial Group Inc.$436.3K14,3600.00%newNEW
WEALTH ALLIANCE, LLC$399.6K13,1520.03%5q+26.3%+$83.1K
Main Street Financial Solutions, LLC$395.7K13,0240.03%newNEW
Annis Gardner Whiting Capital Advisors, LLC$391.9K12,9000.06%5qHELD
OLD MISSION CAPITAL LLC$360.6K11,8690.01%5q-42.8%-$269.3K
Keating Financial Advisory Services, Inc.$335.6K11,0460.04%3q+33.0%+$83.2K
Phoenix Financial Ltd.$322.8K10,6500.00%5q-22.1%-$91.8K
FIDUCIARY FINANCIAL GROUP, LLC$314.5K10,3510.04%4q+12.4%+$34.8K
Cresset Asset Management, LLC$305.8K10,0650.00%5qHELD
Ponta Wealth Partners, LLC$281.7K9,2730.15%newNEW
TRUIST FINANCIAL CORP$240.7K7,9230.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$224.0K7,3950.00%newNEW
DHJJ Financial Advisors, Ltd.$189.3K6,2310.05%5q-13.3%-$29.0K
Allworth Financial LP$155.4K5,1150.00%5q-90.0%-$1.4M
PHILLIPS FINANCIAL MANAGEMENT, LLC$149.5K4,9200.01%3qHELD
PFS Partners, LLC$93.4K3,0760.04%newNEW
BlackRock, Inc.$59.2K1,9500.00%newNEW
IFP Advisors, Inc$51.7K1,7020.00%newNEW
UBS Group AG$38.3K1,2600.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$30.4K1,0000.00%newNEW
Noble Wealth Management PBC$30.4K1,0000.01%4qHELD
Ashton Thomas Private Wealth, LLC$20.8K6830.00%newNEW
JDM Financial Group LLC$6.0K1990.00%4qHELD
Wood Tarver Financial Group, LLC$2448,0530.06%newNEW
Capital Analysts, LLC$712,3630.00%5qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202637$38.0M1,252,49419940.0%
Q1 202619$8.7M301,9890270.0%
Q4 202522$16.6M586,7831390.0%
Q3 202521$15.8M572,6356260.0%
Q2 202517$36.7M1,397,63517000.0%