INNOVATOR ETFS TRUST (LOUP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
56
Reporting holders
$134.4M
Reported value
0.5%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $26.1M | 264,367 | 0.36% | 6q | -8.3%-$2.4M |
| ROYAL BANK OF CANADA | $25.8M | 261,623 | 0.00% | 22q | +13.2%+$3.0M |
| Tradition Wealth Management, LLC | $18.6M | 189,004 | 1.14% | 23q | HELD |
| LPL Financial LLC | $16.3M | 165,248 | 0.00% | 22q | +6.2%+$953.6K |
| Elmwood Wealth Management, Inc. | $11.5M | 116,401 | 2.87% | 10q | +0.7%+$84.3K |
| EPIQ PARTNERS, LLC | $9.0M | 90,924 | 3.80% | 27q | +5.8%+$489.6K |
| GTS SECURITIES LLC | $5.3M | 53,693 | 0.11% | new | NEW |
| HighTower Advisors, LLC | $3.7M | 37,270 | 0.00% | 5q | +12.9%+$420.7K |
| Mattson Financial Services, LLC | $3.4M | 38,341 | 0.72% | 6q | -14.3%-$574.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 14,423 | 0.00% | 23q | +0.5%+$7.4K |
| 46 Peaks LLC | $1.4M | 14,347 | 0.89% | 3q | +6.4%+$84.9K |
| MISSION WEALTH MANAGEMENT, LP | $1.3M | 13,170 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 12,708 | 0.00% | 6q | +56.9%+$454.2K |
| Belvedere Trading LLC | $1.1M | 3,978 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $870.0K | 8,827 | 0.00% | 4q | +19.8%+$143.7K |
| JANE STREET GROUP, LLC | $736.9K | 7,477 | 0.00% | 2q | -66.6%-$1.5M |
| Mariner, LLC | $701.2K | 7,114 | 0.00% | 5q | +41.7%+$206.3K |
| OSAIC HOLDINGS, INC. | $698.2K | 7,084 | 0.00% | 26q | -80.2%-$2.8M |
| CAPTRUST FINANCIAL ADVISORS | $497.8K | 5,051 | 0.00% | 2q | HELD |
| Paladin Wealth, LLC | $487.5K | 4,946 | 0.28% | 3q | +6.4%+$29.2K |
| Snowden Capital Advisors LLC | $444.0K | 4,505 | 0.01% | new | NEW |
| Dorsey & Whitney Trust CO LLC | $394.2K | 4,000 | 0.02% | 5q | HELD |
| Sigma Planning Corp | $377.2K | 3,827 | 0.01% | 3q | +4.3%+$15.6K |
| Authentikos Wealth Advisory, LLC | $374.4K | 3,799 | 0.24% | 2q | +4.2%+$15.2K |
| RAYMOND JAMES FINANCIAL INC | $340.6K | 3,456 | 0.00% | 3q | HELD |
| Triumph Capital Management | $304.5K | 3,089 | 0.06% | 3q | -8.0%-$26.5K |
| FAS Wealth Partners, Inc. | $299.7K | 3,041 | 0.02% | 4q | -9.0%-$29.6K |
| FIFTH THIRD BANCORP | $295.7K | 3,000 | 0.00% | 2q | HELD |
| INTEGRITY ALLIANCE, LLC. | $247.9K | 2,515 | 0.01% | new | NEW |
| NWF Advisory Services Inc. | $209.9K | 2,130 | 0.02% | new | NEW |
| Federation des caisses Desjardins du Quebec | $167.6K | 1,701 | 0.00% | 4q | +13.3%+$19.7K |
| MORGAN STANLEY | $158.4K | 1,607 | 0.00% | 22q | +324.0%+$121.0K |
| Capital Investment Advisory Services, LLC | $146.7K | 1,488 | 0.01% | 15q | -11.8%-$19.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $108.4K | 1,100 | 0.01% | 31q | HELD |
| UBS Group AG | $86.6K | 879 | 0.00% | new | NEW |
| Arax Advisory Partners | $68.6K | 696 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $52.5K | 533 | 0.00% | 4q | -3.1%-$1.7K |
| Asset Dedication, LLC | $43.0K | 436 | 0.00% | 25q | HELD |
| Marshall & Sterling Wealth Advisors Inc. | $41.7K | 423 | 0.02% | 7q | -16.9%-$8.5K |
| Aventus Investment Advisors, Inc. | $37.6K | 381 | 0.03% | 5q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $31.0K | 315 | 0.02% | 5q | HELD |
| SIMPLEX TRADING, LLC | $21.5K | 218 | 0.00% | new | NEW |
| Ancora Advisors LLC | $17.6K | 179 | 0.00% | 5q | -55.7%-$22.2K |
| Blume Capital Management, Inc. | $14.8K | 150 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $13.5K | 137 | 0.00% | 12q | +11.4%+$1.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.9K | 131 | 0.00% | 19q | HELD |
| Spire Wealth Management | $9.9K | 100 | 0.00% | 6q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $9.4K | 95 | 0.00% | 3q | HELD |
| MCGUIRE CAPITAL ADVISORS INC | $8.8K | 89 | 0.00% | 3q | +39.1%+$2.5K |
| FMR LLC | $6.6K | 67 | 0.00% | 2q | +3250.0%+$6.4K |
| Farther Finance Advisors, LLC | $4.9K | 50 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $2.5K | 25 | 0.00% | new | NEW |
| Allworth Financial LP | $1.4K | 14 | 0.00% | 2q | HELD |
| TD Waterhouse Canada Inc. | $1.2K | 12 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $986 | 10 | 0.00% | 12q | HELD |
| Cambridge Investment Research Advisors, Inc. | $670 | 6,792 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $478 | 5 | 0.00% | 3q | HELD |
| Ulland Investment Advisors, LLC | $120 | 1,215 | 0.09% | 7q | +21.5% |
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 | 56 | $134.4M | 1,360,199 | 12 | 18 | 10 | 0.5% |
| Q1 2026 | 49 | $93.3M | 1,355,394 | 7 | 16 | 7 | 0.0% |
| Q4 2025 | 48 | $97.7M | 1,278,177 | 11 | 12 | 6 | 0.0% |
| Q3 2025 | 35 | $73.8M | 999,115 | 5 | 10 | 7 | 0.0% |
| Q2 2025 | 34 | $67.0M | 1,069,445 | 7 | 6 | 8 | 0.0% |
| Q1 2025 | 25 | $40.2M | 884,680 | 6 | 7 | 3 | 0.0% |
| Q4 2024 | 25 | $31.9M | 598,650 | 6 | 5 | 4 | 0.0% |
| Q3 2024 | 21 | $27.2M | 571,528 | 2 | 6 | 5 | 0.0% |
| Q2 2024 | 22 | $22.3M | 468,359 | 2 | 6 | 5 | 0.0% |
| Q1 2024 | 21 | $20.5M | 430,200 | 4 | 5 | 6 | 0.0% |
| Q4 2023 | 22 | $11.2M | 256,488 | 3 | 7 | 7 | 0.0% |
| Q3 2023 | 21 | $8.7M | 243,784 | 3 | 3 | 10 | 0.2% |
| Q2 2023 | 20 | $10.8M | 273,911 | 4 | 3 | 7 | 0.1% |
| Q1 2023 | 17 | $8.3M | 234,777 | 1 | 2 | 7 | 0.0% |
| Q4 2022 | 19 | $7.0M | 240,702 | 4 | 2 | 9 | 0.0% |
| Q3 2022 | 27 | $17.6M | 655,559 | 3 | 6 | 10 | 0.0% |
| Q2 2022 | 29 | $20.2M | 692,891 | 4 | 9 | 10 | 0.0% |
| Q1 2022 | 33 | $29.6M | 648,532 | 6 | 7 | 13 | 0.0% |
| Q4 2021 | 35 | $37.3M | 696,330 | 6 | 12 | 10 | 0.0% |
| Q3 2021 | 37 | $38.1M | 740,447 | 3 | 20 | 6 | 0.0% |
| Q2 2021 | 38 | $35.1M | 636,025 | 5 | 16 | 6 | 0.0% |
| Q1 2021 | 38 | $40.8M | 754,624 | 26 | 5 | 2 | 0.0% |
| Q4 2020 | 13 | $16.7M | 335,512 | 6 | 3 | 0 | 0.0% |
| Q3 2020 | 9 | $4.5M | 123,185 | 0 | 3 | 1 | 0.0% |
| Q2 2020 | 9 | $3.6M | 115,002 | 3 | 2 | 2 | 0.0% |
| Q1 2020 | 7 | $2.3M | 101,699 | 1 | 1 | 1 | 0.0% |
| Q4 2019 | 8 | $4.6M | 171,331 | 1 | 2 | 2 | 0.0% |
| Q3 2019 | 8 | $1.8M | 79,447 | 0 | 1 | 4 | 0.0% |
| Q2 2019 | 8 | $3.2M | 132,941 | 0 | 2 | 2 | 0.0% |
| Q1 2019 | 10 | $2.4M | 98,052 | 1 | 1 | 5 | 0.0% |
| Q4 2018 | 9 | $2.4M | 118,534 | 0 | 0 | 0 | 0.0% |