INNOVATOR ETFS TRUST (QBUF)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
55
Reporting holders
$98.3M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| CENTRAL VALLEY ADVISORS, LLC | $13.2M | 428,086 | 3.38% | 7q | HELD |
| Prasad Wealth Partners, LLC | $12.0M | 389,781 | 2.89% | 4q | +22.3%+$2.2M |
| Mutual Advisors, LLC | $8.3M | 268,610 | 0.16% | 8q | -10.2%-$941.7K |
| Sovran Advisors, LLC | $6.0M | 202,497 | 0.45% | 6q | +38.8%+$1.7M |
| SMART Wealth LLC | $5.5M | 179,444 | 1.19% | 6q | -14.0%-$902.3K |
| CreativeOne Wealth, LLC | $5.3M | 172,638 | 0.11% | 3q | +153.6%+$3.2M |
| OSAIC HOLDINGS, INC. | $4.3M | 140,000 | 0.01% | 8q | +156.4%+$2.6M |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 139,875 | 0.00% | 7q | -50.1%-$4.3M |
| Farther Finance Advisors, LLC | $3.2M | 103,266 | 0.02% | 4q | -4.9%-$164.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $3.1M | 100,421 | 0.07% | 6q | -2.1%-$67.4K |
| Beacon Pointe Advisors, LLC | $3.1M | 99,760 | 0.01% | 2q | HELD |
| Kestra Advisory Services, LLC | $2.7M | 87,859 | 0.01% | 8q | -0.8%-$21.5K |
| Cetera Investment Advisers | $2.1M | 67,239 | 0.00% | 7q | -65.7%-$4.0M |
| Kingsview Wealth Management, LLC | $2.0M | 64,523 | 0.02% | 5q | +69.5%+$813.9K |
| PlanVest Financial, Inc | $1.9M | 61,772 | 1.27% | 2q | +4.1%+$74.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 60,242 | 0.00% | 7q | +4.2%+$74.9K |
| Summit Financial, LLC | $1.6M | 53,293 | 0.02% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $1.4M | 46,034 | 0.09% | 7q | -96.6%-$40.7M |
| Brookstone Capital Management | $1.3M | 43,322 | 0.01% | 3q | -1.1%-$14.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 42,846 | 0.02% | 5q | -38.0%-$809.0K |
| CRUX WEALTH ADVISORS | $1.3M | 41,572 | 0.44% | 6q | +17.4%+$189.2K |
| ARQ WEALTH ADVISORS, LLC | $906.2K | 29,793 | 0.11% | 6q | +27.5%+$195.4K |
| RED CRANE WEALTH MANAGEMENT, LLC | $884.1K | 28,736 | 0.65% | 6q | +13.0%+$101.8K |
| HighTower Advisors, LLC | $823.8K | 26,777 | 0.00% | 8q | +0.6%+$5.0K |
| MML INVESTORS SERVICES, LLC | $737.2K | 23,962 | 0.00% | 6q | +4.6%+$32.6K |
| Sugar Maple Asset Management, LLC | $736.6K | 23,943 | 0.47% | 7q | -2.3%-$17.6K |
| Triumph Capital Management | $709.4K | 23,057 | 0.13% | 8q | +4.7%+$32.1K |
| AE Wealth Management LLC | $665.6K | 21,633 | 0.00% | 6q | +4.3%+$27.7K |
| ENVESTNET ASSET MANAGEMENT INC | $631.9K | 20,538 | 0.00% | 6q | -8.0%-$54.9K |
| LPL Financial LLC | $626.7K | 20,371 | 0.00% | 4q | +51.5%+$213.2K |
| Bright Futures Wealth Management, LLC. | $565.5K | 18,379 | 0.37% | 4q | -5.0%-$29.8K |
| Valmark Advisers, Inc. | $505.9K | 16,445 | 0.01% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $497.9K | 16,182 | 0.01% | 3q | +7.2%+$33.5K |
| Keating Financial Advisory Services, Inc. | $427.3K | 13,890 | 0.06% | 3q | +6.8%+$27.1K |
| MTM FINANCIAL GROUP, LLC | $425.6K | 13,834 | 0.18% | new | FIRST |
| Stratos Wealth Advisors, LLC | $375.3K | 12,199 | 0.02% | 3q | +51.1%+$126.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $339.1K | 11,022 | 0.00% | 5q | -83.4%-$1.7M |
| Pitti Group Wealth Management, LLC | $325.6K | 10,584 | 0.24% | 3q | +11.6%+$33.8K |
| CALTON & ASSOCIATES, INC. | $303.8K | 9,873 | 0.04% | 3q | +8.9%+$24.7K |
| Diversify Advisory Services, LLC | $291.2K | 9,720 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $291.2K | 9,720 | 0.00% | 2q | HELD |
| Visionary Wealth Advisors | $287.1K | 9,333 | 0.01% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $276.7K | 8,995 | 0.00% | 8q | -7.1%-$21.3K |
| TrustBank | $266.3K | 8,657 | 0.09% | 3q | HELD |
| YARGER WEALTH STRATEGIES, LLC | $202.1K | 6,573 | 0.07% | new | NEW |
| First Heartland Consultants, Inc. | $200.7K | 6,522 | 0.01% | new | NEW |
| WealthShield Partners, LLC | $123.1K | 4,000 | 0.02% | 7q | HELD |
| Clearstead Advisors, LLC | $59.4K | 1,930 | 0.00% | 2q | -34.0%-$30.6K |
| FIDUCIARY FINANCIAL ADVISORS | $37.5K | 1,219 | 0.00% | new | NEW |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $21.5K | 700 | 0.00% | 8q | -79.4%-$83.1K |
| Caitlin John, LLC | $20.5K | 667 | 0.01% | 4q | -8.8%-$2.0K |
| Noble Wealth Management PBC | $9.2K | 300 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $6.6K | 215 | 0.00% | 8q | HELD |
| CENTAURUS FINANCIAL, INC. | $5.8K | 187,194 | 0.22% | 7q | +29.4%+$1.3K |
| Mosley Wealth Management | $3.1K | 102 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $277 | 9 | 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 | 55 | $98.3M | 3,202,960 | 7 | 20 | 18 | 0.0% |
| Q1 2026 | 56 | $134.5M | 4,597,215 | 10 | 30 | 11 | 0.0% |
| Q4 2025 | 48 | $129.0M | 4,400,319 | 10 | 25 | 7 | 0.0% |
| Q3 2025 | 40 | $112.3M | 3,908,755 | 9 | 17 | 7 | 0.0% |
| Q2 2025 | 31 | $54.3M | 1,966,429 | 5 | 16 | 6 | 0.0% |
| Q1 2025 | 30 | $99.7M | 3,771,221 | 12 | 9 | 6 | 0.0% |
| Q4 2024 | 21 | $72.1M | 2,731,550 | 9 | 8 | 2 | 0.0% |
| Q3 2024 | 12 | $7.3M | 287,143 | 12 | 0 | 0 | 0.0% |