HolderBook

INNOVATOR ETFS TRUST (UFEB)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

102
Reporting holders
$189.6M
Reported value
0.0%
Held as options
+8
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
Brookstone Capital Management$56.6M1,463,5090.57%18q-14.3%-$9.5M
HighTower Advisors, LLC$24.4M631,4710.02%26q-3.7%-$945.2K
KFG WEALTH MANAGEMENT, LLC$16.7M431,4561.88%15q+13.9%+$2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$6.4M164,9930.31%15q+4.5%+$273.6K
Strategic Blueprint, LLC$5.3M137,9090.27%6q+2.8%+$142.7K
TRUIST FINANCIAL CORP$5.0M129,8160.01%14q-0.6%-$31.3K
COMMONWEALTH EQUITY SERVICES, LLC$4.2M109,0880.01%26q-34.3%-$2.2M
OSAIC HOLDINGS, INC.$4.1M106,1160.00%26qHELD
ENVESTNET ASSET MANAGEMENT INC$3.9M102,1200.00%14q-18.3%-$885.7K
World Investment Advisors$3.9M108,4470.07%5qHELD
MML INVESTORS SERVICES, LLC$3.2M83,8660.01%14q-21.2%-$869.7K
Spire Wealth Management$3.1M79,8130.09%14qHELD
CENTRAL VALLEY ADVISORS, LLC$2.5M64,2060.64%10q-4.1%-$105.0K
Stratos Wealth Advisors, LLC$2.3M59,5430.13%18q-5.4%-$130.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M54,2750.00%9q+289.9%+$1.6M
Trek Financial, LLC$1.9M49,9160.10%6q-7.6%-$158.5K
LPL Financial LLC$1.9M48,3440.00%16q+26.6%+$392.3K
NewCorp Financial Services, Inc.$1.8M46,5541.38%2q-0.9%-$16.7K
Cetera Investment Advisers$1.8M45,7730.00%12q-6.9%-$130.6K
Kestra Advisory Services, LLC$1.6M42,5180.01%10q-34.5%-$866.8K
Berger Financial Group, Inc$1.6M41,9190.08%10q-11.9%-$218.4K
JPMORGAN CHASE & CO$1.4M36,8910.00%newNEW
Northstar Group, Inc.$1.4M35,0100.17%2q-3.7%-$52.2K
TOUNJIAN ADVISORY PARTNERS, LLC$1.3M34,6770.57%newNEW
FIDUCIARY FINANCIAL GROUP, LLC$1.1M29,2430.13%9qHELD
Mutual Advisors, LLC$1.0M26,8750.02%6qHELD
Lantz Financial LLC$1.0M26,4540.19%2q-0.6%-$6.0K
FOUNDERS FINANCIAL SECURITIES LLC$1.0M25,9830.05%6q-2.5%-$25.6K
Focus Partners Wealth$968.4K25,0560.00%6qHELD
CROSSPOINT FINANCIAL, LLC$930.3K24,0692.13%6q-7.7%-$77.3K
Ausdal Financial Partners, Inc.$924.9K23,9290.04%6qHELD
Integrity Advisory Solutions, LLC$903.6K23,3780.09%4q-7.8%-$76.6K
Comprehensive Financial Consultants Institutional, Inc.$895.7K23,1740.24%6q-8.1%-$78.7K
SteelPeak Wealth, LLC$840.4K21,7450.02%newNEW
OLD MISSION CAPITAL LLC$826.5K21,3850.01%newNEW
AdvisorNet Financial, Inc$795.0K20,5700.04%18qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$787.3K20,2500.00%12qHELD
Foundations Investment Advisors, LLC$744.6K19,2660.01%4q+0.8%+$6.1K
Cornerstone Wealth Group, LLC$721.3K18,6620.04%6qHELD
Merit Financial Group, LLC$684.0K17,6960.00%3q+95.8%+$334.6K
Archer Investment Corp$657.6K17,0140.06%26q+197.3%+$436.4K
CITADEL ADVISORS LLC$625.4K16,1800.00%newNEW
IHT Wealth Management, LLC$621.9K16,0910.01%3q-67.4%-$1.3M
Arkadios Wealth Advisors$606.8K15,7000.01%2q+8.5%+$47.5K
NewEdge Advisors, LLC$601.2K15,5560.00%14q+5.4%+$30.9K
Beacon Pointe Advisors, LLC$600.9K15,5480.00%6q-16.2%-$116.0K
IMG Wealth Management, Inc.$594.3K15,3770.33%7qHELD
RAYMOND JAMES FINANCIAL INC$593.8K15,3630.00%7q-15.9%-$112.0K
Advisory Services Network, LLC$551.1K14,2580.01%6qHELD
Creative Planning$550.8K14,2510.00%2q-42.2%-$402.2K
AssuredPartners Investment Advisors, LLC$447.3K11,5740.04%2qHELD
Castle Rock Wealth Management, LLC$446.1K11,5470.09%22qHELD
BANK OF AMERICA CORP /DE/$438.5K11,3460.00%newNEW
Sonoma Allocations LLC$425.6K11,0000.13%4qHELD
SILVER OAK SECURITIES, INCORPORATED$415.5K10,7510.03%newNEW
SageView Advisory Group, LLC$411.2K10,6380.01%11q-50.2%-$414.5K
AXXCESS WEALTH MANAGEMENT, LLC$405.7K10,4970.01%2qHELD
Riverpoint Wealth Management Holdings, LLC$363.2K9,3970.07%4q-14.4%-$61.0K
Truvestments Capital LLC$343.9K8,8990.05%2qHELD
Chris Bulman Inc$319.8K8,2750.12%2q-6.5%-$22.1K
Maia Wealth LLC$319.1K8,2550.05%6qHELD
WealthShield Partners, LLC$303.4K7,8510.05%10q-4.9%-$15.8K
Garden State Investment Advisory Services LLC$303.4K7,8500.05%5qHELD
MTM FINANCIAL GROUP, LLC$293.0K7,5800.13%newFIRST
Madison Wealth Partners, Inc$289.5K7,4900.04%newNEW
Vantage Point Financial LLC$289.1K7,4810.09%7q-1.6%-$4.6K
PFG Advisors$275.8K7,1350.01%6q-23.3%-$83.8K
Beacon Financial Advisory LLC$269.5K6,9730.05%5qHELD
MILESTONE ASSET MANAGEMENT, LLC$269.1K6,9620.04%14qHELD
Sanctuary Advisors, LLC$261.7K6,7700.00%9qHELD
ZACKS INVESTMENT MANAGEMENT$251.4K6,5050.00%newNEW
CGN Advisors LLC$247.7K6,4100.02%5qHELD
BFI Wealth Solutions, LLC$241.6K6,2500.18%3q-28.6%-$96.6K
OxenFree Capital LLC$239.8K6,2000.11%5qHELD
Beckerman Institutional, LLC$239.1K6,1860.11%6qHELD
Tradition Wealth Management, LLC$225.8K5,8420.01%6qHELD
HARBOUR INVESTMENTS, INC.$224.6K5,8110.00%21qHELD
Ballast Rock Private Wealth LLC$223.3K5,7780.10%2qHELD
Chicago Partners Investment Group LLC$218.0K5,6490.00%4qHELD
Kovack Advisors, Inc.$208.6K5,3970.01%newNEW
Bright Futures Wealth Management, LLC.$204.9K5,3020.13%newNEW
AE Wealth Management LLC$199.6K5,1650.00%7q-4.4%-$9.1K
Aptus Capital Advisors, LLC$185.5K4,8000.00%6qHELD
Physician Wealth Advisors, Inc.$171.0K4,4250.02%6qHELD
CoreCap Advisors, LLC$166.1K4,2980.00%10qHELD
Continuum Advisory, LLC$152.5K3,9450.01%newNEW
Financial Network Wealth Advisors LLC$113.1K2,9250.11%9qHELD
EVOLUTION WEALTH MANAGEMENT INC.$92.8K2,4000.05%5qHELD
DHJJ Financial Advisors, Ltd.$89.6K2,3180.03%12qHELD
MORGAN STANLEY$86.5K2,2370.00%8q+26.7%+$18.2K
IFP Advisors, Inc$66.4K1,7190.00%5q+610.3%+$57.1K
Pinnacle Wealth Planning Services, Inc.$32.9K8510.00%6qHELD
Steward Partners Investment Advisory, LLC$29.9K7740.00%10qHELD
Capital Investment Advisory Services, LLC$15.5K4020.00%2qHELD
Keating Financial Advisory Services, Inc.$15.4K3990.00%3qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$12.9K3340.00%2qHELD
Arax Advisory Partners$10.8K2800.00%3q+86.7%+$5.0K
Larson Financial Group LLC$7.3K1900.00%15qHELD
Cambridge Investment Research Advisors, Inc.$6.3K161,9020.01%25q+69.4%+$2.6K
COMPASS FINANCIAL MANAGEMENT LLC$5.0K1300.00%newFIRST

Showing the largest 100 of 104 reported holders.

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 2026102$189.6M4,912,6861313310.0%
Q1 202694$220.5M6,072,1591731260.0%
Q4 202584$115.5M3,140,13047390.0%
Q3 202585$125.7M3,518,57499270.0%
Q2 202584$227.7M6,639,9821123220.0%
Q1 202580$172.3M5,319,030343040.0%
Q4 202454$28.2M846,33128190.0%
Q3 202456$29.8M914,53934230.0%
Q2 202456$36.5M1,148,77177120.0%
Q1 202450$48.4M1,571,070189120.0%
Q4 202339$33.3M1,128,60737150.0%
Q3 202337$27.0M980,55796100.0%
Q2 202338$49.1M1,765,83264110.0%
Q1 202345$51.7M1,943,472191070.0%
Q4 202233$40.0M1,519,35910640.0%
Q3 202226$34.5M1,332,8675740.0%
Q2 202223$27.2M1,038,7173460.0%
Q1 202225$18.9M677,6807950.0%
Q4 202126$10.5M375,67123110.0%
Q3 202126$11.7M425,59112100.0%
Q2 202129$13.2M478,8325490.0%
Q1 202127$15.1M563,33011740.0%
Q4 202022$22.2M853,0665460.0%
Q3 202017$19.9M793,2602480.0%
Q2 202018$18.5M757,7978350.0%
Q1 202015$12.1M534,02213010.0%
Q4 20191$2.3M99,1380000.0%