INNOVATOR ETFS TRUST (UNOV)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
73
Reporting holders
$73.4M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 159,971 | 0.32% | 15q | +4.6%+$281.3K |
| OSAIC HOLDINGS, INC. | $5.5M | 136,915 | 0.01% | 26q | -4.2%-$239.8K |
| IFP Advisors, Inc | $3.9M | 96,054 | 0.07% | 3q | +1.3%+$50.3K |
| Brookstone Capital Management | $3.2M | 78,909 | 0.03% | 15q | -95.4%-$65.4M |
| CENTRAL VALLEY ADVISORS, LLC | $3.2M | 78,462 | 0.81% | 11q | -3.1%-$101.3K |
| Kellett Wealth Advisors, LLC | $2.8M | 70,055 | 1.31% | 3q | -1.0%-$28.7K |
| Spire Wealth Management | $2.5M | 62,970 | 0.08% | 11q | -1.2%-$30.0K |
| RK Capital Management, LLC/FL | $2.5M | 62,133 | 0.02% | 5q | -6.8%-$180.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 59,594 | 0.00% | 19q | -2.2%-$54.3K |
| Kestra Advisory Services, LLC | $2.4M | 58,538 | 0.01% | 19q | -14.1%-$387.3K |
| 4J Wealth Management LLC | $2.2M | 54,614 | 1.08% | 3q | -3.9%-$89.7K |
| HighTower Advisors, LLC | $2.0M | 48,952 | 0.00% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 45,551 | 0.00% | 9q | +6.9%+$117.3K |
| KFG WEALTH MANAGEMENT, LLC | $1.7M | 42,871 | 0.19% | 15q | -3.4%-$59.8K |
| AE Wealth Management LLC | $1.7M | 42,831 | 0.01% | 11q | -2.8%-$49.2K |
| LPL Financial LLC | $1.6M | 41,027 | 0.00% | 12q | +73.9%+$700.1K |
| Trek Financial, LLC | $1.6M | 39,665 | 0.08% | 7q | HELD |
| O'Connor Financial Group LLC | $1.4M | 35,907 | 0.51% | 3q | HELD |
| IHT Wealth Management, LLC | $1.3M | 32,453 | 0.03% | 6q | -31.3%-$594.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 28,595 | 0.00% | 7q | -10.9%-$139.8K |
| MML INVESTORS SERVICES, LLC | $1.1M | 27,680 | 0.00% | 9q | +34.2%+$283.5K |
| Arete Wealth Advisors, LLC | $1.1M | 27,036 | 0.02% | 11q | +91.5%+$518.4K |
| Creative Planning | $1.0M | 25,691 | 0.00% | 2q | HELD |
| Castle Rock Wealth Management, LLC | $990.5K | 24,649 | 0.19% | 23q | HELD |
| OLD MISSION CAPITAL LLC | $964.2K | 24,009 | 0.02% | new | NEW |
| Triumph Capital Management | $961.6K | 23,944 | 0.17% | 3q | +7.9%+$70.8K |
| Cetera Investment Advisers | $960.6K | 23,920 | 0.00% | 17q | -0.6%-$6.1K |
| SageView Advisory Group, LLC | $946.0K | 23,556 | 0.03% | 9q | HELD |
| Berger Financial Group, Inc | $877.7K | 21,855 | 0.04% | 3q | HELD |
| ATTICUS WEALTH MANAGEMENT, LLC | $874.6K | 21,778 | 0.21% | 15q | HELD |
| Foundations Investment Advisors, LLC | $873.6K | 21,754 | 0.01% | 4q | -2.8%-$25.5K |
| SteelPeak Wealth, LLC | $814.2K | 20,273 | 0.02% | new | NEW |
| Lantz Financial LLC | $684.2K | 17,036 | 0.13% | 3q | HELD |
| Atria Investments, Inc | $677.5K | 16,870 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $566.9K | 14,116 | 0.00% | 7q | -1.6%-$9.0K |
| CITADEL ADVISORS LLC | $554.7K | 13,813 | 0.00% | 2q | -39.9%-$367.6K |
| RAYMOND JAMES FINANCIAL INC | $552.6K | 13,759 | 0.00% | 5q | -91.1%-$5.6M |
| IMG Wealth Management, Inc. | $511.2K | 12,728 | 0.28% | 7q | -0.7%-$3.8K |
| CWC Advisors, LLC. | $500.4K | 12,459 | 0.22% | 3q | HELD |
| Three Seasons Wealth, LLC | $446.5K | 11,117 | 0.04% | 7q | HELD |
| Buska Wealth Management, LLC | $420.2K | 10,464 | 0.15% | 10q | -23.4%-$128.5K |
| Cornerstone Wealth Group, LLC | $412.8K | 10,280 | 0.02% | 3q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $381.6K | 9,502 | 0.02% | 2q | -58.1%-$528.7K |
| WealthShield Partners, LLC | $377.2K | 9,392 | 0.06% | 3q | -16.6%-$74.9K |
| ATX Financial Planning, LLC | $369.2K | 9,193 | 0.24% | 3q | +13.3%+$43.4K |
| FINANCIAL MANAGEMENT NETWORK INC | $320.0K | 7,950 | 0.05% | 7q | HELD |
| Advisory Services Network, LLC | $318.8K | 7,938 | 0.00% | 7q | -2.9%-$9.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $293.2K | 7,300 | 0.01% | 3q | HELD |
| Lakeridge Wealth Management LLC | $276.3K | 6,881 | 0.10% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $249.0K | 6,200 | 0.00% | 2q | HELD |
| Sigma Planning Corp | $211.8K | 5,275 | 0.01% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $211.5K | 5,267 | 0.06% | 12q | -4.8%-$10.6K |
| FC Advisory LLC | $210.2K | 5,235 | 0.06% | 7q | -23.5%-$64.7K |
| FOUNDERS FINANCIAL SECURITIES LLC | $206.3K | 5,136 | 0.01% | new | NEW |
| WorthPointe, LLC | $206.0K | 5,130 | 0.05% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $202.5K | 5,042 | 0.00% | new | NEW |
| Bison Wealth, LLC | $202.3K | 5,017 | 0.02% | new | NEW |
| CRA Financial Services, LLC | $201.8K | 5,025 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $176.4K | 4,393 | 0.00% | 18q | HELD |
| Archer Investment Corp | $154.1K | 3,838 | 0.01% | 23q | +100.0%+$77.1K |
| Aptus Capital Advisors, LLC | $108.4K | 2,700 | 0.00% | 5q | HELD |
| AdvisorNet Financial, Inc | $103.6K | 2,579 | 0.00% | 7q | HELD |
| Continuum Advisory, LLC | $101.3K | 2,523 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $88.4K | 2,200 | 0.04% | 4q | HELD |
| Arax Advisory Partners | $83.0K | 2,066 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $82.0K | 2,042 | 0.00% | 10q | HELD |
| BARCLAYS PLC | $78.0K | 1,942 | 0.00% | 6q | +32.7%+$19.2K |
| MORGAN STANLEY | $58.1K | 1,447 | 0.00% | 3q | +47.7%+$18.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | $53.7K | 1,336 | 0.03% | 5q | HELD |
| Regatta Research & Money Management | $40.6K | 1,011 | 0.04% | new | FIRST |
| Keating Financial Advisory Services, Inc. | $6.4K | 160 | 0.00% | 3q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $5.1K | 127 | 0.00% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $1.8K | 44,468 | 0.00% | 15q | +73.8% |
| ASSETMARK, INC | $1.7K | 43 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $568 | 14,145 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $172 | 4,274 | 0.01% | 15q | -5.5% |
| Capital Analysts, LLC | $106 | 2,639 | 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 | 73 | $73.4M | 1,828,744 | 11 | 11 | 25 | 0.0% |
| Q1 2026 | 67 | $169.4M | 4,545,286 | 8 | 14 | 22 | 0.0% |
| Q4 2025 | 65 | $135.2M | 3,565,350 | 19 | 23 | 14 | 0.0% |
| Q3 2025 | 47 | $45.6M | 1,216,630 | 5 | 7 | 16 | 0.0% |
| Q2 2025 | 47 | $46.0M | 1,274,092 | 7 | 7 | 15 | 0.0% |
| Q1 2025 | 45 | $124.0M | 3,652,527 | 6 | 7 | 17 | 0.0% |
| Q4 2024 | 43 | $76.5M | 2,208,059 | 14 | 18 | 3 | 0.0% |
| Q3 2024 | 31 | $21.0M | 619,558 | 1 | 7 | 13 | 0.0% |
| Q2 2024 | 34 | $22.4M | 683,155 | 5 | 4 | 13 | 0.0% |
| Q1 2024 | 31 | $24.2M | 741,566 | 8 | 5 | 6 | 0.0% |
| Q4 2023 | 27 | $18.1M | 572,419 | 4 | 7 | 9 | 0.0% |
| Q3 2023 | 29 | $14.7M | 483,904 | 5 | 3 | 13 | 0.0% |
| Q2 2023 | 27 | $18.0M | 586,075 | 3 | 2 | 10 | 0.0% |
| Q1 2023 | 26 | $20.3M | 699,214 | 4 | 2 | 8 | 0.0% |
| Q4 2022 | 29 | $27.2M | 978,302 | 10 | 7 | 5 | 0.0% |
| Q3 2022 | 22 | $31.2M | 1,132,359 | 3 | 4 | 7 | 0.0% |
| Q2 2022 | 25 | $34.7M | 1,268,349 | 6 | 5 | 6 | 0.0% |
| Q1 2022 | 24 | $35.6M | 1,226,256 | 5 | 8 | 3 | 0.0% |
| Q4 2021 | 28 | $28.4M | 962,103 | 17 | 2 | 2 | 0.0% |
| Q3 2021 | 13 | $3.7M | 127,530 | 3 | 0 | 7 | 0.0% |
| Q2 2021 | 11 | $4.0M | 137,447 | 0 | 3 | 5 | 0.0% |
| Q1 2021 | 16 | $4.2M | 145,807 | 4 | 1 | 5 | 0.0% |
| Q4 2020 | 16 | $9.8M | 345,817 | 8 | 5 | 0 | 0.0% |
| Q3 2020 | 10 | $3.0M | 109,823 | 2 | 3 | 2 | 0.0% |
| Q2 2020 | 9 | $2.0M | 76,192 | 1 | 3 | 2 | 0.0% |
| Q1 2020 | 13 | $2.6M | 109,055 | 6 | 2 | 2 | 0.0% |
| Q4 2019 | 7 | $1.4M | 55,168 | 7 | 0 | 0 | 0.0% |