HolderBook

INNOVATOR ETFS TRUST (UOCT)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

90
Reporting holders
$98.9M
Reported value
0.0%
Held as options
+3
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
COMMONWEALTH EQUITY SERVICES, LLC$15.1M366,1490.02%19q-4.6%-$722.6K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$6.5M158,7060.32%15q+5.8%+$358.8K
MERCER GLOBAL ADVISORS INC /ADV$4.2M101,7240.00%4q+82.9%+$1.9M
Advisory Services Network, LLC$3.7M89,9150.04%7qHELD
OSAIC HOLDINGS, INC.$3.6M88,0060.00%26q+3.7%+$127.4K
Brookstone Capital Management$3.6M86,9490.04%16q-94.8%-$65.5M
Kestra Advisory Services, LLC$3.3M81,3110.01%23q-22.0%-$945.0K
KFG WEALTH MANAGEMENT, LLC$3.3M79,7970.37%15q-35.9%-$1.8M
Spire Wealth Management$3.2M78,7660.10%22q-4.2%-$141.1K
ENVESTNET ASSET MANAGEMENT INC$2.9M69,4140.00%11q-8.6%-$269.6K
IMG Wealth Management, Inc.$2.7M66,5981.53%7q+1.1%+$29.7K
Orion Porfolio Solutions, LLC$2.7M65,5070.02%6q+10.0%+$243.8K
CENTRAL VALLEY ADVISORS, LLC$2.4M58,1300.61%11q-4.6%-$114.6K
LPL Financial LLC$2.4M57,5740.00%26q+6.9%+$153.5K
Foundations Investment Advisors, LLC$2.3M57,0410.02%4q+1.5%+$33.7K
RAYMOND JAMES FINANCIAL INC$2.3M55,4060.00%7q+13.5%+$270.6K
Cetera Investment Advisers$1.9M46,7400.00%10qHELD
TRUIST FINANCIAL CORP$1.8M43,4070.00%11qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M40,0350.00%3q+13.5%+$196.1K
Triad Wealth Partners, LLC$1.6M37,6110.09%5q+65.4%+$619.5K
MML INVESTORS SERVICES, LLC$1.5M37,3120.00%7q+116.1%+$824.1K
Sonoma Allocations LLC$1.5M36,8030.47%4q-4.1%-$64.7K
Bedel Financial Consulting, Inc.$1.5M36,1710.14%31qHELD
Berger Financial Group, Inc$1.4M34,1160.07%11qHELD
Trek Financial, LLC$1.2M30,0760.06%7qHELD
AE Wealth Management LLC$1.0M24,8020.00%16q-0.9%-$9.0K
Allworth Financial LP$981.1K23,8650.00%9q+1.8%+$17.6K
Compass Advisory Group LLC$851.1K20,7040.20%16q-0.9%-$7.4K
SteelPeak Wealth, LLC$841.0K20,4580.02%newNEW
CITADEL ADVISORS LLC$799.3K19,4440.00%2q+67.0%+$320.7K
MTM FINANCIAL GROUP, LLC$632.4K15,3830.27%newFIRST
AXXCESS WEALTH MANAGEMENT, LLC$623.5K15,1670.01%newNEW
Vantage Point Financial LLC$623.0K15,1540.19%7q-6.9%-$46.0K
Simplicity Wealth,LLC$589.0K14,3280.02%4q+35.0%+$152.7K
IHT Wealth Management, LLC$564.5K13,7310.01%7qHELD
Cornerstone Wealth Group, LLC$528.0K12,8440.03%3qHELD
Meridian Wealth Management, LLC$513.0K12,4780.02%3qHELD
WEALTHGARDEN F.S. LLC$509.1K12,3830.29%4qHELD
Long Island Wealth Management, Inc.$495.2K12,0460.20%11qHELD
Atria Investments, Inc$487.8K11,8660.00%4q+0.7%+$3.6K
Kellett Wealth Advisors, LLC$472.6K11,4960.22%8qHELD
AssuredPartners Investment Advisors, LLC$469.6K11,4230.05%3qHELD
WorthPointe, LLC$462.0K11,2380.12%7qHELD
RFG Advisory, LLC$460.6K11,2040.01%10q-6.8%-$33.5K
NewCorp Financial Services, Inc.$449.0K10,9220.34%3qHELD
Encompass More Asset Management$431.4K10,4950.06%7q+23.5%+$82.1K
Concurrent Investment Advisors, LLC$402.8K9,7990.00%3q+11.9%+$42.7K
Strategic Blueprint, LLC$377.8K9,1890.02%8qHELD
OLD MISSION CAPITAL LLC$348.2K8,4710.01%3q-71.7%-$881.2K
Ameritas Advisory Services, LLC$330.4K8,0380.01%newNEW
Capital Investment Advisory Services, LLC$323.7K7,8730.02%16qHELD
MONEY CONCEPTS CAPITAL CORP$307.5K7,4810.01%21q-7.7%-$25.5K
BFI Wealth Solutions, LLC$303.2K7,3750.22%3qHELD
HighTower Advisors, LLC$284.0K6,9090.00%3qHELD
Beacon Financial Advisory LLC$276.9K6,7360.05%8qHELD
PRINCIPAL SECURITIES, INC.$266.2K6,4750.00%newNEW
DHJJ Financial Advisors, Ltd.$258.7K6,2930.07%3qHELD
Creative Planning$257.8K6,2700.00%2q-87.3%-$1.8M
CREATIVE FINANCIAL DESIGNS INC /ADV$250.8K6,1000.01%24qHELD
SageView Advisory Group, LLC$249.0K6,0570.01%7q-87.5%-$1.7M
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$240.1K5,8400.19%newNEW
Lantz Financial LLC$233.5K5,6790.04%3q-1.1%-$2.5K
Retirement Planning Group, LLC$229.7K5,5870.01%5qHELD
ATX Financial Planning, LLC$226.9K5,5200.15%3q-6.5%-$15.7K
ROTHSCHILD INVESTMENT LLC$226.1K5,5000.01%11qHELD
Tradition Wealth Management, LLC$220.9K5,3730.01%3qHELD
Ausdal Financial Partners, Inc.$219.7K5,3440.01%3qHELD
Financial Network Wealth Advisors LLC$219.5K5,3390.22%9qHELD
Hiley Hunt Wealth Management$210.4K5,1180.08%newNEW
Galvin, Gaustad & Stein, LLC$206.3K5,0170.02%newNEW
HARBOUR INVESTMENTS, INC.$203.9K4,9610.00%18q-19.6%-$49.9K
NewEdge Advisors, LLC$202.4K4,9240.00%newNEW
CoreCap Advisors, LLC$171.2K4,1640.01%10q+13.6%+$20.5K
Continuum Advisory, LLC$146.9K3,5730.01%newNEW
Aptus Capital Advisors, LLC$133.6K3,2500.00%5qHELD
Farther Finance Advisors, LLC$90.6K2,2050.00%4q+0.7%
Archer Investment Corp$87.4K2,1260.01%3q+122.6%+$48.1K
IFP Advisors, Inc$57.7K1,4030.00%newNEW
Keating Financial Advisory Services, Inc.$49.3K1,2000.01%3qHELD
MORGAN STANLEY$39.5K9620.00%3qHELD
WealthShield Partners, LLC$37.5K9110.01%7q-29.0%-$15.3K
Ashton Thomas Private Wealth, LLC$29.4K7160.00%2q-29.8%-$12.5K
ROYAL BANK OF CANADA$21.0K5000.00%7qHELD
ASSETMARK, INC$18.3K4450.00%3qHELD
Steward Partners Investment Advisory, LLC$16.4K4000.00%8q-59.3%-$23.9K
Triumph Capital Management$13.6K3300.00%3qHELD
Bullock Wealth Management Group$7.1K1730.00%newFIRST
JPMORGAN CHASE & CO$5.9K1440.00%11qHELD
COMPASS FINANCIAL MANAGEMENT LLC$5.1K1230.00%newFIRST
Wood Tarver Financial Group, LLC$1.5K35,6720.35%7q-12.1%
Cambridge Investment Research Advisors, Inc.$81419,7960.00%5q+86.5%
WEDBUSH SECURITIES INC$80519,5700.02%7qHELD
CENTAURUS FINANCIAL, INC.$70117,0410.03%14q-1.2%
Janney Montgomery Scott LLC$43710,6350.00%30q-1.4%
WELLS FARGO & COMPANY/MN$1400.00%15qHELD

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 202690$98.9M2,404,5881020220.0%
Q1 202687$195.6M5,113,371719280.0%
Q4 202588$159.6M4,095,0532531170.0%
Q3 202559$67.3M1,750,441716160.0%
Q2 202567$79.4M2,155,510916260.0%
Q1 202569$163.4M4,729,006717190.0%
Q4 202469$114.3M3,237,444172590.0%
Q3 202451$28.6M822,16288140.0%
Q2 202452$30.2M896,398610190.0%
Q1 202449$30.6M911,45268180.0%
Q4 202348$43.0M1,327,242151360.0%
Q3 202333$30.4M997,46035140.0%
Q2 202341$24.1M808,30533210.0%
Q1 202340$27.5M967,38138170.0%
Q4 202239$39.8M1,453,44314870.0%
Q3 202235$41.8M1,593,13784100.0%
Q2 202232$19.2M727,5324880.0%
Q1 202237$13.3M471,44458140.0%
Q4 202140$18.4M646,39911860.0%
Q3 202126$8.6M302,65042140.0%
Q2 202130$21.2M765,89635130.0%
Q1 202132$23.3M853,96644150.0%
Q4 202033$30.1M1,112,5919890.0%
Q3 202027$32.1M1,230,18952150.0%
Q2 202027$33.5M1,334,16563110.0%
Q1 202029$64.9M2,798,7375480.0%
Q4 201930$37.6M1,498,4965790.0%
Q3 201927$30.3M1,205,20065110.0%
Q2 201928$42.7M1,713,5419660.0%
Q1 201923$29.0M1,183,6377740.0%
Q4 201820$28.7M1,246,6791000.0%