INNOVATOR ETFS TRUST (XBFR)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
20
Reporting holders
$20.5M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | $4.2M | 159,075 | 1.06% | 2q | +16.0%+$582.8K |
| DAYMARK WEALTH PARTNERS, LLC | $3.3M | 122,965 | 0.08% | 2q | +15.9%+$449.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 94,566 | 0.00% | 2q | +7.0%+$163.7K |
| Visionary Wealth Advisors | $1.9M | 71,585 | 0.08% | 2q | +200.2%+$1.3M |
| Brookstone Capital Management | $1.5M | 57,950 | 0.02% | new | NEW |
| WINNACLE WEALTH LLC | $1.3M | 47,814 | 0.87% | 2q | +6.4%+$76.1K |
| First Commonwealth Financial Corp /PA/ | $1.0M | 38,700 | 0.14% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $929.2K | 34,901 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $888.9K | 33,386 | 0.01% | 2q | +50.0%+$296.4K |
| HighTower Advisors, LLC | $649.4K | 24,390 | 0.00% | new | NEW |
| Arlington Capital Management, Inc. | $616.8K | 23,166 | 0.38% | 2q | +2.4%+$14.4K |
| VESTIA PERSONAL WEALTH ADVISORS | $442.5K | 16,622 | 0.17% | new | NEW |
| Cetera Investment Advisers | $334.3K | 12,557 | 0.00% | new | NEW |
| Keystone Wealth Services, LLC | $316.0K | 11,870 | 0.06% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $220.2K | 8,272 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $200.3K | 7,525 | 0.14% | 2q | +63.2%+$77.6K |
| Steward Partners Investment Advisory, LLC | $53.2K | 2,000 | 0.00% | new | NEW |
| RED REEF ADVISORS LLC | $24.2K | 909 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $15.9K | 596 | 0.00% | new | NEW |
| IFP Advisors, Inc | $7.3K | 275 | 0.00% | 2q | +14.6% |
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 | 20 | $20.5M | 769,124 | 11 | 9 | 0 | 0.0% |
| Q1 2026 | 11 | $11.5M | 468,988 | 11 | 0 | 0 | 0.0% |