INNOVATOR ETFS TRUST (XDSQ)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
43
Reporting holders
$42.2M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | $5.3M | 123,855 | 0.04% | 6q | +18.2%+$818.9K |
| OSAIC HOLDINGS, INC. | $3.3M | 76,149 | 0.00% | 20q | -4.6%-$156.2K |
| Authentikos Wealth Advisory, LLC | $3.2M | 73,713 | 2.02% | 8q | -5.3%-$178.4K |
| Atria Investments, Inc | $2.9M | 66,573 | 0.03% | 4q | -10.5%-$335.3K |
| First Commonwealth Financial Corp /PA/ | $2.4M | 55,601 | 0.33% | 10q | -1.4%-$33.4K |
| HighTower Advisors, LLC | $2.2M | 51,158 | 0.00% | 7q | HELD |
| Cetera Investment Advisers | $2.1M | 49,791 | 0.00% | 14q | HELD |
| Brookstone Capital Management | $2.0M | 47,451 | 0.02% | 12q | +6.7%+$128.6K |
| Andina Capital Management, LLC | $2.0M | 45,687 | 3.17% | 9q | -65.1%-$3.7M |
| Triad Wealth Partners, LLC | $1.5M | 34,173 | 0.09% | 5q | -26.3%-$533.7K |
| Keeler Thomas Management LLC | $1.4M | 32,586 | 0.50% | 2q | +425.8%+$1.1M |
| Simplicity Wealth,LLC | $1.2M | 28,238 | 0.04% | new | NEW |
| Arax Advisory Partners | $1.2M | 28,161 | 0.01% | 3q | -16.7%-$241.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 25,962 | 0.00% | 12q | HELD |
| OLD MISSION CAPITAL LLC | $1.1M | 25,381 | 0.02% | 2q | +87.5%+$508.8K |
| Arkadios Wealth Advisors | $933.1K | 21,722 | 0.01% | 3q | +35.5%+$244.5K |
| YARGER WEALTH STRATEGIES, LLC | $909.6K | 20,951 | 0.33% | 9q | +14.0%+$111.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $842.2K | 19,606 | 0.01% | new | NEW |
| VESTIA PERSONAL WEALTH ADVISORS | $692.2K | 16,114 | 0.27% | 9q | -53.3%-$791.4K |
| Pitti Group Wealth Management, LLC | $617.1K | 14,367 | 0.45% | 6q | HELD |
| MY Wealth Management Inc. | $585.1K | 13,620 | 0.41% | new | NEW |
| BROWN WEALTH MANAGEMENT, LLC | $564.4K | 13,140 | 0.13% | 10q | -25.9%-$197.6K |
| Vantage Point Financial LLC | $509.8K | 11,868 | 0.16% | 2q | +25.3%+$102.9K |
| Encompass More Asset Management | $421.0K | 9,802 | 0.06% | 8q | -22.2%-$120.0K |
| Ashton Thomas Private Wealth, LLC | $397.4K | 9,251 | 0.01% | 6q | -8.1%-$34.8K |
| ENVESTNET ASSET MANAGEMENT INC | $394.1K | 9,175 | 0.00% | 10q | +6.4%+$23.8K |
| Chicago Partners Investment Group LLC | $388.5K | 9,121 | 0.01% | 21q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $377.0K | 8,777 | 0.00% | 4q | -61.2%-$594.1K |
| LPL Financial LLC | $354.6K | 8,254 | 0.00% | 4q | -3.0%-$10.8K |
| Ballast Rock Private Wealth LLC | $304.7K | 7,094 | 0.14% | 3q | -26.8%-$111.8K |
| Steward Partners Investment Advisory, LLC | $295.2K | 6,873 | 0.00% | 14q | -1.4%-$4.3K |
| SFMG, LLC | $221.7K | 5,161 | 0.01% | 11q | -33.0%-$109.3K |
| Regatta Research & Money Management | $160.9K | 3,746 | 0.15% | new | FIRST |
| Financial Network Wealth Advisors LLC | $140.0K | 3,259 | 0.14% | 6q | +21.2%+$24.4K |
| CoreCap Advisors, LLC | $46.1K | 1,073 | 0.00% | 10q | -0.8% |
| IFP Advisors, Inc | $37.7K | 877 | 0.00% | 5q | +0.6% |
| AE Wealth Management LLC | $33.9K | 789 | 0.00% | 7q | -36.7%-$19.7K |
| COUNTRY TRUST BANK | $23.4K | 545 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $22.3K | 518 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $8.9K | 207 | 0.00% | 5q | +218.5%+$6.1K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $8.3K | 194 | 0.00% | 9q | -61.2%-$13.1K |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 29,098 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $817 | 19 | 0.00% | 12q | HELD |
| CENTAURUS FINANCIAL, INC. | $290 | 6,759 | 0.01% | 9q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $43 | 1 | 0.00% | 5q | 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 | 43 | $42.2M | 980,603 | 4 | 11 | 19 | 0.0% |
| Q1 2026 | 43 | $43.7M | 1,104,201 | 6 | 15 | 14 | 0.0% |
| Q4 2025 | 38 | $47.0M | 1,127,743 | 2 | 13 | 12 | 0.0% |
| Q3 2025 | 39 | $43.2M | 1,085,766 | 7 | 12 | 12 | 0.0% |
| Q2 2025 | 35 | $37.3M | 997,357 | 6 | 12 | 6 | 0.0% |
| Q1 2025 | 36 | $34.2M | 985,318 | 7 | 13 | 9 | 0.0% |
| Q4 2024 | 31 | $28.3M | 776,784 | 8 | 10 | 9 | 0.0% |
| Q3 2024 | 26 | $27.9M | 793,860 | 6 | 5 | 13 | 0.0% |
| Q2 2024 | 25 | $24.3M | 731,448 | 6 | 12 | 4 | 0.0% |
| Q1 2024 | 19 | $25.9M | 829,522 | 7 | 5 | 5 | 0.0% |
| Q4 2023 | 16 | $25.7M | 866,933 | 5 | 3 | 7 | 0.0% |
| Q3 2023 | 14 | $36.9M | 1,338,700 | 4 | 6 | 3 | 0.0% |
| Q2 2023 | 13 | $17.2M | 598,592 | 3 | 3 | 5 | 0.0% |
| Q1 2023 | 11 | $14.4M | 553,910 | 4 | 2 | 2 | 0.0% |
| Q4 2022 | 10 | $6.5M | 266,838 | 4 | 3 | 2 | 0.0% |
| Q3 2022 | 9 | $5.7M | 262,232 | 0 | 5 | 1 | 0.0% |
| Q2 2022 | 10 | $5.6M | 245,502 | 3 | 3 | 2 | 0.0% |
| Q1 2022 | 11 | $4.2M | 157,157 | 5 | 1 | 3 | 0.0% |
| Q4 2021 | 7 | $4.8M | 165,793 | 1 | 1 | 2 | 0.0% |
| Q3 2021 | 4 | $1.5M | 53,715 | 1 | 1 | 0 | 0.0% |
| Q2 2021 | 4 | $1.1M | 40,569 | 4 | 0 | 0 | 0.0% |