INNOVATOR ETFS TRUST (ZNOV)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
69
Reporting holders
$51.9M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | $3.7M | 134,579 | 0.22% | 6q | +21.8%+$665.5K |
| TRUIST FINANCIAL CORP | $3.3M | 121,884 | 0.00% | 3q | HELD |
| Alpine Bank Wealth Management | $3.1M | 113,000 | 0.40% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 105,336 | 0.00% | 7q | -10.8%-$350.7K |
| HARBOUR INVESTMENTS, INC. | $2.8M | 100,175 | 0.04% | 3q | -11.6%-$362.4K |
| Orion Porfolio Solutions, LLC | $2.0M | 72,658 | 0.02% | 6q | +52.5%+$687.1K |
| Kestra Advisory Services, LLC | $2.0M | 72,152 | 0.01% | 7q | -21.7%-$549.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 67,529 | 0.00% | 4q | +263.6%+$1.3M |
| Lineweaver Wealth Advisors, LLC | $1.8M | 64,701 | 0.21% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 63,090 | 0.00% | 4q | -12.7%-$251.6K |
| Cypress Wealth Services, LLC | $1.6M | 59,888 | 0.20% | 7q | HELD |
| SYON CAPITAL LLC | $1.3M | 48,765 | 0.06% | 3q | -51.9%-$1.4M |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 48,109 | 0.00% | 3q | -7.9%-$112.8K |
| Encompass More Asset Management | $1.3M | 48,072 | 0.19% | 6q | +43.5%+$400.0K |
| Prostatis Group LLC | $1.2M | 43,908 | 0.28% | 3q | -7.6%-$99.7K |
| OLD MISSION CAPITAL LLC | $1.1M | 40,997 | 0.02% | 4q | +308.5%+$850.2K |
| OSAIC HOLDINGS, INC. | $1.1M | 40,201 | 0.00% | 6q | +11.4%+$113.2K |
| Brookstone Capital Management | $964.7K | 35,131 | 0.01% | 6q | -5.5%-$55.7K |
| AdvisorNet Financial, Inc | $947.9K | 34,521 | 0.04% | 6q | HELD |
| Cetera Investment Advisers | $867.0K | 31,572 | 0.00% | 7q | -2.7%-$23.9K |
| Summit Wealth Partners, LLC | $840.1K | 30,594 | 0.12% | 3q | -4.2%-$36.9K |
| KFG WEALTH MANAGEMENT, LLC | $794.0K | 28,915 | 0.09% | 3q | HELD |
| Authentikos Wealth Advisory, LLC | $757.2K | 27,575 | 0.48% | 3q | -11.1%-$94.5K |
| Archer Investment Corp | $683.6K | 24,896 | 0.07% | 7q | +96.1%+$335.1K |
| CENTRAL VALLEY ADVISORS, LLC | $630.3K | 22,955 | 0.16% | 3q | -2.9%-$18.6K |
| LPL Financial LLC | $580.6K | 21,144 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $574.3K | 20,914 | 0.01% | 6q | +8.4%+$44.6K |
| FSA Advisors, Inc. | $552.4K | 20,116 | 0.13% | 5q | +4.2%+$22.2K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $544.4K | 19,825 | 0.05% | 2q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $517.3K | 18,838 | 0.01% | new | NEW |
| Atria Investments, Inc | $504.2K | 18,362 | 0.01% | new | NEW |
| Trek Financial, LLC | $440.5K | 16,041 | 0.02% | 3q | -0.9%-$4.1K |
| Farther Finance Advisors, LLC | $370.8K | 13,503 | 0.00% | 3q | HELD |
| Cassady Wealth & Retirement Planning, LLC | $366.1K | 13,332 | 0.17% | 3q | -1.0%-$3.7K |
| Concurrent Investment Advisors, LLC | $362.8K | 13,214 | 0.00% | 3q | -4.3%-$16.1K |
| JPMORGAN CHASE & CO | $362.0K | 13,208 | 0.00% | new | NEW |
| Chris Bulman Inc | $348.9K | 12,705 | 0.13% | 4q | -10.8%-$42.4K |
| Marshall Financial Group, LLC | $345.5K | 12,582 | 0.05% | 6q | HELD |
| Nicholas Wealth, LLC. | $304.8K | 11,099 | 0.17% | 3q | HELD |
| Ausdal Financial Partners, Inc. | $287.1K | 10,454 | 0.01% | 4q | -0.6%-$1.7K |
| Legacy Capital Wealth Partners, LLC | $285.4K | 10,392 | 0.05% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $282.4K | 10,284 | 0.00% | 3q | -43.2%-$214.7K |
| Creative Planning | $257.0K | 9,358 | 0.00% | 2q | -19.5%-$62.4K |
| World Investment Advisors | $249.9K | 9,414 | 0.00% | 2q | -37.5%-$150.2K |
| Inspire Advisors, LLC | $246.1K | 8,961 | 0.02% | new | NEW |
| SageView Advisory Group, LLC | $245.9K | 8,956 | 0.01% | 3q | -20.2%-$62.4K |
| IMG Wealth Management, Inc. | $245.9K | 8,956 | 0.14% | 7q | HELD |
| Signal Advisors Wealth, LLC | $226.8K | 8,258 | 0.01% | new | NEW |
| GWN SECURITIES INC. | $224.5K | 8,174 | 0.04% | 3q | HELD |
| Spire Wealth Management | $220.4K | 8,026 | 0.01% | 7q | HELD |
| Advisory Services Network, LLC | $219.7K | 7,999 | 0.00% | 4q | HELD |
| BLAIR WILLIAM & CO/IL | $218.8K | 7,968 | 0.00% | 7q | HELD |
| Vantage Point Financial LLC | $218.3K | 7,949 | 0.07% | new | NEW |
| WEALTHGARDEN F.S. LLC | $214.9K | 7,825 | 0.12% | 3q | HELD |
| Tradition Wealth Management, LLC | $212.3K | 7,731 | 0.01% | 3q | HELD |
| Rossmore Private Capital | $210.9K | 7,680 | 0.02% | 3q | HELD |
| Phoenix Wealth Advisors | $207.0K | 7,540 | 0.07% | 3q | HELD |
| Continuum Advisory, LLC | $162.6K | 5,922 | 0.01% | new | NEW |
| AE Wealth Management LLC | $126.8K | 4,617 | 0.00% | 7q | -95.4%-$2.6M |
| Allworth Financial LP | $103.4K | 3,764 | 0.00% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $82.4K | 3,000 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $76.7K | 2,794 | 0.00% | 3q | HELD |
| BARCLAYS PLC | $41.4K | 1,506 | 0.00% | 2q | +1759.3%+$39.1K |
| Global Retirement Partners, LLC | $41.2K | 1,501 | 0.00% | 3q | -7.1%-$3.1K |
| IFP Advisors, Inc | $37.3K | 1,359 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $36.1K | 1,316 | 0.00% | 6q | +2.9%+$1.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $25.4K | 925 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $19.0K | 690,756 | 0.02% | 4q | +89.0%+$8.9K |
| Millstone Evans Group, LLC | $4.7K | 171 | 0.00% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $196 | 7,131 | 0.01% | 3q | -46.8% |
| Capital Analysts, LLC | $55 | 2,004 | 0.00% | 7q | HELD |
| Highland Investment Advisors LLC | $27 | 1 | 0.00% | new | FIRST |
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 | 69 | $51.9M | 1,888,887 | 8 | 11 | 23 | 0.0% |
| Q1 2026 | 73 | $60.1M | 2,264,807 | 8 | 21 | 19 | 0.0% |
| Q4 2025 | 75 | $62.0M | 2,324,609 | 39 | 17 | 10 | 0.0% |
| Q3 2025 | 32 | $22.9M | 867,676 | 9 | 8 | 6 | 0.0% |
| Q2 2025 | 27 | $17.7M | 681,364 | 4 | 7 | 7 | 0.0% |
| Q1 2025 | 30 | $21.4M | 854,826 | 13 | 2 | 5 | 0.0% |
| Q4 2024 | 19 | $17.2M | 683,735 | 18 | 0 | 0 | 0.0% |