DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (ACEI)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
29
Reporting holders
$30.4M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Talon Private Wealth, LLC | $5.1M | 222,469 | 0.60% | 2q | +37.2%+$1.4M |
| Signal Advisors Wealth, LLC | $4.7M | 201,606 | 0.24% | 2q | +24.3%+$913.5K |
| Delta Investment Management, LLC | $4.1M | 177,437 | 0.68% | 3q | +10.5%+$391.6K |
| Soltis Investment Advisors LLC | $2.7M | 117,787 | 0.15% | 3q | +196.1%+$1.8M |
| Beacon Pointe Advisors, LLC | $2.1M | 90,954 | 0.01% | 2q | +2.6%+$53.8K |
| Trek Financial, LLC | $1.8M | 79,531 | 0.09% | 3q | -4.7%-$90.8K |
| Brookstone Capital Management | $1.6M | 67,673 | 0.02% | 3q | +111.0%+$824.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 58,714 | 0.00% | 3q | +192.7%+$894.7K |
| WealthPlan Investment Management, LLC | $1.3M | 56,183 | 0.06% | 2q | +0.9%+$11.9K |
| Strategic Blueprint, LLC | $1.0M | 44,481 | 0.05% | 2q | +29.4%+$234.1K |
| Mariner, LLC | $679.8K | 29,369 | 0.00% | new | NEW |
| WINNACLE WEALTH LLC | $666.7K | 28,805 | 0.45% | 3q | +61.1%+$252.9K |
| Maia Wealth LLC | $598.2K | 25,845 | 0.09% | 4q | -0.5%-$3.2K |
| OLD MISSION CAPITAL LLC | $456.0K | 19,703 | 0.01% | 2q | +23.8%+$87.8K |
| Triad Wealth Partners, LLC | $397.5K | 17,187 | 0.02% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $388.0K | 16,765 | 0.02% | 3q | +2.1%+$8.0K |
| BROWN WEALTH MANAGEMENT, LLC | $335.3K | 14,488 | 0.07% | new | NEW |
| CreativeOne Wealth, LLC | $261.5K | 11,300 | 0.01% | 2q | HELD |
| Koshinski Asset Management, Inc. | $221.7K | 9,577 | 0.01% | 2q | HELD |
| Diligent Investors, LLC | $209.8K | 9,063 | 0.05% | 2q | +1.0%+$2.2K |
| Noble Wealth Management PBC | $150.4K | 6,500 | 0.07% | new | NEW |
| AE Wealth Management LLC | $113.5K | 4,905 | 0.00% | 2q | +693.7%+$99.2K |
| RED REEF ADVISORS LLC | $52.6K | 2,274 | 0.05% | 2q | +1.7% |
| Ashton Thomas Private Wealth, LLC | $11.6K | 502 | 0.00% | 2q | -19.6%-$2.8K |
| IFP Advisors, Inc | $5.1K | 222 | 0.00% | 3q | +11.0% |
| CENTRAL TRUST Co | $3.8K | 164 | 0.00% | new | NEW |
| Bullseye Investment Management, LLC | $2.8K | 120 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $2.3K | 100 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $117 | 5 | 0.00% | 2q | -93.3%-$1.6K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $20.0M | 849,787 | 0 | 5 | 6 | 0.0% |
| Q2 2026 | 29 | $30.4M | 1,313,729 | 7 | 16 | 4 | 0.0% |
| Q1 2026 | 25 | $23.5M | 1,013,930 | 15 | 8 | 2 | 0.0% |
| Q4 2025 | 10 | $8.1M | 329,280 | 9 | 1 | 0 | 0.0% |
| Q3 2025 | 4 | $2.4M | 96,790 | 4 | 0 | 0 | 0.0% |