DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (DDFD)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
57
Reporting holders
$112.8M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| SIGNATUREFD, LLC | $25.3M | 1,265,508 | 0.34% | 3q | -3.5%-$904.5K |
| SageView Advisory Group, LLC | $10.2M | 510,851 | 0.33% | 3q | -4.1%-$439.3K |
| Creative Planning | $10.2M | 510,851 | 0.01% | 2q | -4.1%-$439.3K |
| MML INVESTORS SERVICES, LLC | $6.6M | 331,993 | 0.01% | 2q | +9.8%+$593.1K |
| ENVESTNET ASSET MANAGEMENT INC | $6.6M | 330,003 | 0.00% | 2q | +1.3%+$87.7K |
| OSAIC HOLDINGS, INC. | $6.2M | 309,923 | 0.01% | 2q | -3.1%-$194.9K |
| RPg Family Wealth Advisory, LLC | $6.0M | 300,310 | 0.55% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.8M | 242,670 | 0.01% | 3q | +92.8%+$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 182,006 | 0.00% | 3q | -2.4%-$89.3K |
| CENTAURUS FINANCIAL, INC. | $3.5M | 174,283 | 0.13% | 3q | +454.2%+$2.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 173,333 | 0.00% | 3q | +333.2%+$2.7M |
| Archer Investment Corp | $3.0M | 147,848 | 0.29% | 3q | +97.4%+$1.5M |
| Brookstone Capital Management | $1.7M | 85,945 | 0.02% | 3q | -3.2%-$56.5K |
| Weaver Capital Management LLC | $1.5M | 81,364 | 0.34% | 3q | HELD |
| Diligent Investors, LLC | $1.4M | 68,900 | 0.31% | 3q | -2.8%-$40.0K |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $1.4M | 67,655 | 0.83% | 3q | +5.2%+$66.4K |
| JANE STREET GROUP, LLC | $1.3M | 65,728 | 0.00% | new | NEW |
| SAGESPRING WEALTH PARTNERS, LLC | $1.1M | 52,567 | 0.02% | 2q | HELD |
| Cassady Wealth & Retirement Planning, LLC | $1.0M | 51,363 | 0.48% | 3q | +4.5%+$44.6K |
| Cetera Investment Advisers | $1.0M | 50,787 | 0.00% | 3q | -2.8%-$29.0K |
| Kestra Advisory Services, LLC | $1.0M | 50,273 | 0.00% | 3q | -20.4%-$257.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $999.1K | 50,010 | 0.02% | 3q | HELD |
| First Heartland Consultants, Inc. | $964.9K | 48,300 | 0.06% | 3q | HELD |
| CORRADO ADVISORS, LLC | $858.4K | 42,966 | 0.40% | 3q | -3.0%-$26.2K |
| Castle Rock Wealth Management, LLC | $771.9K | 38,613 | 0.15% | 3q | -3.8%-$30.6K |
| ARS Wealth Advisors Group, LLC | $711.5K | 35,615 | 0.06% | 3q | HELD |
| CITADEL ADVISORS LLC | $532.4K | 26,650 | 0.00% | 2q | +35.1%+$138.3K |
| Cypress Wealth Services, LLC | $525.7K | 26,316 | 0.06% | 3q | HELD |
| Merit Financial Group, LLC | $494.2K | 24,737 | 0.00% | 3q | -3.9%-$20.0K |
| NewEdge Advisors, LLC | $447.0K | 22,373 | 0.00% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $419.0K | 20,975 | 0.01% | 3q | +0.6%+$2.4K |
| Composition Wealth, LLC | $393.2K | 19,680 | 0.00% | 3q | HELD |
| PRINCIPAL SECURITIES, INC. | $354.2K | 17,732 | 0.00% | 3q | -2.6%-$9.6K |
| HARBOUR INVESTMENTS, INC. | $341.3K | 17,085 | 0.00% | 3q | -75.0%-$1.0M |
| BENJAMIN EDWARDS INC | $314.6K | 15,750 | 0.00% | 3q | HELD |
| Kingsview Wealth Management, LLC | $291.3K | 14,579 | 0.00% | 3q | -92.5%-$3.6M |
| Strategic Blueprint, LLC | $285.5K | 14,291 | 0.01% | 2q | +23.1%+$53.5K |
| Visionary Wealth Advisors | $281.5K | 14,089 | 0.01% | 3q | HELD |
| IFP Advisors, Inc | $279.8K | 14,008 | 0.01% | 3q | HELD |
| Summit Financial, LLC | $275.3K | 13,780 | 0.00% | new | NEW |
| Tradition Wealth Management, LLC | $265.0K | 13,266 | 0.02% | 3q | HELD |
| IMA Advisory Services, Inc. | $246.2K | 12,325 | 0.02% | new | NEW |
| Welch Financial Planning, LLC | $239.9K | 12,010 | 0.14% | 3q | -87.3%-$1.6M |
| DHJJ Financial Advisors, Ltd. | $238.7K | 11,950 | 0.07% | 3q | HELD |
| SEEDS INVESTOR LLC | $225.0K | 11,262 | 0.02% | new | NEW |
| AssuredPartners Investment Advisors, LLC | $200.2K | 10,020 | 0.02% | 3q | HELD |
| Fortune Financial Group, Inc. | $199.8K | 10,000 | 0.16% | new | NEW |
| BARCLAYS PLC | $197.5K | 9,887 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $179.4K | 8,981 | 0.00% | 3q | HELD |
| Aptus Capital Advisors, LLC | $111.9K | 5,600 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $68.9K | 3,450 | 0.00% | 3q | HELD |
| Waverly Advisors, LLC | $68.2K | 3,412 | 0.00% | 3q | HELD |
| UBS Group AG | $33.7K | 1,686 | 0.00% | new | NEW |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $30.0K | 1,500 | 0.00% | 3q | -40.0%-$20.0K |
| Capital Analysts, LLC | $16.0K | 784 | 0.00% | 3q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $8.0K | 400 | 0.01% | 3q | HELD |
| Bullseye Investment Management, LLC | $5.2K | 262 | 0.00% | 3q | -99.1%-$603.3K |
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 | 17 | $36.1M | 1,771,691 | 1 | 1 | 6 | 0.0% |
| Q2 2026 | 57 | $112.8M | 5,648,505 | 8 | 11 | 18 | 0.0% |
| Q1 2026 | 54 | $105.9M | 5,589,869 | 9 | 22 | 4 | 0.0% |
| Q4 2025 | 51 | $75.6M | 3,942,447 | 47 | 0 | 0 | 0.0% |