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DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST (DDFJ)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

52
Reporting holders
$47.1M
Reported value
0.0%
Calls
0.0%
Puts
+7
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

Download these holders as CSV

FilerValueShares Their book Held Change
Elmwood Wealth Management, Inc.$5.0M252,0471.25%2q+14.0%+$613.5K
Archer Investment Corp$4.8M243,2940.47%2q+78.6%+$2.1M
BENJAMIN EDWARDS INC$4.1M208,1140.04%2q+5.6%+$217.0K
COMMONWEALTH EQUITY SERVICES, LLC$3.1M157,5780.00%2q-5.1%-$168.7K
Welch Financial Planning, LLC$3.0M153,6611.77%2q+901.3%+$2.7M
Cambridge Investment Research Advisors, Inc.$2.4M119,2020.00%2q+100.8%+$1.2M
Composition Wealth, LLC$2.0M100,3290.02%newNEW
JDM Financial Group LLC$1.9M95,0400.64%newNEW
Cetera Investment Advisers$1.8M92,9900.00%2qHELD
BlueStem Wealth Partners, LLC$1.6M79,9820.16%2qHELD
CORRADO ADVISORS, LLC$1.6M79,6540.72%2q-1.5%-$24.5K
IMA Advisory Services, Inc.$1.5M75,7500.09%newNEW
ARS Wealth Advisors Group, LLC$1.4M71,5770.11%2qHELD
NewEdge Advisors, LLC$989.2K50,0370.00%2qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$947.6K47,9330.00%2q+288.3%+$703.6K
RED CRANE WEALTH MANAGEMENT, LLC$897.1K45,3790.66%2q-2.7%-$24.7K
KRAEMATON INVESTMENT ADVISORS, INC$746.3K37,7500.56%2q+7.4%+$51.4K
Sigma Planning Corp$621.0K31,4100.02%2qHELD
Trek Financial, LLC$610.3K30,8700.03%2qHELD
Cassady Wealth & Retirement Planning, LLC$598.8K30,2900.28%2q+0.8%+$4.7K
ACT Advisors, LLC.$544.0K27,5150.18%2q-1.7%-$9.3K
HRT FINANCIAL LP$489.0K24,7420.00%newNEW
Kestra Advisory Services, LLC$463.6K23,4500.00%2qHELD
Weaver Capital Management LLC$438.8K23,3900.10%2qHELD
Range Financial Group LLC$437.1K22,1100.12%2q-3.2%-$14.5K
Cardinal Point Capital Management ULC$419.1K21,2000.02%2qHELD
Aptus Capital Advisors, LLC$370.7K18,7500.00%2qHELD
GUARDIAN WEALTH ADVISORS, LLC / NC$370.7K18,7500.02%2qHELD
INDEPENDENT FINANCIAL GROUP, LLC$348.2K17,6150.01%newNEW
Keystone Wealth Services, LLC$327.3K16,5570.06%2qHELD
Allworth Financial LP$313.7K15,8670.00%2q-99.3%-$46.2M
Soltis Investment Advisors LLC$309.0K15,6320.02%2qHELD
DHJJ Financial Advisors, Ltd.$288.8K14,6080.08%2q+3.1%+$8.6K
Kingsview Wealth Management, LLC$284.3K14,3800.00%2qHELD
PRINCIPAL SECURITIES, INC.$275.7K13,9440.00%2qHELD
CITADEL ADVISORS LLC$254.5K12,8720.00%newNEW
HARBOUR INVESTMENTS, INC.$247.4K12,5120.00%2q-89.9%-$2.2M
Visionary Wealth Advisors$241.0K12,1890.01%2qHELD
Southland Equity Partners LLC$220.6K11,1600.04%2qHELD
CENTAURUS FINANCIAL, INC.$170.0K8,6030.01%newNEW
Innovative Asset Advisors Group, LLC$159.1K8,0460.07%newNEW
Cape Investment Advisory, Inc.$153.1K7,7420.04%newNEW
Arax Advisory Partners$102.8K5,2000.00%newNEW
Physician Wealth Advisors, Inc.$98.8K5,0000.01%2qHELD
UBS Group AG$80.6K4,0750.00%2q+532.8%+$67.8K
AE Wealth Management LLC$29.4K1,4870.00%2q+76.8%+$12.8K
Waverly Advisors, LLC$20.7K1,0460.00%2qHELD
Steward Partners Investment Advisory, LLC$19.8K1,0000.00%2qHELD
OSAIC HOLDINGS, INC.$14.8K7500.00%2qHELD
IFP Advisors, Inc$8.5K4310.00%2q+2.6%
GILPIN WEALTH MANAGEMENT, LLC$7.9K4000.01%2qHELD
BARCLAYS PLC$2010.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202618$14.5M717,8901540.0%
Q2 202652$47.1M2,383,911111270.0%
Q1 202645$79.0M4,210,32045000.0%