DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (DDFM)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
42
Reporting holders
$31.4M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $5.9M | 298,265 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 158,368 | 0.00% | 2q | +6.6%+$194.4K |
| Archer Investment Corp | $2.3M | 116,270 | 0.22% | 2q | +160.4%+$1.4M |
| PRIVATE CLIENT SERVICES, LLC | $1.8M | 91,021 | 0.47% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $1.6M | 82,774 | 0.06% | 2q | -4.5%-$77.0K |
| Cape Investment Advisory, Inc. | $1.6M | 79,661 | 0.42% | 2q | +1.9%+$29.6K |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $1.6M | 78,709 | 0.96% | 2q | +4.7%+$70.3K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 73,966 | 0.00% | 2q | +97.5%+$720.6K |
| ROTHSCHILD INVESTMENT LLC | $1.2M | 61,575 | 0.05% | 2q | +1.9%+$23.2K |
| JANE STREET GROUP, LLC | $871.2K | 44,114 | 0.00% | new | NEW |
| Goldenstone Wealth Management LLC | $823.5K | 41,700 | 0.54% | 2q | HELD |
| Kestra Advisory Services, LLC | $775.5K | 39,267 | 0.00% | 2q | +10.5%+$73.5K |
| Cetera Investment Advisers | $745.7K | 37,760 | 0.00% | 2q | +60.3%+$280.6K |
| Carrera Capital Advisors | $727.2K | 36,823 | 0.11% | 2q | HELD |
| WORLD EQUITY GROUP, INC. | $637.2K | 32,265 | 0.14% | 2q | +62.9%+$246.1K |
| CITADEL ADVISORS LLC | $475.2K | 24,061 | 0.00% | new | NEW |
| ARS Wealth Advisors Group, LLC | $455.6K | 23,071 | 0.04% | 2q | HELD |
| Kingsview Wealth Management, LLC | $452.1K | 22,891 | 0.01% | 2q | +13.5%+$53.8K |
| Foundations Investment Advisors, LLC | $423.0K | 21,420 | 0.00% | 2q | +51.5%+$143.9K |
| CORRADO ADVISORS, LLC | $396.2K | 20,059 | 0.18% | 2q | HELD |
| Visionary Wealth Advisors | $394.6K | 19,980 | 0.02% | 2q | HELD |
| Composition Wealth, LLC | $387.1K | 19,601 | 0.00% | new | NEW |
| Welch Financial Planning, LLC | $365.9K | 18,527 | 0.21% | 2q | -4.6%-$17.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $349.5K | 17,696 | 0.00% | 2q | -3.1%-$11.2K |
| DHJJ Financial Advisors, Ltd. | $339.4K | 17,186 | 0.10% | 2q | +3.2%+$10.5K |
| Merit Financial Group, LLC | $293.6K | 14,864 | 0.00% | 2q | HELD |
| Occidental Asset Management, LLC | $268.5K | 13,595 | 0.03% | 2q | HELD |
| PRINCIPAL SECURITIES, INC. | $247.7K | 12,543 | 0.00% | 2q | -2.3%-$5.9K |
| Cassady Wealth & Retirement Planning, LLC | $227.7K | 11,530 | 0.11% | new | NEW |
| Bright Futures Wealth Management, LLC. | $208.7K | 10,569 | 0.13% | 2q | -71.7%-$528.4K |
| OLD MISSION CAPITAL LLC | $205.2K | 10,389 | 0.00% | new | NEW |
| BARCLAYS PLC | $199.5K | 10,104 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $122.2K | 6,186 | 0.00% | 2q | +24.7%+$24.2K |
| Waverly Advisors, LLC | $108.6K | 5,498 | 0.00% | 2q | HELD |
| Stone House Investment Management, LLC | $82.7K | 4,185 | 0.01% | 2q | +45.3%+$25.8K |
| IFP Advisors, Inc | $62.4K | 3,160 | 0.00% | 2q | HELD |
| IMA Advisory Services, Inc. | $59.2K | 3,000 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $49.4K | 2,500 | 0.01% | 2q | HELD |
| Aptus Capital Advisors, LLC | $36.5K | 1,850 | 0.00% | 2q | +270.0%+$26.7K |
| Weaver Capital Management LLC | $20.9K | 1,113 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $14.8K | 750 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $10.7K | 540 | 0.01% | 2q | +35.0%+$2.8K |
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 | 10 | $3.3M | 161,452 | 0 | 2 | 4 | 0.0% |
| Q2 2026 | 42 | $31.4M | 1,589,406 | 10 | 16 | 5 | 0.0% |
| Q1 2026 | 37 | $17.9M | 952,790 | 37 | 0 | 0 | 0.0% |