DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (DDFO)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
61
Reporting holders
$84.0M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | $11.0M | 489,751 | 2.76% | 3q | HELD |
| SageView Advisory Group, LLC | $10.9M | 482,639 | 0.36% | 3q | -3.8%-$433.7K |
| Creative Planning | $10.9M | 482,639 | 0.01% | 2q | -3.8%-$433.7K |
| Weaver Capital Management LLC | $10.1M | 471,002 | 2.23% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 273,383 | 0.01% | 3q | -14.2%-$1.0M |
| Cambridge Investment Research Advisors, Inc. | $2.7M | 119,830 | 0.00% | 3q | +64.0%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 112,082 | 0.00% | 2q | +940.5%+$2.3M |
| Southland Equity Partners LLC | $1.9M | 83,962 | 0.33% | 3q | HELD |
| AE Wealth Management LLC | $1.5M | 65,308 | 0.01% | 2q | +510.6%+$1.2M |
| Cetera Investment Advisers | $1.5M | 65,040 | 0.00% | 3q | -2.0%-$29.3K |
| HARBOUR INVESTMENTS, INC. | $1.3M | 59,849 | 0.02% | 3q | -4.5%-$63.3K |
| Kingsview Wealth Management, LLC | $1.2M | 54,288 | 0.01% | 3q | +18.9%+$194.1K |
| Archer Investment Corp | $1.2M | 53,506 | 0.12% | 3q | -57.8%-$1.6M |
| CENTAURUS FINANCIAL, INC. | $1.1M | 49,532 | 0.04% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 46,811 | 0.00% | 2q | HELD |
| Castle Rock Wealth Management, LLC | $1.0M | 45,848 | 0.20% | 3q | HELD |
| Modern Wealth Management, LLC | $1.0M | 45,672 | 0.01% | 2q | +12.1%+$111.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $906.3K | 40,264 | 0.02% | 3q | -9.1%-$90.2K |
| Summit Financial, LLC | $839.4K | 37,288 | 0.01% | new | NEW |
| World Investment Advisors | $824.1K | 38,415 | 0.01% | 3q | HELD |
| Welch Financial Planning, LLC | $735.9K | 32,693 | 0.43% | 3q | +1.6%+$11.7K |
| Farther Finance Advisors, LLC | $715.7K | 31,795 | 0.01% | 3q | -2.3%-$17.2K |
| Cornerstone Wealth Group, LLC | $684.9K | 30,425 | 0.04% | 3q | HELD |
| Atria Investments, Inc | $669.8K | 29,757 | 0.01% | 3q | -16.7%-$134.7K |
| WORLD EQUITY GROUP, INC. | $669.8K | 29,757 | 0.15% | 3q | -16.7%-$134.7K |
| IFP Advisors, Inc | $654.6K | 29,079 | 0.01% | 3q | -10.8%-$79.1K |
| CALTON & ASSOCIATES, INC. | $551.9K | 24,517 | 0.08% | 3q | +4.3%+$22.5K |
| Brookstone Capital Management | $540.9K | 24,030 | 0.01% | 3q | +104.8%+$276.8K |
| OLD MISSION CAPITAL LLC | $534.8K | 23,758 | 0.01% | new | NEW |
| Financial Solutions Advisory Group, Inc. | $525.3K | 23,291 | 0.07% | 2q | +1.6%+$8.5K |
| DHJJ Financial Advisors, Ltd. | $521.7K | 23,177 | 0.15% | 3q | HELD |
| HighTower Advisors, LLC | $519.8K | 23,092 | 0.00% | 3q | HELD |
| HRT FINANCIAL LP | $472.0K | 20,997 | 0.00% | new | NEW |
| Keystone Wealth Services, LLC | $464.8K | 20,649 | 0.09% | 2q | HELD |
| Grantvest Financial Group LLC | $456.6K | 20,283 | 0.26% | 3q | HELD |
| Foundations Investment Advisors, LLC | $438.7K | 19,487 | 0.00% | 3q | HELD |
| Caliber Wealth Management, LLC / KS | $413.1K | 18,354 | 0.04% | 3q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $378.3K | 16,807 | 0.04% | 3q | -12.2%-$52.6K |
| Sigma Planning Corp | $374.8K | 16,652 | 0.01% | 3q | -52.8%-$418.6K |
| Allworth Financial LP | $356.6K | 15,842 | 0.00% | 3q | HELD |
| CITADEL ADVISORS LLC | $345.8K | 15,364 | 0.00% | 2q | -53.3%-$395.2K |
| Cassady Wealth & Retirement Planning, LLC | $333.3K | 14,806 | 0.15% | 2q | +13.6%+$39.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | $310.1K | 13,777 | 0.01% | 3q | -1.7%-$5.3K |
| NewEdge Advisors, LLC | $301.3K | 13,385 | 0.00% | 3q | HELD |
| INTEGRITY ALLIANCE, LLC. | $298.0K | 13,237 | 0.01% | 3q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $292.5K | 12,995 | 0.02% | 2q | HELD |
| Pitti Group Wealth Management, LLC | $251.0K | 11,150 | 0.18% | 3q | HELD |
| Merit Financial Group, LLC | $242.5K | 10,774 | 0.00% | 3q | HELD |
| Koshinski Asset Management, Inc. | $239.6K | 10,646 | 0.01% | 3q | HELD |
| Pallas Capital Advisors LLC | $211.4K | 9,390 | 0.01% | 3q | HELD |
| Pinnacle Wealth Management Group, Inc. | $209.8K | 9,320 | 0.10% | new | NEW |
| Capital Investment Advisors, LLC | $200.8K | 8,922 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $158.7K | 7,050 | 0.01% | 3q | HELD |
| BARCLAYS PLC | $91.5K | 4,065 | 0.00% | 2q | +632.4%+$79.0K |
| Aptus Capital Advisors, LLC | $73.2K | 3,250 | 0.00% | 3q | HELD |
| BFC Planning, Inc. | $42.5K | 1,886 | 0.00% | new | NEW |
| UBS Group AG | $21.7K | 965 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $15.2K | 675 | 0.01% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $9.0K | 400 | 0.01% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $4.5K | 200 | 0.00% | 3q | HELD |
| Bullseye Investment Management, LLC | $2.1K | 94 | 0.00% | 2q | -94.6%-$37.2K |
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 | 21 | $20.1M | 876,228 | 2 | 5 | 4 | 0.0% |
| Q2 2026 | 61 | $84.0M | 3,753,902 | 7 | 11 | 16 | 0.0% |
| Q1 2026 | 59 | $78.9M | 3,675,374 | 15 | 6 | 11 | 0.0% |
| Q4 2025 | 50 | $117.7M | 5,442,845 | 48 | 0 | 0 | 0.0% |