Skip to content
DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST (DDFS)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

45
Reporting holders
$29.7M
Reported value
0.0%
Calls
0.0%
Puts
-1
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
OSAIC HOLDINGS, INC.$6.0M271,6840.01%4q-3.2%-$196.1K
COMMONWEALTH EQUITY SERVICES, LLC$2.9M134,0380.00%4q-28.5%-$1.2M
Welch Financial Planning, LLC$2.0M89,5861.15%3q-45.1%-$1.6M
ROTHSCHILD INVESTMENT LLC$1.3M57,8650.05%4qHELD
Cetera Investment Advisers$1.2M55,9860.00%4q-7.5%-$99.6K
INDEPENDENT FINANCIAL GROUP, LLC$1.2M54,1680.02%4q-21.6%-$328.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M52,6100.00%4q-50.2%-$1.2M
Composition Wealth, LLC$1.1M50,7810.01%4qHELD
KINGSWOOD WEALTH ADVISORS, LLC$893.7K40,6790.04%4q-1.2%-$10.5K
Clearstead Advisors, LLC$846.3K38,5200.01%4qHELD
HARBOUR INVESTMENTS, INC.$710.1K32,3220.01%4qHELD
Visionary Wealth Advisors$682.9K31,0830.03%4q-0.9%-$6.1K
Summit Financial, LLC$674.9K30,7200.01%newNEW
CENTAURUS FINANCIAL, INC.$638.0K29,0610.02%4qHELD
Brookstone Capital Management$635.5K28,9250.01%4qHELD
ENVESTNET ASSET MANAGEMENT INC$627.7K28,5690.00%4qHELD
Physician Wealth Advisors, Inc.$627.3K28,5540.07%4qHELD
Blue Sky Capital Consultants Group, Inc.$583.7K26,5670.25%4qHELD
Dynamic Advisor Solutions LLC$536.7K24,4300.02%4qHELD
AE Wealth Management LLC$536.1K24,4010.00%4q+253.6%+$384.5K
Foundations Investment Advisors, LLC$519.9K23,6620.01%3q-3.6%-$19.7K
HRT FINANCIAL LP$519.0K23,6490.00%newNEW
Pallas Capital Advisors LLC$423.3K19,2650.01%4qHELD
UBS Group AG$293.7K13,3700.00%3q+92.7%+$141.3K
Beacon Financial Advisory LLC$287.1K13,0670.06%4qHELD
AssuredPartners Investment Advisors, LLC$273.2K12,4370.03%3q-13.8%-$43.6K
Aptus Capital Advisors, LLC$257.8K11,7350.00%4qHELD
GUARDIAN WEALTH ADVISORS, LLC / NC$257.8K11,7350.01%4qHELD
RPS ADVISORY SOLUTIONS LLC$256.9K11,6950.17%4q+2.1%+$5.4K
NewEdge Advisors, LLC$229.7K10,4560.00%4qHELD
Caliber Wealth Management, LLC / KS$214.3K9,7560.02%4qHELD
Southland Equity Partners LLC$212.5K9,6710.04%4qHELD
CRA Financial Services, LLC$208.7K9,5000.02%3qHELD
First Heartland Consultants, Inc.$206.7K9,4070.01%4q-2.4%-$5.0K
Capital Analysts, LLC$201.0K9,1740.00%4qHELD
Archer Investment Corp$178.1K8,1060.02%4q+100.0%+$89.0K
DHJJ Financial Advisors, Ltd.$110.9K5,0480.03%4qHELD
IFP Advisors, Inc$55.1K2,5070.00%4qHELD
EVOLUTION WEALTH MANAGEMENT INC.$53.2K2,4230.03%4qHELD
James T. Borello RIA$52.1K2,3730.01%3qHELD
Noble Wealth Management PBC$33.0K1,5000.01%3qHELD
BARCLAYS PLC$25.4K1,1580.00%3q-18.5%-$5.8K
Farther Finance Advisors, LLC$10.6K4820.00%3qHELD
Weaver Capital Management LLC$9.3K4420.00%4qHELD
GILPIN WEALTH MANAGEMENT, LLC$8.8K4000.01%3qHELD

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 202633$21.1M946,50317810.0%
Q2 202645$29.7M1,353,56724120.0%
Q1 202646$32.4M1,533,5781990.0%
Q4 202549$36.7M1,730,086111140.0%
Q3 202539$28.2M1,351,76239000.0%