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DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST (DDFZ)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

55
Reporting holders
$97.9M
Reported value
0.0%
Calls
0.0%
Puts
+55
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
Gradient Investments LLC$42.5M2,194,0280.59%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$11.3M581,7760.01%newNEW
Cambridge Investment Research Advisors, Inc.$6.5M335,8180.01%newNEW
NewEdge Advisors, LLC$4.6M235,1140.01%newNEW
Kingsview Wealth Management, LLC$4.1M213,6530.05%newNEW
Ausdal Financial Partners, Inc.$4.0M205,3790.16%newNEW
CENTAURUS FINANCIAL, INC.$2.7M136,7920.10%newNEW
Sigma Planning Corp$2.3M119,1720.06%newNEW
CAPTRUST FINANCIAL ADVISORS$1.9M97,6460.00%newNEW
Archer Investment Corp$1.2M63,1580.12%newNEW
WealthPLAN Partners, LLC$1.1M57,4120.21%newNEW
JANE STREET GROUP, LLC$1.0M52,0150.00%newNEW
Merit Financial Group, LLC$966.2K49,8300.01%newNEW
Bullseye Investment Management, LLC$870.1K44,8740.43%newNEW
OLD MISSION CAPITAL LLC$797.1K41,1100.01%newNEW
ARS Wealth Advisors Group, LLC$782.8K40,3730.06%newNEW
Schulz Wealth, LTD.$703.1K36,2620.36%newNEW
Foundations Investment Advisors, LLC$689.9K35,5820.01%newNEW
Cetera Investment Advisers$680.6K35,1010.00%newNEW
SILVER OAK SECURITIES, INCORPORATED$675.8K34,8550.04%newNEW
Kovack Advisors, Inc.$628.1K32,3940.03%newNEW
Kestra Advisory Services, LLC$600.8K30,9830.00%newNEW
Brown Financial Advisors$491.4K25,3410.17%newNEW
White Knight Strategic Wealth Advisors, LLC$449.8K23,1960.32%newNEW
ENVESTNET ASSET MANAGEMENT INC$416.7K21,4910.00%newNEW
IFP Advisors, Inc$413.2K21,3100.01%newNEW
Applied Capital LLC$409.1K21,1010.13%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$397.2K20,4850.00%newNEW
RED CRANE WEALTH MANAGEMENT, LLC$393.8K20,3100.29%newNEW
Summit Financial, LLC$370.3K19,1000.00%newNEW
Mattson Financial Services, LLC$327.2K16,8620.07%newNEW
Brookstone Capital Management$324.9K16,7560.00%newNEW
Trek Financial, LLC$307.4K15,8560.02%newNEW
Paladin Wealth, LLC$305.6K15,7620.18%newNEW
Benson Wealth Management INC$289.3K14,9220.29%newNEW
Caliber Wealth Management, LLC / KS$263.5K13,5900.03%newNEW
KRAEMATON INVESTMENT ADVISORS, INC$258.9K13,3500.19%newNEW
Southland Equity Partners LLC$244.8K12,6270.04%newNEW
HARBOUR INVESTMENTS, INC.$231.7K11,9470.00%newNEW
Palumbo Wealth Management LLC$230.8K11,9020.05%newNEW
RED REEF ADVISORS LLC$217.2K11,2000.20%newNEW
KFG WEALTH MANAGEMENT, LLC$196.2K10,1180.02%newNEW
DHJJ Financial Advisors, Ltd.$194.0K10,0070.06%newNEW
MCGUIRE CAPITAL ADVISORS INC$167.9K8,6610.09%newNEW
IMA Advisory Services, Inc.$124.1K6,4000.01%newNEW
LANARK FINANCIAL, INC.$95.0K4,9000.01%newNEW
Physician Wealth Advisors, Inc.$53.3K2,7500.01%newNEW
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$33.0K1,7000.00%newNEW
BFC Planning, Inc.$31.8K1,6400.00%newNEW
Stone House Investment Management, LLC$25.2K1,3000.00%newNEW
AE Wealth Management LLC$23.3K1,2000.00%newNEW
OSAIC HOLDINGS, INC.$19.4K1,0000.00%newNEW
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.2K8880.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$4.4K2250.00%newNEW
Cape Investment Advisory, Inc.$3.9K2000.00%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 202622$52.2M2,644,4696320.0%
Q2 202655$97.9M5,051,42455000.0%