DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (EOCT)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
71
Reporting holders
$77.5M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Broussard Financial Group LLC | $9.7M | 283,551 | 7.76% | 3q | -6.5%-$676.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 282,048 | 0.01% | 16q | -29.6%-$4.0M |
| Global Strategic Investment Solutions, LLC | $5.6M | 163,980 | 0.50% | 16q | -2.4%-$139.1K |
| MBL Wealth, LLC | $5.0M | 147,234 | 0.34% | 5q | -1.0%-$51.4K |
| SageView Advisory Group, LLC | $4.1M | 120,129 | 0.13% | 7q | -4.5%-$194.3K |
| Creative Planning | $4.1M | 120,129 | 0.00% | 2q | -4.5%-$194.3K |
| Kestra Advisory Services, LLC | $3.5M | 102,899 | 0.01% | 11q | -12.6%-$506.8K |
| CORRADO ADVISORS, LLC | $3.3M | 97,093 | 1.53% | 11q | -1.8%-$60.3K |
| Advus Financial Partners, LLC | $2.3M | 66,187 | 0.64% | new | NEW |
| Cetera Investment Advisers | $2.1M | 61,900 | 0.00% | 10q | -2.0%-$43.1K |
| PFG Advisors | $2.0M | 59,761 | 0.10% | 6q | HELD |
| Cornerstone Wealth, LLC/TN | $2.0M | 59,300 | 1.02% | 2q | HELD |
| PRINCIPAL SECURITIES, INC. | $1.9M | 56,422 | 0.02% | 7q | HELD |
| Berger Financial Group, Inc | $1.7M | 48,418 | 0.08% | 7q | -0.7%-$11.9K |
| Liberty Atlantic Advisors LLC | $1.6M | 47,628 | 1.17% | 3q | -1.3%-$21.2K |
| BFI Wealth Solutions, LLC | $1.5M | 42,587 | 1.08% | 3q | +23.7%+$279.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 36,061 | 0.00% | 15q | -6.6%-$87.5K |
| WPWealth LLP | $920.5K | 26,952 | 0.14% | 15q | HELD |
| OSAIC HOLDINGS, INC. | $918.0K | 26,876 | 0.00% | 19q | HELD |
| NorthCrest Asset Manangement, LLC | $913.0K | 26,761 | 0.02% | 4q | -2.2%-$20.7K |
| RAYMOND JAMES FINANCIAL INC | $830.6K | 24,318 | 0.00% | 7q | -8.1%-$73.4K |
| MML INVESTORS SERVICES, LLC | $757.8K | 22,187 | 0.00% | 3q | -5.4%-$43.0K |
| OLD MISSION CAPITAL LLC | $724.9K | 21,223 | 0.01% | 2q | +23.3%+$136.8K |
| SECURED RETIREMENT ADVISORS, LLC | $717.4K | 21,003 | 0.37% | 7q | +0.7%+$5.2K |
| HighTower Advisors, LLC | $671.6K | 19,664 | 0.00% | 11q | -86.3%-$4.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $619.3K | 18,132 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $606.4K | 17,755 | 0.02% | 3q | -0.6%-$4.0K |
| FOUNDERS FINANCIAL SECURITIES LLC | $586.0K | 17,158 | 0.03% | 5q | +12.2%+$63.9K |
| Arlington Capital Management, Inc. | $557.0K | 16,308 | 0.35% | 2q | +49.7%+$184.8K |
| Cambridge Investment Research Advisors, Inc. | $496.0K | 14,496 | 0.00% | 3q | +100.0%+$248.0K |
| IFP Advisors, Inc | $452.7K | 13,255 | 0.01% | 12q | -11.4%-$58.1K |
| Compass Advisory Group LLC | $440.6K | 12,900 | 0.10% | 17q | -21.3%-$119.5K |
| World Investment Advisors | $432.6K | 12,694 | 0.01% | 3q | -5.2%-$23.8K |
| LPL Financial LLC | $417.3K | 12,219 | 0.00% | 3q | +20.2%+$70.2K |
| Tradition Wealth Management, LLC | $402.3K | 11,779 | 0.02% | 19q | -10.2%-$45.5K |
| CAPTRUST FINANCIAL ADVISORS | $398.2K | 11,658 | 0.00% | 3q | HELD |
| Opus Financial Solutions LLC | $308.6K | 9,034 | 0.25% | 3q | -18.5%-$70.2K |
| TRUIST FINANCIAL CORP | $280.6K | 8,215 | 0.00% | 2q | HELD |
| First Commonwealth Financial Corp /PA/ | $271.9K | 7,961 | 0.04% | new | NEW |
| CITADEL ADVISORS LLC | $260.7K | 7,632 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $251.8K | 7,372 | 0.00% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $243.1K | 7,119 | 0.00% | 7q | HELD |
| William Mack & Associates, Inc. | $234.5K | 6,867 | 0.08% | new | NEW |
| WINNACLE WEALTH LLC | $225.9K | 6,613 | 0.15% | 4q | -2.6%-$6.0K |
| WEALTHGARDEN F.S. LLC | $224.1K | 6,561 | 0.13% | 4q | HELD |
| Long Island Wealth Management, Inc. | $213.5K | 6,250 | 0.09% | new | NEW |
| Diligent Investors, LLC | $211.8K | 6,200 | 0.05% | new | NEW |
| Wealthspire Retirement, LLC | $205.8K | 6,026 | 0.01% | 5q | -7.5%-$16.7K |
| HRT FINANCIAL LP | $201.0K | 5,899 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $184.4K | 5,400 | 0.08% | 5q | -27.5%-$70.0K |
| Farther Finance Advisors, LLC | $122.1K | 3,575 | 0.00% | 6q | -29.3%-$50.5K |
| James T. Borello RIA | $121.3K | 3,552 | 0.03% | 7q | HELD |
| Allworth Financial LP | $117.0K | 3,427 | 0.00% | 3q | -98.5%-$8.0M |
| Capital Analysts, LLC | $98.0K | 2,861 | 0.00% | 16q | HELD |
| AdvisorNet Financial, Inc | $91.5K | 2,680 | 0.00% | 16q | HELD |
| CoreCap Advisors, LLC | $73.8K | 2,161 | 0.00% | 10q | HELD |
| Atlantic Private Wealth, LLC | $68.3K | 2,000 | 0.04% | new | NEW |
| Regatta Research & Money Management | $59.1K | 1,729 | 0.06% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $45.9K | 28,034? | 0.00% | 4q | |
| Whipplewood Advisors, LLC | $44.4K | 1,301 | 0.03% | 7q | -14.7%-$7.7K |
| Financial Network Wealth Advisors LLC | $32.7K | 958 | 0.03% | 3q | HELD |
| Cape Investment Advisory, Inc. | $27.3K | 800 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $27.3K | 800 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $24.1K | 706 | 0.01% | 12q | HELD |
| GILL CAPITAL PARTNERS, LLC | $19.5K | 570 | 0.01% | 2q | HELD |
| PlanVest Financial, Inc | $19.4K | 567 | 0.01% | 2q | -0.5% |
| HARBOUR INVESTMENTS, INC. | $15.0K | 439 | 0.00% | 8q | -98.9%-$1.4M |
| AE Wealth Management LLC | $13.9K | 408 | 0.00% | 4q | -34.0%-$7.2K |
| IFG Advisory, LLC | $10.2K | 300 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.6K | 282 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6K | 222 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $3.7K | 107 | 0.00% | 3q | HELD |
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 | 26 | $40.2M | 1,139,637 | 1 | 8 | 7 | 0.0% |
| Q2 2026 | 71 | $77.5M | 2,269,259 | 12 | 7 | 31 | 0.0% |
| Q1 2026 | 64 | $88.3M | 2,738,562 | 9 | 14 | 21 | 0.0% |
| Q4 2025 | 63 | $86.7M | 2,738,403 | 16 | 21 | 9 | 0.0% |
| Q3 2025 | 44 | $46.7M | 1,502,857 | 8 | 9 | 14 | 0.0% |
| Q2 2025 | 41 | $44.7M | 1,580,349 | 6 | 13 | 9 | 0.0% |
| Q1 2025 | 45 | $41.1M | 1,541,406 | 10 | 12 | 10 | 0.0% |
| Q4 2024 | 37 | $34.7M | 1,335,651 | 12 | 14 | 5 | 0.0% |
| Q3 2024 | 26 | $15.9M | 589,807 | 3 | 7 | 10 | 0.0% |
| Q2 2024 | 26 | $16.2M | 650,172 | 2 | 3 | 8 | 0.0% |
| Q1 2024 | 26 | $15.9M | 660,443 | 2 | 3 | 13 | 0.0% |
| Q4 2023 | 29 | $26.3M | 1,112,159 | 10 | 8 | 5 | 0.0% |
| Q3 2023 | 20 | $13.5M | 603,650 | 3 | 5 | 7 | 0.0% |
| Q2 2023 | 21 | $15.4M | 654,951 | 1 | 2 | 8 | 0.0% |
| Q1 2023 | 21 | $12.5M | 539,804 | 4 | 2 | 9 | 0.0% |
| Q4 2022 | 22 | $14.4M | 647,727 | 9 | 9 | 1 | 0.0% |
| Q3 2022 | 14 | $6.2M | 297,248 | 5 | 3 | 3 | 0.0% |
| Q2 2022 | 14 | $3.7M | 158,876 | 6 | 2 | 3 | 0.0% |
| Q1 2022 | 9 | $2.2M | 92,263 | 1 | 1 | 2 | 0.0% |
| Q4 2021 | 9 | $3.4M | 134,371 | 8 | 0 | 0 | 0.0% |