DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (IBUF)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
40
Reporting holders
$84.7M
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 |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | $12.4M | 395,134 | 0.04% | 6q | +15.2%+$1.6M |
| FAI Advisors, Inc. | $9.2M | 293,577 | 3.63% | 5q | +7.5%+$641.7K |
| CAPTRUST FINANCIAL ADVISORS | $7.8M | 247,739 | 0.01% | 6q | +42.1%+$2.3M |
| D.B. Root & Company, LLC | $7.3M | 230,782 | 1.54% | 8q | +7.8%+$523.9K |
| RAYMOND JAMES FINANCIAL INC | $6.3M | 199,459 | 0.00% | 7q | -13.0%-$941.8K |
| OSAIC HOLDINGS, INC. | $6.1M | 192,800 | 0.01% | 6q | -13.1%-$913.0K |
| CreativeOne Wealth, LLC | $4.7M | 150,052 | 0.10% | 3q | +89.4%+$2.2M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | 142,344 | 0.01% | 4q | +236.5%+$3.1M |
| Cetera Investment Advisers | $4.2M | 134,639 | 0.00% | 3q | +50.7%+$1.4M |
| Mutual Advisors, LLC | $3.7M | 118,211 | 0.07% | 5q | +1.3%+$46.1K |
| BLVD Private Wealth, LLC | $3.6M | 115,241 | 2.70% | 5q | +9.6%+$319.3K |
| CENTAURUS FINANCIAL, INC. | $1.8M | 56,847 | 0.07% | 6q | +1090.0%+$1.6M |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.8M | 55,774 | 0.03% | 5q | -1.0%-$17.7K |
| BFI Wealth Solutions, LLC | $1.3M | 42,169 | 0.98% | new | NEW |
| Kestra Advisory Services, LLC | $1.0M | 32,611 | 0.00% | 3q | +9.7%+$90.8K |
| Pitti Group Wealth Management, LLC | $918.2K | 29,168 | 0.67% | 5q | +3.9%+$34.6K |
| HARBOUR INVESTMENTS, INC. | $760.0K | 24,142 | 0.01% | 8q | -1.3%-$10.1K |
| Bright Futures Wealth Management, LLC. | $750.3K | 23,835 | 0.48% | 4q | -0.7%-$5.6K |
| ARQ WEALTH ADVISORS, LLC | $619.7K | 19,605 | 0.08% | 6q | +10.5%+$58.6K |
| AE Wealth Management LLC | $575.6K | 18,284 | 0.00% | 5q | -1.6%-$9.3K |
| WEALTHGARDEN F.S. LLC | $522.8K | 16,609 | 0.30% | 5q | -1.2%-$6.6K |
| Ameritas Advisory Services, LLC | $472.2K | 15,000 | 0.01% | new | NEW |
| Sugar Maple Asset Management, LLC | $381.5K | 12,120 | 0.25% | 5q | HELD |
| NewEdge Wealth, LLC | $368.9K | 11,718 | 0.00% | 2q | -0.6%-$2.3K |
| Belpointe Asset Management LLC | $334.2K | 10,617 | 0.01% | 3q | -10.7%-$39.9K |
| ENVESTNET ASSET MANAGEMENT INC | $326.9K | 10,385 | 0.00% | 3q | -44.5%-$262.6K |
| OneDigital Investment Advisors LLC | $314.8K | 10,000 | 0.00% | new | NEW |
| Summit Wealth Partners, LLC | $290.4K | 9,224 | 0.04% | 2q | +29.1%+$65.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $288.2K | 9,154 | 0.00% | new | NEW |
| Baker Avenue Asset Management, LP | $287.5K | 9,132 | 0.01% | 2q | -36.3%-$164.1K |
| LPL Financial LLC | $284.3K | 9,032 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $283.1K | 8,994 | 0.00% | 2q | -80.9%-$1.2M |
| RED CRANE WEALTH MANAGEMENT, LLC | $240.3K | 7,634 | 0.18% | new | NEW |
| Ausdal Financial Partners, Inc. | $227.1K | 7,215 | 0.01% | new | NEW |
| Disciplined Investments, LLC | $219.8K | 6,981 | 0.07% | 3q | HELD |
| Alaska Wealth Advisors, LLC | $216.8K | 6,886 | 0.02% | 2q | HELD |
| Blue Trust, Inc. | $99.3K | 3,155 | 0.00% | 7q | -7.3%-$7.9K |
| Farther Finance Advisors, LLC | $62.2K | 1,975 | 0.00% | 6q | -78.5%-$227.2K |
| Caitlin John, LLC | $21.8K | 694 | 0.01% | 4q | -8.4%-$2.0K |
| IFP Advisors, Inc | $7.2K | 230 | 0.00% | 5q | 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 | 15 | $20.3M | 646,628 | 4 | 4 | 4 | 0.0% |
| Q2 2026 | 40 | $84.7M | 2,689,168 | 7 | 14 | 15 | 0.0% |
| Q1 2026 | 38 | $74.2M | 2,513,656 | 8 | 15 | 9 | 0.0% |
| Q4 2025 | 32 | $62.6M | 2,139,972 | 8 | 17 | 3 | 0.0% |
| Q3 2025 | 27 | $52.0M | 1,824,942 | 4 | 14 | 5 | 0.0% |
| Q2 2025 | 26 | $32.0M | 1,155,196 | 11 | 7 | 3 | 0.0% |
| Q1 2025 | 15 | $14.4M | 544,708 | 10 | 3 | 0 | 0.0% |
| Q4 2024 | 7 | $4.3M | 166,932 | 4 | 2 | 0 | 0.0% |
| Q3 2024 | 5 | $2.2M | 86,990 | 5 | 0 | 0 | 0.0% |