DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (IFEB)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
71
Reporting holders
$43.0M
Reported value
0.0%
Calls
0.0%
Puts
-5
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 |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | $3.6M | 113,838 | 0.05% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 93,264 | 0.00% | 6q | +5.6%+$155.4K |
| Americana Partners, LLC | $2.6M | 82,774 | 0.06% | 6q | -23.1%-$779.1K |
| OSAIC HOLDINGS, INC. | $2.1M | 66,583 | 0.00% | 10q | +13.2%+$242.9K |
| SYON CAPITAL LLC | $2.0M | 63,162 | 0.09% | 2q | -21.2%-$531.9K |
| CORRADO ADVISORS, LLC | $1.8M | 56,955 | 0.82% | 10q | -2.0%-$37.2K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 56,481 | 0.00% | 2q | -2.8%-$51.6K |
| WPWealth LLP | $1.6M | 52,053 | 0.24% | 6q | -17.4%-$343.7K |
| Cetera Investment Advisers | $1.5M | 48,138 | 0.00% | 3q | +1.2%+$17.9K |
| Private Advisor Group, LLC | $1.4M | 45,140 | 0.01% | 2q | -7.3%-$111.0K |
| Cornerstone Wealth, LLC/TN | $1.3M | 42,757 | 0.68% | 2q | +1.4%+$18.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 36,628 | 0.00% | 2q | -1.0%-$11.4K |
| Kestra Advisory Services, LLC | $917.3K | 29,329 | 0.00% | 3q | -11.9%-$123.4K |
| LPL Financial LLC | $875.3K | 27,985 | 0.00% | 2q | +54.2%+$307.7K |
| BIP Wealth, LLC | $804.4K | 25,719 | 0.02% | new | NEW |
| Cerity Partners LLC | $802.4K | 25,655 | 0.00% | 2q | -9.2%-$81.1K |
| PFG Advisors | $757.9K | 24,232 | 0.04% | 5q | +2.6%+$19.4K |
| Global Trust Wealth Management LLC | $704.3K | 22,520 | 0.49% | 3q | -8.5%-$65.1K |
| WEALTHGARDEN F.S. LLC | $688.7K | 22,019 | 0.39% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $617.7K | 19,750 | 0.01% | 2q | +35.8%+$162.9K |
| Cambridge Investment Research Advisors, Inc. | $616.0K | 19,712 | 0.00% | 4q | +120.8%+$337.1K |
| CAPTRUST FINANCIAL ADVISORS | $615.0K | 19,663 | 0.00% | 5q | HELD |
| TRUIST FINANCIAL CORP | $588.7K | 18,821 | 0.00% | 2q | HELD |
| Ausdal Financial Partners, Inc. | $548.1K | 17,525 | 0.02% | 2q | HELD |
| Diligent Investors, LLC | $541.1K | 17,300 | 0.12% | 2q | -5.5%-$31.3K |
| Occidental Asset Management, LLC | $527.1K | 16,853 | 0.05% | 2q | HELD |
| Allie Family Office LLC | $501.0K | 16,020 | 0.19% | 2q | HELD |
| Straight Path Wealth Management | $476.5K | 15,236 | 0.11% | 9q | HELD |
| JT Stratford LLC | $440.4K | 14,082 | 0.05% | 2q | -7.5%-$35.5K |
| Stonebridge Financial Group, LLC | $435.9K | 13,938 | 0.03% | 6q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $430.3K | 13,757 | 0.05% | 6q | HELD |
| TrustBank | $410.7K | 13,130 | 0.14% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $409.7K | 13,098 | 0.00% | 10q | -44.6%-$329.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $406.2K | 12,987 | 0.02% | 2q | -1.2%-$5.0K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $380.9K | 12,180 | 0.10% | 2q | HELD |
| GILL CAPITAL PARTNERS, LLC | $371.8K | 11,888 | 0.10% | 2q | HELD |
| Integrity Advisory Solutions, LLC | $371.2K | 11,869 | 0.04% | 2q | +22.3%+$67.7K |
| Vestment Financial LLC | $361.1K | 11,529 | 0.16% | 2q | HELD |
| Focus Partners Wealth | $357.1K | 11,419 | 0.00% | 3q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $355.6K | 11,369 | 0.14% | 2q | HELD |
| HighTower Advisors, LLC | $354.8K | 11,345 | 0.00% | 2q | HELD |
| PFS Partners, LLC | $299.2K | 9,567 | 0.12% | 2q | +103.9%+$152.5K |
| First Commonwealth Financial Corp /PA/ | $268.8K | 8,595 | 0.04% | new | NEW |
| Composition Wealth, LLC | $253.9K | 8,118 | 0.00% | 6q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $253.5K | 8,105 | 0.06% | 2q | -1.8%-$4.7K |
| NewCorp Financial Services, Inc. | $247.4K | 7,911 | 0.19% | 3q | HELD |
| IHT Wealth Management, LLC | $243.9K | 7,797 | 0.01% | 3q | -89.0%-$2.0M |
| Trek Financial, LLC | $241.2K | 7,711 | 0.01% | 2q | -8.1%-$21.4K |
| James T. Borello RIA | $238.0K | 7,610 | 0.05% | 6q | +153.1%+$144.0K |
| Main Street Financial Solutions, LLC | $220.2K | 7,040 | 0.01% | 2q | HELD |
| OneDigital Investment Advisors LLC | $218.9K | 7,000 | 0.00% | new | NEW |
| Pinnacle Wealth Management Group, Inc. | $211.4K | 6,760 | 0.10% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $151.6K | 4,848 | 0.04% | 9q | HELD |
| AdvisorNet Financial, Inc | $150.8K | 4,820 | 0.01% | 2q | HELD |
| IFP Advisors, Inc | $129.5K | 4,139 | 0.00% | 10q | HELD |
| Capital Analysts, LLC | $92.0K | 2,929 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $65.7K | 2,100 | 0.00% | 10q | HELD |
| Allworth Financial LP | $53.1K | 1,697 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $40.8K | 1,305 | 0.04% | 2q | HELD |
| AE Wealth Management LLC | $40.7K | 1,300 | 0.00% | 2q | HELD |
| Atlantic Private Wealth, LLC | $29.7K | 950 | 0.02% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $29.2K | 935 | 0.02% | 5q | HELD |
| RED REEF ADVISORS LLC | $24.7K | 790 | 0.02% | 2q | HELD |
| LANARK FINANCIAL, INC. | $24.0K | 768 | 0.00% | 6q | HELD |
| JDM Financial Group LLC | $23.8K | 761 | 0.01% | 6q | HELD |
| Noble Wealth Management PBC | $22.7K | 725 | 0.01% | 2q | -27.5%-$8.6K |
| UBS Group AG | $22.5K | 720 | 0.00% | 6q | +125.0%+$12.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.5K | 400 | 0.00% | 2q | HELD |
| Capital Investment Advisory Services, LLC | $8.2K | 261 | 0.00% | 2q | HELD |
| HAZLETT, BURT & WATSON, INC. | $8.0K | 260 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $63 | 2 | 0.00% | 6q | -98.7%-$4.9K |
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 | 27 | $12.4M | 395,562 | 1 | 0 | 12 | 0.0% |
| Q2 2026 | 71 | $43.0M | 1,374,627 | 3 | 12 | 19 | 0.0% |
| Q1 2026 | 76 | $63.0M | 2,110,751 | 45 | 17 | 6 | 0.0% |
| Q4 2025 | 31 | $18.2M | 600,705 | 4 | 0 | 9 | 0.0% |
| Q3 2025 | 29 | $18.0M | 612,120 | 2 | 3 | 9 | 0.0% |
| Q2 2025 | 31 | $19.5M | 680,894 | 6 | 4 | 8 | 0.0% |
| Q1 2025 | 25 | $17.3M | 646,986 | 17 | 4 | 3 | 0.0% |
| Q4 2024 | 14 | $6.4M | 252,725 | 2 | 3 | 4 | 0.0% |
| Q3 2024 | 14 | $5.9M | 216,495 | 1 | 2 | 5 | 0.0% |
| Q2 2024 | 14 | $6.8M | 262,625 | 5 | 4 | 1 | 0.0% |
| Q1 2024 | 12 | $4.9M | 187,442 | 12 | 0 | 0 | 0.0% |