DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (IJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
108
Reporting holders
$205.0M
Reported value
0.0%
Calls
0.0%
Puts
-8
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 |
|---|---|---|---|---|---|
| Compass Advisory Group LLC | $32.2M | 845,513 | 7.65% | 23q | +1.5%+$483.9K |
| Allworth Financial LP | $25.4M | 665,968 | 0.11% | 13q | +6925.0%+$25.0M |
| Long Island Wealth Management, Inc. | $19.6M | 515,972 | 8.11% | 11q | +1.1%+$209.0K |
| BLAIR WILLIAM & CO/IL | $11.9M | 311,570 | 0.03% | 14q | -8.2%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 188,091 | 0.01% | 26q | +3.0%+$208.4K |
| OSAIC HOLDINGS, INC. | $6.0M | 157,147 | 0.01% | 26q | +15.7%+$811.8K |
| BIP Wealth, LLC | $5.2M | 137,378 | 0.15% | 3q | -4.0%-$218.9K |
| Cornerstone Wealth, LLC/TN | $4.9M | 129,197 | 2.50% | 2q | +1.0%+$50.4K |
| US BANCORP \DE\ | $4.4M | 115,514 | 0.00% | 2q | -36.1%-$2.5M |
| AdvisorNet Financial, Inc | $4.2M | 110,939 | 0.19% | 19q | -0.7%-$30.7K |
| RED CRANE WEALTH MANAGEMENT, LLC | $4.1M | 108,402 | 3.04% | 7q | +1.2%+$48.2K |
| Cetera Investment Advisers | $4.0M | 105,814 | 0.00% | 11q | -4.8%-$201.1K |
| HighTower Advisors, LLC | $3.9M | 101,192 | 0.00% | 23q | HELD |
| JDM Financial Group LLC | $3.1M | 82,524 | 1.07% | 3q | -0.6%-$17.7K |
| BFI Wealth Solutions, LLC | $3.0M | 79,010 | 2.23% | 3q | -0.9%-$26.5K |
| LPL Financial LLC | $2.8M | 73,936 | 0.00% | 11q | +11.6%+$293.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 73,010 | 0.05% | 16q | -0.7%-$20.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 71,544 | 0.00% | 18q | -34.1%-$1.4M |
| WPWealth LLP | $2.2M | 58,977 | 0.33% | 11q | -33.2%-$1.1M |
| My Personal CFO, LLC | $2.2M | 56,629 | 0.84% | 3q | HELD |
| Global Strategic Investment Solutions, LLC | $2.1M | 55,734 | 0.19% | 18q | -4.6%-$103.2K |
| Talon Private Wealth, LLC | $1.9M | 51,059 | 0.23% | 2q | -1.6%-$32.4K |
| Signal Advisors Wealth, LLC | $1.9M | 51,059 | 0.10% | 3q | -1.6%-$32.4K |
| Advus Financial Partners, LLC | $1.9M | 51,020 | 0.55% | new | NEW |
| PFG Advisors | $1.7M | 44,527 | 0.09% | 11q | -0.6%-$9.6K |
| Triad Wealth Partners, LLC | $1.7M | 42,968 | 0.10% | 7q | -8.0%-$144.9K |
| IFP Advisors, Inc | $1.6M | 42,937 | 0.03% | 22q | HELD |
| Kestra Advisory Services, LLC | $1.6M | 41,937 | 0.01% | 22q | -34.9%-$856.7K |
| CORRADO ADVISORS, LLC | $1.5M | 38,943 | 0.68% | 18q | -1.9%-$28.1K |
| WEALTH ALLIANCE, LLC | $1.4M | 37,331 | 0.12% | 14q | HELD |
| BENJAMIN EDWARDS INC | $1.4M | 36,340 | 0.01% | 8q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 36,255 | 0.00% | 12q | -1.2%-$17.2K |
| Diligent Investors, LLC | $1.3M | 34,797 | 0.30% | 18q | -1.4%-$19.2K |
| DHJJ Financial Advisors, Ltd. | $1.3M | 34,596 | 0.38% | 23q | HELD |
| Creative Planning | $1.3M | 33,179 | 0.00% | 2q | +20.1%+$211.6K |
| AssuredPartners Investment Advisors, LLC | $1.2M | 31,885 | 0.12% | 3q | -4.4%-$55.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 31,378 | 0.00% | 2q | +26.1%+$247.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 31,285 | 0.06% | 6q | +13.5%+$142.0K |
| TRUIST FINANCIAL CORP | $1.1M | 29,573 | 0.00% | 15q | +0.7%+$7.6K |
| OneDigital Investment Advisors LLC | $1.0M | 27,424 | 0.01% | 14q | +31.1%+$247.5K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 27,198 | 0.00% | 10q | +142.0%+$607.9K |
| RETIREMENT GUYS FORMULA LLC | $987.7K | 25,938 | 0.37% | 2q | -12.1%-$136.2K |
| Americana Partners, LLC | $937.3K | 24,614 | 0.02% | 6q | -47.5%-$848.0K |
| World Investment Advisors | $936.8K | 24,643 | 0.02% | 3q | -6.0%-$60.0K |
| First Commonwealth Financial Corp /PA/ | $891.1K | 23,400 | 0.12% | 10q | HELD |
| Berger Financial Group, Inc | $813.5K | 21,364 | 0.04% | 14q | -9.6%-$86.8K |
| Cypress Wealth Services, LLC | $810.1K | 21,274 | 0.10% | 2q | HELD |
| HFG Wealth Management, LLC | $699.9K | 18,379 | 0.70% | 12q | -83.8%-$3.6M |
| Private Advisor Group, LLC | $688.7K | 18,085 | 0.00% | 3q | -2.1%-$14.5K |
| NewEdge Advisors, LLC | $683.5K | 17,949 | 0.00% | 14q | +10.7%+$66.0K |
| NewCorp Financial Services, Inc. | $668.3K | 17,550 | 0.51% | 3q | -7.4%-$53.3K |
| GILL CAPITAL PARTNERS, LLC | $565.3K | 14,846 | 0.15% | 2q | -5.3%-$31.6K |
| PFS Partners, LLC | $531.7K | 13,964 | 0.22% | 6q | HELD |
| Ausdal Financial Partners, Inc. | $505.6K | 13,278 | 0.02% | 3q | -0.5%-$2.7K |
| WEALTHGARDEN F.S. LLC | $500.2K | 13,136 | 0.28% | 3q | HELD |
| Simplicity Wealth,LLC | $482.9K | 12,680 | 0.02% | new | NEW |
| Janney Montgomery Scott LLC | $476.0K | 12,498 | 0.00% | 18q | HELD |
| Main Street Financial Solutions, LLC | $467.1K | 12,267 | 0.03% | 2q | HELD |
| Vantage Point Financial LLC | $454.3K | 11,929 | 0.14% | 5q | +19.0%+$72.4K |
| Smallwood Wealth Investment Management, LLC | $452.7K | 11,889 | 0.20% | new | NEW |
| WealthPlan Investment Management, LLC | $414.0K | 10,872 | 0.02% | 3q | +2.9%+$11.6K |
| VESTIA PERSONAL WEALTH ADVISORS | $403.6K | 10,598 | 0.16% | 7q | HELD |
| Foundations Investment Advisors, LLC | $403.5K | 10,597 | 0.00% | 2q | +17.2%+$59.1K |
| Opus Financial Solutions LLC | $399.3K | 10,486 | 0.32% | 3q | HELD |
| Focus Partners Wealth | $399.2K | 10,483 | 0.00% | 9q | +20.1%+$66.7K |
| Advisor OS, LLC | $381.6K | 10,021 | 0.03% | 2q | HELD |
| SageView Advisory Group, LLC | $381.1K | 10,007 | 0.01% | 15q | HELD |
| Snowden Capital Advisors LLC | $362.4K | 9,516 | 0.01% | 13q | HELD |
| Rothschild Wealth LLC | $358.1K | 9,405 | 0.03% | 3q | HELD |
| Tradition Wealth Management, LLC | $336.4K | 8,833 | 0.02% | 23q | -6.1%-$21.7K |
| SIGNATUREFD, LLC | $329.5K | 8,654 | 0.00% | 3q | HELD |
| Stratos Wealth Advisors, LLC | $303.0K | 7,957 | 0.02% | 2q | HELD |
| BCGM Wealth Management, LLC | $300.0K | 7,877 | 0.06% | 13q | HELD |
| Kathmere Capital Management, LLC | $290.6K | 7,631 | 0.02% | 11q | HELD |
| Compass Ion Advisors, LLC | $278.0K | 7,300 | 0.02% | 8q | HELD |
| Straight Path Wealth Management | $277.9K | 7,297 | 0.06% | 3q | +6.3%+$16.4K |
| CYPRESS FINANCIAL PLANNING LLC | $272.1K | 7,146 | 0.07% | 2q | -1.5%-$4.2K |
| Jacobi Capital Management LLC | $266.1K | 6,987 | 0.01% | 5q | HELD |
| First Heartland Consultants, Inc. | $241.3K | 6,338 | 0.02% | 2q | -1.9%-$4.6K |
| Todd Wealth Management, LLC | $239.3K | 6,283 | 0.18% | 3q | -2.9%-$7.2K |
| Cardinal Point Capital Management ULC | $232.3K | 6,100 | 0.01% | 5q | HELD |
| Visionary Wealth Advisors | $226.8K | 5,957 | 0.01% | 10q | -17.5%-$48.0K |
| James T. Borello RIA | $226.0K | 5,935 | 0.05% | 11q | HELD |
| BCS Wealth Management | $219.9K | 5,776 | 0.04% | 14q | HELD |
| CoreCap Advisors, LLC | $218.4K | 5,736 | 0.01% | 13q | -10.6%-$26.0K |
| Ascent Group, LLC | $215.8K | 5,666 | 0.01% | 6q | HELD |
| MML INVESTORS SERVICES, LLC | $211.2K | 5,547 | 0.00% | new | NEW |
| Avantax Planning Partners, Inc. | $207.0K | 5,436 | 0.01% | new | NEW |
| Financial Network Wealth Advisors LLC | $177.0K | 4,649 | 0.18% | 9q | HELD |
| PNC Financial Services Group, Inc. | $163.2K | 4,286 | 0.00% | 9q | HELD |
| AE Wealth Management LLC | $150.3K | 3,948 | 0.00% | 7q | -10.9%-$18.4K |
| HARBOUR INVESTMENTS, INC. | $126.7K | 3,326 | 0.00% | 17q | -95.3%-$2.5M |
| LANARK FINANCIAL, INC. | $123.0K | 3,230 | 0.01% | 6q | +46.2%+$38.8K |
| FIDUCIARY FINANCIAL ADVISORS | $97.6K | 2,562 | 0.01% | new | NEW |
| BANK OF MONTREAL /CAN/ | $60.9K | 1,600 | 0.00% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $57.1K | 1,500 | 0.01% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $53.3K | 1,400 | 0.01% | 2q | HELD |
| Farther Finance Advisors, LLC | $49.6K | 1,303 | 0.00% | 6q | -42.7%-$37.0K |
| Steward Partners Investment Advisory, LLC | $40.7K | 1,070 | 0.00% | 13q | HELD |
| EverSource Wealth Advisors, LLC | $40.1K | 1,054 | 0.00% | 10q | -13.5%-$6.2K |
Showing the largest 100 of 108 reported holders.
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 | 45 | $72.3M | 1,896,804 | 4 | 6 | 14 | 0.0% |
| Q2 2026 | 108 | $205.0M | 5,381,675 | 7 | 22 | 40 | 0.0% |
| Q1 2026 | 116 | $186.0M | 5,122,564 | 28 | 42 | 20 | 0.0% |
| Q4 2025 | 95 | $125.6M | 3,472,480 | 16 | 25 | 27 | 0.0% |
| Q3 2025 | 94 | $115.2M | 3,275,405 | 7 | 14 | 40 | 0.0% |
| Q2 2025 | 96 | $136.4M | 3,996,410 | 9 | 28 | 29 | 0.0% |
| Q1 2025 | 94 | $130.5M | 4,079,585 | 13 | 28 | 28 | 0.0% |
| Q4 2024 | 88 | $117.5M | 3,863,264 | 8 | 22 | 27 | 0.0% |
| Q3 2024 | 90 | $133.4M | 4,053,059 | 8 | 13 | 41 | 0.0% |
| Q2 2024 | 87 | $146.5M | 4,662,317 | 11 | 18 | 31 | 0.0% |
| Q1 2024 | 85 | $150.8M | 4,836,779 | 16 | 39 | 18 | 0.0% |
| Q4 2023 | 74 | $105.1M | 3,455,549 | 14 | 10 | 29 | 0.0% |
| Q3 2023 | 61 | $74.2M | 2,663,000 | 2 | 9 | 28 | 0.0% |
| Q2 2023 | 71 | $121.7M | 4,185,374 | 9 | 11 | 27 | 0.0% |
| Q1 2023 | 67 | $136.5M | 4,801,677 | 26 | 26 | 8 | 0.0% |
| Q4 2022 | 41 | $50.9M | 1,895,010 | 7 | 8 | 16 | 0.0% |
| Q3 2022 | 36 | $40.7M | 1,764,691 | 2 | 7 | 12 | 0.0% |
| Q2 2022 | 39 | $45.9M | 1,854,739 | 3 | 8 | 16 | 0.0% |
| Q1 2022 | 39 | $204.4M | 7,775,904 | 13 | 15 | 5 | 0.0% |
| Q4 2021 | 33 | $403.5M | 14,726,436 | 5 | 8 | 10 | 0.0% |
| Q3 2021 | 29 | $413.0M | 15,461,742 | 2 | 4 | 11 | 0.0% |
| Q2 2021 | 34 | $56.3M | 2,105,272 | 2 | 6 | 14 | 0.0% |
| Q1 2021 | 32 | $69.7M | 2,675,326 | 10 | 12 | 3 | 0.0% |
| Q4 2020 | 25 | $57.7M | 2,252,797 | 8 | 6 | 4 | 0.0% |
| Q3 2020 | 15 | $14.2M | 591,983 | 4 | 2 | 5 | 0.0% |
| Q2 2020 | 13 | $15.6M | 667,886 | 1 | 2 | 6 | 0.0% |
| Q1 2020 | 19 | $19.6M | 911,260 | 17 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $17.0K | 655 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $17.0K | 655 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $17.0K | 655 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $17.0K | 655 | 1 | 0 | 0 | 0.0% |