DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (IMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
72
Reporting holders
$98.4M
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $25.6M | 841,471 | 0.35% | new | NEW |
| SageView Advisory Group, LLC | $7.9M | 259,720 | 0.26% | 2q | -4.1%-$336.4K |
| Creative Planning | $7.9M | 259,720 | 0.00% | 2q | -4.1%-$336.4K |
| HARBOUR INVESTMENTS, INC. | $4.4M | 143,417 | 0.06% | 6q | +1475.3%+$4.1M |
| SYON CAPITAL LLC | $3.2M | 106,165 | 0.14% | 2q | +164.4%+$2.0M |
| Cetera Investment Advisers | $3.1M | 102,100 | 0.00% | 8q | +4.2%+$123.9K |
| CORRADO ADVISORS, LLC | $2.6M | 85,874 | 1.20% | 6q | -1.7%-$45.7K |
| Beacon Pointe Advisors, LLC | $2.4M | 78,031 | 0.01% | 2q | +2.9%+$66.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 74,994 | 0.00% | 8q | +39.1%+$642.2K |
| Private Advisor Group, LLC | $2.2M | 71,965 | 0.01% | 2q | -2.2%-$50.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 70,339 | 0.00% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $2.1M | 69,807 | 0.00% | 2q | +5.9%+$118.1K |
| Bright Futures Wealth Management, LLC. | $2.0M | 65,675 | 1.29% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 60,583 | 0.00% | 9q | +15.4%+$246.5K |
| HighTower Advisors, LLC | $1.8M | 59,325 | 0.00% | 3q | +160.7%+$1.1M |
| Focus Partners Wealth | $1.6M | 54,000 | 0.00% | 3q | -3.4%-$57.9K |
| MAI Capital Management | $1.6M | 52,137 | 0.01% | 2q | +4622.6%+$1.6M |
| OSAIC HOLDINGS, INC. | $1.5M | 50,506 | 0.00% | 10q | +87.4%+$717.3K |
| PRIVATE CLIENT SERVICES, LLC | $1.5M | 48,588 | 0.39% | new | NEW |
| Cerity Partners LLC | $1.3M | 42,283 | 0.00% | 2q | +28.9%+$288.3K |
| Kestra Advisory Services, LLC | $1.1M | 37,582 | 0.00% | 10q | -19.3%-$273.1K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 33,824 | 0.00% | 6q | +108.4%+$535.9K |
| LPL Financial LLC | $1.0M | 33,099 | 0.00% | 2q | +21.0%+$174.8K |
| Diligent Investors, LLC | $806.3K | 26,483 | 0.18% | 10q | +9.1%+$67.0K |
| FIDUCIARY FINANCIAL GROUP, LLC | $745.0K | 24,472 | 0.08% | 9q | +8.5%+$58.5K |
| Americana Partners, LLC | $735.3K | 24,151 | 0.02% | 6q | -73.8%-$2.1M |
| CAPTRUST FINANCIAL ADVISORS | $700.2K | 23,000 | 0.00% | 6q | HELD |
| Beacon Financial Advisory LLC | $692.2K | 22,737 | 0.14% | 2q | +28.8%+$154.8K |
| PFS Partners, LLC | $646.4K | 21,233 | 0.26% | 7q | +226.9%+$448.7K |
| TRUIST FINANCIAL CORP | $577.4K | 18,965 | 0.00% | 10q | +31.2%+$137.5K |
| Advus Financial Partners, LLC | $540.6K | 17,755 | 0.15% | new | NEW |
| ACCESS FINANCIAL SERVICES, INC. | $533.3K | 17,518 | 0.17% | 2q | -85.7%-$3.2M |
| Old Port Advisors | $531.6K | 17,460 | 0.10% | new | NEW |
| NewEdge Advisors, LLC | $509.8K | 16,744 | 0.00% | 9q | +51.7%+$173.8K |
| Cornerstone Wealth Group, LLC | $502.4K | 16,503 | 0.03% | 2q | -10.6%-$59.4K |
| GILL CAPITAL PARTNERS, LLC | $492.2K | 16,167 | 0.13% | 5q | +7.4%+$34.0K |
| Ballast Rock Private Wealth LLC | $489.5K | 16,079 | 0.23% | 3q | HELD |
| Cypress Wealth Services, LLC | $478.9K | 15,731 | 0.06% | new | NEW |
| IFP Advisors, Inc | $451.9K | 14,844 | 0.01% | 10q | +77.1%+$196.8K |
| OneDigital Investment Advisors LLC | $426.2K | 14,000 | 0.00% | new | NEW |
| PFG Advisors | $419.6K | 13,781 | 0.02% | 5q | -1.8%-$7.5K |
| Straight Path Wealth Management | $413.4K | 13,578 | 0.10% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $390.7K | 12,794 | 0.00% | 2q | +19.0%+$62.4K |
| OLD MISSION CAPITAL LLC | $387.3K | 12,721 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $385.8K | 12,671 | 0.00% | 2q | -12.4%-$54.8K |
| Stonebridge Financial Group, LLC | $323.2K | 10,615 | 0.02% | 7q | +33.8%+$81.7K |
| BCS Wealth Management | $316.3K | 10,389 | 0.06% | 10q | HELD |
| Lantz Financial LLC | $307.1K | 10,086 | 0.06% | 6q | -1.8%-$5.6K |
| Trek Financial, LLC | $306.1K | 10,053 | 0.02% | 2q | -5.6%-$18.2K |
| GTS FINANCIAL, LLC | $300.3K | 10,648 | 0.22% | new | NEW |
| Brown Financial Advisors | $295.7K | 9,714 | 0.10% | new | NEW |
| Cornerstone Wealth, LLC/TN | $284.2K | 9,276 | 0.14% | 2q | HELD |
| KINTRA WEALTH, LLC | $265.9K | 8,480 | 0.01% | new | NEW |
| WEALTH ALLIANCE, LLC | $242.3K | 7,957 | 0.02% | 2q | HELD |
| D.B. Root & Company, LLC | $229.6K | 7,540 | 0.05% | 2q | +5.0%+$11.0K |
| Berger Financial Group, Inc | $215.9K | 7,091 | 0.01% | 6q | -33.5%-$108.9K |
| Belpointe Asset Management LLC | $211.4K | 6,944 | 0.01% | new | NEW |
| Allworth Financial LP | $199.5K | 6,553 | 0.00% | 6q | -81.1%-$855.5K |
| TrustBank | $171.3K | 5,625 | 0.06% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $137.0K | 4,500 | 0.02% | 2q | +309.1%+$103.5K |
| DHJJ Financial Advisors, Ltd. | $128.8K | 4,229 | 0.04% | 6q | HELD |
| CoreCap Advisors, LLC | $100.5K | 3,300 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $95.3K | 3,130 | 0.00% | 2q | HELD |
| Capital Analysts, LLC | $69.0K | 2,266 | 0.00% | 2q | HELD |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $53.2K | 1,746 | 0.00% | 5q | HELD |
| AdvisorNet Financial, Inc | $40.0K | 1,315 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $15.1K | 495 | 0.00% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6K | 250 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $7.5K | 245 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $4.6K | 150 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $3.0K | 100 | 0.00% | 10q | HELD |
| Capital Investment Advisory Services, LLC | $2.1K | 68 | 0.00% | new | NEW |
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 | $38.5M | 1,263,316 | 1 | 6 | 7 | 0.0% |
| Q2 2026 | 72 | $98.4M | 3,233,357 | 17 | 25 | 15 | 0.0% |
| Q1 2026 | 65 | $59.8M | 2,057,575 | 28 | 20 | 5 | 0.0% |
| Q4 2025 | 37 | $18.0M | 603,486 | 2 | 1 | 11 | 0.0% |
| Q3 2025 | 40 | $20.1M | 692,557 | 4 | 3 | 9 | 0.0% |
| Q2 2025 | 41 | $39.5M | 1,403,076 | 7 | 8 | 13 | 0.0% |
| Q1 2025 | 41 | $33.3M | 1,258,984 | 19 | 13 | 4 | 0.0% |
| Q4 2024 | 26 | $20.1M | 798,895 | 5 | 3 | 5 | 0.0% |
| Q3 2024 | 20 | $4.7M | 172,849 | 2 | 3 | 1 | 0.0% |
| Q2 2024 | 21 | $6.3M | 245,011 | 8 | 4 | 1 | 0.0% |
| Q1 2024 | 17 | $16.1M | 627,021 | 17 | 0 | 0 | 0.0% |