DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (INOV)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
46
Reporting holders
$38.0M
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 |
|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | $9.7M | 263,759 | 0.89% | 2q | +2.7%+$253.9K |
| Maltin Wealth Management, Inc. | $5.1M | 140,219 | 1.72% | 5q | -3.0%-$159.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 68,603 | 0.00% | 3q | +590.1%+$2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 60,320 | 0.00% | 3q | -3.3%-$75.9K |
| CORRADO ADVISORS, LLC | $1.8M | 50,181 | 0.85% | 3q | -1.6%-$30.2K |
| GILL CAPITAL PARTNERS, LLC | $1.4M | 37,426 | 0.36% | 7q | -1.8%-$25.9K |
| Kestra Advisory Services, LLC | $1.2M | 32,575 | 0.00% | 7q | -21.0%-$317.5K |
| Cetera Investment Advisers | $1.1M | 30,446 | 0.00% | 6q | -9.3%-$115.1K |
| OSAIC HOLDINGS, INC. | $875.3K | 23,834 | 0.00% | 11q | +75.6%+$376.8K |
| Sigma Planning Corp | $823.5K | 22,422 | 0.02% | 2q | HELD |
| LPL Financial LLC | $816.7K | 22,237 | 0.00% | 3q | +18.2%+$125.8K |
| Cambridge Investment Research Advisors, Inc. | $702.0K | 19,088 | 0.00% | 3q | +100.0%+$351.0K |
| TRUIST FINANCIAL CORP | $606.0K | 16,501 | 0.00% | 3q | HELD |
| Focus Partners Wealth | $583.2K | 15,879 | 0.00% | 3q | +4.9%+$27.1K |
| AdvisorNet Financial, Inc | $518.7K | 14,125 | 0.02% | 7q | HELD |
| IFP Advisors, Inc | $513.8K | 13,991 | 0.01% | 3q | +3.2%+$16.0K |
| Helium Advisors LLC | $465.1K | 12,665 | 0.39% | 3q | -7.6%-$38.0K |
| OLD MISSION CAPITAL LLC | $458.6K | 12,487 | 0.01% | 6q | -53.3%-$522.7K |
| NorthCrest Asset Manangement, LLC | $421.2K | 11,452 | 0.01% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $418.7K | 11,401 | 0.00% | 3q | -1.0%-$4.1K |
| Cornerstone Wealth Group, LLC | $418.3K | 11,390 | 0.02% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $407.2K | 11,089 | 0.12% | 10q | HELD |
| Private Advisor Group, LLC | $399.9K | 10,890 | 0.00% | 3q | -18.1%-$88.1K |
| Diligent Investors, LLC | $367.3K | 10,000 | 0.08% | 3q | HELD |
| Advisory Services Network, LLC | $357.6K | 9,738 | 0.00% | 11q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $344.4K | 9,377 | 0.08% | 3q | -2.9%-$10.5K |
| Berger Financial Group, Inc | $334.2K | 9,100 | 0.02% | 3q | HELD |
| WEALTH ALLIANCE, LLC | $303.9K | 8,276 | 0.03% | 3q | HELD |
| Occidental Asset Management, LLC | $292.4K | 7,963 | 0.03% | 3q | +14.4%+$36.7K |
| Opus Financial Solutions LLC | $250.2K | 6,813 | 0.20% | 3q | HELD |
| Americana Partners, LLC | $236.6K | 6,442 | 0.01% | 6q | -82.4%-$1.1M |
| HighTower Advisors, LLC | $231.5K | 6,303 | 0.00% | 3q | HELD |
| PFG Advisors | $225.2K | 6,131 | 0.01% | 3q | HELD |
| WPWealth LLP | $222.4K | 6,057 | 0.03% | 4q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $222.3K | 6,054 | 0.03% | 7q | HELD |
| Accurate Wealth Management, LLC | $215.3K | 5,836 | 0.02% | 2q | -5.4%-$12.2K |
| Advus Financial Partners, LLC | $212.1K | 5,775 | 0.06% | new | NEW |
| First Heartland Consultants, Inc. | $211.4K | 5,755 | 0.01% | 3q | -14.3%-$35.3K |
| PFS Partners, LLC | $131.9K | 3,591 | 0.05% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $100.7K | 2,741 | 0.00% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $58.7K | 1,599 | 0.00% | 3q | HELD |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $56.1K | 1,528 | 0.00% | 5q | HELD |
| Capital Investment Advisory Services, LLC | $36.5K | 993 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.0K | 12,202? | 0.00% | 3q | |
| CoreCap Advisors, LLC | $26.6K | 725 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5K | 123 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.4K | 38 | 0.00% | 6q | -94.7%-$24.7K |
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 | 18 | $7.4M | 201,635 | 0 | 0 | 5 | 0.0% |
| Q2 2026 | 46 | $38.0M | 1,033,938 | 2 | 8 | 15 | 0.0% |
| Q1 2026 | 51 | $37.9M | 1,090,770 | 5 | 12 | 19 | 0.0% |
| Q4 2025 | 53 | $31.9M | 924,240 | 34 | 11 | 4 | 0.0% |
| Q3 2025 | 19 | $7.7M | 229,814 | 2 | 4 | 5 | 0.0% |
| Q2 2025 | 22 | $8.4M | 261,314 | 4 | 3 | 8 | 0.0% |
| Q1 2025 | 19 | $8.2M | 271,038 | 5 | 2 | 5 | 0.0% |
| Q4 2024 | 18 | $9.3M | 325,860 | 11 | 4 | 1 | 0.0% |
| Q3 2024 | 7 | $2.9M | 98,869 | 3 | 0 | 2 | 0.0% |
| Q2 2024 | 7 | $1.8M | 63,133 | 0 | 2 | 2 | 0.0% |
| Q1 2024 | 7 | $1.6M | 58,329 | 2 | 1 | 1 | 0.0% |
| Q4 2023 | 5 | $1.1M | 42,530 | 5 | 0 | 0 | 0.0% |
| Q3 2021 | 213 | $3.2B | 76,423,048 | 71 | 45 | 68 | 3.9% |
| Q2 2021 | 183 | $2.9B | 85,660,856 | 26 | 56 | 62 | 0.6% |
| Q1 2021 | 174 | $2.2B | 74,897,899 | 32 | 45 | 69 | 0.7% |
| Q4 2020 | 168 | $1.4B | 74,937,633 | 30 | 56 | 45 | 1.3% |
| Q3 2020 | 179 | $2.0B | 77,018,435 | 40 | 47 | 66 | 0.6% |
| Q2 2020 | 153 | $1.5B | 78,908,215 | 26 | 56 | 44 | 0.8% |
| Q1 2020 | 157 | $2.0B | 120,200,477 | 29 | 68 | 40 | 0.5% |
| Q4 2019 | 141 | $1.4B | 73,482,779 | 27 | 50 | 42 | 0.6% |
| Q3 2019 | 132 | $1.5B | 93,543,755 | 40 | 45 | 25 | 0.6% |
| Q2 2019 | 107 | $1.1B | 72,381,389 | 23 | 40 | 24 | 0.2% |
| Q1 2019 | 107 | $882.2M | 70,529,741 | 21 | 25 | 35 | 0.6% |
| Q4 2018 | 105 | $1.1B | 74,245,184 | 1 | 2 | 2 | 0.2% |