DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (JANH)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
22
Reporting holders
$8.0M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 83,768 | 0.00% | 6q | -61.6%-$3.3M |
| Whipplewood Advisors, LLC | $784.7K | 31,743 | 0.53% | 6q | +0.6%+$4.4K |
| World Investment Advisors | $676.6K | 28,171 | 0.01% | 10q | -1.5%-$10.5K |
| OLD MISSION CAPITAL LLC | $652.1K | 26,378 | 0.01% | new | NEW |
| MTM FINANCIAL GROUP, LLC | $558.3K | 22,586 | 0.24% | 10q | -3.5%-$20.0K |
| Krilogy Financial LLC | $516.6K | 20,900 | 0.02% | 10q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $494.3K | 19,994 | 0.00% | 2q | +88.8%+$232.4K |
| Steward Partners Investment Advisory, LLC | $410.3K | 16,597 | 0.00% | 2q | +59.1%+$152.3K |
| Rose Capital Advisors LLC | $376.1K | 15,213 | 0.19% | new | FIRST |
| Kestra Advisory Services, LLC | $315.9K | 12,778 | 0.00% | 9q | HELD |
| Focus Financial Network, Inc. | $299.4K | 11,923 | 0.01% | 2q | +1.6%+$4.6K |
| Soltis Investment Advisors LLC | $294.6K | 11,915 | 0.02% | 2q | +36.7%+$79.1K |
| Capital Analysts, LLC | $241.0K | 9,760 | 0.01% | 10q | HELD |
| Farther Finance Advisors, LLC | $191.2K | 7,734 | 0.00% | 2q | -92.7%-$2.4M |
| UBS Group AG | $66.5K | 2,691 | 0.00% | 3q | +14063.2%+$66.1K |
| HARBOUR INVESTMENTS, INC. | $17.7K | 715 | 0.00% | 10q | -85.1%-$101.2K |
| Pinnacle Wealth Planning Services, Inc. | $17.3K | 700 | 0.00% | 3q | HELD |
| Noble Wealth Management PBC | $11.1K | 450 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $6.7K | 273 | 0.00% | 4q | -18.5%-$1.5K |
| OSAIC HOLDINGS, INC. | $2.9K | 119 | 0.00% | 3q | HELD |
| Luminist Capital LLC | $1.1K | 45 | 0.00% | new | NEW |
| Allworth Financial LP | $283 | 11 | 0.00% | 9q | 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 | 8 | $2.1M | 86,492 | 0 | 2 | 2 | 0.0% |
| Q2 2026 | 22 | $8.0M | 324,464 | 2 | 6 | 6 | 0.0% |
| Q1 2026 | 21 | $13.6M | 564,441 | 5 | 5 | 5 | 0.0% |
| Q4 2025 | 21 | $6.8M | 275,875 | 6 | 3 | 6 | 0.0% |
| Q3 2025 | 16 | $8.6M | 349,023 | 1 | 5 | 5 | 0.0% |
| Q2 2025 | 14 | $8.2M | 332,393 | 2 | 4 | 5 | 0.0% |
| Q1 2025 | 17 | $6.6M | 273,896 | 4 | 6 | 2 | 0.0% |
| Q4 2024 | 14 | $4.0M | 163,674 | 0 | 4 | 3 | 0.0% |
| Q3 2024 | 14 | $5.0M | 201,219 | 1 | 3 | 5 | 0.0% |
| Q2 2024 | 16 | $6.5M | 262,345 | 4 | 4 | 3 | 0.0% |
| Q1 2024 | 12 | $5.7M | 229,077 | 12 | 0 | 0 | 0.0% |