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DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST PREM INC 20 BARR (JULH)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

20
Reporting holders
$8.9M
Reported value
0.0%
Calls
0.0%
Puts
-4
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

Download these holders as CSV

FilerValueShares Their book Held Change
World Investment Advisors$2.0M81,0270.03%12qHELD
Brookstone Capital Management$1.3M51,4360.01%12q-10.4%-$149.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M51,3290.00%newNEW
STEPHENS INC /AR/$919.2K36,9140.01%12qHELD
Whipplewood Advisors, LLC$781.4K31,3820.53%6qHELD
Farther Finance Advisors, LLC$678.9K27,2650.01%4q+4617.1%+$664.5K
RAYMOND JAMES FINANCIAL INC$647.5K26,0020.00%4qHELD
COMMONWEALTH EQUITY SERVICES, LLC$564.2K22,6600.00%12q-0.9%-$5.3K
Accurate Wealth Management, LLC$297.4K11,9310.03%12q-7.4%-$23.8K
Soltis Investment Advisors LLC$250.5K10,0590.01%newNEW
HARBOR INVESTMENT ADVISORY, LLC$50.3K2,0200.00%12qHELD
Luminist Capital LLC$35.5K1,4240.04%7q-9.2%-$3.6K
MORGAN STANLEY$26.5K1,0630.00%2qHELD
AE Wealth Management LLC$24.2K9700.00%4qHELD
CoreCap Advisors, LLC$9.6K3850.00%10q-22.1%-$2.7K
OSAIC HOLDINGS, INC.$4.7K1890.00%6qHELD
IFP Advisors, Inc$2.5K1000.00%5qHELD
EverSource Wealth Advisors, LLC$2.0K800.00%7qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$996400.00%12qHELD
Pinnacle Wealth Planning Services, Inc.$822330.00%3qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$3.8M154,1422310.0%
Q2 202620$8.9M356,3092150.0%
Q1 202624$11.0M445,1613660.0%
Q4 202527$11.6M464,3965750.0%
Q3 202524$11.6M462,9343670.0%
Q2 202522$11.5M461,68224100.0%
Q1 202522$12.3M496,8953560.0%
Q4 202420$12.0M480,9792580.0%
Q3 202420$12.3M489,7502750.0%
Q2 202422$13.1M526,3392480.0%
Q1 202420$13.0M519,4992460.0%
Q4 202322$16.4M655,2892360.0%
Q3 202316$12.5M505,57316000.0%