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DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST (KMAY)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

40
Reporting holders
$38.9M
Reported value
0.0%
Calls
0.0%
Puts
+19
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
Gradient Investments LLC$14.4M475,2700.20%newNEW
RAYMOND JAMES FINANCIAL INC$4.2M138,2060.00%newNEW
OSAIC HOLDINGS, INC.$3.2M103,9610.00%newNEW
HARBOUR INVESTMENTS, INC.$2.0M66,0120.03%5q+4131.5%+$2.0M
COMMONWEALTH EQUITY SERVICES, LLC$1.6M53,7650.00%5q+114.2%+$870.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M47,5780.00%5q+103.6%+$735.7K
Cetera Investment Advisers$1.4M47,0590.00%5q+280.7%+$1.1M
INVESTMENT MANAGEMENT CORP /VA/ /ADV$1.1M34,7370.88%newNEW
Diligent Investors, LLC$976.7K32,1500.22%newNEW
First Commonwealth Financial Corp /PA/$805.0K26,4970.11%4q+57.3%+$293.3K
Cornerstone Wealth, LLC/TN$554.4K18,2840.28%newNEW
Private Advisor Group, LLC$545.9K17,9700.00%newNEW
LPL Financial LLC$507.7K16,7130.00%newNEW
Todd Wealth Management, LLC$490.6K16,1500.37%3q+1.9%+$9.1K
Kestra Advisory Services, LLC$460.2K15,1480.00%5q+83.3%+$209.2K
Jefferies Financial Group Inc.$436.3K14,3600.00%newNEW
WEALTH ALLIANCE, LLC$399.6K13,1520.03%5q+26.3%+$83.1K
Main Street Financial Solutions, LLC$395.7K13,0240.03%newNEW
Annis Gardner Whiting Capital Advisors, LLC$391.9K12,9000.06%5qHELD
OLD MISSION CAPITAL LLC$360.6K11,8690.01%5q-42.8%-$269.3K
Keating Financial Advisory Services, Inc.$335.6K11,0460.04%3q+33.0%+$83.2K
Phoenix Financial Ltd.$322.8K10,6500.00%5q-22.1%-$91.8K
FIDUCIARY FINANCIAL GROUP, LLC$314.5K10,3510.04%4q+12.4%+$34.8K
Cresset Asset Management, LLC$305.8K10,0650.00%5qHELD
Ponta Wealth Partners, LLC$281.7K9,2730.15%newNEW
Wood Tarver Financial Group, LLC$244.0K8,0530.06%newNEW
TRUIST FINANCIAL CORP$240.7K7,9230.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$224.0K7,3950.00%newNEW
DHJJ Financial Advisors, Ltd.$189.3K6,2310.05%5q-13.3%-$29.0K
Allworth Financial LP$155.4K5,1150.00%5q-90.0%-$1.4M
PHILLIPS FINANCIAL MANAGEMENT, LLC$149.5K4,9200.01%3qHELD
PFS Partners, LLC$93.4K3,0760.04%newNEW
Capital Analysts, LLC$71.0K2,3630.00%5qHELD
BlackRock, Inc.$59.2K1,9500.00%newNEW
IFP Advisors, Inc$51.7K1,7020.00%newNEW
UBS Group AG$38.3K1,2600.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$30.4K1,0000.00%newNEW
Noble Wealth Management PBC$30.4K1,0000.01%4qHELD
Ashton Thomas Private Wealth, LLC$20.8K6830.00%newNEW
JDM Financial Group LLC$6.0K1990.00%4qHELD

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$17.9M603,3852130.0%
Q2 202640$38.9M1,279,060201040.0%
Q1 202621$9.2M320,2020270.0%
Q4 202524$17.1M604,9961390.0%
Q3 202523$16.7M604,2566370.0%
Q2 202519$37.5M1,428,84119000.0%