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DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST (KNOV)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

36
Reporting holders
$100.3M
Reported value
0.0%
Calls
0.0%
Puts
+2
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
Berkshire Money Management, Inc.$74.8M2,357,8046.83%2q+5.9%+$4.2M
Cambridge Investment Research Advisors, Inc.$4.0M126,9740.00%7q+95.9%+$2.0M
Cetera Investment Advisers$3.8M121,0850.00%7qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M98,9590.00%2q+117.4%+$1.7M
FIDUCIARY FINANCIAL GROUP, LLC$2.3M71,1320.26%3q-1.4%-$31.7K
COMMONWEALTH EQUITY SERVICES, LLC$2.0M62,5390.00%7q-5.9%-$124.2K
Kestra Advisory Services, LLC$1.2M37,3960.00%7q-8.3%-$107.2K
Faithward Advisors, LLC$1.1M35,1820.14%7qHELD
CITADEL ADVISORS LLC$886.4K27,9540.00%newNEW
RAYMOND JAMES FINANCIAL INC$868.1K27,3760.00%3qHELD
OSAIC HOLDINGS, INC.$662.6K20,8950.00%7q+8.1%+$49.6K
LPL Financial LLC$592.3K18,6800.00%3q+15.5%+$79.7K
AdvisorNet Financial, Inc$570.9K18,0030.03%3qHELD
Miller Financial Services LLC$569.5K17,9590.46%6q-2.7%-$15.9K
MERCER GLOBAL ADVISORS INC /ADV$501.4K15,8110.00%4q-1.2%-$5.9K
Private Advisor Group, LLC$383.7K12,1000.00%3qHELD
OLD MISSION CAPITAL LLC$346.5K10,9260.01%7q-72.0%-$891.8K
Diligent Investors, LLC$329.8K10,4000.07%3qHELD
Sherry Group, Inc.$323.5K11,3050.32%3q-71.3%-$805.1K
Keating Financial Advisory Services, Inc.$322.0K10,1550.04%3qHELD
HighTower Advisors, LLC$256.6K8,0920.00%4qHELD
Waterloo Capital, L.P.$217.5K6,8590.01%newNEW
Cypress Wealth Services, LLC$212.2K6,6910.03%newNEW
WEALTH ALLIANCE, LLC$201.2K6,3450.02%newNEW
IFP Advisors, Inc$142.7K4,5000.00%7qHELD
GILL CAPITAL PARTNERS, LLC$125.3K3,9530.03%2qHELD
DHJJ Financial Advisors, Ltd.$76.9K2,4260.02%7qHELD
Steward Partners Investment Advisory, LLC$74.9K2,3630.00%7qHELD
AE Wealth Management LLC$74.8K2,3590.00%7q-10.6%-$8.9K
HARBOUR INVESTMENTS, INC.$56.0K1,7650.00%3qHELD
Capital Investment Advisory Services, LLC$41.5K1,3100.00%3qHELD
Noble Wealth Management PBC$38.1K1,2000.02%5qHELD
PFS Partners, LLC$37.1K1,1700.02%5qHELD
PHILLIPS FINANCIAL MANAGEMENT, LLC$28.2K8900.00%3qHELD
Financial Network Wealth Advisors LLC$24.3K7650.02%7qHELD
Capital Analysts, LLC$2.0K590.00%6qHELD

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 202613$15.4M488,1311030.0%
Q2 202636$100.3M3,163,3824580.0%
Q1 202634$84.0M2,931,0804390.0%
Q4 202533$22.9M804,979111030.0%
Q3 202523$12.3M445,6592280.0%
Q2 202525$11.4M446,4873580.0%
Q1 202524$12.4M511,0365550.0%
Q4 202422$12.1M475,09119000.0%