DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (LOUP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
60
Reporting holders
$135.5M
Reported value
0.5%
Calls
0.0%
Puts
+7
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $26.1M | 264,367 | 0.36% | 6q | -8.3%-$2.4M |
| ROYAL BANK OF CANADA | $25.8M | 261,623 | 0.00% | 22q | +13.2%+$3.0M |
| Tradition Wealth Management, LLC | $18.6M | 189,004 | 1.14% | 23q | HELD |
| LPL Financial LLC | $16.3M | 165,248 | 0.00% | 22q | +6.2%+$953.6K |
| Elmwood Wealth Management, Inc. | $11.5M | 116,401 | 2.87% | 10q | +0.7%+$84.3K |
| EPIQ PARTNERS, LLC | $9.0M | 90,924 | 3.80% | 27q | +5.8%+$489.6K |
| GTS SECURITIES LLC | $5.3M | 53,693 | 0.11% | new | NEW |
| HighTower Advisors, LLC | $3.7M | 37,270 | 0.00% | 5q | +12.9%+$420.7K |
| Mattson Financial Services, LLC | $3.4M | 38,341 | 0.72% | 6q | -14.3%-$574.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 14,423 | 0.00% | 23q | +0.5%+$7.4K |
| 46 Peaks LLC | $1.4M | 14,347 | 0.89% | 3q | +6.4%+$84.9K |
| MISSION WEALTH MANAGEMENT, LP | $1.3M | 13,170 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 12,708 | 0.00% | 6q | +56.9%+$454.2K |
| Belvedere Trading LLC | $1.1M incl. $719.5K options CALL+PUT | 3,978 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $870.0K | 8,827 | 0.00% | 4q | +19.8%+$143.7K |
| JANE STREET GROUP, LLC | $736.9K | 7,477 | 0.00% | 2q | -66.6%-$1.5M |
| Mariner, LLC | $701.2K | 7,114 | 0.00% | 5q | +41.7%+$206.3K |
| OSAIC HOLDINGS, INC. | $698.2K | 7,084 | 0.00% | 26q | -80.2%-$2.8M |
| Cambridge Investment Research Advisors, Inc. | $670.0K | 6,792 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $497.8K | 5,051 | 0.00% | 2q | HELD |
| Paladin Wealth, LLC | $487.5K | 4,946 | 0.28% | 3q | +6.4%+$29.2K |
| Snowden Capital Advisors LLC | $444.0K | 4,505 | 0.01% | new | NEW |
| Dorsey & Whitney Trust CO LLC | $394.2K | 4,000 | 0.02% | 5q | HELD |
| Sigma Planning Corp | $377.2K | 3,827 | 0.01% | 3q | +4.3%+$15.6K |
| Authentikos Wealth Advisory, LLC | $374.4K | 3,799 | 0.24% | 2q | +4.2%+$15.2K |
| RAYMOND JAMES FINANCIAL INC | $340.6K | 3,456 | 0.00% | 3q | HELD |
| Triumph Capital Management | $304.5K | 3,089 | 0.06% | 3q | -8.0%-$26.5K |
| FAS Wealth Partners, Inc. | $299.7K | 3,041 | 0.02% | 5q | -3.2%-$9.9K |
| FIFTH THIRD BANCORP | $295.7K | 3,000 | 0.00% | 2q | HELD |
| Brown Financial Advisors | $285.3K | 2,895 | 0.10% | 4q | -6.5%-$19.9K |
| INTEGRITY ALLIANCE, LLC. | $247.9K | 2,515 | 0.01% | new | NEW |
| NWF Advisory Services Inc. | $209.9K | 2,130 | 0.02% | new | NEW |
| Federation des caisses Desjardins du Quebec | $167.6K | 1,701 | 0.00% | 4q | +13.3%+$19.7K |
| MORGAN STANLEY | $158.4K | 1,607 | 0.00% | 22q | +324.0%+$121.0K |
| Capital Investment Advisory Services, LLC | $146.7K | 1,488 | 0.01% | 15q | -11.8%-$19.7K |
| Ulland Investment Advisors, LLC | $120.0K | 1,215 | 0.09% | 7q | +21.5%+$21.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $108.4K | 1,100 | 0.01% | 31q | HELD |
| UBS Group AG | $86.6K | 879 | 0.00% | new | NEW |
| Arax Advisory Partners | $68.6K | 696 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $52.5K | 533 | 0.00% | 4q | -3.1%-$1.7K |
| Asset Dedication, LLC | $43.0K | 436 | 0.00% | 25q | HELD |
| Marshall & Sterling Wealth Advisors Inc. | $41.7K | 423 | 0.02% | 7q | -16.9%-$8.5K |
| Aventus Investment Advisors, Inc. | $37.6K | 381 | 0.03% | 5q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $31.0K | 315 | 0.02% | 5q | HELD |
| SIMPLEX TRADING, LLC | $21.5K | 218 | 0.00% | new | NEW |
| Ancora Advisors LLC | $17.6K | 179 | 0.00% | 5q | -55.7%-$22.2K |
| Blume Capital Management, Inc. | $14.8K | 150 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $13.5K | 137 | 0.00% | 12q | +11.4%+$1.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.9K | 131 | 0.00% | 19q | HELD |
| Spire Wealth Management | $9.9K | 100 | 0.00% | 6q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $9.4K | 95 | 0.00% | 3q | HELD |
| MCGUIRE CAPITAL ADVISORS INC | $8.8K | 89 | 0.00% | 3q | +39.1%+$2.5K |
| FMR LLC | $6.6K | 67 | 0.00% | 2q | +3250.0%+$6.4K |
| Farther Finance Advisors, LLC | $4.9K | 50 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $2.5K | 25 | 0.00% | new | NEW |
| Allworth Financial LP | $1.4K | 14 | 0.00% | 2q | HELD |
| TD Waterhouse Canada Inc. | $1.2K | 12 | 0.00% | new | NEW |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $986 | 10 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $986 | 10 | 0.00% | 12q | HELD |
| JPMORGAN CHASE & CO | $478 | 5 | 0.00% | 3q | 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 | 20 | $41.8M | 470,422 | 3 | 6 | 3 | 0.0% |
| Q2 2026 | 60 | $135.5M | 1,371,111 | 14 | 19 | 11 | 0.5% |
| Q1 2026 | 53 | $97.1M | 1,410,601 | 9 | 16 | 8 | 0.0% |
| Q4 2025 | 50 | $97.8M | 1,279,587 | 11 | 12 | 6 | 0.0% |
| Q3 2025 | 40 | $76.6M | 1,037,610 | 6 | 12 | 7 | 0.0% |
| Q2 2025 | 38 | $68.9M | 1,100,148 | 8 | 7 | 8 | 0.0% |
| Q1 2025 | 28 | $40.6M | 893,862 | 6 | 7 | 4 | 0.0% |
| Q4 2024 | 28 | $32.5M | 609,314 | 7 | 5 | 4 | 0.0% |
| Q3 2024 | 24 | $28.2M | 592,252 | 2 | 6 | 7 | 0.0% |
| Q2 2024 | 27 | $23.9M | 502,675 | 3 | 7 | 6 | 0.0% |
| Q1 2024 | 26 | $21.7M | 454,252 | 4 | 6 | 6 | 0.0% |
| Q4 2023 | 28 | $20.9M | 476,650 | 3 | 8 | 9 | 0.0% |
| Q3 2023 | 27 | $16.3M | 458,821 | 3 | 4 | 12 | 0.1% |
| Q2 2023 | 27 | $19.6M | 496,218 | 5 | 3 | 11 | 0.0% |
| Q1 2023 | 24 | $16.6M | 467,355 | 3 | 2 | 9 | 0.0% |
| Q4 2022 | 26 | $13.6M | 469,965 | 4 | 3 | 11 | 0.0% |
| Q3 2022 | 27 | $17.6M | 655,559 | 3 | 6 | 10 | 0.0% |
| Q2 2022 | 29 | $20.2M | 692,891 | 4 | 9 | 10 | 0.0% |
| Q1 2022 | 33 | $29.6M | 648,532 | 6 | 7 | 13 | 0.0% |
| Q4 2021 | 35 | $37.3M | 696,330 | 6 | 12 | 10 | 0.0% |
| Q3 2021 | 37 | $38.1M | 740,447 | 3 | 20 | 6 | 0.0% |
| Q2 2021 | 38 | $35.1M | 636,025 | 5 | 16 | 6 | 0.0% |
| Q1 2021 | 38 | $40.8M | 754,624 | 26 | 5 | 2 | 0.0% |
| Q4 2020 | 13 | $16.7M | 335,512 | 6 | 3 | 0 | 0.0% |
| Q3 2020 | 9 | $4.5M | 123,185 | 0 | 3 | 1 | 0.0% |
| Q2 2020 | 9 | $3.6M | 115,002 | 3 | 2 | 2 | 0.0% |
| Q1 2020 | 7 | $2.3M | 101,699 | 1 | 1 | 1 | 0.0% |
| Q4 2019 | 8 | $4.6M | 171,331 | 1 | 2 | 2 | 0.0% |
| Q3 2019 | 8 | $1.8M | 79,447 | 0 | 1 | 4 | 0.0% |
| Q2 2019 | 8 | $3.2M | 132,941 | 0 | 2 | 2 | 0.0% |
| Q1 2019 | 10 | $2.4M | 98,052 | 1 | 1 | 5 | 0.0% |
| Q4 2018 | 9 | $2.4M | 118,534 | 0 | 0 | 0 | 0.0% |