DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (QBUF)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
57
Reporting holders
$104.1M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CENTRAL VALLEY ADVISORS, LLC | $13.2M | 428,086 | 3.38% | 7q | HELD |
| Prasad Wealth Partners, LLC | $12.0M | 389,781 | 2.89% | 4q | +22.3%+$2.2M |
| Mutual Advisors, LLC | $8.3M | 268,610 | 0.16% | 8q | -10.2%-$941.7K |
| Sovran Advisors, LLC | $6.0M | 202,497 | 0.45% | 6q | +38.8%+$1.7M |
| CENTAURUS FINANCIAL, INC. | $5.8M | 187,194 | 0.22% | 7q | +29.4%+$1.3M |
| SMART Wealth LLC | $5.5M | 179,444 | 1.19% | 6q | -14.0%-$902.3K |
| CreativeOne Wealth, LLC | $5.3M | 172,638 | 0.11% | 3q | +153.6%+$3.2M |
| OSAIC HOLDINGS, INC. | $4.3M | 140,000 | 0.01% | 8q | +156.4%+$2.6M |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 139,875 | 0.00% | 7q | -50.1%-$4.3M |
| Farther Finance Advisors, LLC | $3.2M | 103,266 | 0.02% | 4q | -4.9%-$164.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $3.1M | 100,421 | 0.07% | 6q | -2.1%-$67.4K |
| Beacon Pointe Advisors, LLC | $3.1M | 99,760 | 0.01% | 2q | HELD |
| Kestra Advisory Services, LLC | $2.7M | 87,859 | 0.01% | 8q | -0.8%-$21.5K |
| Cetera Investment Advisers | $2.1M | 67,239 | 0.00% | 7q | -65.7%-$4.0M |
| Kingsview Wealth Management, LLC | $2.0M | 64,523 | 0.02% | 5q | +69.5%+$813.9K |
| PlanVest Financial, Inc | $1.9M | 61,772 | 1.27% | 2q | +4.1%+$74.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 60,242 | 0.00% | 7q | +4.2%+$74.9K |
| Summit Financial, LLC | $1.6M | 53,293 | 0.02% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $1.4M | 46,034 | 0.09% | 7q | -96.6%-$40.7M |
| Brookstone Capital Management | $1.3M | 43,322 | 0.01% | 3q | -1.1%-$14.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 42,846 | 0.02% | 5q | -38.0%-$809.0K |
| CRUX WEALTH ADVISORS | $1.3M | 41,572 | 0.44% | 6q | +17.4%+$189.2K |
| ARQ WEALTH ADVISORS, LLC | $906.2K | 29,793 | 0.11% | 6q | +27.5%+$195.4K |
| RED CRANE WEALTH MANAGEMENT, LLC | $884.1K | 28,736 | 0.65% | 6q | +13.0%+$101.8K |
| HighTower Advisors, LLC | $823.8K | 26,777 | 0.00% | 8q | +0.6%+$5.0K |
| MML INVESTORS SERVICES, LLC | $737.2K | 23,962 | 0.00% | 6q | +4.6%+$32.6K |
| Sugar Maple Asset Management, LLC | $736.6K | 23,943 | 0.47% | 7q | -2.3%-$17.6K |
| Triumph Capital Management | $709.4K | 23,057 | 0.13% | 8q | +4.7%+$32.1K |
| AE Wealth Management LLC | $665.6K | 21,633 | 0.00% | 6q | +4.3%+$27.7K |
| ENVESTNET ASSET MANAGEMENT INC | $631.9K | 20,538 | 0.00% | 6q | -8.0%-$54.9K |
| LPL Financial LLC | $626.7K | 20,371 | 0.00% | 4q | +51.5%+$213.2K |
| Bright Futures Wealth Management, LLC. | $565.5K | 18,379 | 0.37% | 4q | -5.0%-$29.8K |
| Valmark Advisers, Inc. | $505.9K | 16,445 | 0.01% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $497.9K | 16,182 | 0.01% | 3q | +7.2%+$33.5K |
| Keating Financial Advisory Services, Inc. | $427.3K | 13,890 | 0.06% | 3q | +6.8%+$27.1K |
| MTM FINANCIAL GROUP, LLC | $425.6K | 13,834 | 0.18% | 5q | +4.5%+$18.4K |
| Stratos Wealth Advisors, LLC | $375.3K | 12,199 | 0.02% | 3q | +51.1%+$126.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $339.1K | 11,022 | 0.00% | 5q | -83.4%-$1.7M |
| Pitti Group Wealth Management, LLC | $325.6K | 10,584 | 0.24% | 3q | +11.6%+$33.8K |
| CALTON & ASSOCIATES, INC. | $303.8K | 9,873 | 0.04% | 3q | +8.9%+$24.7K |
| Diversify Advisory Services, LLC | $291.2K | 9,720 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $291.2K | 9,720 | 0.00% | 2q | HELD |
| Visionary Wealth Advisors | $287.1K | 9,333 | 0.01% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $276.7K | 8,995 | 0.00% | 8q | -7.1%-$21.3K |
| TrustBank | $266.3K | 8,657 | 0.09% | 3q | HELD |
| YARGER WEALTH STRATEGIES, LLC | $202.1K | 6,573 | 0.07% | new | NEW |
| First Heartland Consultants, Inc. | $200.7K | 6,522 | 0.01% | new | NEW |
| WealthShield Partners, LLC | $123.1K | 4,000 | 0.02% | 7q | HELD |
| Clearstead Advisors, LLC | $59.4K | 1,930 | 0.00% | 2q | -34.0%-$30.6K |
| FIDUCIARY FINANCIAL ADVISORS | $37.5K | 1,219 | 0.00% | new | NEW |
| Bullseye Investment Management, LLC | $30.2K | 980 | 0.01% | 3q | -53.0%-$34.0K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $21.5K | 700 | 0.00% | 8q | -79.4%-$83.1K |
| Caitlin John, LLC | $20.5K | 667 | 0.01% | 4q | -8.8%-$2.0K |
| Noble Wealth Management PBC | $9.2K | 300 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $6.6K | 215 | 0.00% | 8q | HELD |
| Mosley Wealth Management | $3.1K | 102 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $277 | 9 | 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 | 21 | $34.6M | 1,120,075 | 4 | 8 | 4 | 0.0% |
| Q2 2026 | 57 | $104.1M | 3,391,134 | 7 | 22 | 19 | 0.0% |
| Q1 2026 | 59 | $139.2M | 4,757,148 | 10 | 32 | 12 | 0.0% |
| Q4 2025 | 52 | $139.9M | 4,772,541 | 11 | 27 | 8 | 0.0% |
| Q3 2025 | 44 | $118.0M | 4,106,715 | 9 | 20 | 8 | 0.0% |
| Q2 2025 | 37 | $64.7M | 2,344,122 | 6 | 20 | 6 | 0.0% |
| Q1 2025 | 35 | $109.0M | 4,125,359 | 15 | 11 | 6 | 0.0% |
| Q4 2024 | 24 | $73.1M | 2,768,103 | 11 | 8 | 3 | 0.0% |
| Q3 2024 | 14 | $8.0M | 316,363 | 14 | 0 | 0 | 0.0% |