DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (RBUF)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
38
Reporting holders
$48.4M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | $8.0M | 257,923 | 0.25% | 6q | +1.3%+$99.1K |
| CENTAURUS FINANCIAL, INC. | $5.3M | 169,654 | 0.20% | 7q | +29.1%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 132,804 | 0.00% | 7q | +1.5%+$60.1K |
| Clear Creek Financial Management, LLC | $4.1M | 131,292 | 0.26% | 2q | +57.9%+$1.5M |
| Mutual Advisors, LLC | $4.1M | 130,534 | 0.08% | 2q | +4.0%+$155.7K |
| Cetera Investment Advisers | $3.7M | 119,706 | 0.00% | 5q | +3.0%+$108.4K |
| CAPTRUST FINANCIAL ADVISORS | $3.3M | 107,565 | 0.01% | 6q | -7.6%-$274.6K |
| MTM FINANCIAL GROUP, LLC | $3.3M | 107,067 | 1.43% | 5q | +3.3%+$105.0K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.5M | 48,112 | 0.03% | 7q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 32,956 | 0.02% | 5q | +3.6%+$35.4K |
| Brookstone Capital Management | $830.5K | 26,722 | 0.01% | 3q | +7.3%+$56.3K |
| NewEdge Wealth, LLC | $713.4K | 22,955 | 0.01% | 2q | -6.7%-$51.0K |
| CITADEL ADVISORS LLC | $660.8K | 21,261 | 0.00% | 2q | +30.2%+$153.3K |
| ARQ WEALTH ADVISORS, LLC | $647.7K | 20,901 | 0.08% | 2q | +46.8%+$206.4K |
| Sugar Maple Asset Management, LLC | $647.1K | 20,822 | 0.42% | 7q | HELD |
| Beacon Pointe Advisors, LLC | $594.2K | 19,120 | 0.00% | 2q | -0.5%-$3.1K |
| MML INVESTORS SERVICES, LLC | $584.6K | 18,810 | 0.00% | 6q | HELD |
| AE Wealth Management LLC | $576.6K | 18,552 | 0.00% | 6q | -1.5%-$8.7K |
| Kestra Advisory Services, LLC | $540.9K | 17,403 | 0.00% | 3q | +16.8%+$77.9K |
| HARBOUR INVESTMENTS, INC. | $484.7K | 15,595 | 0.01% | 8q | -1.0%-$5.0K |
| Cambridge Investment Research Advisors, Inc. | $430.0K | 13,814 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $348.9K | 11,226 | 0.00% | 6q | +36.7%+$93.7K |
| Keating Financial Advisory Services, Inc. | $347.3K | 11,175 | 0.05% | 3q | +3.8%+$12.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $337.5K | 10,859 | 0.00% | 3q | +26.1%+$69.8K |
| ENVESTNET ASSET MANAGEMENT INC | $295.3K | 9,501 | 0.00% | 2q | +8.2%+$22.3K |
| CRUX WEALTH ADVISORS | $273.0K | 8,784 | 0.09% | 3q | +10.3%+$25.6K |
| LPL Financial LLC | $240.4K | 7,734 | 0.00% | new | NEW |
| Wealthcare Advisory Partners LLC | $229.6K | 7,388 | 0.00% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $226.8K | 7,298 | 0.00% | 2q | HELD |
| WEALTHGARDEN F.S. LLC | $218.1K | 7,016 | 0.12% | 3q | -1.5%-$3.3K |
| Kingsview Wealth Management, LLC | $209.9K | 6,754 | 0.00% | 4q | -9.7%-$22.6K |
| Blue Trust, Inc. | $192.4K | 6,191 | 0.00% | 7q | -36.6%-$110.9K |
| WealthShield Partners, LLC | $118.1K | 3,800 | 0.02% | 7q | HELD |
| Farther Finance Advisors, LLC | $86.2K | 2,772 | 0.00% | 5q | -92.3%-$1.0M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $28.0K | 900 | 0.00% | 8q | -10.0%-$3.1K |
| Caitlin John, LLC | $20.7K | 665 | 0.01% | 4q | -9.2%-$2.1K |
| IFP Advisors, Inc | $11.0K | 353 | 0.00% | 5q | -12.4%-$1.6K |
| Bullseye Investment Management, LLC | $4.9K | 159 | 0.00% | 7q | -5.9% |
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 | 12 | $11.4M | 366,130 | 2 | 3 | 5 | 0.0% |
| Q2 2026 | 38 | $48.4M | 1,556,143 | 3 | 17 | 13 | 0.0% |
| Q1 2026 | 38 | $42.5M | 1,450,296 | 9 | 18 | 7 | 0.0% |
| Q4 2025 | 34 | $33.9M | 1,165,716 | 8 | 14 | 4 | 0.0% |
| Q3 2025 | 29 | $31.4M | 1,103,362 | 6 | 15 | 2 | 0.0% |
| Q2 2025 | 27 | $29.0M | 1,063,571 | 9 | 7 | 5 | 0.0% |
| Q1 2025 | 24 | $24.3M | 932,340 | 12 | 8 | 2 | 0.0% |
| Q4 2024 | 15 | $13.6M | 519,075 | 8 | 4 | 2 | 0.0% |
| Q3 2024 | 7 | $3.0M | 115,194 | 7 | 0 | 0 | 0.0% |