DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (XDQQ)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
37
Reporting holders
$38.2M
Reported value
0.0%
Calls
0.0%
Puts
-1
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $6.2M | 153,126 | 0.01% | 8q | HELD |
| Cetera Investment Advisers | $4.5M | 111,066 | 0.00% | 8q | +1.6%+$71.0K |
| Orion Porfolio Solutions, LLC | $4.2M | 103,529 | 0.03% | 6q | +17.9%+$640.7K |
| Welch Financial Planning, LLC | $3.8M | 93,752 | 2.22% | 3q | +10.3%+$356.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 83,626 | 0.00% | 13q | -2.4%-$82.0K |
| Atria Investments, Inc | $2.2M | 55,108 | 0.02% | 4q | -5.4%-$128.8K |
| Brookstone Capital Management | $2.0M | 47,920 | 0.02% | 12q | +6.7%+$123.3K |
| Kingsview Wealth Management, LLC | $1.6M | 38,644 | 0.02% | 4q | +15.7%+$213.7K |
| Triad Wealth Partners, LLC | $1.1M | 28,826 | 0.07% | 5q | -25.6%-$386.2K |
| OLD MISSION CAPITAL LLC | $1.1M | 27,418 | 0.02% | 2q | -4.1%-$47.9K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 25,408 | 0.00% | new | NEW |
| Simplicity Wealth,LLC | $964.5K | 23,685 | 0.03% | new | NEW |
| Arkadios Wealth Advisors | $733.0K | 18,002 | 0.01% | 2q | +35.3%+$191.3K |
| MY Wealth Management Inc. | $591.9K | 14,536 | 0.42% | new | NEW |
| GWN SECURITIES INC. | $492.9K | 12,104 | 0.08% | 6q | -4.0%-$20.4K |
| OSAIC HOLDINGS, INC. | $473.9K | 11,639 | 0.00% | 21q | -5.8%-$29.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $455.2K | 11,180 | 0.00% | 2q | -53.2%-$517.3K |
| Vantage Point Financial LLC | $402.6K | 9,886 | 0.12% | 2q | +24.1%+$78.1K |
| Maia Wealth LLC | $346.7K | 8,514 | 0.05% | 9q | +2.7%+$9.1K |
| Steward Partners Investment Advisory, LLC | $344.8K | 8,468 | 0.00% | 14q | -1.3%-$4.7K |
| CITADEL ADVISORS LLC | $339.9K | 8,347 | 0.00% | 2q | -7.8%-$28.9K |
| Encompass More Asset Management | $331.7K | 8,147 | 0.05% | 8q | -22.1%-$94.3K |
| Ashton Thomas Private Wealth, LLC | $312.5K | 7,675 | 0.01% | 6q | -8.0%-$27.3K |
| Farther Finance Advisors, LLC | $305.4K | 7,501 | 0.00% | 4q | HELD |
| LPL Financial LLC | $261.9K | 6,431 | 0.00% | 4q | -4.2%-$11.5K |
| CENTAURUS FINANCIAL, INC. | $160.0K | 3,921 | 0.01% | 6q | -7.4%-$12.9K |
| Bullseye Investment Management, LLC | $117.3K | 2,881 | 0.06% | 3q | -40.7%-$80.6K |
| Financial Network Wealth Advisors LLC | $110.7K | 2,718 | 0.11% | 6q | +21.1%+$19.3K |
| ROYAL BANK OF CANADA | $61.0K | 1,506 | 0.00% | new | NEW |
| AE Wealth Management LLC | $34.3K | 842 | 0.00% | 7q | -35.5%-$18.9K |
| BFC Planning, Inc. | $25.7K | 632 | 0.00% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.8K | 487 | 0.00% | 4q | -45.1%-$16.3K |
| Highland Investment Advisors LLC | $18.7K | 460 | 0.01% | new | FIRST |
| HARBOUR INVESTMENTS, INC. | $17.1K | 419 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $7.7K | 190 | 0.00% | 5q | -9.1% |
| DHJJ Financial Advisors, Ltd. | $1.6K | 40 | 0.00% | 12q | HELD |
| CoreCap Advisors, LLC | $366 | 9 | 0.00% | 10q | -47.1% |
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 | 10 | $9.5M | 231,900 | 0 | 7 | 2 | 0.0% |
| Q2 2026 | 37 | $38.2M | 938,643 | 4 | 9 | 18 | 0.0% |
| Q1 2026 | 38 | $35.3M | 954,243 | 8 | 13 | 12 | 0.0% |
| Q4 2025 | 33 | $41.2M | 1,041,305 | 2 | 12 | 10 | 0.0% |
| Q3 2025 | 29 | $31.3M | 827,464 | 7 | 13 | 7 | 0.0% |
| Q2 2025 | 28 | $26.2M | 750,255 | 4 | 12 | 6 | 0.0% |
| Q1 2025 | 26 | $20.4M | 641,417 | 7 | 6 | 8 | 0.0% |
| Q4 2024 | 23 | $20.4M | 585,700 | 3 | 9 | 7 | 0.0% |
| Q3 2024 | 23 | $24.1M | 754,478 | 8 | 8 | 6 | 0.0% |
| Q2 2024 | 16 | $25.1M | 783,402 | 5 | 7 | 3 | 0.0% |
| Q1 2024 | 15 | $16.7M | 588,653 | 5 | 6 | 2 | 0.0% |
| Q4 2023 | 12 | $20.6M | 775,685 | 2 | 4 | 6 | 0.0% |
| Q3 2023 | 14 | $24.5M | 1,011,724 | 5 | 7 | 2 | 0.0% |
| Q2 2023 | 10 | $13.5M | 538,988 | 4 | 2 | 4 | 0.0% |
| Q1 2023 | 7 | $9.2M | 420,801 | 2 | 1 | 2 | 0.0% |
| Q4 2022 | 9 | $12.5M | 611,291 | 2 | 2 | 4 | 0.0% |
| Q3 2022 | 9 | $11.3M | 549,244 | 2 | 3 | 3 | 0.0% |
| Q2 2022 | 8 | $11.0M | 511,001 | 3 | 2 | 2 | 0.0% |
| Q1 2022 | 8 | $5.4M | 192,086 | 0 | 2 | 4 | 0.0% |
| Q4 2021 | 9 | $7.7M | 250,019 | 4 | 2 | 1 | 0.0% |
| Q3 2021 | 7 | $4.7M | 164,197 | 1 | 3 | 1 | 0.0% |
| Q2 2021 | 6 | $1.5M | 54,598 | 6 | 0 | 0 | 0.0% |