INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q4 2017Q3 202339
Cutler Group LLC / CA 710.00%0.00%0.01%Q2 2018Q3 202334
Citadel Advisors 910.00%0.00%0.00%Q3 2018Q3 202331
UBS Group AG 24240.00%0.00%0.01%Q4 2017Q3 202328
WELLS FARGO & COMPANY/MN 24240.00%0.00%0.01%Q4 2017Q3 202325
MORGAN STANLEY 24240.00%0.00%0.00%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 24240.00%0.01%0.05%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 24240.00%0.01%0.01%Q4 2017Q3 202324
Chicago Partners Investment Group LLC 24240.04%0.59%1.05%Q4 2017Q3 202324
ROYAL BANK OF CANADA 24240.00%0.00%0.01%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.05%0.19%Q4 2017Q3 202324
LPL Financial LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
D.A. DAVIDSON & CO. 24240.00%0.03%0.04%Q4 2017Q3 202324
IFP Advisors, Inc 1710.00%0.03%0.20%Q1 2016Q3 202324
Cambridge Investment Research Advisors, Inc. 13100.00%0.01%0.03%Q4 2017Q3 202323
US BANCORP \DE\ 23230.00%0.00%0.00%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21210.00%0.00%0.00%Q1 2018Q1 202321
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1290.01%0.15%0.37%Q4 2017Q2 202321
IHT Wealth Management, LLC 20200.03%0.05%0.08%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.04%Q4 2017Q3 202220
Advisory Services Network, LLC 1020.00%0.03%0.12%Q4 2017Q1 202319
Sterling Investment Advisors, Ltd. 19190.01%0.09%0.21%Q4 2017Q2 202219
Patriot Financial Group Insurance Agency, LLC 19190.00%0.02%0.04%Q4 2017Q2 202219
IMS Capital Management 18180.08%0.38%0.58%Q2 2018Q3 202218
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.01%0.06%Q4 2017Q1 202218
MML INVESTORS SERVICES, LLC 990.00%0.01%0.04%Q4 2017Q2 202218
BANK OF AMERICA CORP /DE/ 1510.00%0.00%0.00%Q2 2018Q3 202318
Stratos Wealth Partners, LTD. 18180.01%0.02%0.06%Q1 2018Q2 202218
Tower Research Capital LLC (TRC) 910.00%0.04%0.15%Q4 2018Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 1150.00%0.01%0.04%Q1 2018Q3 202216
Cetera Advisor Networks LLC 1150.00%0.03%0.06%Q4 2017Q1 202216
JPMORGAN CHASE & CO 720.00%0.00%0.00%Q4 2017Q2 202316
WEDBUSH SECURITIES INC 870.02%0.04%0.06%Q3 2018Q4 202215
Pinnacle Bancorp, Inc. 15150.01%0.02%0.02%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
HighTower Advisors, LLC 1140.00%0.00%0.01%Q4 2017Q4 202115
HHM Wealth Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
CITY HOLDING CO 14140.00%0.00%0.00%Q1 2019Q2 202214
HOLLENCREST CAPITAL MANAGEMENT 1040.00%0.02%0.03%Q4 2019Q3 202314
Sowell Financial Services LLC 710.00%0.06%0.13%Q1 2019Q2 202314
TOTH FINANCIAL ADVISORY CORP 13130.01%0.01%0.01%Q3 2020Q3 202313
BANK OF MONTREAL /CAN/ 1210.00%0.00%0.00%Q1 2019Q4 202213
SIMPLEX TRADING, LLC 520.00%0.00%0.00%Q2 2018Q3 202313
AFT, FORSYTH & COMPANY, INC. 810.14%0.17%0.25%Q3 2018Q1 202213
WASHINGTON TRUST Co 12120.00%0.00%0.00%Q1 2020Q4 202212
Tradition Wealth Management, LLC 12120.00%0.11%0.28%Q4 2020Q3 202312
TRUSTCORE FINANCIAL SERVICES, LLC 12120.00%0.00%0.01%Q1 2018Q4 202012
First Allied Advisory Services, Inc. 12120.04%0.09%0.14%Q4 2017Q3 202012
Financial Sense Advisors, Inc. 11110.13%0.22%0.52%Q4 2017Q2 202011
CWM, LLC 11110.00%0.00%0.00%Q4 2018Q2 202111
OPPENHEIMER & CO INC 810.01%0.01%0.02%Q1 2018Q2 202111
FMR LLC 610.00%0.00%0.00%Q4 2018Q2 202311
STIFEL FINANCIAL CORP 710.00%0.00%0.01%Q4 2017Q3 202111
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Valeo Financial Advisors, LLC 920.00%0.00%0.00%Q2 2018Q1 202111
IFG Advisory, LLC 11110.04%0.08%0.10%Q1 2018Q3 202011
Laurel Wealth Advisors, Inc. 11110.12%0.20%0.29%Q4 2017Q2 202011
Purus Wealth Management, LLC 10100.18%0.25%0.36%Q4 2020Q1 202310
Jacobi Capital Management LLC 10100.00%0.00%0.01%Q1 2018Q2 202010
Wealthcare Advisory Partners LLC 820.00%0.02%0.03%Q1 2018Q1 202210
Antonetti Capital Management LLC 910.01%0.01%0.01%Q2 2010Q3 202310
THOMPSON DAVIS & CO., INC. 640.75%1.37%2.15%Q4 2017Q1 202310
Advisor Group, Inc. 990.00%0.01%0.02%Q4 2017Q4 20199
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.01%0.02%Q4 2017Q4 20199
ENVESTNET ASSET MANAGEMENT INC 990.00%0.00%0.00%Q4 2018Q4 20209
Financial Advocates Investment Management 810.01%0.03%0.04%Q4 2017Q1 20229
Sigma Planning Corp 810.01%0.08%0.19%Q1 2018Q3 20239
DAVENPORT & Co LLC 990.00%0.01%0.02%Q4 2017Q4 20199
Steward Partners Investment Advisory, LLC 410.00%0.00%0.00%Q2 2018Q2 20238
Brand Asset Management Group, Inc. 880.01%0.02%0.04%Q2 2018Q1 20208
DELTEC ASSET MANAGEMENT LLC 530.03%0.16%0.39%Q1 2019Q4 20218
PNC FINANCIAL SERVICES GROUP, INC. 620.00%0.00%0.00%Q4 2020Q3 20238
Cetera Investment Advisers 880.01%0.02%0.04%Q4 2020Q3 20228
Global Retirement Partners, LLC 610.00%0.00%0.02%Q4 2017Q2 20228
TELEMUS CAPITAL, LLC 880.02%0.03%0.03%Q4 2017Q3 20198
JANE STREET GROUP, LLC 310.00%0.00%0.02%Q1 2018Q4 20218
Ahrens Investment Partners LLC 410.03%0.34%1.62%Q2 2018Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Private Advisor Group, LLC 620.00%0.01%0.02%Q2 2018Q3 20208
Janney Montgomery Scott LLC 880.00%0.01%0.01%Q1 2018Q4 20198
Simplicity Solutions, LLC 430.03%0.08%0.12%Q1 2018Q4 20197
Financial Enhancement Group LLC 610.01%0.07%0.30%Q2 2018Q3 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
BDO Wealth Advisors, LLC 770.02%0.03%0.05%Q2 2019Q4 20207
MARSHALL WACE, LLP 770.00%0.00%0.00%Q4 2021Q2 20237
CIBC WORLD MARKET INC. 310.00%0.00%0.02%Q1 2018Q2 20237
Cypress Capital Management LLC (WY) 770.26%0.33%0.46%Q4 2019Q2 20217
Rehmann Capital Advisory Group 770.01%0.01%0.01%Q1 2018Q3 20197
Intellectus Partners, LLC 770.08%0.21%0.31%Q1 2019Q3 20207
OneDigital Investment Advisors LLC 660.04%0.06%0.08%Q1 2019Q2 20206
Del-Sette Capital Management, LLC 420.28%0.94%2.14%Q4 2021Q3 20236
Realta Investment Advisors 420.01%0.07%0.13%Q1 2019Q3 20236
Selective Wealth Management, Inc. 660.02%0.08%0.13%Q2 2021Q3 20226
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 660.17%0.22%0.28%Q1 2022Q2 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.02%0.02%Q4 2017Q1 20196
Atria Investments, Inc 660.01%0.02%0.02%Q2 2018Q3 20196
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Geneos Wealth Management Inc. 420.00%0.00%0.00%Q4 2017Q2 20196
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Brinker Capital Investments, LLC 660.00%0.01%0.02%Q4 2017Q1 20196
Glassman Wealth Services 550.01%0.01%0.01%Q1 2018Q1 20195
Flaharty Asset Management, LLC 550.09%0.16%0.24%Q4 2020Q4 20215
Wealth Advisory Solutions, LLC 550.14%0.15%0.15%Q4 2019Q4 20205
DUNCKER STREETT & CO INC 550.02%0.02%0.02%Q2 2018Q2 20195
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q4 2021Q4 20225
SeaCrest Wealth Management, LLC 550.00%0.01%0.01%Q1 2018Q1 20195
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q3 2018Q4 20184
Veracity Capital LLC 440.10%0.11%0.12%Q4 2019Q3 20204
Ausdal Financial Partners, Inc. 440.15%0.28%0.33%Q4 2017Q3 20184
F3Logic, LLC 210.02%0.04%0.04%Q2 2019Q2 20214
NewEdge Advisors, LLC 310.00%0.03%0.06%Q1 2019Q4 20224
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q3 2018Q2 20214
Triumph Capital Management 440.38%0.50%0.56%Q2 2021Q1 20224
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JAG CAPITAL MANAGEMENT, LLC 440.05%0.06%0.07%Q1 2018Q4 20184
Jaffetilchin Investment Partners, LLC 310.03%0.33%0.44%Q2 2019Q2 20234
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2019Q1 20204
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2018Q2 20203
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q4 2021Q3 20223
Dana Investment Advisors, Inc. 210.01%0.01%0.01%Q1 2021Q4 20213
Balentine LLC 210.00%0.01%0.02%Q1 2019Q2 20203
Baker Avenue Asset Management, LP 330.02%0.06%0.13%Q4 2018Q2 20193
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
FLOW TRADERS U.S. LLC 210.02%0.05%0.07%Q2 2021Q1 20223
Weaver Consulting Group 330.01%0.01%0.01%Q1 2020Q3 20203
NEXT Financial Group, Inc 210.00%0.03%0.06%Q1 2018Q4 20183
Quad-Cities Investment Group, LLC 330.03%0.04%0.05%Q2 2018Q4 20183
Jackson, Grant Investment Advisers, Inc. 330.02%0.02%0.02%Q1 2018Q3 20183
BAROMETER CAPITAL MANAGEMENT INC. 210.30%0.37%0.44%Q2 2018Q1 20193
Private Wealth Advisors, LLC 330.07%0.08%0.09%Q1 2021Q3 20213
CFM WEALTH PARTNERS LLC 330.01%0.02%0.04%Q4 2019Q2 20203
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 330.00%0.00%0.00%Q4 2021Q2 20223
FIRST HAWAIIAN BANK 330.01%0.01%0.01%Q3 2021Q1 20223
Sunesis Advisors, LLC 330.26%0.29%0.32%Q4 2018Q2 20193
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q4 2019Q2 20203
TWO SIGMA ADVISERS, LP 330.00%0.00%0.00%Q1 2023Q3 20233
BRASADA CAPITAL MANAGEMENT, LP 210.01%0.01%0.02%Q1 2018Q4 20183
Executive Wealth Management, LLC 330.02%0.02%0.02%Q4 2018Q2 20193
Geneva Partners, LLC 220.20%0.21%0.21%Q3 2020Q4 20202
Koshinski Asset Management, Inc. 110.07%0.07%0.07%Q3 2018Q1 20192
U S GLOBAL INVESTORS INC 220.12%0.13%0.14%Q2 2018Q3 20182
Crosspoint Capital Strategies, LLC 220.03%0.03%0.04%Q2 2018Q3 20182
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q2 2021Q3 20232
Pacifica Partners Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Kingsview Wealth Management, LLC 220.06%0.07%0.08%Q2 2020Q3 20202
CENTAURUS FINANCIAL, INC. 110.01%0.05%0.09%Q2 2018Q3 20212
J Arnold Wealth Management Co 110.12%0.15%0.19%Q2 2020Q4 20202
Financial Architects, Inc 110.00%0.00%0.00%Q1 2018Q4 20182
Chanos & Co LP 220.37%0.38%0.38%Q1 2019Q2 20192
Mutual Advisors, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
EUDAIMONIA ADVISORS LLC 220.25%0.32%0.39%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2019Q2 20192
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
IronBridge Private Wealth, LLC 221.72%2.51%3.30%Q2 2023Q3 20232
ProVise Management Group, LLC 220.08%0.13%0.18%Q2 2018Q3 20182
Future Financial Wealth Managment LLC 220.02%0.02%0.03%Q4 2021Q1 20222
River Wealth Advisors LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Riggs Asset Managment Co. Inc. 220.97%1.07%1.17%Q2 2018Q3 20182
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
TOWNSQUARE CAPITAL LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Castle Rock Wealth Management, LLC 110.58%0.58%0.58%Q3 2018Q3 20181
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Virtu Financial LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Urban Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Adams Wealth Management 110.40%0.40%0.40%Q4 2019Q4 20191
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
CITIGROUP INC 110.00%0.00%0.00%Q3 2019Q3 20191
Ameritas Investment Company, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Princeton Global Asset Management LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Global Trust Asset Management, LLC 110.14%0.14%0.14%Q1 2019Q1 20191
Cetera Advisors LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
LJI Wealth Management, LLC 111.21%1.21%1.21%Q4 2022Q4 20221
Renaissance Technologies 110.00%0.00%0.00%Q1 2022Q1 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SevenBridge Financial Group, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
BIRINYI ASSOCIATES INC 110.11%0.11%0.11%Q1 2018Q1 20181
Beaumont Financial Partners, LLC 110.52%0.52%0.52%Q1 2021Q1 20211
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q3 2018Q3 20181
FNY Partners Fund LP 110.40%0.40%0.40%Q4 2017Q4 20171
SG Americas Securities, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Capital Wealth Alliance, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
JOYN Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
B. Riley Wealth Management, Inc. 110.07%0.07%0.07%Q3 2018Q3 20181
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
AVALON CAPITAL MANAGEMENT 112.96%2.96%2.96%Q3 2021Q3 20211
Walleye Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
J.W. COLE ADVISORS, INC. 110.05%0.05%0.05%Q4 2019Q4 20191
Prospera Financial Services Inc 110.03%0.03%0.03%Q4 2017Q4 20171
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
New England Investment & Retirement Group, Inc. 110.57%0.57%0.57%Q1 2021Q1 20211
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Kovack Advisors, Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
External links

This page lists all the filers that currently own INNOVATOR ETFS TR or have owned INNOVATOR ETFS TR in the past.