INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Bedel Financial Consulting, Inc. 22220.05%0.12%0.22%Q1 2019Q2 202422
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 22220.00%0.00%0.00%Q1 2019Q2 202422
CWM, LLC 11100.00%0.01%0.02%Q1 2019Q2 202421
Maltin Wealth Management, Inc. 19190.35%3.29%11.54%Q4 2019Q2 202419
COMMONWEALTH EQUITY SERVICES, LLC 18180.01%0.02%0.07%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.01%0.02%Q1 2020Q2 202418
IFP Advisors, Inc 18180.00%0.02%0.05%Q1 2020Q2 202418
XML Financial, LLC 18180.04%0.06%0.11%Q1 2020Q2 202418
Archer Investment Corp 18180.05%0.55%1.12%Q1 2020Q2 202418
JT Stratford LLC 18180.10%0.20%0.52%Q1 2020Q2 202418
Cambridge Investment Research Advisors, Inc. 17170.00%0.01%0.04%Q2 2020Q2 202417
SRS Capital Advisors, Inc. 1340.00%0.02%0.05%Q1 2020Q2 202417
Cetera Advisor Networks LLC 17170.00%0.02%0.12%Q4 2019Q4 202317
MML INVESTORS SERVICES, LLC 1150.00%0.02%0.18%Q2 2020Q2 202416
Valtinson Bruner Financial Planning LLC 1320.08%1.99%8.84%Q1 2019Q2 202415
MORGAN STANLEY 15150.00%0.00%0.00%Q4 2020Q2 202415
Main Street Financial Solutions, LLC 15150.03%0.05%0.10%Q4 2020Q2 202415
Southland Equity Partners LLC 15150.19%0.26%0.41%Q4 2020Q2 202415
Citadel Advisors 420.00%0.00%0.00%Q3 2019Q2 202415
Compass Advisory Group LLC 15150.36%1.24%6.24%Q4 2020Q2 202415
DHJJ Financial Advisors, Ltd. 15150.10%0.16%0.27%Q4 2020Q2 202415
Valmark Advisers, Inc. 14140.01%0.01%0.01%Q1 2021Q2 202414
Arete Wealth Advisors, LLC 1130.00%0.08%0.11%Q4 2020Q2 202414
Strategic Blueprint, LLC 14140.29%0.82%1.44%Q1 2021Q2 202414
UBS Group AG 720.00%0.00%0.00%Q3 2020Q2 202414
Orion Capital Management LLC 1040.02%0.15%0.39%Q4 2020Q2 202414
OLD MISSION CAPITAL LLC 1010.01%0.04%0.18%Q1 2020Q2 202413
HighTower Advisors, LLC 13130.00%0.01%0.01%Q1 2020Q1 202313
LPL Financial LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
Spire Wealth Management 930.01%0.02%0.04%Q1 2021Q2 202412
Koshinski Asset Management, Inc. 12120.01%0.03%0.05%Q3 2021Q2 202412
Castleview Partners, LLC 1110.00%0.07%0.61%Q2 2021Q2 202412
Soltis Investment Advisors LLC 12120.14%1.28%2.56%Q1 2020Q4 202212
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2019Q1 202412
Donald L. Hagan, LLC 920.20%1.49%2.37%Q1 2021Q1 202411
Chicago Partners Investment Group LLC 11110.02%0.03%0.04%Q4 2021Q2 202411
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q1 2020Q2 202411
Baystate Wealth Management LLC 11110.00%0.00%0.01%Q2 2021Q4 202311
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2019Q2 202411
Diligent Investors, LLC 10100.12%0.13%0.14%Q1 2022Q2 202410
Berkshire Money Management, Inc. 10100.35%0.61%1.55%Q1 2022Q2 202410
Brookstone Capital Management 10100.01%0.13%0.37%Q1 2022Q2 202410
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.00%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.00%0.02%0.09%Q1 2022Q2 202410
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q1 2019Q2 202410
Capital Analysts, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
HARBOUR INVESTMENTS, INC. 990.01%0.02%0.03%Q2 2022Q2 20249
MONEY CONCEPTS CAPITAL CORP 540.01%0.03%0.06%Q1 2022Q2 20249
Fermata Advisors, LLC 720.12%1.24%4.57%Q1 2021Q2 20249
Raymond James Financial Services Advisors, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
Wealthquest Corp 990.06%0.54%1.17%Q4 2020Q4 20229
Visionary Wealth Advisors 990.01%0.02%0.03%Q2 2022Q2 20249
TRUIST FINANCIAL CORP 880.00%0.00%0.01%Q2 2022Q1 20248
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 620.01%0.01%0.01%Q1 2021Q2 20248
Wealth Management Solutions, LLC 770.13%0.21%0.38%Q4 2021Q2 20237
MILESTONE ASSET MANAGEMENT, LLC 770.06%0.11%0.16%Q4 2022Q2 20247
Sugarloaf Wealth Management, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Larson Financial Group LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Cetera Advisors LLC 770.01%0.02%0.04%Q2 2022Q4 20237
White Knight Strategic Wealth Advisors, LLC 770.29%0.62%0.86%Q4 2021Q2 20237
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 770.41%0.48%0.62%Q4 2022Q2 20247
KFG WEALTH MANAGEMENT, LLC 770.31%0.53%0.68%Q4 2022Q2 20247
Accurate Wealth Management, LLC 510.01%0.24%0.31%Q4 2022Q2 20246
AVANTAX ADVISORY SERVICES, INC. 660.00%0.00%0.00%Q1 2023Q2 20246
Ameritas Advisory Services, LLC 510.07%0.08%0.10%Q1 2022Q1 20246
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2020Q3 20216
MBL Wealth, LLC 420.08%0.86%1.89%Q1 2022Q2 20246
4J Wealth Management LLC 660.26%0.37%0.43%Q2 2022Q3 20236
Sunbelt Securities, Inc. 660.01%0.01%0.02%Q1 2023Q2 20246
Trek Financial, LLC 310.02%0.04%0.11%Q1 2022Q2 20246
Prosperity Financial Group, Inc. 660.18%0.23%0.27%Q4 2022Q1 20246
Comprehensive Financial Consultants Institutional, Inc. 660.87%1.06%1.16%Q4 2021Q1 20236
Delta Investment Management, LLC 550.08%0.11%0.22%Q1 2023Q1 20245
Kestra Advisory Services, LLC 320.00%0.01%0.02%Q3 2020Q2 20245
Kingsview Wealth Management, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Carroll Financial Associates, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Allworth Financial LP 550.00%0.01%0.02%Q2 2023Q2 20245
Elmwood Wealth Management, Inc. 550.17%0.19%0.26%Q2 2022Q2 20235
Kathmere Capital Management, LLC 550.07%0.08%0.09%Q1 2021Q1 20225
SageView Advisory Group, LLC 310.00%0.04%0.07%Q4 2022Q2 20245
Dana Investment Advisors, Inc. 550.02%0.04%0.05%Q1 2022Q1 20235
WorthPointe, LLC 320.15%0.18%0.20%Q1 2022Q2 20245
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q2 2023Q2 20245
Valeo Financial Advisors, LLC 550.00%0.00%0.01%Q1 2020Q1 20215
Continuum Advisory, LLC 440.05%0.07%0.13%Q3 2023Q2 20244
Silicon Hills Wealth Management, LLC 440.20%0.24%0.27%Q1 2020Q4 20204
SOUTHERN CAPITAL ADVISORS, LLC 440.28%0.30%0.31%Q1 2022Q4 20224
CRA Financial Services, LLC 440.79%1.25%1.66%Q1 2022Q4 20224
BAKER TILLY WEALTH MANAGEMENT, LLC 440.02%0.03%0.03%Q2 2021Q1 20224
Ausdal Financial Partners, Inc. 440.06%0.06%0.06%Q4 2022Q3 20234
John W. Brooker & Co., CPAs 440.01%0.10%0.14%Q1 2022Q4 20224
DAVENPORT & Co LLC 440.00%0.00%0.00%Q4 2020Q3 20214
CENTAURUS FINANCIAL, INC. 440.11%0.12%0.14%Q1 2023Q4 20234
Range Financial Group LLC 440.56%0.83%1.05%Q1 2022Q4 20224
RFG Advisory, LLC 220.02%0.26%0.51%Q2 2022Q2 20244
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
SMI Advisory Services, LLC 440.32%0.33%0.35%Q2 2022Q1 20234
ACUTE INVESTMENT ADVISORY, LLC 443.50%5.13%9.96%Q1 2022Q4 20224
PERSONAL CFO SOLUTIONS, LLC 440.06%0.10%0.14%Q1 2022Q4 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
Tradition Wealth Management, LLC 210.00%0.42%0.97%Q4 2020Q2 20244
Advisor Group, Inc. 440.00%0.01%0.01%Q1 2019Q4 20194
Advisory Services Network, LLC 310.00%0.01%0.01%Q3 2020Q4 20224
ACG Wealth 310.04%0.06%0.07%Q1 2021Q3 20224
Marshall Financial Group, LLC 440.11%0.12%0.12%Q1 2022Q4 20224
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q2 2020Q2 20244
Parkside Investments, LLC 440.06%0.09%0.11%Q2 2020Q1 20214
CCG WEALTH MANAGEMENT, LLC 440.12%0.14%0.18%Q3 2021Q2 20224
Advisory Alpha, LLC 310.04%0.13%0.33%Q1 2021Q3 20224
Denver PWM, LLC 440.78%1.04%1.44%Q2 2019Q1 20204
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2020Q3 20213
InterOcean Capital Group, LLC 330.04%0.06%0.08%Q1 2022Q3 20223
Stearns Financial Services Group 330.01%0.01%0.01%Q1 2020Q3 20203
Triumph Capital Management 330.11%0.43%0.61%Q3 2022Q1 20233
PFG Advisors 330.12%0.13%0.14%Q4 2023Q2 20243
INVESTMENT SECURITY GROUP INC /CO/ /ADV 330.70%0.85%0.97%Q1 2020Q3 20203
Long Island Wealth Management, Inc. 331.04%1.05%1.07%Q4 2023Q2 20243
Private Advisory Group LLC 330.15%0.17%0.19%Q2 2019Q4 20193
CoreCap Advisors, LLC 210.00%0.01%0.03%Q4 2022Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
BCGM Wealth Management, LLC 331.64%1.99%2.20%Q1 2022Q3 20223
Pillar Wealth Advisors, LLC 330.79%0.83%0.86%Q2 2022Q4 20223
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2020Q4 20233
AE Wealth Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
NBC SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Pensionmark Financial Group, LLC 330.10%0.11%0.11%Q2 2022Q4 20223
Belpointe Asset Management LLC 330.02%0.05%0.12%Q3 2022Q1 20233
Smith Anglin Financial, LLC 220.16%0.18%0.21%Q2 2022Q3 20222
Stone House Investment Management, LLC 220.12%0.14%0.15%Q1 2022Q2 20222
Frontier Wealth Management LLC 220.00%0.01%0.02%Q1 2022Q2 20222
Sigma Planning Corp 110.01%0.01%0.01%Q1 2023Q1 20242
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Global Trust Asset Management, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
MAS Advisors LLC 220.23%0.27%0.31%Q3 2022Q4 20222
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2023Q2 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.10%0.11%0.13%Q2 2020Q3 20202
OneDigital Investment Advisors LLC 220.01%0.02%0.02%Q4 2022Q1 20232
INTEGRAL INVESTMENT ADVISORS, INC. 220.26%1.68%3.10%Q4 2021Q1 20222
Cetera Investment Advisers 110.00%0.00%0.01%Q3 2022Q1 20242
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.01%0.03%0.04%Q1 2022Q2 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.07%0.07%0.07%Q1 2024Q2 20242
TriaGen Wealth Management LLC 220.22%0.23%0.24%Q3 2022Q4 20222
Squar Milner Financial Services LLC 110.14%0.15%0.16%Q3 2019Q2 20202
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q3 2023Q4 20232
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q3 2023Q4 20232
Worth Financial Advisory Group, LLC 220.81%0.82%0.83%Q1 2024Q2 20242
Capital Investment Advisory Services, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Bellwether Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Ameritas Investment Company, LLC 110.00%0.08%0.16%Q1 2020Q1 20212
MGO ONE SEVEN LLC 220.23%0.26%0.29%Q1 2024Q2 20242
City Center Advisors, LLC 220.57%0.57%0.57%Q1 2024Q2 20242
Palumbo Wealth Management LLC 220.62%0.64%0.66%Q2 2022Q3 20222
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q1 2022Q4 20222
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q1 2019Q2 20192
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Keel Point, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
STEPHENS INC /AR/ 110.01%0.01%0.01%Q1 2020Q1 20201
Vise Technologies, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Private Ocean, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Network Wealth Advisors LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Camelot Portfolios, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q2 2020Q2 20201
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Covington Capital Management 110.00%0.00%0.00%Q2 2022Q2 20221
McAdam, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2024Q2 20241
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CENTRAL VALLEY ADVISORS, LLC 110.12%0.12%0.12%Q1 2024Q1 20241
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
Anfield Capital Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 111.08%1.08%1.08%Q2 2022Q2 20221
BEDEL FINANCIAL CONSULTING INC 110.06%0.06%0.06%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Joseph Group Capital Management 110.05%0.05%0.05%Q4 2022Q4 20221
Transform Wealth, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Slow Capital, Inc. 110.15%0.15%0.15%Q1 2020Q1 20201
Hudson Capital Management LLC 112.19%2.19%2.19%Q1 2022Q1 20221
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WALLER FINANCIAL PLANNING GROUP, INC 110.08%0.08%0.08%Q2 2024Q2 20241
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Garden State Investment Advisory Services LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Triad Wealth Partners, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Chris Bulman Inc 110.08%0.08%0.08%Q2 2024Q2 20241
External links

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