INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
OSAIC HOLDINGS, INC. 14140.00%0.01%0.01%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
TFO Wealth Partners, LLC 12120.02%0.02%0.06%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Valtinson Bruner Financial Planning LLC 1110.61%2.41%2.87%Q2 2020Q3 202312
Weaver Consulting Group 830.10%0.14%0.14%Q2 2020Q3 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.02%0.03%0.04%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 1010.01%0.02%0.04%Q3 2020Q3 202311
Capital Analysts, LLC 11110.00%0.02%0.05%Q1 2021Q3 202311
Main Street Financial Solutions, LLC 11110.04%0.07%0.10%Q1 2021Q3 202311
SIGNATUREFD, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q2 2020Q3 202311
AdvisorNet Financial, Inc 11110.00%0.02%0.04%Q1 2021Q3 202311
DHJJ Financial Advisors, Ltd. 10100.23%0.25%0.28%Q2 2021Q3 202310
IFP Advisors, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
ACAS, LLC 640.35%0.43%0.51%Q1 2021Q3 202310
Capital Investment Advisory Services, LLC 10100.00%0.08%0.14%Q2 2021Q3 202310
Compass Advisory Group LLC 720.12%0.19%0.32%Q2 2021Q3 20239
HighTower Advisors, LLC 720.00%0.01%0.03%Q2 2021Q3 20239
Kingsview Wealth Management, LLC 630.01%0.01%0.02%Q2 2021Q3 20239
My Personal CFO, LLC 880.30%0.90%1.99%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 880.64%0.72%0.84%Q4 2021Q3 20238
AVALON CAPITAL MANAGEMENT 622.68%3.22%4.01%Q3 2020Q3 20238
Janney Montgomery Scott LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 880.03%0.05%0.07%Q2 2020Q1 20228
Fragasso Group Inc. 880.05%0.07%0.09%Q1 2022Q4 20238
Cetera Investment Advisers 880.00%0.03%0.05%Q4 2021Q3 20238
Kathmere Capital Management, LLC 880.06%0.11%0.18%Q2 2020Q1 20228
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.06%0.06%0.08%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Apollon Wealth Management, LLC 770.02%0.02%0.03%Q4 2021Q2 20237
PERSONAL CFO SOLUTIONS, LLC 511.60%1.86%1.99%Q1 2021Q2 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2020Q2 20236
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
ENVESTNET ASSET MANAGEMENT INC 420.00%0.00%0.00%Q4 2021Q3 20236
Diligent Investors, LLC 510.06%0.14%0.21%Q4 2021Q3 20236
Epic Trust Investment Advisors, LLC 660.37%0.44%0.53%Q2 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.06%0.06%0.07%Q2 2022Q3 20236
Arlington Capital Management, Inc. 510.35%1.68%3.21%Q4 2020Q4 20226
UBS Group AG 310.00%0.00%0.00%Q4 2020Q3 20236
Stratos Wealth Advisors, LLC 660.02%0.04%0.06%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 210.01%0.02%0.06%Q2 2021Q3 20235
Patriot Financial Group Insurance Agency, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Global Strategic Investment Solutions, LLC 320.02%0.06%0.10%Q2 2022Q3 20235
AE Wealth Management LLC 550.00%0.00%0.00%Q2 2022Q2 20235
BANK OF MONTREAL /CAN/ 320.00%0.00%0.00%Q2 2022Q3 20235
STEPHENS INC /AR/ 320.01%0.02%0.05%Q2 2021Q3 20235
BCGM Wealth Management, LLC 550.15%0.18%0.21%Q4 2020Q4 20215
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
ROYAL BANK OF CANADA 550.00%0.00%0.00%Q2 2022Q2 20235
Archer Investment Corp 440.10%0.10%0.10%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.00%0.01%0.01%Q1 2021Q4 20214
Round Table Services, LLC 440.15%0.18%0.23%Q4 2021Q3 20224
Nikulski Financial, Inc. 440.09%0.09%0.10%Q2 2021Q1 20224
Accuvest Global Advisors 440.17%0.21%0.24%Q3 2022Q2 20234
MORGAN STANLEY 440.00%0.00%0.00%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.05%0.10%0.14%Q4 2022Q3 20234
BANK OF AMERICA CORP /DE/ 440.00%0.00%0.00%Q4 2022Q3 20234
Better Money Decisions, LLC 310.01%0.01%0.01%Q1 2021Q2 20224
Cerity Partners LLC 440.00%0.01%0.01%Q2 2022Q1 20234
Sunbelt Securities, Inc. 310.02%0.05%0.06%Q4 2020Q3 20234
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2020Q3 20234
CoreCap Advisors, LLC 110.01%0.02%0.03%Q4 2021Q4 20223
NCM Capital Management, LLC 330.34%0.47%0.60%Q1 2022Q3 20223
Frisch Financial Group, Inc. 330.18%0.20%0.22%Q2 2021Q4 20213
HBW ADVISORY SERVICES LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Tradition Wealth Management, LLC 330.12%0.41%0.86%Q4 2020Q2 20213
CWM, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
PFS Partners, LLC 330.49%6.63%9.82%Q1 2023Q3 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q3 2021Q1 20223
SRS Capital Advisors, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
American Portfolios Advisors 330.00%0.00%0.00%Q2 2021Q4 20213
BCS Wealth Management 330.12%0.15%0.22%Q1 2023Q3 20233
Wealth Alliance 330.04%0.08%0.09%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Brookstone Capital Management 330.01%0.03%0.05%Q1 2023Q3 20233
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.19%0.21%0.23%Q2 2023Q3 20232
Citadel Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
PFG Advisors 220.02%0.02%0.03%Q2 2023Q3 20232
Straight Path Wealth Management 220.15%0.15%0.15%Q2 2023Q3 20232
Trek Financial, LLC 220.20%0.21%0.21%Q2 2023Q3 20232
Stegent Equity Advisors, Inc. 221.74%1.91%2.09%Q2 2023Q3 20232
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2023Q3 20232
Advisory Alpha, LLC 220.05%0.10%0.16%Q2 2020Q3 20202
Hoover Financial Advisors, Inc. 220.01%0.01%0.01%Q1 2021Q2 20212
CORRADO ADVISORS, LLC 220.38%0.39%0.40%Q2 2023Q3 20232
Global Trust Asset Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cetera Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Donald L. Hagan, LLC 221.79%1.80%1.80%Q2 2023Q3 20232
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2023Q3 20232
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
COLDSTREAM CAPITAL MANAGEMENT INC 220.03%0.03%0.03%Q2 2023Q3 20232
Advisory Services Network, LLC 220.00%0.01%0.02%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.11%0.29%0.47%Q4 2021Q1 20222
Sugarloaf Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Gradient Investments LLC 220.00%0.04%0.08%Q2 2022Q3 20222
ODonnell Financial Services, LLC 2210.46%11.39%12.32%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
JANE STREET GROUP, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cedar Brook Financial Partners, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Visionary Wealth Advisors 110.02%0.02%0.02%Q1 2021Q1 20211
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Pinnacle Wealth Management, LLC 115.84%5.84%5.84%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Sigma Planning Corp 110.01%0.01%0.01%Q1 2023Q1 20231
Marcum Wealth, LLC 110.56%0.56%0.56%Q2 2020Q2 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Cardinal Point Capital Management ULC 110.06%0.06%0.06%Q2 2023Q2 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pensionmark Financial Group, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2020Q4 20201
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
External links

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