INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LINCOLN NATIONAL CORP 10100.02%0.03%0.04%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.00%0.00%0.01%Q2 2021Q3 202310
Tradition Wealth Management, LLC 10100.32%0.38%0.46%Q2 2021Q3 202310
IFP Advisors, Inc 10100.00%0.01%0.03%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q2 2021Q3 20239
CORRADO ADVISORS, LLC 771.05%1.73%2.71%Q1 2022Q3 20237
Main Street Financial Solutions, LLC 310.03%0.04%0.05%Q2 2021Q2 20237
AVANTAX ADVISORY SERVICES, INC. 770.00%0.01%0.02%Q1 2022Q3 20237
AdvisorNet Financial, Inc 770.02%0.03%0.04%Q1 2022Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.02%0.05%Q1 2022Q3 20237
BCS Wealth Management 770.10%0.18%0.41%Q1 2022Q3 20237
Trust Co 770.00%0.00%0.00%Q1 2022Q3 20237
Valmark Advisers, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Global Strategic Investment Solutions, LLC 660.27%0.55%1.16%Q2 2022Q3 20236
Cetera Advisors LLC 660.00%0.03%0.06%Q2 2022Q3 20236
Stratos Wealth Advisors, LLC 660.05%0.10%0.12%Q2 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.09%0.10%0.10%Q2 2022Q3 20236
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
Berger Financial Group, Inc 320.03%0.06%0.11%Q2 2022Q3 20235
Alera Investment Advisors, LLC 320.09%0.12%0.13%Q2 2022Q3 20235
Capital Investment Advisory Services, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HighTower Advisors, LLC 410.00%0.01%0.03%Q2 2022Q3 20235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2021Q3 20235
McAdam, LLC 320.03%0.03%0.03%Q2 2022Q3 20235
Kingsview Wealth Management, LLC 410.01%0.02%0.02%Q2 2022Q3 20235
PERSONAL CFO SOLUTIONS, LLC 410.05%1.27%2.13%Q2 2022Q3 20235
Fragasso Group Inc. 440.06%0.06%0.07%Q1 2023Q4 20234
Sigma Planning Corp 310.01%0.01%0.02%Q2 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.10%0.14%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.06%0.14%Q4 2022Q3 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.04%0.04%0.04%Q4 2022Q3 20234
SIGNATUREFD, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
NEXT Financial Group, Inc 330.00%0.00%0.01%Q2 2021Q4 20213
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
WPWealth LLP 330.87%1.05%1.21%Q1 2023Q3 20233
Michael S. Ryan, Inc. 330.49%0.51%0.53%Q2 2023Q4 20233
UBS Group AG 330.00%0.00%0.00%Q2 2021Q4 20213
Cardinal Point Capital Management ULC 330.08%0.22%0.31%Q1 2023Q3 20233
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Round Table Services, LLC 330.08%2.52%3.83%Q1 2022Q3 20223
WealthPLAN Partners, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
CWM, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Lantz Financial LLC 210.08%0.75%2.08%Q1 2022Q3 20233
Advisory Services Network, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Brookstone Capital Management 330.03%0.03%0.03%Q1 2023Q3 20233
Strategic Blueprint, LLC 330.21%0.30%0.35%Q1 2023Q3 20233
PFG Advisors 220.02%0.02%0.02%Q2 2023Q3 20232
Cetera Advisor Networks LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Accuvest Global Advisors 224.53%6.03%7.53%Q2 2023Q3 20232
Global Trust Asset Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Kestra Advisory Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Citadel Advisors 110.00%0.00%0.00%Q3 2022Q1 20232
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2021Q4 20222
Gradient Investments LLC 220.00%0.10%0.20%Q2 2022Q3 20222
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.18%0.45%0.72%Q4 2021Q1 20222
Arlington Capital Management, Inc. 220.34%0.47%0.60%Q4 2022Q1 20232
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
ODonnell Financial Services, LLC 221.40%7.42%13.44%Q2 2023Q3 20232
Compass Advisory Group LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Straight Path Wealth Management 220.19%0.19%0.20%Q2 2023Q3 20232
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
LPL Financial LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pillar Wealth Advisors, LLC 220.31%0.31%0.31%Q2 2023Q3 20232
3EDGE Asset Management, LP 220.05%0.05%0.05%Q2 2023Q3 20232
Wealth Alliance 220.06%0.06%0.06%Q2 2023Q3 20232
Worth Financial Advisory Group, LLC 220.23%0.24%0.24%Q2 2023Q3 20232
Miracle Mile Advisors, LLC 221.27%1.29%1.31%Q2 2023Q3 20232
MORGAN STANLEY 220.00%0.00%0.00%Q2 2023Q3 20232
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Spire Wealth Management 110.00%0.00%0.00%Q1 2023Q1 20231
DHJJ Financial Advisors, Ltd. 110.08%0.08%0.08%Q3 2023Q3 20231
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q2 2023Q2 20231
MAI Capital Management 110.02%0.02%0.02%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
Elmwood Wealth Management, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Transform Wealth, LLC 110.40%0.40%0.40%Q2 2023Q2 20231
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2023Q3 20231
Cetera Investment Advisers 110.00%0.00%0.00%Q2 2023Q2 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AVALON CAPITAL MANAGEMENT 110.11%0.11%0.11%Q4 2021Q4 20211
Bullseye Investment Management, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2023Q2 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
RiverTree Advisors, LLC 111.51%1.51%1.51%Q2 2023Q2 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
External links

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