INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.00%0.01%Q1 2020Q2 202418
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
HighTower Advisors, LLC 18180.00%0.01%0.03%Q1 2020Q2 202418
Archer Investment Corp 18180.00%0.27%1.00%Q1 2020Q2 202418
Cambridge Investment Research Advisors, Inc. 17170.00%0.00%0.01%Q2 2020Q2 202417
SRS Capital Advisors, Inc. 1340.00%0.02%0.05%Q1 2020Q2 202417
Castle Rock Wealth Management, LLC 14140.09%0.13%0.19%Q1 2021Q2 202414
UBS Group AG 730.00%0.00%0.00%Q2 2020Q2 202414
HARBOUR INVESTMENTS, INC. 940.01%0.01%0.02%Q1 2021Q2 202413
Alera Investment Advisors, LLC 12120.14%0.20%0.27%Q1 2021Q4 202312
LPL Financial LLC 840.00%0.00%0.00%Q2 2021Q2 202412
Citadel Advisors 510.00%0.00%0.00%Q2 2020Q2 202411
DHJJ Financial Advisors, Ltd. 740.03%0.14%0.22%Q4 2020Q2 202411
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2020Q2 202411
OLD MISSION CAPITAL LLC 310.01%0.05%0.16%Q2 2020Q2 202411
IFP Advisors, Inc 11110.00%0.01%0.01%Q2 2020Q4 202211
Kestra Advisory Services, LLC 620.00%0.00%0.00%Q1 2021Q2 202411
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q1 2022Q2 202410
Soltis Investment Advisors LLC 810.04%0.39%1.01%Q1 2020Q4 202310
Stratos Wealth Advisors, LLC 10100.15%0.39%0.49%Q1 2022Q2 202410
Brookstone Capital Management 10100.03%0.18%0.31%Q1 2022Q2 202410
ENVESTNET ASSET MANAGEMENT INC 610.00%0.00%0.01%Q2 2020Q2 20248
Cetera Investment Advisers 530.00%0.00%0.01%Q1 2021Q1 20248
Chicago Partners Investment Group LLC 610.01%0.01%0.02%Q4 2021Q2 20247
Arete Wealth Advisors, LLC 320.03%0.04%0.05%Q2 2022Q2 20247
Comprehensive Financial Consultants Institutional, Inc. 770.18%0.31%0.36%Q4 2021Q2 20237
KFG WEALTH MANAGEMENT, LLC 770.46%0.70%0.91%Q4 2022Q2 20247
Larson Financial Group LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Bedel Financial Consulting, Inc. 770.00%0.01%0.02%Q3 2020Q1 20227
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 770.16%0.31%0.47%Q4 2022Q2 20247
Spire Wealth Management 660.00%0.01%0.02%Q1 2023Q2 20246
SageView Advisory Group, LLC 330.00%0.05%0.09%Q4 2022Q2 20246
Global Trust Asset Management, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
MILESTONE ASSET MANAGEMENT, LLC 660.06%0.08%0.12%Q1 2023Q2 20246
MONEY CONCEPTS CAPITAL CORP 510.00%0.00%0.00%Q1 2021Q4 20226
NewEdge Advisors, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Sugarloaf Wealth Management, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
MML INVESTORS SERVICES, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Cetera Advisor Networks LLC 420.00%0.01%0.01%Q1 2020Q2 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q2 2023Q2 20245
Spotlight Asset Group, Inc. 550.10%0.55%1.17%Q4 2019Q4 20205
ROYAL BANK OF CANADA 410.00%0.00%0.00%Q1 2023Q2 20245
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q1 2020Q1 20225
Strategic Asset Management, LLC 550.18%0.19%0.21%Q3 2021Q3 20225
CWM, LLC 550.00%0.00%0.00%Q4 2022Q4 20235
Integrity Financial Corp /WA 550.02%0.02%0.02%Q1 2022Q1 20235
Valeo Financial Advisors, LLC 550.00%0.00%0.01%Q1 2020Q1 20215
TRUIST FINANCIAL CORP 550.01%0.01%0.01%Q1 2023Q1 20245
CoreCap Advisors, LLC 210.01%0.01%0.01%Q4 2021Q2 20245
AE Wealth Management LLC 310.00%0.03%0.04%Q3 2022Q1 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Cetera Advisors LLC 440.01%0.01%0.01%Q1 2023Q4 20234
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.01%Q3 2023Q2 20244
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q1 2023Q4 20234
Caprock Group, LLC 440.02%0.02%0.03%Q1 2021Q4 20214
Sterling Financial Planning, Inc. 440.04%0.04%0.05%Q4 2020Q3 20214
Orion Capital Management LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2020Q4 20234
Stone House Investment Management, LLC 330.02%0.10%0.16%Q3 2022Q1 20233
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2020Q2 20243
Covington Capital Management 330.00%0.00%0.00%Q1 2022Q3 20223
Hudson Capital Management LLC 330.12%2.01%3.04%Q2 2020Q4 20203
Tradition Wealth Management, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
Donald L. Hagan, LLC 330.61%0.93%1.20%Q1 2020Q3 20203
Ameritas Investment Company, LLC 210.01%0.02%0.02%Q1 2020Q2 20213
Creative Planning 330.00%0.00%0.00%Q3 2023Q1 20243
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Great Lakes Retirement, Inc. 110.00%0.04%0.09%Q1 2023Q2 20242
OxenFree Capital LLC 220.18%0.18%0.18%Q1 2024Q2 20242
White Knight Strategic Wealth Advisors, LLC 220.33%0.36%0.38%Q4 2021Q1 20222
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
RFG Advisory, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
FC Advisory LLC 220.09%0.09%0.09%Q1 2024Q2 20242
Trek Financial, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Geneos Wealth Management Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
WealthShield Partners, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.04%0.05%0.05%Q1 2024Q2 20242
Kistler-Tiffany Companies, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Richard W. Paul & Associates, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q2 20242
CENTRAL VALLEY ADVISORS, LLC 220.18%0.18%0.18%Q1 2024Q2 20242
Accurate Wealth Management, LLC 110.01%0.04%0.07%Q4 2022Q2 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q3 2023Q4 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Fermata Advisors, LLC 220.08%0.08%0.08%Q1 2024Q2 20242
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Berger Financial Group, Inc 220.02%0.03%0.03%Q1 2024Q2 20242
Lloyd Advisory Services, LLC. 220.72%0.74%0.75%Q3 2022Q4 20222
Maltin Wealth Management, Inc. 220.30%0.31%0.32%Q2 2021Q3 20212
B.O.S.S. Retirement Advisors, LLC 220.08%0.08%0.08%Q4 2022Q1 20232
Continuum Advisory, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
PFG Advisors 220.02%0.02%0.02%Q1 2024Q2 20242
Delta Investment Management, LLC 221.66%1.67%1.68%Q1 2023Q2 20232
Weaver Consulting Group 220.04%0.04%0.04%Q2 2020Q3 20202
McIlrath & Eck, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Allworth Financial LP 110.02%0.02%0.02%Q2 2023Q2 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIDUCIARY FINANCIAL GROUP, LLC 110.18%0.18%0.18%Q2 2024Q2 20241
Smith Anglin Financial, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
IFS Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Triad Wealth Partners, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Chris Bulman Inc 110.27%0.27%0.27%Q2 2024Q2 20241
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2020Q1 20201
Sigma Planning Corp 110.03%0.03%0.03%Q1 2024Q1 20241
Clear Point Advisors Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
MinichMacGregor Wealth Management, LLC 111.00%1.00%1.00%Q1 2020Q1 20201
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MORGAN STANLEY 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Network Wealth Advisors LLC 110.08%0.08%0.08%Q2 2024Q2 20241
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
GRAND WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2020Q2 20201
External links

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