INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Koshinski Asset Management, Inc. 16160.03%0.08%0.12%Q4 2019Q3 202316
GILL CAPITAL PARTNERS, LLC 910.38%0.86%1.38%Q4 2018Q4 202316
HighTower Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
IFP Advisors, Inc 16160.00%0.02%0.12%Q4 2019Q3 202316
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
RETIREMENT INCOME SOLUTIONS, INC 16160.18%0.28%0.42%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
BAILARD, INC. 1410.01%0.01%0.01%Q4 2019Q3 202315
Bedel Financial Consulting, Inc. 15150.08%0.14%0.19%Q4 2019Q2 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1230.00%0.00%0.00%Q4 2019Q3 202315
Cambridge Investment Research Advisors, Inc. 1410.00%0.01%0.02%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Valtinson Bruner Financial Planning LLC 870.12%3.71%14.22%Q4 2019Q3 202315
Advisory Services Network, LLC 810.00%0.01%0.01%Q4 2019Q3 202314
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13130.01%0.19%0.58%Q3 2020Q3 202313
Penserra Capital Management LLC 13130.07%0.22%0.46%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.03%Q3 2020Q3 202313
Beacon Pointe Advisors, LLC 12120.01%0.05%0.10%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 310.01%0.04%0.15%Q4 2019Q3 202312
Citadel Advisors 710.00%0.00%0.00%Q1 2020Q3 202312
Bellwether Advisors, LLC 12120.65%0.86%1.13%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.19%0.32%0.43%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
UBS Group AG 410.00%0.00%0.00%Q4 2019Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.01%0.06%0.11%Q4 2020Q3 202312
American Portfolios Advisors 12120.00%0.00%0.01%Q4 2019Q3 202212
DHJJ Financial Advisors, Ltd. 12120.07%0.17%0.26%Q4 2020Q3 202312
Truadvice, LLC 11110.17%0.58%1.04%Q1 2021Q3 202311
SRS Capital Advisors, Inc. 1010.00%0.04%0.06%Q4 2020Q3 202311
Cetera Advisor Networks LLC 810.00%0.01%0.02%Q2 2020Q3 202311
Moors & Cabot, Inc. 10100.03%0.03%0.04%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.02%Q1 2021Q3 202310
Trek Financial, LLC 640.02%0.05%0.07%Q1 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.01%0.02%Q3 2021Q3 20239
Spire Wealth Management 630.00%0.01%0.01%Q1 2021Q3 20239
Cetera Investment Advisers 810.01%0.02%0.06%Q4 2020Q3 20239
Apollon Wealth Management, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.21%0.30%0.37%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 880.11%0.13%0.16%Q4 2021Q3 20238
Lineweaver Wealth Advisors, LLC 620.08%0.23%0.38%Q4 2020Q1 20238
ALLIANCEBERNSTEIN L.P. 880.01%0.04%0.07%Q4 2021Q3 20238
Better Money Decisions, LLC 880.53%0.86%1.12%Q1 2021Q4 20228
Wealthquest Corp 880.03%0.05%0.07%Q4 2021Q3 20238
CRA Financial Services, LLC 880.24%0.68%1.33%Q4 2021Q3 20238
AE Wealth Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
BCS Wealth Management 880.43%0.53%0.86%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 882.56%2.75%3.07%Q4 2021Q3 20238
Cetera Advisors LLC 880.02%0.07%0.14%Q4 2021Q3 20238
Orion Capital Management LLC 880.07%0.32%0.59%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 710.00%0.02%0.10%Q2 2020Q3 20238
Janney Montgomery Scott LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Sunbelt Securities, Inc. 880.01%0.04%0.08%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 880.00%0.01%0.01%Q4 2021Q3 20238
MAI Capital Management 880.02%0.07%0.13%Q4 2021Q3 20238
LINCOLN NATIONAL CORP 880.04%0.08%0.12%Q4 2021Q3 20238
Covington Capital Management 880.00%0.01%0.01%Q4 2020Q3 20228
InterOcean Capital Group, LLC 880.04%0.12%0.19%Q4 2021Q3 20238
Archer Investment Corp 880.01%0.08%0.16%Q4 2021Q3 20238
AdvisorNet Financial, Inc 880.01%0.01%0.01%Q4 2021Q3 20238
CITY HOLDING CO 880.07%0.09%0.12%Q4 2021Q3 20238
Sutton Wealth Advisors Inc. 880.02%0.03%0.04%Q4 2021Q3 20238
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q1 2020Q2 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.03%0.04%0.04%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 770.00%0.00%0.01%Q4 2021Q2 20237
Advisory Alpha, LLC 770.05%0.11%0.16%Q1 2022Q3 20237
CORRADO ADVISORS, LLC 770.85%1.00%1.19%Q4 2021Q2 20237
COLDSTREAM CAPITAL MANAGEMENT INC 430.01%0.07%0.12%Q4 2021Q3 20237
Berkshire Money Management, Inc. 430.07%0.63%0.78%Q4 2021Q3 20237
Keystone Wealth Services, LLC 430.60%1.30%1.95%Q4 2021Q3 20237
Diligent Investors, LLC 770.27%0.32%0.35%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Chicago Partners Investment Group LLC 660.03%0.04%0.05%Q4 2021Q1 20236
Brookstone Capital Management 420.06%0.12%0.14%Q1 2022Q3 20236
ROYAL BANK OF CANADA 420.00%0.00%0.00%Q1 2022Q3 20236
Atria Wealth Solutions, Inc. 660.00%0.01%0.01%Q1 2022Q2 20236
Valeo Financial Advisors, LLC 660.00%0.00%0.01%Q4 2019Q1 20216
Nikulski Financial, Inc. 660.09%0.10%0.11%Q4 2021Q1 20236
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q2 2020Q2 20236
FORVIS Wealth Advisors, LLC 660.03%0.05%0.06%Q2 2022Q3 20236
Kathmere Capital Management, LLC 550.08%0.09%0.10%Q2 2020Q2 20215
WealthPLAN Partners, LLC 320.02%0.16%0.36%Q3 2021Q1 20235
IFS Advisors, LLC 550.03%0.05%0.08%Q4 2022Q4 20235
Weaver Consulting Group 320.01%0.27%0.68%Q1 2020Q1 20235
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 320.00%0.03%0.05%Q2 2020Q3 20225
CoreCap Advisors, LLC 550.13%0.15%0.19%Q4 2021Q4 20225
Visionary Wealth Advisors 550.02%0.02%0.02%Q1 2022Q1 20235
TRUSTCORE FINANCIAL SERVICES, LLC 550.01%0.09%0.42%Q4 2021Q4 20225
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.00%0.01%0.01%Q2 2021Q2 20225
Castle Rock Wealth Management, LLC 410.07%0.27%0.40%Q3 2021Q3 20235
WEDBUSH SECURITIES INC 440.04%0.05%0.05%Q4 2022Q3 20234
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 440.00%0.00%0.00%Q4 2019Q3 20204
Capital Analysts, LLC 440.00%0.02%0.05%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.08%0.08%0.09%Q4 2020Q3 20214
Sugarloaf Wealth Management, LLC 440.24%0.25%0.26%Q4 2022Q3 20234
WealthPlan Investment Management, LLC 310.01%0.10%0.36%Q1 2022Q1 20234
Ausdal Financial Partners, Inc. 440.04%0.06%0.07%Q4 2022Q3 20234
SFMG, LLC 440.20%0.22%0.24%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
John W. Brooker & Co., CPAs 440.22%0.48%0.88%Q4 2022Q3 20234
Pinnacle Wealth Management Group, Inc. 440.28%0.34%0.38%Q4 2022Q3 20234
Global Strategic Investment Solutions, LLC 440.07%0.12%0.16%Q4 2022Q3 20234
Global Trust Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 440.01%0.08%0.10%Q4 2022Q3 20234
CENTAURUS FINANCIAL, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
ATTICUS WEALTH MANAGEMENT, LLC 440.47%0.49%0.50%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Steward Financial Group LLC 440.44%1.09%3.02%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.03%0.04%0.07%Q4 2022Q3 20234
Congress Wealth Management LLC / DE / 440.03%0.03%0.04%Q4 2022Q3 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 440.01%0.01%0.01%Q4 2022Q3 20234
KFG WEALTH MANAGEMENT, LLC 440.42%0.70%1.21%Q4 2022Q3 20234
WPWealth LLP 440.77%0.99%1.41%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
BECK CAPITAL MANAGEMENT, LLC 440.20%0.22%0.24%Q4 2022Q3 20234
Main Street Financial Solutions, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Stuart Chaussee & Associates, Inc. 4430.85%46.25%62.32%Q4 2022Q3 20234
Crown Wealth Group, LLC 440.80%0.97%1.22%Q4 2022Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 440.02%0.06%0.09%Q4 2022Q3 20234
WorthPointe, LLC 440.16%0.21%0.24%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.13%0.25%0.32%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.03%0.04%0.04%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.02%0.04%0.07%Q4 2022Q3 20234
LPL Financial LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Alaska Wealth Advisors 440.44%0.44%0.45%Q4 2020Q3 20214
Somerset Trust Co 440.13%0.14%0.15%Q4 2022Q3 20234
HAZLETT, BURT & WATSON, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Wealth Alliance 440.26%0.26%0.27%Q4 2022Q3 20234
Csenge Advisory Group 440.07%0.07%0.08%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Cape Investment Advisory, Inc. 330.71%0.72%0.73%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Creative Planning 210.00%0.00%0.00%Q2 2022Q3 20233
Outlook Wealth Advisors, LLC 330.33%2.14%3.06%Q1 2023Q3 20233
PFS Partners, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
PERSONAL CFO SOLUTIONS, LLC 330.20%0.22%0.23%Q4 2019Q2 20203
Capital Asset Advisory Services LLC 330.02%0.02%0.03%Q4 2022Q2 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Frisch Financial Group, Inc. 210.18%0.26%0.35%Q4 2021Q1 20233
Ameritas Investment Company, LLC 210.00%0.02%0.06%Q4 2019Q1 20213
Strategic Blueprint, LLC 110.00%0.02%0.03%Q2 2021Q3 20233
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
AXXCESS WEALTH MANAGEMENT, LLC 330.03%0.03%0.04%Q4 2021Q2 20223
tru Independence LLC 330.10%0.12%0.14%Q1 2023Q3 20233
Strategic Wealth Partners Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 330.01%0.02%0.02%Q1 2023Q3 20233
Financial Architects, Inc 330.29%0.29%0.30%Q4 2022Q2 20233
RESTON WEALTH MANAGEMENT LLC 330.19%0.20%0.20%Q4 2022Q2 20233
WealthShield Partners, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
AVALON CAPITAL MANAGEMENT 330.10%0.11%0.12%Q4 2021Q2 20223
TOWNSQUARE CAPITAL LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Hoover Financial Advisors, Inc. 330.00%0.02%0.03%Q4 2020Q2 20213
Sageworth Trust Co 220.00%0.00%0.00%Q4 2022Q1 20232
INTEGRAL INVESTMENT ADVISORS, INC. 220.28%0.34%0.40%Q1 2023Q2 20232
Requisite Capital Management, LLC 228.72%8.84%8.97%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
STEPHENS INC /AR/ 220.01%0.01%0.01%Q4 2021Q1 20222
INVESTMENT SECURITY GROUP INC /CO/ /ADV 2211.36%11.60%11.84%Q2 2020Q3 20202
Guild Investment Management, Inc. 222.03%2.19%2.35%Q4 2022Q1 20232
CHOREO, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
M Holdings Securities, Inc. 220.06%0.06%0.06%Q4 2022Q1 20232
CYPRESS FINANCIAL PLANNING LLC 220.14%0.14%0.14%Q1 2023Q2 20232
Maltin Wealth Management, Inc. 220.83%0.85%0.87%Q1 2021Q2 20212
Sigma Planning Corp 220.01%0.01%0.01%Q4 2022Q1 20232
WELLS FARGO & COMPANY/MN 220.00%0.00%0.00%Q4 2022Q1 20232
RFG Advisory, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
TWO SIGMA SECURITIES, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BROWN WEALTH MANAGEMENT, LLC 220.20%0.21%0.22%Q2 2023Q3 20232
55I, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Professional Financial Advisors, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Larson Financial Group LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Stearns Financial Services Group 220.02%0.24%0.45%Q4 2019Q1 20202
Soltis Investment Advisors LLC 220.04%0.05%0.06%Q4 2019Q1 20202
AlphaCore Capital LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.26%0.28%0.30%Q4 2021Q1 20222
Tradition Wealth Management, LLC 110.01%0.05%0.09%Q4 2020Q2 20212
Krilogy Financial LLC 220.04%0.04%0.05%Q4 2022Q1 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Integrity Financial Corp /WA 110.08%0.08%0.08%Q4 2021Q4 20211
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
Fragasso Group Inc. 110.10%0.10%0.10%Q4 2023Q4 20231
Orion Portfolio Solutions, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Stone House Investment Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q4 2022Q4 20221
Transform Wealth, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BEDEL FINANCIAL CONSULTING INC 110.16%0.16%0.16%Q3 2023Q3 20231
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
LaSalle St. Investment Advisors, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Bouchey Financial Group Ltd 111.93%1.93%1.93%Q4 2021Q4 20211
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Advisor Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
OLD MISSION CAPITAL, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Cerity Partners LLC 110.02%0.02%0.02%Q2 2022Q2 20221
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ROVIN CAPITAL /UT/ /ADV 110.56%0.56%0.56%Q4 2022Q4 20221
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Range Financial Group LLC 110.52%0.52%0.52%Q4 2022Q4 20221
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CWM, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
McAlister, Sweet & Associates, Inc. 111.56%1.56%1.56%Q4 2023Q4 20231
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Elmwood Wealth Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pensionmark Financial Group, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
External links

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