INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
IFP Advisors, Inc 870.00%0.00%0.01%Q4 2019Q3 202315
BANK OF MONTREAL /CAN/ 1320.00%0.00%0.00%Q4 2019Q3 202315
Cetera Advisor Networks LLC 1130.01%0.02%0.11%Q4 2019Q3 202314
Sunbelt Securities, Inc. 1210.05%0.15%0.23%Q1 2020Q3 202313
DHJJ Financial Advisors, Ltd. 12120.75%0.99%1.11%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.03%0.07%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Capital Investment Advisory Services, LLC 930.00%0.01%0.14%Q3 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Beacon Financial Advisory LLC 11110.58%0.66%0.83%Q1 2021Q3 202311
Truadvice, LLC 11110.06%0.13%0.25%Q1 2021Q3 202311
Citadel Advisors 310.00%0.00%0.00%Q1 2020Q3 202310
UBS Group AG 610.00%0.00%0.00%Q1 2020Q3 202310
Valtinson Bruner Financial Planning LLC 640.17%2.83%4.57%Q4 2019Q3 202310
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q4 2019Q4 202210
ACAS, LLC 640.31%0.41%0.49%Q1 2021Q3 202310
Capital Analysts, LLC 540.00%0.01%0.02%Q1 2021Q3 20239
AVANTAX ADVISORY SERVICES, INC. 810.00%0.01%0.02%Q3 2020Q3 20239
Fragasso Group Inc. 990.04%0.06%0.11%Q4 2021Q4 20239
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 880.69%0.85%1.02%Q4 2021Q3 20238
Cetera Investment Advisers 880.00%0.00%0.01%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 880.18%0.20%0.22%Q4 2021Q3 20238
LINCOLN NATIONAL CORP 880.01%0.01%0.01%Q4 2021Q3 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.06%0.07%0.08%Q4 2021Q3 20238
HARBOUR INVESTMENTS, INC. 620.00%0.00%0.00%Q3 2021Q3 20238
NEXT Financial Group, Inc 620.00%0.00%0.01%Q4 2019Q4 20218
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Cypress Wealth Services, LLC 770.07%0.07%0.08%Q1 2022Q3 20237
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 430.00%0.19%0.36%Q1 2021Q3 20237
Atria Wealth Solutions, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
FORVIS Wealth Advisors, LLC 660.03%0.06%0.08%Q2 2022Q3 20236
Compass Advisory Group LLC 510.21%0.32%0.38%Q4 2020Q3 20236
Bedel Financial Consulting, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
OPTIMUM INVESTMENT ADVISORS 660.01%0.02%0.02%Q1 2021Q2 20226
OLD MISSION CAPITAL LLC 210.01%0.03%0.06%Q1 2021Q3 20235
Arlington Capital Management, Inc. 410.34%1.17%1.60%Q4 2020Q4 20225
Cetera Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Global Strategic Investment Solutions, LLC 550.03%0.18%0.32%Q3 2022Q3 20235
Kathmere Capital Management, LLC 550.06%0.07%0.09%Q2 2020Q2 20215
CORRADO ADVISORS, LLC 410.34%0.36%0.37%Q4 2020Q3 20235
Koshinski Asset Management, Inc. 550.01%0.04%0.07%Q1 2021Q1 20225
SIGNATUREFD, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Janney Montgomery Scott LLC 320.00%0.01%0.01%Q4 2019Q1 20235
ENVESTNET ASSET MANAGEMENT INC 320.00%0.00%0.00%Q4 2021Q3 20235
Berkshire Money Management, Inc. 550.07%0.57%1.42%Q4 2019Q4 20205
Smith Anglin Financial, LLC 550.04%0.05%0.06%Q4 2021Q4 20225
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2019Q1 20235
BCS Wealth Management 440.10%0.15%0.19%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
CRA Financial Services, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 440.09%0.15%0.21%Q4 2022Q3 20234
Parkside Investments, LLC 440.04%0.06%0.09%Q3 2020Q2 20214
Wealth Alliance 440.05%0.05%0.05%Q4 2022Q3 20234
Global Trust Asset Management, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
HighTower Advisors, LLC 440.00%0.02%0.03%Q4 2022Q3 20234
SageView Advisory Group, LLC 330.02%0.04%0.06%Q4 2022Q2 20233
Frontier Wealth Management LLC 330.00%0.01%0.02%Q4 2021Q2 20223
INVESTMENT SECURITY GROUP INC /CO/ /ADV 330.12%0.24%0.32%Q1 2021Q3 20213
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2023Q3 20233
SMITH, MOORE & CO. 330.15%0.23%0.30%Q2 2020Q4 20203
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Tradition Wealth Management, LLC 330.74%0.92%1.13%Q4 2020Q2 20213
Clearstead Advisors, LLC 330.03%0.03%0.04%Q4 2019Q2 20203
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Advisory Services Network, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
ROYAL BANK OF CANADA 210.00%0.00%0.00%Q3 2020Q3 20233
Carroll Financial Associates, Inc. 330.00%0.03%0.06%Q2 2020Q4 20203
MANCHESTER FINANCIAL INC 330.01%0.02%0.02%Q3 2020Q1 20213
Ifrah Financial Services, Inc. 330.08%0.08%0.09%Q1 2020Q3 20203
BROWN WEALTH MANAGEMENT, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 220.00%0.00%0.00%Q4 2019Q1 20202
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q3 2022Q4 20222
Kingsview Wealth Management, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Eudaimonia Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Weaver Consulting Group 220.10%0.12%0.14%Q2 2020Q3 20202
Gradient Investments LLC 220.00%0.20%0.40%Q4 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.38%0.41%0.45%Q4 2021Q1 20222
Visionary Wealth Advisors 220.04%0.05%0.06%Q4 2020Q1 20212
XML Financial, LLC 220.09%0.09%0.10%Q1 2020Q2 20202
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
AVALON CAPITAL MANAGEMENT 220.92%1.01%1.10%Q4 2021Q1 20222
TOWNSQUARE CAPITAL LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FMR LLC 110.00%0.00%0.00%Q2 2021Q2 20232
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
MORGAN STANLEY 110.00%0.00%0.00%Q4 2020Q4 20201
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q4 20221
PERSONAL CFO SOLUTIONS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Pensionmark Financial Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Brookstone Capital Management 110.02%0.02%0.02%Q3 2023Q3 20231
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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