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. 17170.00%0.00%0.00%Q3 2019Q3 202317
Valtinson Bruner Financial Planning LLC 960.30%1.57%5.25%Q3 2019Q3 202315
Maltin Wealth Management, Inc. 15150.70%1.51%2.52%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
IFP Advisors, Inc 14140.00%0.01%0.06%Q2 2020Q3 202314
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13130.05%0.29%0.47%Q3 2020Q3 202313
Cetera Advisor Networks LLC 1210.00%0.01%0.03%Q2 2020Q3 202313
Cambridge Investment Research Advisors, Inc. 13130.00%0.00%0.02%Q3 2020Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
HighTower Advisors, LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
Kathmere Capital Management, LLC 13130.03%0.13%0.29%Q3 2020Q3 202313
SRS Capital Advisors, Inc. 1020.00%0.04%0.06%Q3 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.74%0.82%0.88%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 930.04%0.07%0.12%Q3 2020Q3 202312
Capital Investment Advisory Services, LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 660.01%0.03%0.09%Q3 2020Q3 202312
LINCOLN NATIONAL CORP 750.01%0.03%0.06%Q3 2020Q3 202312
AVANTAX ADVISORY SERVICES, INC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Janney Montgomery Scott LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.20%0.23%0.26%Q4 2020Q3 202312
WealthPLAN Partners, LLC 650.08%0.12%0.22%Q4 2020Q4 202311
Berkshire Money Management, Inc. 910.12%1.77%2.42%Q2 2020Q3 202311
Strategic Blueprint, LLC 11110.11%0.15%0.20%Q1 2021Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
UBS Group AG 510.00%0.00%0.00%Q1 2020Q2 202310
Gradient Investments LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
ENVESTNET ASSET MANAGEMENT INC 710.00%0.00%0.00%Q4 2020Q3 202310
WOLVERINE TRADING, LLC 710.00%0.00%0.00%Q1 2020Q2 202310
CAPITAL WEALTH MANAGEMENT, LLC 10100.85%1.01%1.14%Q2 2021Q3 202310
Kestra Advisory Services, LLC 910.00%0.02%0.03%Q4 2020Q3 202310
SUSQUEHANNA INTERNATIONAL GROUP, LLP 420.00%0.00%0.00%Q1 2020Q2 202310
Sigma Planning Corp 990.01%0.04%0.08%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 510.00%0.03%0.10%Q3 2020Q2 20239
Citadel Advisors 410.00%0.00%0.00%Q3 2020Q3 20239
Cetera Investment Advisers 990.00%0.00%0.01%Q3 2021Q3 20239
AE Wealth Management LLC 990.00%0.00%0.01%Q3 2021Q3 20239
BCS Wealth Management 990.38%0.49%0.73%Q3 2021Q3 20239
CreativeOne Wealth, LLC 630.02%0.03%0.05%Q4 2020Q1 20239
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Chicago Partners Investment Group LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Outlook Wealth Advisors, LLC 990.11%0.60%0.77%Q3 2021Q3 20239
Covington Capital Management 990.02%0.03%0.05%Q3 2020Q3 20229
Fragasso Group Inc. 880.04%0.06%0.08%Q1 2022Q4 20238
Cetera Advisors LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Beacon Financial Advisory LLC 880.14%0.20%0.26%Q4 2021Q3 20238
Orion Capital Management LLC 710.04%0.11%0.13%Q3 2021Q3 20238
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q3 2019Q1 20238
Transform Wealth, LLC 620.03%0.11%0.23%Q4 2020Q4 20228
INTEGRAL INVESTMENT ADVISORS, INC. 880.54%0.61%0.68%Q4 2021Q3 20238
Visionary Wealth Advisors 530.02%0.03%0.03%Q3 2020Q3 20238
Sageworth Trust Co 530.34%1.26%1.96%Q3 2021Q3 20238
Diligent Investors, LLC 880.92%0.95%0.99%Q4 2021Q3 20238
Retirement Planning Group, LLC 520.04%0.06%0.11%Q4 2021Q3 20237
Penserra Capital Management LLC 770.02%0.06%0.10%Q1 2022Q3 20237
Bedel Financial Consulting, Inc. 770.02%0.05%0.08%Q3 2020Q1 20227
Evolution Wealth Advisors, LLC 660.09%0.12%0.14%Q3 2021Q4 20226
BECK CAPITAL MANAGEMENT, LLC 660.16%0.36%0.44%Q3 2021Q4 20226
ROYAL BANK OF CANADA 420.00%0.00%0.00%Q1 2022Q3 20236
TOWNSQUARE CAPITAL LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Sunbelt Securities, Inc. 310.02%0.08%0.20%Q1 2020Q3 20236
Lantz Financial LLC 554.15%4.32%4.76%Q3 2022Q3 20235
Sugarloaf Wealth Management, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Spire Wealth Management 550.01%0.01%0.01%Q3 2022Q3 20235
John W. Brooker & Co., CPAs 550.02%0.02%0.02%Q3 2021Q3 20225
Pinnacle Wealth Management Group, Inc. 550.44%0.56%0.63%Q3 2022Q3 20235
MAS Advisors LLC 550.36%0.66%0.94%Q4 2021Q4 20225
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Steward Partners Investment Advisory, LLC 550.00%0.01%0.03%Q3 2022Q3 20235
Archer Investment Corp 550.02%0.02%0.02%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.18%0.18%0.19%Q4 2021Q4 20225
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2019Q1 20235
AdvisorNet Financial, Inc 550.00%0.00%0.01%Q3 2022Q3 20235
BCGM Wealth Management, LLC 550.15%0.15%0.16%Q3 2022Q3 20235
American Portfolios Advisors 550.00%0.00%0.01%Q3 2021Q3 20225
Vantage Financial Partners, LLC 552.96%3.94%5.23%Q3 2022Q3 20235
MML INVESTORS SERVICES, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Delta Investment Management, LLC 440.42%0.48%0.63%Q3 2022Q2 20234
SMI Advisory Services, LLC 440.09%0.10%0.12%Q3 2021Q2 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.05%0.08%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
Soltis Investment Advisors LLC 440.03%0.04%0.04%Q2 2021Q1 20224
Caprock Group, LLC 440.07%0.07%0.07%Q3 2021Q2 20224
AXXCESS WEALTH MANAGEMENT, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
Krilogy Financial LLC 310.03%0.07%0.09%Q3 2021Q3 20224
Garden State Investment Advisory Services LLC 440.29%0.32%0.38%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Weaver Consulting Group 330.02%0.02%0.02%Q4 2019Q2 20203
Cedar Brook Financial Partners, LLC 330.06%0.06%0.06%Q3 2022Q1 20233
WealthShield Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
THOROUGHBRED FINANCIAL SERVICES, LLC 330.07%0.08%0.10%Q1 2023Q3 20233
Integrity Financial Corp /WA 330.00%0.01%0.01%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Steward Financial Group LLC 330.08%0.49%0.81%Q3 2022Q1 20233
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
PERSONAL CFO SOLUTIONS, LLC 210.77%1.93%2.67%Q3 2020Q3 20213
Round Table Services, LLC 210.09%0.27%0.38%Q4 2021Q3 20223
WealthPlan Investment Management, LLC 210.08%0.09%0.10%Q1 2022Q4 20223
M Holdings Securities, Inc. 330.03%0.03%0.03%Q3 2022Q1 20233
U.S. Capital Wealth Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.01%0.01%0.01%Q1 2022Q2 20222
ROVIN CAPITAL /UT/ /ADV 221.85%1.91%1.98%Q4 2021Q1 20222
Sound View Wealth Advisors Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
FMR LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.01%0.10%0.18%Q1 2023Q2 20232
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
RFG Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Pinnacle Private Wealth, LLC 220.18%0.32%0.45%Q1 2022Q2 20222
NCM Capital Management, LLC 220.97%1.09%1.22%Q1 2022Q2 20222
Snowden Capital Advisors LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Arkadios Wealth Advisors 220.07%0.08%0.09%Q4 2020Q1 20212
NEXT Financial Group, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
Mason & Associates Inc 220.65%0.67%0.70%Q1 2022Q2 20222
Lion Street Advisors, LLC 110.18%0.20%0.22%Q1 2023Q3 20232
Allworth Financial LP 220.00%0.00%0.00%Q1 2021Q2 20212
Pensionmark Financial Group, LLC 110.05%0.06%0.06%Q2 2022Q1 20232
DAVENPORT & Co LLC 220.00%0.00%0.00%Q4 2021Q1 20222
SageView Advisory Group, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Koshinski Asset Management, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Brookstone Capital Management 110.03%0.08%0.12%Q1 2022Q3 20232
WEALTHSOURCE PARTNERS, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.06%0.06%0.06%Q4 2021Q1 20222
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q4 2022Q1 20232
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MILESTONE ASSET MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
ACUTE INVESTMENT ADVISORY, LLC 113.65%3.65%3.65%Q1 2022Q1 20221
Cascadia Advisory Services, LLC 110.21%0.21%0.21%Q1 2021Q1 20211
Partnervest Advisory Services LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Trek Financial, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Karp Capital Management Corp 112.04%2.04%2.04%Q3 2022Q3 20221
Cresset Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MORGAN STANLEY 110.00%0.00%0.00%Q1 2020Q1 20201
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
My Personal CFO, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Share Andrew L. 110.09%0.09%0.09%Q3 2023Q3 20231
West Family Investments, Inc. 110.14%0.14%0.14%Q4 2020Q4 20201
Advisory Alpha, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Stratos Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
BOKF, NA 110.00%0.00%0.00%Q3 2022Q3 20221
External links

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