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%0.01%Q3 2019Q3 202317
COMMONWEALTH EQUITY SERVICES, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Alera Investment Advisors, LLC 16160.09%0.14%0.24%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
CORRADO ADVISORS, LLC 13130.43%1.31%2.40%Q3 2020Q3 202313
HARBOR INVESTMENT ADVISORY, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
IFP Advisors, Inc 840.00%0.00%0.02%Q4 2019Q4 202212
Cambridge Investment Research Advisors, Inc. 750.00%0.00%0.00%Q3 2020Q3 202312
Beacon Financial Advisory LLC 12120.14%1.11%1.46%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.12%0.16%0.21%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.07%0.45%Q4 2020Q3 202312
HighTower Advisors, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
Financial Enhancement Group LLC 12120.06%0.13%0.22%Q3 2019Q2 202212
BAILARD, INC. 610.01%0.01%0.01%Q4 2019Q3 202311
Stratos Wealth Advisors, LLC 11110.02%0.06%0.11%Q4 2020Q2 202311
Cetera Advisor Networks LLC 520.00%0.01%0.07%Q1 2020Q3 202310
UBS Group AG 310.00%0.00%0.00%Q1 2020Q3 202310
SIGNATUREFD, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Archer Investment Corp 990.00%0.00%0.00%Q3 2021Q3 20239
ALTFEST L J & CO INC 990.04%1.01%1.92%Q3 2019Q3 20219
NEXT Financial Group, Inc 630.00%0.00%0.01%Q3 2019Q4 20219
AdvisorNet Financial, Inc 630.00%0.00%0.01%Q4 2019Q3 20239
BCS Wealth Management 540.24%0.29%0.34%Q2 2021Q3 20239
Citadel Advisors 410.00%0.00%0.00%Q1 2020Q1 20239
Diligent Investors, LLC 880.09%0.14%0.35%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 510.01%0.03%0.09%Q3 2020Q1 20238
PERSONAL CFO SOLUTIONS, LLC 710.06%1.67%2.11%Q2 2021Q3 20238
LINCOLN NATIONAL CORP 530.01%0.02%0.12%Q3 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.00%0.01%0.02%Q3 2020Q3 20238
Kestra Advisory Services, LLC 430.00%0.00%0.00%Q3 2021Q3 20237
Valtinson Bruner Financial Planning LLC 770.18%4.70%6.27%Q3 2019Q1 20217
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2020Q3 20237
Cypress Wealth Services, LLC 770.07%0.13%0.40%Q1 2022Q3 20237
Lantz Financial LLC 770.48%2.51%3.12%Q1 2022Q3 20237
Sunbelt Securities, Inc. 410.01%0.05%0.16%Q1 2020Q3 20237
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q3 2019Q2 20236
ENVESTNET ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
GILL CAPITAL PARTNERS, LLC 660.09%0.11%0.13%Q3 2022Q4 20236
FORVIS Wealth Advisors, LLC 660.09%0.10%0.10%Q2 2022Q3 20236
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 660.05%0.05%0.06%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Soltis Investment Advisors LLC 660.07%0.09%0.12%Q4 2019Q1 20216
Pillar Wealth Advisors, LLC 660.38%0.41%0.46%Q2 2022Q3 20236
WorthPointe, LLC 550.84%0.87%0.93%Q3 2022Q3 20235
Fragasso Group Inc. 550.02%0.03%0.06%Q4 2022Q4 20235
Global Strategic Investment Solutions, LLC 550.21%0.97%2.78%Q3 2022Q3 20235
Accuvest Global Advisors 550.27%0.44%0.90%Q3 2022Q3 20235
INVESTMENT SECURITY GROUP INC /CO/ /ADV 550.24%0.29%0.32%Q3 2019Q3 20205
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.00%0.01%0.02%Q4 2021Q4 20225
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Berger Financial Group, Inc 550.38%0.54%0.74%Q3 2022Q3 20235
American Portfolios Advisors 550.00%0.00%0.00%Q3 2021Q3 20225
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Ifrah Financial Services, Inc. 550.19%0.21%0.22%Q3 2022Q3 20235
Weaver Consulting Group 550.13%0.19%0.22%Q4 2019Q4 20205
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 550.07%0.23%0.40%Q3 2022Q3 20235
Mariner, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Arlington Capital Management, Inc. 310.18%0.79%2.03%Q1 2020Q2 20234
Gradient Investments LLC 310.00%0.25%0.39%Q3 2022Q3 20234
3EDGE Asset Management, LP 440.02%0.03%0.04%Q1 2022Q4 20224
SageView Advisory Group, LLC 440.02%0.05%0.11%Q4 2022Q3 20234
LPL Financial LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Round Table Services, LLC 310.11%1.62%5.58%Q3 2019Q3 20224
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.02%0.02%0.02%Q1 2020Q4 20204
NorthCrest Asset Manangement, LLC 310.01%0.01%0.01%Q3 2022Q3 20234
Cerity Partners LLC 440.00%0.05%0.20%Q4 2022Q3 20234
Cetera Advisors LLC 440.01%0.01%0.02%Q1 2022Q4 20224
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2023Q3 20233
CASTLE WEALTH MANAGEMENT LLC 210.01%0.09%0.25%Q2 2022Q3 20233
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Analysts, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Sigma Planning Corp 210.01%0.01%0.01%Q3 2021Q4 20223
Stearns Financial Services Group 332.06%2.11%2.16%Q1 2020Q3 20203
Strategic Blueprint, LLC 210.02%0.06%0.12%Q4 2022Q3 20233
PCA Investment Advisory Services Inc. 330.13%0.14%0.15%Q1 2023Q3 20233
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FormulaFolio Investments, LLC 330.02%0.04%0.07%Q3 2019Q1 20203
Caprock Group, LLC 330.04%0.04%0.05%Q4 2021Q2 20223
Cetera Investment Advisers 110.00%0.00%0.00%Q3 2021Q3 20233
Miracle Mile Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
PRW Wealth Management LLC 110.11%0.13%0.14%Q3 2022Q3 20233
BLAIR WILLIAM & CO/IL 330.01%0.01%0.02%Q1 2023Q3 20233
MORGAN STANLEY 110.00%0.00%0.00%Q1 2021Q4 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.40%0.43%0.47%Q4 2021Q1 20222
Regal Investment Advisors LLC 110.04%0.06%0.08%Q4 2019Q2 20202
AlphaCore Capital LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Advisor Group, Inc. 220.01%0.01%0.01%Q3 2019Q4 20192
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WealthPlan Investment Management, LLC 110.07%0.07%0.07%Q1 2022Q3 20222
TRUSTCORE FINANCIAL SERVICES, LLC 220.07%0.07%0.07%Q3 2022Q4 20222
WealthPLAN Partners, LLC 220.06%0.06%0.07%Q4 2021Q1 20222
Kingsview Wealth Management, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Sageworth Trust Co 220.17%0.17%0.17%Q4 2022Q1 20232
Brookstone Capital Management 220.01%0.01%0.02%Q2 2023Q3 20232
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q3 2022Q3 20232
Realta Investment Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q3 2023Q3 20231
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Allworth Financial LP 110.06%0.06%0.06%Q3 2023Q3 20231
ODonnell Financial Services, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
SOUTHERN CAPITAL ADVISORS, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Kathmere Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Applied Capital LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Global Trust Asset Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
RFG Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WPWealth LLP 110.12%0.12%0.12%Q2 2023Q2 20231
SMITH, MOORE & CO. 110.10%0.10%0.10%Q2 2020Q2 20201
U.S. Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q4 2022Q4 20221
D.B. Root & Company, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.37%0.37%0.37%Q1 2020Q1 20201
AVALON CAPITAL MANAGEMENT 116.52%6.52%6.52%Q4 2019Q4 20191
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
Compass Advisory Group LLC 112.21%2.21%2.21%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.