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. 18180.00%0.00%0.00%Q2 2019Q3 202318
OSAIC HOLDINGS, INC. 14140.00%0.02%0.08%Q2 2020Q3 202314
Archer Investment Corp 14140.08%0.16%0.25%Q2 2020Q3 202314
Castle Rock Wealth Management, LLC 14140.43%0.59%0.90%Q2 2020Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2019Q3 202312
OPTIMUM INVESTMENT ADVISORS 11110.02%0.03%0.04%Q2 2021Q4 202311
Citadel Advisors 620.00%0.00%0.00%Q2 2020Q3 202311
UBS Group AG 830.00%0.00%0.00%Q2 2020Q3 202311
IFP Advisors, Inc 650.00%0.01%0.03%Q2 2020Q2 202311
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Spire Wealth Management 10100.00%0.01%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Carroll Financial Associates, Inc. 880.00%0.00%0.00%Q1 2020Q4 20218
OLD MISSION CAPITAL LLC 210.01%0.02%0.05%Q2 2021Q3 20237
Arete Wealth Advisors, LLC 770.02%0.04%0.06%Q4 2021Q2 20237
Strategic Blueprint, LLC 770.02%0.05%0.08%Q1 2021Q3 20227
Main Street Financial Solutions, LLC 770.05%0.11%0.14%Q2 2021Q4 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
Trek Financial, LLC 660.74%0.84%0.91%Q2 2022Q3 20236
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.01%Q1 2020Q3 20236
Integrity Financial Corp /WA 660.08%0.10%0.11%Q2 2022Q3 20236
Orion Capital Management LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Chicago Partners Investment Group LLC 660.03%0.04%0.04%Q2 2021Q3 20226
Brookstone Capital Management 660.15%0.34%0.56%Q2 2022Q3 20236
Cambridge Investment Research Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Cypress Wealth Services, LLC 660.17%0.44%0.53%Q2 2022Q3 20236
Balboa Wealth Partners 550.09%0.19%0.27%Q3 2022Q3 20235
HighTower Advisors, LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Elmwood Wealth Management, Inc. 210.02%0.29%0.68%Q2 2020Q4 20215
SRS Capital Advisors, Inc. 550.00%0.00%0.01%Q2 2022Q2 20235
CORRADO ADVISORS, LLC 410.00%0.69%0.97%Q2 2020Q4 20225
Capital Asset Advisory Services LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Stratos Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.01%0.01%0.01%Q2 2021Q1 20224
Dynamic Advisor Solutions LLC 440.01%0.02%0.02%Q2 2021Q1 20224
AXXCESS WEALTH MANAGEMENT, LLC 440.03%0.03%0.03%Q2 2022Q1 20234
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Soltis Investment Advisors LLC 440.05%0.22%0.69%Q2 2020Q1 20214
Berger Financial Group, Inc 440.10%0.44%0.58%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.28%0.81%1.35%Q4 2022Q3 20234
KFG WEALTH MANAGEMENT, LLC 440.87%1.07%1.19%Q4 2022Q3 20234
SIMON QUICK ADVISORS, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
NEXT Financial Group, Inc 330.00%0.00%0.00%Q2 2021Q4 20213
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
4J Wealth Management LLC 330.46%0.50%0.55%Q3 2022Q1 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Fermata Advisors, LLC 330.08%0.29%0.64%Q2 2022Q4 20223
Capital Investment Advisory Services, LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Sequoia Financial Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Kathmere Capital Management, LLC 220.03%0.03%0.04%Q3 2020Q4 20202
WealthShield Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
AE Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Garden State Investment Advisory Services LLC 220.22%0.25%0.27%Q2 2023Q3 20232
PFG Advisors 220.02%0.03%0.04%Q2 2023Q3 20232
Smith Anglin Financial, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
U.S. Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Comprehensive Financial Consultants Institutional, Inc. 221.02%1.04%1.06%Q2 2023Q3 20232
Atria Investments, Inc 110.21%0.21%0.21%Q2 2021Q2 20211
Advisory Alpha, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Hoover Financial Advisors, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
LPL Financial LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Michael S. Ryan, Inc. 110.62%0.62%0.62%Q2 2023Q2 20231
WESCAP Management Group, Inc. 110.14%0.14%0.14%Q2 2022Q2 20221
OLD MISSION CAPITAL, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Castleview Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MILESTONE ASSET MANAGEMENT, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Berkshire Money Management, Inc. 114.88%4.88%4.88%Q1 2020Q1 20201
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kovack Advisors, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
ACG Wealth 110.05%0.05%0.05%Q2 2021Q2 20211
ROYAL BANK OF CANADA 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cascadia Advisory Services, LLC 112.31%2.31%2.31%Q2 2021Q2 20211
Cetera Investment Advisers 110.00%0.00%0.00%Q2 2023Q2 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Kingsview Wealth Management, LLC 110.01%0.01%0.01%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.