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
IFP Advisors, Inc 17170.00%0.03%0.09%Q3 2019Q3 202317
SRS Capital Advisors, Inc. 1070.04%0.05%0.07%Q2 2019Q3 202317
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
RETIREMENT INCOME SOLUTIONS, INC 15150.14%0.19%0.30%Q1 2020Q3 202315
Maltin Wealth Management, Inc. 15150.21%1.67%3.86%Q1 2020Q3 202315
UBS Group AG 830.00%0.00%0.00%Q3 2019Q2 202314
ENVESTNET ASSET MANAGEMENT INC 1220.00%0.00%0.00%Q1 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 1030.00%0.01%0.01%Q2 2020Q3 202313
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13130.07%0.61%0.91%Q3 2020Q3 202313
Janney Montgomery Scott LLC 1020.00%0.00%0.01%Q3 2019Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2019Q3 202312
AE Wealth Management LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.36%0.44%0.54%Q4 2020Q3 202312
Fragasso Group Inc. 11110.07%0.12%0.19%Q2 2021Q4 202311
Capital Investment Advisory Services, LLC 11110.04%0.14%0.20%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2020Q3 202311
OLD MISSION CAPITAL LLC 810.01%0.03%0.09%Q2 2020Q3 202311
BECK CAPITAL MANAGEMENT, LLC 11110.57%0.75%1.11%Q2 2020Q4 202211
Berkshire Money Management, Inc. 620.08%0.98%4.98%Q2 2020Q3 202311
Kestra Advisory Services, LLC 1010.01%0.01%0.01%Q4 2020Q3 202311
OneDigital Investment Advisors LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Spire Wealth Management 10100.00%0.00%0.00%Q2 2021Q3 202310
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 10100.11%0.30%0.50%Q2 2021Q3 202310
Orion Capital Management LLC 10100.15%0.17%0.20%Q2 2021Q3 202310
Arkadios Wealth Advisors 10100.06%0.09%0.10%Q2 2021Q3 202310
Outlook Wealth Advisors, LLC 10100.34%0.39%0.46%Q2 2021Q3 202310
HighTower Advisors, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.05%0.07%0.08%Q4 2020Q1 202310
BCS Wealth Management 10100.30%0.62%0.92%Q2 2021Q3 202310
Archer Investment Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
ROYAL BANK OF CANADA 410.00%0.00%0.00%Q3 2020Q3 20239
Cetera Advisors LLC 630.01%0.01%0.01%Q2 2021Q3 20239
Citadel Advisors 630.00%0.00%0.00%Q2 2020Q2 20239
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
Advisory Services Network, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 880.32%0.51%0.59%Q4 2021Q3 20238
HARBOUR INVESTMENTS, INC. 420.00%0.01%0.01%Q1 2021Q3 20238
Bedel Financial Consulting, Inc. 440.01%0.02%0.03%Q2 2019Q1 20228
Cambridge Investment Research Advisors, Inc. 610.00%0.00%0.00%Q2 2021Q3 20237
Valtinson Bruner Financial Planning LLC 431.37%4.27%6.44%Q2 2020Q1 20227
Penserra Capital Management LLC 770.02%0.05%0.10%Q1 2022Q3 20237
Lantz Financial LLC 660.10%0.81%4.25%Q2 2022Q3 20236
Raymond James Financial Services Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Alera Investment Advisors, LLC 420.05%0.06%0.07%Q4 2021Q3 20236
Covington Capital Management 660.00%0.02%0.05%Q2 2021Q3 20226
Chicago Partners Investment Group LLC 660.04%0.05%0.05%Q2 2021Q3 20226
Sigma Planning Corp 660.01%0.01%0.02%Q2 2022Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Southland Equity Partners LLC 660.14%0.22%0.26%Q2 2022Q3 20236
WealthShield Partners, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
Beacon Pointe Advisors, LLC 330.01%0.01%0.02%Q2 2021Q3 20236
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 660.03%0.05%0.09%Q2 2022Q3 20236
Brookstone Capital Management 660.01%0.07%0.16%Q2 2022Q3 20236
Weaver Consulting Group 510.02%0.05%0.06%Q1 2019Q3 20206
Beacon Financial Advisory LLC 660.12%0.17%0.24%Q2 2022Q3 20236
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q2 2019Q1 20225
McAdam, LLC 320.02%0.03%0.03%Q2 2022Q3 20235
CoreCap Advisors, LLC 310.00%0.03%0.06%Q4 2021Q4 20224
PERSONAL CFO SOLUTIONS, LLC 310.05%0.54%1.90%Q2 2020Q2 20234
Eudaimonia Partners, LLC 440.02%0.03%0.04%Q2 2020Q1 20214
AVANTAX ADVISORY SERVICES, INC. 310.00%0.01%0.02%Q3 2020Q3 20234
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2021Q3 20224
Cerity Partners LLC 440.01%0.05%0.16%Q4 2022Q3 20234
CreativeOne Wealth, LLC 330.02%0.03%0.03%Q2 2021Q4 20213
My Personal CFO, LLC 210.04%0.40%0.58%Q4 2022Q3 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Cetera Advisor Networks LLC 210.00%0.01%0.01%Q2 2020Q3 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Cetera Investment Advisers 210.01%0.01%0.01%Q3 2021Q3 20223
Consolidated Portfolio Review Corp 330.26%0.26%0.28%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 210.01%0.01%0.01%Q2 2020Q3 20233
Arlington Capital Management, Inc. 210.96%1.37%1.76%Q1 2020Q1 20213
RFG Advisory, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Accuvest Global Advisors 221.29%1.32%1.35%Q2 2023Q3 20232
CRA Financial Services, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Sugarloaf Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cedar Brook Financial Partners, LLC 220.15%0.17%0.20%Q2 2023Q3 20232
Pinnacle Wealth Management Group, Inc. 220.18%0.19%0.19%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Steward Financial Group LLC 220.06%0.06%0.06%Q2 2023Q3 20232
RiverTree Advisors, LLC 224.08%4.08%4.08%Q2 2021Q3 20212
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Gradient Investments LLC 220.00%0.63%1.27%Q2 2023Q3 20232
Retirement Planning Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Stratos Wealth Advisors, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Round Table Services, LLC 220.13%0.31%0.50%Q2 2022Q3 20222
AdvisorNet Financial, Inc 220.04%0.04%0.05%Q2 2023Q3 20232
Vantage Financial Partners, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
Kathmere Capital Management, LLC 220.04%0.06%0.08%Q4 2020Q1 20212
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Sound Income Strategies, LLC 110.23%0.23%0.23%Q2 2021Q2 20211
PCA Investment Advisory Services Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
Advisor Group, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Krilogy Financial LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Advisory Alpha, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
FMR LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pensionmark Financial Group, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Architects, Inc 110.09%0.09%0.09%Q2 2023Q2 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q2 2022Q2 20221
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
D.B. Root & Company, LLC 110.33%0.33%0.33%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Avestar Capital, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
KICKSTAND VENTURES, LLC. 112.44%2.44%2.44%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TCWP LLC 111.51%1.51%1.51%Q2 2023Q2 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%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.