| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
| UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
| OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| Asset Dedication, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2022 | 14 |
| MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
| Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 10 |
| IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 9 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 9 |
| American Portfolios Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
| AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| ENVESTNET ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
| Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.08% | 0.31% | Q3 2018 | Q1 2023 | 6 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
| Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
| Wealth Advisory Solutions, LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q4 2020 | 4 |
| Veracity Capital LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2019 | Q3 2020 | 4 |
| HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
| Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
| JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
| Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
| WELLS FARGO & COMPANY/MN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| F3Logic, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2021 | 3 |
| Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 3 |
| Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
| HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
| FLOW TRADERS U.S. LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
| CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| First Allied Advisory Services, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
| CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
| WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Maltin Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| Fulcrum Equity Management | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2021 | Q1 2021 | 1 |
| Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own INNOVATOR ETFS TR or have owned INNOVATOR ETFS TR in the past.