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. 20200.00%0.00%0.00%Q4 2018Q3 202320
Janney Montgomery Scott LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
CWM, LLC 1180.00%0.02%0.07%Q4 2018Q3 202319
Bedel Financial Consulting, Inc. 19190.31%0.70%1.20%Q4 2018Q2 202319
COMMONWEALTH EQUITY SERVICES, LLC 1080.00%0.01%0.02%Q1 2019Q3 202318
SRS Capital Advisors, Inc. 1010.00%0.09%0.76%Q4 2018Q3 202318
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
UBS Group AG 1110.00%0.00%0.00%Q4 2018Q2 202315
Cetera Advisor Networks LLC 14140.00%0.03%0.10%Q4 2018Q1 202214
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.01%0.03%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.00%Q3 2020Q3 202313
Archer Investment Corp 12120.12%0.17%0.29%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 740.01%0.14%0.54%Q3 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Cetera Investment Advisers 11110.00%0.01%0.02%Q4 2020Q2 202311
Kovack Advisors, Inc. 1010.03%0.10%0.24%Q2 2019Q1 202211
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q4 2018Q2 202311
Arete Wealth Advisors, LLC 11110.00%0.06%0.09%Q4 2020Q2 202311
AVALON CAPITAL MANAGEMENT 650.10%6.06%15.52%Q4 2018Q1 202311
V Wealth Advisors LLC 10100.08%0.09%0.10%Q1 2021Q2 202310
NEXT Financial Group, Inc 640.00%0.00%0.01%Q2 2019Q4 202110
HighTower Advisors, LLC 10100.00%0.01%0.04%Q4 2019Q1 202210
MONEY CONCEPTS CAPITAL CORP 820.02%0.04%0.08%Q4 2020Q3 202310
Citadel Advisors 410.00%0.00%0.00%Q2 2019Q2 202310
OLD MISSION CAPITAL LLC 410.01%0.02%0.05%Q4 2019Q2 20239
Sugarloaf Wealth Management, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
JANE STREET GROUP, LLC 530.00%0.00%0.00%Q4 2018Q1 20218
Cornerstone Wealth Group, LLC 710.04%0.06%0.07%Q2 2019Q2 20238
IFP Advisors, Inc 880.00%0.00%0.01%Q3 2019Q2 20218
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2019Q1 20238
Chicago Partners Investment Group LLC 880.08%0.11%0.13%Q4 2018Q3 20208
LINCOLN NATIONAL CORP 880.01%0.01%0.02%Q1 2019Q4 20208
Geneos Wealth Management Inc. 880.00%0.00%0.01%Q4 2018Q3 20208
Weaver Consulting Group 770.09%0.16%0.24%Q1 2019Q3 20207
Ameritas Investment Company, LLC 310.00%0.10%0.26%Q1 2019Q3 20217
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HARBOUR INVESTMENTS, INC. 610.01%0.01%0.02%Q4 2021Q3 20237
ENVESTNET ASSET MANAGEMENT INC 320.00%0.00%0.00%Q4 2018Q2 20237
Maltin Wealth Management, Inc. 770.05%0.23%0.35%Q4 2019Q2 20217
ALTFEST L J & CO INC 770.05%1.89%5.75%Q1 2020Q3 20217
Epic Trust Investment Advisors, LLC 660.26%0.37%0.49%Q4 2021Q1 20236
Cambridge Investment Research Advisors, Inc. 510.00%0.00%0.01%Q1 2021Q3 20236
Comprehensive Financial Consultants Institutional, Inc. 660.28%0.31%0.32%Q4 2021Q1 20236
Koshinski Asset Management, Inc. 330.01%0.11%0.28%Q4 2018Q1 20226
Strategic Blueprint, LLC 550.01%0.05%0.08%Q2 2021Q2 20225
AE Wealth Management LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Cetera Advisors LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Compass Advisory Group LLC 550.56%0.65%0.80%Q3 2022Q3 20235
Elmwood Wealth Management, Inc. 320.01%0.42%1.04%Q1 2019Q3 20205
Ameritas Advisory Services, LLC 410.01%0.01%0.02%Q4 2021Q1 20235
MATHER GROUP, LLC. 550.01%0.01%0.01%Q2 2022Q2 20235
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.02%Q4 2018Q4 20195
Advisor Group, Inc. 550.01%0.01%0.02%Q4 2018Q4 20195
ROYAL BANK OF CANADA 550.00%0.00%0.00%Q3 2019Q3 20205
Donald L. Hagan, LLC 550.40%0.71%0.96%Q2 2019Q2 20205
Capital Investment Advisory Services, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Brookstone Capital Management 550.02%0.18%0.30%Q3 2022Q3 20235
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.41%0.45%0.49%Q4 2022Q3 20234
Mariner, LLC 440.01%0.01%0.02%Q2 2020Q1 20214
U.S. Capital Wealth Advisors, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.01%0.03%0.05%Q4 2022Q3 20234
AVANTAX ADVISORY SERVICES, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Soltis Investment Advisors LLC 210.05%0.50%1.23%Q4 2019Q3 20224
KFG WEALTH MANAGEMENT, LLC 440.97%1.35%2.04%Q4 2022Q3 20234
Retirement Planning Group, LLC 440.02%0.07%0.09%Q4 2022Q3 20234
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Keel Point, LLC 440.04%0.15%0.19%Q4 2018Q3 20194
Fermata Advisors, LLC 440.19%0.24%0.27%Q4 2021Q3 20224
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CENTAURUS FINANCIAL, INC. 330.09%0.11%0.12%Q1 2023Q3 20233
TOWNSQUARE CAPITAL LLC 210.01%0.01%0.02%Q3 2022Q3 20233
Snowden Capital Advisors LLC 210.00%0.00%0.01%Q3 2019Q4 20213
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Tradition Wealth Management, LLC 330.00%0.71%1.54%Q4 2020Q2 20213
SG Americas Securities, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
AXXCESS WEALTH MANAGEMENT, LLC 330.16%0.17%0.18%Q4 2022Q2 20233
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q1 2023Q3 20233
First Allied Advisory Services, Inc. 330.09%0.09%0.09%Q2 2019Q4 20193
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
HRT FINANCIAL LP 220.02%0.02%0.03%Q3 2019Q4 20192
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2019Q2 20222
DHJJ Financial Advisors, Ltd. 220.10%0.10%0.11%Q4 2021Q1 20222
Wealth Management Solutions, LLC 220.19%0.20%0.22%Q4 2021Q1 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
TELEMUS CAPITAL, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Stratos Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
BROWN WEALTH MANAGEMENT, LLC 220.24%0.25%0.25%Q2 2023Q3 20232
Stone House Investment Management, LLC 220.10%0.13%0.15%Q1 2022Q2 20222
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Dynamic Advisor Solutions LLC 110.09%0.09%0.09%Q2 2019Q2 20191
Sigma Planning Corp 110.03%0.03%0.03%Q3 2019Q3 20191
Aspire Private Capital, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Vista Private Wealth Partners. LLC 110.03%0.03%0.03%Q3 2019Q3 20191
White Knight Strategic Wealth Advisors, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Michael S. Ryan, Inc. 110.21%0.21%0.21%Q2 2023Q2 20231
Hudson Capital Management LLC 112.02%2.02%2.02%Q4 2021Q4 20211
MinichMacGregor Wealth Management, LLC 110.96%0.96%0.96%Q1 2020Q1 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
J.W. COLE ADVISORS, INC. 110.08%0.08%0.08%Q3 2021Q3 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
BEDEL FINANCIAL CONSULTING INC 110.29%0.29%0.29%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Berkshire Money Management, Inc. 110.10%0.10%0.10%Q2 2020Q2 20201
Arlington Capital Management, Inc. 110.95%0.95%0.95%Q4 2018Q4 20181
ACG Wealth 110.04%0.04%0.04%Q4 2020Q4 20201
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q4 2018Q4 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
STEPHENS INC /AR/ 110.05%0.05%0.05%Q4 2018Q4 20181
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
INVESTMENT SECURITY GROUP INC /CO/ /ADV 1112.83%12.83%12.83%Q1 2020Q1 20201
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q1 2022Q1 20221
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
External links

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