INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CREATIVE FINANCIAL DESIGNS INC /ADV 21210.00%0.01%0.02%Q3 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 720.00%0.00%0.00%Q3 2018Q3 202318
UBS Group AG 910.00%0.00%0.00%Q3 2018Q3 202318
EPIQ PARTNERS, LLC 16161.44%1.69%2.06%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Asset Dedication, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Tradition Wealth Management, LLC 12120.67%0.87%1.10%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.03%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Global Retirement Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.00%0.00%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
Citadel Advisors 310.00%0.00%0.00%Q4 2019Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.00%Q1 2021Q2 202310
Elmwood Wealth Management, Inc. 410.02%0.02%0.03%Q4 2018Q4 20219
Quantitative Advantage, LLC 530.04%0.05%0.06%Q1 2021Q1 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 770.04%0.04%0.05%Q3 2018Q1 20207
Sigma Planning Corp 770.02%0.02%0.02%Q1 2021Q3 20227
Triumph Capital Management 610.07%0.54%1.02%Q2 2021Q3 20237
IFP Advisors, Inc 430.00%0.00%0.00%Q1 2021Q4 20227
Dorsey & Whitney Trust CO LLC 660.02%0.03%0.03%Q2 2022Q3 20236
TRUIST FINANCIAL CORP 660.00%0.00%0.01%Q1 2021Q2 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
ENVESTNET ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Tidal Investments LLC 320.01%0.01%0.01%Q1 2022Q3 20235
HARBOUR INVESTMENTS, INC. 410.00%0.00%0.00%Q1 2021Q3 20235
Capstone Triton Financial Group, LLC 550.19%0.65%1.67%Q1 2021Q1 20225
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q4 2021Q4 20225
Clear Creek Financial Management, LLC 440.03%0.03%0.04%Q2 2021Q1 20224
SRS Capital Advisors, Inc. 310.00%0.00%0.00%Q4 2020Q4 20214
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.01%0.05%0.11%Q1 2021Q3 20224
SIMPLEX TRADING, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Castle Rock Wealth Management, LLC 330.22%0.39%0.71%Q1 2021Q3 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Newport Wealth Strategies, Inc. 330.22%0.26%0.29%Q1 2021Q3 20213
BANK OF AMERICA CORP /DE/ 330.00%0.00%0.00%Q1 2021Q3 20213
Advisor Group, Inc. 330.00%0.00%0.00%Q3 2018Q1 20193
Cardan Capital Partners, LLC 330.03%0.04%0.04%Q1 2021Q3 20213
NEXT Financial Group, Inc 330.01%0.01%0.01%Q2 2021Q4 20213
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
V Wealth Advisors LLC 110.03%0.03%0.03%Q2 2021Q4 20212
Lindbrook Capital, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2021Q1 20222
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q1 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pillar Wealth Advisors, LLC 220.24%0.26%0.28%Q4 2021Q1 20222
Fulcrum Equity Management 220.16%0.29%0.42%Q4 2020Q1 20212
Wealthcare Advisory Partners LLC 220.01%0.02%0.02%Q4 2021Q1 20222
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
RETIREMENT CAPITAL STRATEGIES 110.23%0.23%0.23%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Avidian Wealth Solutions, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CENTAURUS FINANCIAL, INC. 110.12%0.12%0.12%Q4 2020Q4 20201
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Weil Company, Inc. 110.38%0.38%0.38%Q2 2022Q2 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
My Personal CFO, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Koshinski Asset Management, Inc. 110.04%0.04%0.04%Q2 2021Q2 20211
SignalPoint Asset Management, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q1 20211
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GoalVest Advisory LLC 110.06%0.06%0.06%Q1 2022Q1 20221
RiverTree Advisors, LLC 112.64%2.64%2.64%Q1 2021Q1 20211
External links

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