INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Bedel Financial Consulting, Inc. 21210.12%0.21%0.32%Q2 2019Q2 202421
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q2 2019Q2 202421
SRS Capital Advisors, Inc. 1370.03%0.05%0.10%Q2 2019Q2 202420
IFP Advisors, Inc 20200.00%0.00%0.00%Q3 2019Q2 202420
Cambridge Investment Research Advisors, Inc. 20200.00%0.01%0.01%Q3 2019Q2 202420
LPL Financial LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
Maltin Wealth Management, Inc. 19190.57%1.48%3.30%Q4 2019Q2 202419
COMMONWEALTH EQUITY SERVICES, LLC 1810.00%0.01%0.03%Q3 2019Q2 202419
Beacon Financial Advisory LLC 1170.13%0.27%0.92%Q4 2019Q2 202418
Berkshire Money Management, Inc. 18180.10%0.43%3.78%Q1 2020Q2 202418
XML Financial, LLC 18180.07%0.47%1.58%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.01%0.01%0.02%Q1 2020Q2 202418
ENVESTNET ASSET MANAGEMENT INC 17170.00%0.00%0.00%Q2 2020Q2 202417
HighTower Advisors, LLC 1430.00%0.01%0.01%Q2 2019Q2 202417
Cetera Advisor Networks LLC 1250.00%0.03%0.18%Q2 2019Q4 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 17170.01%0.01%0.02%Q2 2020Q2 202417
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16160.02%0.31%0.49%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.00%0.01%0.01%Q3 2020Q2 202416
DHJJ Financial Advisors, Ltd. 15150.34%0.55%0.62%Q4 2020Q2 202415
Bellwether Advisors, LLC 15150.01%0.18%0.27%Q4 2020Q2 202415
Valtinson Bruner Financial Planning LLC 1410.82%2.13%3.00%Q1 2020Q2 202415
Strategic Blueprint, LLC 14140.08%0.13%0.20%Q1 2021Q2 202414
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.00%0.01%Q1 2021Q2 202414
BCS Wealth Management 14140.08%0.24%0.51%Q1 2021Q2 202414
Janney Montgomery Scott LLC 14140.00%0.01%0.02%Q1 2021Q2 202414
Advisory Services Network, LLC 1310.01%0.01%0.01%Q4 2019Q2 202414
InterOcean Capital Group, LLC 14140.01%0.02%0.04%Q4 2020Q1 202414
Southland Equity Partners LLC 14140.26%0.39%0.49%Q1 2021Q2 202414
Wealthquest Corp 13130.06%1.22%2.52%Q4 2020Q4 202313
HARBOUR INVESTMENTS, INC. 940.02%0.05%0.12%Q1 2021Q2 202413
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2019Q2 202413
MML INVESTORS SERVICES, LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
Citadel Advisors 710.00%0.00%0.00%Q3 2019Q2 202412
Sunbelt Securities, Inc. 910.05%0.22%0.38%Q4 2020Q2 202412
Sugarloaf Wealth Management, LLC 12120.11%0.13%0.14%Q3 2021Q2 202412
Orion Capital Management LLC 840.06%0.10%0.12%Q2 2021Q2 202412
Castleview Partners, LLC 1110.02%0.05%0.09%Q2 2021Q2 202412
UBS Group AG 310.00%0.00%0.00%Q4 2019Q2 202412
Financial Enhancement Group LLC 1020.06%0.13%0.25%Q2 2019Q2 202212
LINCOLN NATIONAL CORP 830.01%0.03%0.04%Q2 2019Q1 202411
My Personal CFO, LLC 11111.37%1.69%2.14%Q4 2021Q2 202411
Integrity Financial Corp /WA 11110.10%0.16%0.30%Q4 2021Q2 202411
OLD MISSION CAPITAL LLC 310.01%0.04%0.12%Q4 2019Q4 202311
BECK CAPITAL MANAGEMENT, LLC 920.08%0.75%4.19%Q1 2020Q2 202411
Outlook Wealth Advisors, LLC 1010.07%0.13%0.30%Q3 2021Q2 202411
AVANTAX ADVISORY SERVICES, INC. 1010.01%0.01%0.02%Q3 2020Q3 202311
INTEGRAL INVESTMENT ADVISORS, INC. 11111.91%4.54%5.63%Q4 2021Q2 202411
M Holdings Securities, Inc. 510.03%0.07%0.13%Q2 2021Q2 202410
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.00%Q1 2022Q2 202410
Penserra Capital Management LLC 10100.02%0.07%0.13%Q1 2022Q2 202410
ATWOOD & PALMER INC 990.00%0.00%0.01%Q1 2020Q1 20229
Sigma Planning Corp 630.01%0.03%0.10%Q1 2020Q2 20249
Global Trust Asset Management, LLC 540.00%0.00%0.00%Q1 2020Q2 20249
Stratos Wealth Advisors, LLC 990.04%0.04%0.05%Q2 2022Q2 20249
CoreCap Advisors, LLC 510.01%0.05%0.08%Q4 2021Q2 20249
Beacon Pointe Advisors, LLC 610.01%0.01%0.01%Q4 2020Q2 20249
Steward Partners Investment Advisory, LLC 990.00%0.00%0.01%Q2 2022Q2 20249
CAPTRUST FINANCIAL ADVISORS 410.00%0.00%0.00%Q1 2021Q1 20249
Capital Investment Advisory Services, LLC 610.00%0.01%0.06%Q4 2020Q2 20249
Cetera Advisors LLC 880.01%0.01%0.02%Q1 2022Q4 20238
Diligent Investors, LLC 530.06%0.08%0.10%Q2 2019Q2 20248
Karp Capital Management Corp 880.03%0.05%0.07%Q1 2020Q4 20218
Spire Wealth Management 610.01%0.03%0.04%Q2 2022Q2 20247
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2019Q4 20227
ROYAL BANK OF CANADA 430.00%0.00%0.00%Q2 2022Q2 20247
NEXT Financial Group, Inc 610.00%0.01%0.02%Q1 2020Q4 20217
Brookstone Capital Management 660.01%0.09%0.26%Q1 2023Q2 20246
Sequoia Financial Advisors, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
Fragasso Financial Advisors Inc 510.02%0.03%0.04%Q2 2022Q2 20246
KFG WEALTH MANAGEMENT, LLC 510.08%0.15%0.22%Q4 2022Q2 20246
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.01%Q2 2022Q2 20246
BCGM Wealth Management, LLC 660.11%0.19%0.25%Q1 2022Q2 20236
Covington Capital Management 660.00%0.01%0.04%Q2 2021Q3 20226
Cape Investment Advisory, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
WealthShield Partners, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q2 2023Q2 20245
Snowden Capital Advisors LLC 410.00%0.01%0.04%Q4 2021Q2 20245
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 410.12%0.28%0.80%Q2 2022Q2 20245
CENTAURUS FINANCIAL, INC. 550.07%0.10%0.12%Q1 2023Q1 20245
AE Wealth Management LLC 550.00%0.00%0.00%Q2 2023Q2 20245
TOWNSQUARE CAPITAL LLC 550.01%0.01%0.02%Q2 2023Q2 20245
WPWealth LLP 550.15%0.21%0.28%Q1 2023Q1 20245
Chicago Partners Investment Group LLC 440.04%0.07%0.10%Q2 2019Q1 20204
Lantz Financial LLC 310.07%0.96%3.59%Q1 2022Q2 20244
Aurora Private Wealth, Inc. 440.08%0.09%0.10%Q2 2021Q1 20224
Arlington Capital Management, Inc. 221.72%2.88%5.06%Q4 2019Q4 20204
Cerity Partners LLC 220.00%0.01%0.02%Q4 2022Q2 20244
SMITH, MOORE & CO. 440.13%0.17%0.19%Q1 2021Q4 20214
Capital Asset Advisory Services LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Cetera Investment Advisers 440.00%0.00%0.00%Q2 2023Q1 20244
Tradition Wealth Management, LLC 210.00%0.04%0.12%Q4 2020Q2 20244
Ameritas Investment Company, LLC 210.01%0.04%0.08%Q4 2019Q1 20213
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 210.02%0.10%0.14%Q3 2020Q2 20243
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2019Q3 20233
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q2 2020Q1 20243
Cornerstone Wealth Group, LLC 330.12%0.13%0.14%Q2 2019Q4 20193
Advisor Group, Inc. 330.01%0.04%0.05%Q2 2019Q4 20193
B. Riley Wealth Advisors, Inc. 210.01%0.01%0.01%Q2 2023Q1 20243
Motiv8 Investments LLC 331.12%1.15%1.20%Q4 2023Q2 20243
Anfield Capital Management, LLC 210.02%0.03%0.03%Q2 2021Q2 20243
Arkadios Wealth Advisors 210.00%0.01%0.01%Q2 2021Q2 20243
OneDigital Investment Advisors LLC 330.02%0.03%0.03%Q2 2021Q4 20213
Allworth Financial LP 210.00%0.00%0.00%Q1 2023Q2 20243
SageView Advisory Group, LLC 330.03%0.03%0.04%Q2 2023Q4 20233
Clear Point Advisors Inc. 330.85%0.87%0.88%Q4 2023Q2 20243
FSA Advisors, Inc. 330.37%0.48%0.66%Q4 2023Q2 20243
WealthPLAN Partners, LLC 210.01%0.02%0.04%Q1 2023Q2 20243
CRA Financial Services, LLC 210.04%0.05%0.06%Q2 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
Retirement Planning Group, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
CALTON & ASSOCIATES, INC. 110.11%0.12%0.14%Q1 2022Q4 20222
RFG Advisory, LLC 220.02%0.02%0.03%Q1 2024Q2 20242
PCA Investment Advisory Services Inc. 110.02%0.08%0.15%Q2 2023Q2 20242
City Center Advisors, LLC 220.58%0.58%0.58%Q1 2024Q2 20242
NewEdge Advisors, LLC 110.00%0.03%0.05%Q4 2022Q2 20242
FMR LLC 110.00%0.00%0.00%Q3 2023Q2 20242
CWM, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
MORGAN STANLEY 110.00%0.00%0.00%Q1 2020Q4 20212
Accuvest Global Advisors 220.45%0.45%0.46%Q2 2023Q3 20232
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
RiverTree Advisors, LLC 225.58%5.58%5.59%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Castellan Group 220.19%0.23%0.28%Q1 2024Q2 20242
Keystone Wealth Services, LLC 220.07%0.12%0.17%Q1 2024Q2 20242
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Bright Futures Wealth Management, LLC. 220.17%0.17%0.17%Q1 2024Q2 20242
Kathmere Capital Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Souders Financial Advisors 110.04%0.04%0.04%Q1 2024Q1 20241
Financial Architects, Inc 110.04%0.04%0.04%Q2 2023Q2 20231
Colony Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Caprock Group, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.02%0.02%0.02%Q1 2020Q1 20201
Secure Asset Management, LLC 110.07%0.07%0.07%Q2 2024Q2 20241
US BANCORP \DE\ 110.00%0.00%0.00%Q4 2023Q4 20231
CAPITAL WEALTH MANAGEMENT, LLC 110.82%0.82%0.82%Q2 2024Q2 20241
PERSONAL CFO SOLUTIONS, LLC 111.72%1.72%1.72%Q2 2024Q2 20241
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Steward Financial Group LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Fermata Advisors, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Trek Financial, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
AlphaStar Capital Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2019Q3 20191
Bullseye Investment Management, LLC 110.15%0.15%0.15%Q2 2024Q2 20241
Financial Network Wealth Advisors LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Sound Income Strategies, LLC 110.26%0.26%0.26%Q1 2020Q1 20201
Ashton Thomas Private Wealth, LLC 110.35%0.35%0.35%Q2 2024Q2 20241
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2021Q1 20211
Stuart Chaussee & Associates, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
OLD MISSION CAPITAL, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
DAYMARK WEALTH PARTNERS, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Chris Bulman Inc 110.32%0.32%0.32%Q2 2024Q2 20241
Vantage Financial Partners, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
InterOcean Capital, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
VisionPoint Advisory Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.14%0.14%0.14%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Advisory Alpha, LLC 110.24%0.24%0.24%Q2 2021Q2 20211
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Avestar Capital, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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