| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Tradition Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| Visionary Wealth Advisors | 7 | 7 | 0.03% | 0.12% | 0.23% | Q1 2022 | Q3 2023 | 7 |
| OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| RFG Advisory, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| AdvisorNet Financial, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| ACAS, LLC | 4 | 2 | 0.32% | 0.58% | 0.66% | Q1 2022 | Q3 2023 | 6 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
| CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.22% | 0.39% | 0.88% | Q4 2022 | Q3 2023 | 4 |
| Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
| Financial Architects, Inc | 4 | 4 | 0.11% | 0.19% | 0.26% | Q3 2022 | Q2 2023 | 4 |
| Kathmere Capital Management, LLC | 4 | 4 | 0.42% | 0.54% | 0.73% | Q4 2022 | Q3 2023 | 4 |
| CAPITAL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.92% | 1.09% | Q4 2022 | Q3 2023 | 4 |
| Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
| IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
| Bedel Financial Consulting, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q2 2023 | 4 |
| Strategic Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
| OLD MISSION CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 3 |
| CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
| Realta Investment Advisors | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
| Syntegra Private Wealth Group, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
| HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Capital Investment Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
| Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| D.B. Root & Company, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
| Pensionmark Financial Group, LLC | 2 | 2 | 0.54% | 0.69% | 0.84% | Q2 2023 | Q3 2023 | 2 |
| UBS Group AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
| BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
| DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Cetera Investment Advisers | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own INNOVATOR ETFS TR or have owned INNOVATOR ETFS TR in the past.