INNOVATOR ETFS TR shareholder history

Current and past INNOVATOR ETFS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Kingsview Wealth Management, LLC 12120.02%0.25%1.11%Q3 2021Q2 202412
Capital Analysts, LLC 12120.00%0.05%0.13%Q3 2021Q2 202412
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.01%Q3 2021Q2 202412
OSAIC HOLDINGS, INC. 12120.00%0.03%0.08%Q3 2021Q2 202412
Kestra Advisory Services, LLC 12120.01%0.03%0.04%Q3 2021Q2 202412
HighTower Advisors, LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
INTEGRAL INVESTMENT ADVISORS, INC. 11110.58%2.53%4.29%Q4 2021Q2 202411
BCS Wealth Management 11110.21%0.49%0.83%Q4 2021Q2 202411
Compass Advisory Group LLC 11110.24%1.19%6.12%Q4 2021Q2 202411
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.02%0.04%Q4 2021Q2 202411
Sunbelt Securities, Inc. 11110.67%1.01%1.23%Q4 2021Q2 202411
Visionary Wealth Advisors 10100.04%0.09%0.20%Q1 2022Q2 202410
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.02%0.02%Q1 2022Q2 202410
Stratos Wealth Advisors, LLC 10100.02%0.06%0.13%Q1 2022Q2 202410
Cambridge Investment Research Advisors, Inc. 10100.00%0.01%0.03%Q1 2022Q2 202410
Cetera Investment Advisers 10100.01%0.03%0.07%Q4 2021Q1 202410
VISTA INVESTMENT MANAGEMENT 10100.13%0.42%0.77%Q1 2022Q2 202410
LINCOLN NATIONAL CORP 990.01%0.06%0.16%Q1 2022Q1 20249
Koshinski Asset Management, Inc. 630.01%0.03%0.05%Q4 2021Q1 20249
Brookstone Capital Management 990.19%0.31%0.41%Q2 2022Q2 20249
HARBOUR INVESTMENTS, INC. 990.00%0.04%0.12%Q2 2022Q2 20249
Capstone Triton Financial Group, LLC 991.76%2.29%2.69%Q2 2022Q2 20249
Sigma Planning Corp 880.10%0.20%0.32%Q3 2022Q2 20248
Atria Wealth Solutions, Inc. 880.00%0.03%0.05%Q3 2022Q2 20248
Wealthquest Corp 880.08%0.85%4.41%Q2 2022Q1 20248
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.03%0.04%Q3 2022Q2 20248
MML INVESTORS SERVICES, LLC 880.00%0.01%0.02%Q3 2022Q2 20248
AE Wealth Management LLC 710.00%0.02%0.04%Q4 2021Q4 20238
Crown Wealth Group, LLC 884.13%6.99%8.25%Q3 2022Q2 20248
ROVIN CAPITAL /UT/ /ADV 880.73%0.85%0.92%Q3 2022Q2 20248
KESTRA PRIVATE WEALTH SERVICES, LLC 880.00%0.03%0.05%Q3 2022Q2 20248
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q3 2022Q1 20247
RFG Advisory, LLC 770.06%0.23%0.32%Q4 2022Q2 20247
IFP Advisors, Inc 770.01%0.02%0.02%Q1 2022Q3 20237
Miracle Mile Advisors, LLC 770.03%0.18%0.37%Q4 2022Q2 20247
Vantage Financial Partners, LLC 770.15%0.18%0.24%Q4 2022Q2 20247
Dominguez Wealth Management Solutions, Inc. 774.54%4.85%5.30%Q4 2022Q2 20247
Raymond James Financial Services Advisors, Inc. 770.00%0.00%0.01%Q4 2022Q2 20247
Delta Investment Management, LLC 770.11%0.34%0.69%Q4 2022Q2 20247
Bellwether Advisors, LLC 770.01%0.03%0.06%Q3 2021Q1 20237
OneDigital Investment Advisors LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Wealthcare Advisory Partners LLC 770.09%0.25%0.32%Q4 2022Q2 20247
Cetera Advisor Networks LLC 770.00%0.01%0.06%Q2 2022Q4 20237
Trek Financial, LLC 770.07%0.17%0.30%Q4 2022Q2 20247
Main Street Financial Solutions, LLC 770.12%0.16%0.19%Q4 2022Q2 20247
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 770.13%0.85%2.02%Q4 2022Q2 20247
SILVER OAK SECURITIES, INCORPORATED 310.10%0.15%0.25%Q2 2022Q2 20247
Pensionmark Financial Group, LLC 770.18%0.36%0.43%Q4 2022Q2 20247
CRA Financial Services, LLC 770.70%1.19%1.54%Q4 2022Q2 20247
Beacon Pointe Advisors, LLC 410.01%0.01%0.02%Q1 2022Q2 20247
SFMG, LLC 660.16%0.19%0.22%Q1 2023Q2 20246
SRS Capital Advisors, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
RiverTree Advisors, LLC 660.69%1.20%1.35%Q1 2023Q2 20246
Freedom Investment Management, Inc. 510.02%0.03%0.03%Q4 2022Q2 20246
PERSONAL CFO SOLUTIONS, LLC 661.26%1.44%1.61%Q1 2023Q2 20246
Mariner, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
Cedar Brook Financial Partners, LLC 660.10%0.13%0.19%Q4 2022Q1 20246
Cambridge Advisors Inc. 660.07%0.10%0.18%Q2 2022Q3 20236
NewEdge Advisors, LLC 420.00%0.00%0.01%Q4 2022Q2 20246
JPMORGAN CHASE & CO 660.00%0.00%0.00%Q1 2023Q2 20246
Capital Investment Advisory Services, LLC 420.00%0.01%0.05%Q2 2022Q2 20246
CENTAURUS FINANCIAL, INC. 550.28%0.68%0.84%Q1 2023Q1 20245
U.S. Capital Wealth Advisors, LLC 550.03%0.03%0.03%Q2 2023Q2 20245
Cetera Advisors LLC 410.00%0.01%0.02%Q2 2022Q4 20235
DFPG INVESTMENTS, LLC 550.14%0.18%0.28%Q4 2022Q4 20235
Citadel Advisors 310.00%0.00%0.00%Q3 2021Q2 20245
Pillar Wealth Advisors, LLC 555.52%12.52%17.85%Q4 2021Q4 20225
WealthPLAN Partners, LLC 550.04%0.05%0.07%Q4 2022Q4 20235
UBS Group AG 210.00%0.00%0.00%Q3 2021Q4 20234
ACAS, LLC 220.30%0.32%0.33%Q1 2022Q1 20234
Wealth Advisory Solutions, LLC 220.06%0.12%0.20%Q2 2023Q2 20244
MORGAN STANLEY 310.00%0.00%0.00%Q4 2022Q1 20244
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.07%0.14%0.30%Q2 2023Q2 20244
GHP Investment Advisors, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
Blue Trust, Inc. 440.00%0.00%0.01%Q3 2023Q2 20244
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
Spire Wealth Management 440.00%0.02%0.03%Q2 2022Q1 20234
MGO ONE SEVEN LLC 440.08%0.18%0.26%Q3 2023Q2 20244
Fermata Advisors, LLC 310.05%0.05%0.06%Q3 2022Q2 20244
JOHNSON INVESTMENT COUNSEL INC 440.00%0.00%0.00%Q3 2021Q2 20224
Advisory Services Network, LLC 210.00%0.01%0.01%Q1 2022Q2 20244
Financial Designs Corp 333.72%3.98%4.42%Q4 2023Q2 20243
OLD MISSION CAPITAL LLC 330.01%0.02%0.02%Q3 2021Q1 20223
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2022Q2 20233
Janney Montgomery Scott LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Capasso Planning Partners LLC 330.67%1.40%2.81%Q3 2023Q1 20243
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q4 2023Q2 20243
PARK AVENUE SECURITIES LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Encompass More Asset Management 330.17%0.22%0.30%Q4 2023Q2 20243
Pine Harbor Wealth Management, LLC 330.39%0.41%0.44%Q4 2023Q2 20243
MAS Advisors LLC 331.64%1.83%2.15%Q3 2022Q1 20233
Arlington Capital Management, Inc. 213.07%36.17%90.60%Q3 2021Q2 20223
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.02%0.02%0.02%Q4 2023Q2 20243
Core Wealth Advisors, Inc. 330.06%0.35%0.85%Q4 2023Q2 20243
Comprehensive Financial Consultants Institutional, Inc. 330.20%0.39%0.71%Q4 2023Q2 20243
Orion Capital Management LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Madison Wealth Partners, Inc 330.11%0.19%0.35%Q4 2023Q2 20243
Foundations Investment Advisors, LLC 330.04%0.78%2.22%Q4 2023Q2 20243
CoreCap Advisors, LLC 330.05%0.08%0.13%Q4 2023Q2 20243
LPL Financial LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Arkadios Wealth Advisors 210.03%0.06%0.08%Q4 2022Q2 20243
Financial Gravity Asset Management, Inc. 110.00%0.02%0.03%Q4 2022Q1 20243
MILESTONE ASSET MANAGEMENT, LLC 330.66%10.54%27.40%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
D.B. Root & Company, LLC 330.13%0.17%0.23%Q1 2023Q3 20233
Long Island Wealth Management, Inc. 330.79%0.91%0.97%Q4 2023Q2 20243
Pallas Capital Advisors LLC 220.01%0.02%0.04%Q3 2023Q4 20232
Arete Wealth Advisors, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
SMITH, MOORE & CO. 220.03%0.03%0.04%Q1 2024Q2 20242
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Regal Investment Advisors LLC 220.05%0.06%0.06%Q1 2024Q2 20242
Envestnet Portfolio Solutions, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
BALYASNY ASSET MANAGEMENT L.P. 220.01%0.01%0.02%Q4 2023Q1 20242
WealthPlan Investment Management, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.01%0.01%0.01%Q4 2023Q1 20242
Accuvest Global Advisors 221.14%1.24%1.33%Q1 2023Q2 20232
Triumph Capital Management 110.30%0.40%0.50%Q3 2023Q1 20242
Bison Wealth, LLC 220.08%0.08%0.08%Q1 2024Q2 20242
S.C. Financial Services, Inc. 220.40%0.44%0.48%Q1 2022Q2 20222
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
COLDSTREAM CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q1 2022Q2 20222
Karp Capital Management Corp 221.64%1.69%1.74%Q2 2022Q3 20222
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Merit Financial Group, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Diversify Advisory Services, LLC 220.06%0.06%0.07%Q1 2024Q2 20242
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.65%0.89%1.13%Q1 2024Q2 20242
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.12%0.22%Q2 2022Q3 20222
Continuum Advisory, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Strategic Blueprint, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
RITHOLTZ WEALTH MANAGEMENT 220.08%0.08%0.08%Q1 2024Q2 20242
Claro Advisors LLC 110.05%0.05%0.05%Q2 2024Q2 20241
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Chris Bulman Inc 111.35%1.35%1.35%Q2 2024Q2 20241
Caitlin John, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q3 2022Q3 20221
Triad Wealth Partners, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Ausdal Financial Partners, Inc. 110.04%0.04%0.04%Q2 2024Q2 20241
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Alaska Permanent Capital Management 110.03%0.03%0.03%Q1 2022Q1 20221
Mutual Advisors, LLC 110.32%0.32%0.32%Q2 2024Q2 20241
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Global Retirement Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2022Q1 20221
Independent Wealth Network Inc. 110.14%0.14%0.14%Q4 2023Q4 20231
Betterment LLC 110.00%0.00%0.00%Q2 2024Q2 20241
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.04%0.04%0.04%Q2 2024Q2 20241
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Maia Wealth LLC 110.09%0.09%0.09%Q2 2024Q2 20241
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kelly Financial Services LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Dixon Hughes Goodman Wealth Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HARTLINE INVESTMENT CORP/ 110.09%0.09%0.09%Q1 2024Q1 20241
Richard P Slaughter Associates Inc 110.13%0.13%0.13%Q1 2023Q1 20231
Stuart Chaussee & Associates, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
CWM, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
O'Connor Financial Group LLC 110.30%0.30%0.30%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Key Bridge Compliance, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
WorthPointe, LLC 110.18%0.18%0.18%Q2 2024Q2 20241
Allworth Financial LP 110.00%0.00%0.00%Q2 2024Q2 20241
Elmwood Wealth Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Focus Financial Network, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Bouchey Financial Group Ltd 110.97%0.97%0.97%Q4 2021Q4 20211
WALLER FINANCIAL PLANNING GROUP, INC 110.06%0.06%0.06%Q2 2024Q2 20241
Prospera Financial Services Inc 110.01%0.01%0.01%Q2 2024Q2 20241
Vise Technologies, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2024Q1 20241
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2024Q2 20241
External links

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