INNOVATOR ED D15 BUFF JAN - 45784N544
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | History | New | 2,350,659 | 44,098 | 0.18% | — | 1 | +2,350,659 | New | Q1 2026 | May 14, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 221,017 | 4,146 | 1.15% | — | 2 | +221,017 | New | Q1 2026 | Apr 09, 2026 |
| BENJAMIN EDWARDS INC | History | New | 197,139 | 3,698 | 0.04% | — | 3 | +197,139 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 166,111 | 3,116 | 0.0% | — | 4 | +166,111 | New | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | New | 136,229 | 2,555 | 0.54% | — | 5 | +136,229 | New | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 124,243 | 2,330 | 0.04% | — | 6 | +124,243 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | New | 93,290 | 1,750 | 0.0% | — | 7 | +93,290 | New | Q1 2026 | May 13, 2026 |
| CORRADO ADVISORS, LLC | History | New | 80,893 | 1,517 | 0.79% | — | 8 | +80,893 | New | Q1 2026 | Apr 30, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 79,982 | 1,500 | 0.17% | — | 9 | +79,982 | New | Q1 2026 | May 07, 2026 |
| Coordinated Financial Services, Inc. | History | New | 76,750 | 1,439 | 0.83% | — | 10 | +76,750 | New | Q1 2026 | May 01, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 71,577 | 1,342 | 0.11% | — | 11 | +71,577 | New | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 59,352 | 1,113 | 0.0% | — | 12 | +59,352 | New | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | New | 50,037 | 938 | 0.0% | — | 13 | +50,037 | New | Q1 2026 | Jun 02, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | New | 46,629 | 874 | 0.72% | — | 14 | +46,629 | New | Q1 2026 | Apr 28, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | New | 35,150 | 659 | 0.54% | — | 15 | +35,150 | New | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | New | 31,460 | 590 | 0.02% | — | 16 | +31,460 | New | Q1 2026 | May 04, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 30,053 | 584 | 0.3% | — | 17 | +30,053 | New | Q1 2026 | May 18, 2026 |
| Trek Financial, LLC | History | New | 30,870 | 579 | 0.03% | — | 18 | +30,870 | New | Q1 2026 | May 13, 2026 |
| ACT Advisors, LLC. | History | New | 27,986 | 525 | 0.22% | — | 19 | +27,986 | New | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 23,450 | 439 | 0.0% | — | 20 | +23,450 | New | Q1 2026 | Apr 30, 2026 |
| Weaver Capital Management LLC | History | New | 23,390 | 438 | 0.1% | — | 21 | +23,390 | New | Q1 2026 | Apr 17, 2026 |
| Range Financial Group LLC | History | New | 22,843 | 428 | 0.14% | — | 22 | +22,843 | New | Q1 2026 | Apr 30, 2026 |
| Cardinal Point Capital Management ULC | History | New | 21,200 | 397 | 0.02% | — | 23 | +21,200 | New | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | New | 18,750 | 351 | 0.0% | — | 24 | +18,750 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 18,750 | 351 | 0.02% | — | 25 | +18,750 | New | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 16,557 | 310 | 0.07% | — | 26 | +16,557 | New | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | New | 15,632 | 293 | 0.02% | — | 27 | +15,632 | New | Q1 2026 | Apr 27, 2026 |
| Welch Financial Planning, LLC | History | New | 15,346 | 287 | 0.21% | — | 28 | +15,346 | New | Q1 2026 | Apr 21, 2026 |
| Kingsview Wealth Management, LLC | History | New | 14,380 | 269 | 0.0% | — | 29 | +14,380 | New | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 14,173 | 265 | 0.09% | — | 30 | +14,173 | New | Q1 2026 | Apr 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 13,944 | 261 | 0.0% | — | 31 | +13,944 | New | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | New | 13,895 | 260 | 0.0% | — | 32 | +13,895 | New | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 12,460 | 233 | 0.02% | — | 33 | +12,460 | New | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,345 | 231 | 0.0% | — | 34 | +12,345 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | New | 12,189 | 228 | 0.01% | — | 35 | +12,189 | New | Q1 2026 | May 13, 2026 |
| Southland Equity Partners LLC | History | New | 11,160 | 209 | 0.04% | — | 36 | +11,160 | New | Q1 2026 | Apr 14, 2026 |
| Straight Path Wealth Management | History | New | 10,328 | 193 | 0.05% | — | 37 | +10,328 | New | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 5,000 | 93 | 0.01% | — | 38 | +5,000 | New | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | New | 1,046 | 19 | 0.0% | — | 39 | +1,046 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1,000 | 18 | 0.0% | — | 40 | +1,000 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | New | 841 | 15 | 0.0% | — | 41 | +841 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 750 | 14 | 0.0% | — | 42 | +750 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 644 | 12 | 0.0% | — | 43 | +644 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | New | 420 | 7 | 0.0% | — | 44 | +420 | New | Q1 2026 | Apr 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 400 | 7 | 0.01% | — | 45 | +400 | New | Q1 2026 | Apr 21, 2026 |