Innovator ETFs Trust - DDFO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | History | No change | 489,751 | 11,024 | 2.76% | 2.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 482,639 | 10,864 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 482,639 | 10,864 | 0.36% | 0.36% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weaver Capital Management LLC | History | No change | 471,002 | 10,103 | 2.23% | 2.23% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 273,383 | 6,153 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 112,082 | 2,522 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | No change | 83,962 | 1,889 | 0.33% | 0.33% | 7 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | No change | 65,308 | 1,470 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 65,040 | 1,464 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 59,915 | 1,349 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 59,849 | 1,347 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 54,288 | 1,222 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 49,532 | 1,115 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 46,811 | 1,053 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 45,848 | 1,030 | 0.2% | 0.2% | 15 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 45,672 | 1,028 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 40,264 | 906 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 37,288 | 839 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 38,415 | 824 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Welch Financial Planning, LLC | History | No change | 32,693 | 735 | 0.43% | 0.43% | 20 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 31,795 | 715 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 30,425 | 684 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 29,757 | 669 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | No change | 29,757 | 669 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 29,079 | 654 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 26,753 | 602 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 24,517 | 551 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 24,030 | 540 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 23,758 | 534 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 23,291 | 525 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 23,177 | 521 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 23,092 | 519 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 20,997 | 472 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | No change | 20,649 | 464 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grantvest Financial Group LLC | History | No change | 20,283 | 456 | 0.26% | 0.26% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 19,487 | 438 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 18,354 | 413 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 16,807 | 378 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | No change | 16,652 | 374 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 15,842 | 356 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,364 | 345 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 14,806 | 333 | 0.15% | 0.15% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 13,777 | 310 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,385 | 301 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 13,237 | 297 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 12,995 | 292 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 11,150 | 250 | 0.18% | 0.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 10,774 | 242 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 10,646 | 239 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pallas Capital Advisors LLC | History | No change | 9,390 | 211 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 9,320 | 209 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 8,922 | 200 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,050 | 158 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 4,065 | 91 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,250 | 73 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 965 | 21 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 675 | 15 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 400 | 9 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bullseye Investment Management, LLC | History | No change | 94 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |