Innovator ETFs Trust - DDFS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 276,353 | 5,855 | 0.01% | 0.01% | 1 | +1,156 | 0.42% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 223,788 | 4,742 | 0.01% | 0.01% | 2 | +3,440 | 1.56% | Q4 2025 | Feb 12, 2026 |
| Welch Financial Planning, LLC | History | New | 162,011 | 3,433 | 2.5% | — | 3 | +162,011 | New | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 120,800 | 2,559 | 0.12% | 0.11% | 4 | +11,700 | 10.72% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 110,736 | 2,346 | 0.0% | 0.0% | 5 | +100,055 | 936.76% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 60,521 | 1,282 | 0.0% | 0.0% | 6 | +400 | 0.67% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 57,865 | 1,226 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | No change | 50,781 | 1,076 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,218 | 1,042 | 0.02% | 0.02% | 9 | +1,155 | 2.4% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 43,149 | 914 | 0.04% | 0.05% | 10 | +480 | 1.12% | Q4 2025 | Jan 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 38,691 | 819 | 0.02% | — | 11 | +38,691 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 38,520 | 816 | 0.01% | 0.01% | 12 | -9,980 | -20.58% | Q4 2025 | Feb 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 32,559 | 689 | 0.03% | 0.03% | 13 | +1,916 | 6.25% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 29,813 | 631 | 0.01% | 0.01% | 14 | +1,870 | 6.69% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 29,061 | 616 | 0.03% | 0.04% | 15 | -7,507 | -20.53% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28,530 | 604 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,136 | 596 | 0.0% | 0.0% | 17 | +1,411 | 5.28% | Q4 2025 | Feb 10, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 26,567 | 562 | 0.24% | 0.24% | 18 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 24,430 | 517 | 0.02% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 24,151 | 511 | 0.01% | — | 20 | +24,151 | New | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | No change | 19,265 | 408 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,323 | 324 | 0.0% | 0.0% | 22 | -15,861 | -50.86% | Q4 2025 | Feb 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 14,423 | 305 | 0.05% | — | 23 | +14,423 | New | Q4 2025 | Feb 03, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,067 | 276 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,735 | 248 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 11,735 | 248 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 11,695 | 247 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,456 | 221 | 0.0% | 0.0% | 28 | -244 | -2.28% | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 10,174 | 215 | 0.01% | 0.01% | 29 | -5 | -0.05% | Q4 2025 | Feb 09, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 9,756 | 206 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | No change | 9,635 | 204 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Southland Equity Partners LLC | History | No change | 9,671 | 204 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CRA Financial Services, LLC | History | New | 9,500 | 201 | 0.03% | — | 33 | +9,500 | New | Q4 2025 | Jan 16, 2026 |
| Capital Analysts, LLC | History | No change | 9,174 | 195 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,000 | 169 | 0.0% | — | 35 | +8,000 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,570 | 96 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Archer Investment Corp | History | No change | 4,053 | 85 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 3,972 | 84 | 0.0% | 0.0% | 38 | +1,465 | 58.44% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 3,762 | 79 | 0.0% | 0.0% | 39 | +8 | 0.21% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,423 | 51 | 0.04% | 0.05% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Noble Wealth Management PBC | History | New | 1,500 | 31 | 0.02% | — | 41 | +1,500 | New | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | New | 806 | 17 | 0.0% | — | 42 | +806 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 645 | 13 | 0.0% | — | 43 | +645 | New | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | New | 482 | 10 | 0.0% | — | 44 | +482 | New | Q4 2025 | Jan 23, 2026 |
| Weaver Capital Management LLC | History | No change | 442 | 9 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 400 | 8 | 0.01% | — | 46 | +400 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | New | 113 | 2 | 0.0% | — | 47 | +113 | New | Q4 2025 | Feb 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -22,883 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,251 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Nov 18, 2025 |