Innovator ETFs Trust - IBFR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Reduced | 26,729 | 1,340 | 0.0% | 0.0% | 1 | -247 | -0.92% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | New | 25,101 | 1,258 | 0.01% | — | 2 | +25,101 | New | Q2 2026 | Jul 15, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 24,164 | 1,211 | 0.82% | 0.85% | 3 | +1,583 | 7.01% | Q2 2026 | Jul 21, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 18,937 | 969 | 0.32% | 0.32% | 4 | +840 | 4.64% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 13,563 | 680 | 0.02% | 0.01% | 5 | +5,531 | 68.86% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 500 | 25 | 0.0% | — | 6 | +500 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 316 | 15 | 0.0% | 0.0% | 7 | +254 | 409.68% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 170 | 8 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |