Innovator ETFs Trust - IBUF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NewEdge Advisors, LLC | History | Added to | 328,186 | 9,592 | 0.03% | 0.03% | 1 | +81,205 | 32.88% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 245,631 | 7,179 | 0.0% | 0.0% | 2 | -25,571 | -9.43% | Q4 2025 | Feb 18, 2026 |
| D.B. Root & Company, LLC | History | Added to | 203,789 | 5,956 | 1.45% | 1.26% | 3 | +29,599 | 16.99% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 173,894 | 5,082 | 0.01% | 0.01% | 4 | +8,885 | 5.38% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 162,280 | 4,743 | 0.01% | 0.01% | 5 | +14,167 | 9.56% | Q4 2025 | Feb 17, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 93,842 | 2,743 | 2.39% | 2.21% | 6 | +3,415 | 3.78% | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 73,882 | 2,159 | 0.94% | 1.01% | 7 | +1,081 | 1.48% | Q4 2025 | Jan 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 67,944 | 2,015 | 0.77% | — | 8 | +67,944 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | New | 56,006 | 1,637 | 0.0% | — | 9 | +56,006 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,017 | 1,228 | 0.0% | 0.0% | 10 | +2,218 | 5.57% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | New | 30,105 | 879 | 0.02% | — | 11 | +30,105 | New | Q4 2025 | Feb 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 24,440 | 714 | 0.53% | 0.54% | 12 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 23,680 | 692 | 0.0% | — | 13 | +23,680 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,248 | 679 | 0.01% | 0.01% | 14 | +1,269 | 5.77% | Q4 2025 | Feb 09, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 22,191 | 648 | 0.53% | 0.22% | 15 | +13,191 | 146.57% | Q4 2025 | Feb 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 20,162 | 589 | 0.16% | 0.15% | 16 | +2,089 | 11.56% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 16,951 | 500 | 0.33% | 0.33% | 17 | +652 | 4.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 16,038 | 468 | 0.0% | 0.0% | 18 | +97 | 0.61% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,529 | 453 | 0.01% | 0.01% | 19 | -12 | -0.08% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 15,306 | 447 | 0.0% | 0.01% | 20 | -16,283 | -51.55% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | New | 11,942 | 349 | 0.01% | — | 21 | +11,942 | New | Q4 2025 | Jan 27, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 11,620 | 339 | 0.23% | 0.19% | 22 | +2,386 | 25.84% | Q4 2025 | Jan 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 7,094 | 207 | 0.0% | — | 23 | +7,094 | New | Q4 2025 | Feb 10, 2026 |
| Disciplined Investments, LLC | History | New | 6,981 | 204 | 0.08% | — | 24 | +6,981 | New | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,777 | 140 | 0.01% | 0.01% | 25 | -5,814 | -54.9% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 3,902 | 114 | 0.0% | — | 26 | +3,902 | New | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 3,405 | 99 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Caitlin John, LLC | History | Added to | 941 | 27 | 0.02% | 0.02% | 28 | +49 | 5.49% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | No change | 615 | 17 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | Added to | 210 | 6 | 0.0% | 0.0% | 30 | +20 | 10.53% | Q4 2025 | Feb 06, 2026 |
| October Effect Ltd | History | Closed out | 0 | 0 | — | 1.47% | — | -46,965 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -568 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROYAL BANK OF CANADA | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |