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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 229,377 | 6,771 | 0.0% | 0.0% | 1 | -16,254 | -6.62% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 221,802 | 6,547 | 0.01% | 0.01% | 2 | +59,522 | 36.68% | Q1 2026 | May 15, 2026 |
| D.B. Root & Company, LLC | History | Added to | 214,139 | 6,321 | 1.51% | 1.45% | 3 | +10,350 | 5.08% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 174,374 | 5,147 | 0.01% | 0.01% | 4 | +480 | 0.28% | Q1 2026 | May 14, 2026 |
| 3EDGE Asset Management, LP | History | New | 153,944 | 4,500 | 0.22% | — | 5 | +153,944 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 116,745 | 3,446 | 0.07% | 0.01% | 6 | +101,216 | 651.79% | Q1 2026 | May 01, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 105,099 | 3,102 | 2.7% | 2.39% | 7 | +11,257 | 12.0% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 89,345 | 2,637 | 0.0% | 0.0% | 8 | +33,339 | 59.53% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 79,237 | 2,339 | 0.05% | 0.02% | 9 | +49,132 | 163.2% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 73,435 | 2,167 | 1.01% | 0.94% | 10 | -447 | -0.61% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 56,337 | 1,663 | 0.04% | 0.09% | 11 | -79,483 | -58.52% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 47,085 | 1,389 | 0.0% | — | 12 | +47,085 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,307 | 1,249 | 0.0% | 0.0% | 13 | +290 | 0.69% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,727 | 877 | 0.0% | 0.0% | 14 | +6,047 | 25.54% | Q1 2026 | Apr 30, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 28,068 | 828 | 0.67% | 0.53% | 15 | +5,877 | 26.48% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,462 | 722 | 0.01% | 0.01% | 16 | +1,214 | 5.22% | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 24,012 | 708 | 0.48% | 0.53% | 17 | -428 | -1.75% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,727 | 552 | 0.0% | 0.0% | 18 | +11,633 | 163.98% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 18,581 | 548 | 0.0% | 0.0% | 19 | +2,543 | 15.86% | Q1 2026 | May 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 17,750 | 523 | 0.09% | 0.16% | 20 | -2,412 | -11.96% | Q1 2026 | May 01, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 16,819 | 496 | 0.34% | 0.33% | 21 | -132 | -0.78% | Q1 2026 | May 04, 2026 |
| Baker Avenue Asset Management, LP | History | New | 14,345 | 423 | 0.01% | — | 22 | +14,345 | New | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 14,260 | 420 | 0.01% | — | 23 | +14,260 | New | Q1 2026 | May 15, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 12,120 | 357 | 0.22% | 0.23% | 24 | +500 | 4.3% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,886 | 350 | 0.01% | 0.01% | 25 | -56 | -0.47% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | New | 11,791 | 348 | 0.0% | — | 26 | +11,791 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 11,717 | 345 | 0.0% | — | 27 | +11,717 | New | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 342,981 | 342 | 0.02% | 0.03% | 28 | +14,795 | 4.51% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,193 | 273 | 0.0% | 0.0% | 29 | -6,113 | -39.94% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | New | 7,146 | 210 | 0.03% | — | 30 | +7,146 | New | Q1 2026 | Apr 17, 2026 |
| Disciplined Investments, LLC | History | No change | 6,981 | 206 | 0.07% | 0.08% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Alaska Wealth Advisors, LLC | History | New | 6,886 | 203 | 0.02% | — | 32 | +6,886 | New | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,777 | 141 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Blue Trust, Inc. | History | No change | 3,405 | 100 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | Reduced | 758 | 22 | 0.01% | 0.02% | 35 | -183 | -19.45% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 615 | 18 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 230 | 6 | 0.0% | 0.0% | 37 | +20 | 9.52% | Q1 2026 | Apr 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.77% | — | -67,944 | -100.0% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,902 | -100.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |