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 | 395,134 | 12,438 | 0.04% | 0.04% | 1 | +52,153 | 15.21% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 247,739 | 7,798 | 0.01% | 0.01% | 2 | +73,365 | 42.07% | Q2 2026 | Aug 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 230,782 | 7,265 | 1.54% | 1.51% | 3 | +16,643 | 7.77% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 199,459 | 6,278 | 0.0% | 0.0% | 4 | -29,918 | -13.04% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 192,800 | 6,069 | 0.01% | 0.01% | 5 | -29,002 | -13.08% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 150,052 | 4,723 | 0.1% | 0.05% | 6 | +70,815 | 89.37% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 134,639 | 4,238 | 0.0% | 0.0% | 7 | +45,294 | 50.7% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 118,211 | 3,721 | 0.07% | 0.07% | 8 | +1,466 | 1.26% | Q2 2026 | Aug 14, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 115,241 | 3,627 | 2.7% | 2.7% | 9 | +10,142 | 9.65% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 71,172 | 2,240 | 0.01% | 0.0% | 10 | +28,865 | 68.23% | Q2 2026 | Jul 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 56,847 | 1,790 | 0.07% | 0.01% | 11 | +52,070 | 1090.01% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 55,774 | 1,755 | 0.03% | 0.04% | 12 | -563 | -1.0% | Q2 2026 | Jul 15, 2026 |
| BFI Wealth Solutions, LLC | History | New | 42,169 | 1,327 | 0.98% | — | 13 | +42,169 | New | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,611 | 1,026 | 0.0% | 0.0% | 14 | +2,884 | 9.7% | Q2 2026 | Jul 28, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 29,168 | 918 | 0.67% | 0.67% | 15 | +1,100 | 3.92% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 24,142 | 759 | 0.01% | 0.01% | 16 | -320 | -1.31% | Q2 2026 | Aug 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 23,835 | 750 | 0.48% | 0.48% | 17 | -177 | -0.74% | Q2 2026 | Jul 24, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 19,605 | 619 | 0.08% | 0.09% | 18 | +1,855 | 10.45% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,284 | 575 | 0.0% | 0.0% | 19 | -297 | -1.6% | Q2 2026 | Aug 03, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 16,609 | 522 | 0.3% | 0.34% | 20 | -210 | -1.25% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | New | 15,000 | 472 | 0.01% | — | 21 | +15,000 | New | Q2 2026 | Aug 14, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 12,120 | 381 | 0.25% | 0.22% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 11,718 | 368 | 0.0% | 0.0% | 23 | -73 | -0.62% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,617 | 334 | 0.01% | 0.01% | 24 | -1,269 | -10.68% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,385 | 326 | 0.0% | 0.0% | 25 | -8,342 | -44.55% | Q2 2026 | Sep 23, 2026 |
| OneDigital Investment Advisors LLC | History | New | 10,000 | 314 | 0.0% | — | 26 | +10,000 | New | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 9,224 | 290 | 0.04% | 0.03% | 27 | +2,078 | 29.08% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 9,154 | 288 | 0.0% | — | 28 | +9,154 | New | Q2 2026 | Jul 29, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 9,132 | 287 | 0.01% | 0.01% | 29 | -5,213 | -36.34% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | New | 9,032 | 284 | 0.0% | — | 30 | +9,032 | New | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,994 | 283 | 0.0% | 0.0% | 31 | -38,091 | -80.9% | Q2 2026 | Aug 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | New | 7,634 | 240 | 0.18% | — | 32 | +7,634 | New | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 7,215 | 227 | 0.01% | — | 33 | +7,215 | New | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | No change | 6,981 | 219 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 6,886 | 216 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,155 | 99 | 0.0% | 0.0% | 36 | -250 | -7.34% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,975 | 62 | 0.0% | 0.0% | 37 | -7,218 | -78.52% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | Reduced | 694 | 21 | 0.01% | 0.01% | 38 | -64 | -8.44% | Q2 2026 | Aug 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 615 | 18 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 230 | 7 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -153,944 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -73,435 | -100.0% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,260 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,717 | -100.0% | Q2 2026 | Aug 07, 2026 |