Innovator ETFs Trust - KMAR
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 | New | 96,209 | 2,798 | 0.0% | — | 1 | +96,209 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,658 | 1,706 | 0.0% | 0.0% | 2 | +15,058 | 34.54% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 40,000 | 1,163 | 0.0% | 0.0% | 3 | +12,196 | 43.86% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | New | 25,330 | 736 | 0.0% | — | 4 | +25,330 | New | Q1 2026 | May 06, 2026 |
| Miller Financial Services LLC | History | New | 23,600 | 686 | 0.75% | — | 5 | +23,600 | New | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 22,604 | 657 | 0.01% | 0.02% | 6 | -3,921 | -14.78% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,583 | 656 | 0.0% | 0.0% | 7 | +14,632 | 184.03% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | New | 21,425 | 623 | 0.0% | — | 8 | +21,425 | New | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | New | 19,456 | 565 | 0.13% | — | 9 | +19,456 | New | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,969 | 551 | 0.0% | 0.0% | 10 | +10,107 | 114.05% | Q1 2026 | Apr 27, 2026 |
| SYON CAPITAL LLC | History | New | 13,490 | 392 | 0.02% | — | 11 | +13,490 | New | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,228 | 384 | 0.0% | 0.0% | 12 | +4,366 | 49.27% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | New | 11,000 | 319 | 0.08% | — | 13 | +11,000 | New | Q1 2026 | Apr 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 10,750 | 312 | 0.02% | — | 14 | +10,750 | New | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | New | 10,331 | 300 | 0.0% | — | 15 | +10,331 | New | Q1 2026 | May 05, 2026 |
| TrustBank | History | No change | 10,345 | 300 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 10,253 | 298 | 0.16% | — | 17 | +10,253 | New | Q1 2026 | Apr 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,618 | 279 | 0.05% | 0.02% | 18 | +3,465 | 56.31% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 9,325 | 270 | 0.0% | 0.0% | 19 | -565 | -5.71% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | New | 9,244 | 268 | 0.0% | — | 20 | +9,244 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 7,400 | 215 | 0.03% | — | 21 | +7,400 | New | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | New | 7,100 | 206 | 0.0% | — | 22 | +7,100 | New | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 6,531 | 189 | 0.06% | 0.03% | 23 | +3,357 | 105.77% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,008 | 174 | 0.0% | 0.0% | 24 | +5,008 | 500.8% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Added to | 5,636 | 163 | 0.07% | 0.03% | 25 | +3,125 | 124.45% | Q1 2026 | Apr 09, 2026 |
| Atlantic Private Wealth, LLC | History | New | 4,300 | 125 | 0.08% | — | 26 | +4,300 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,415 | 99 | 0.0% | 0.0% | 27 | +1,907 | 126.46% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 3,213 | 93 | 0.0% | 0.0% | 28 | +1,813 | 129.5% | Q1 2026 | Apr 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,347 | 39 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Anfield Capital Management, LLC | History | New | 757 | 22 | 0.01% | — | 30 | +757 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 600 | 17 | 0.0% | — | 31 | +600 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 500 | 14 | 0.0% | — | 32 | +500 | New | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 433 | 12 | 0.0% | — | 33 | +433 | New | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,921 | -100.0% | Q1 2026 | May 15, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -12,676 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -903 | -100.0% | Q1 2026 | May 05, 2026 |