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 | Reduced | 95,179 | 3,059 | 0.0% | 0.0% | 1 | -1,030 | -1.07% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 68,478 | 2,200 | 0.0% | 0.0% | 2 | +28,478 | 71.2% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 56,248 | 1,807 | 0.0% | 0.0% | 3 | -2,410 | -4.11% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 33,000 | 1,060 | 0.0% | 0.0% | 4 | +22,669 | 219.43% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,334 | 974 | 0.0% | 0.0% | 5 | +7,751 | 34.32% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 28,082 | 902 | 0.01% | 0.01% | 6 | +5,478 | 24.23% | Q2 2026 | Aug 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 25,421 | 817 | 0.11% | — | 7 | +25,421 | New | Q2 2026 | Aug 12, 2026 |
| Miller Financial Services LLC | History | Added to | 23,750 | 763 | 0.61% | 0.75% | 8 | +150 | 0.64% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 22,484 | 722 | 0.0% | — | 9 | +22,484 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 21,277 | 683 | 0.0% | 0.0% | 10 | -4,053 | -16.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,468 | 657 | 0.0% | 0.0% | 11 | +1,499 | 7.9% | Q2 2026 | Jul 28, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 19,345 | 621 | 0.12% | 0.13% | 12 | -111 | -0.57% | Q2 2026 | Aug 05, 2026 |
| Faithward Advisors, LLC | History | New | 17,835 | 573 | 0.07% | — | 13 | +17,835 | New | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | Added to | 14,300 | 459 | 0.1% | 0.08% | 14 | +3,300 | 30.0% | Q2 2026 | Jul 24, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 13,709 | 440 | 0.2% | 0.16% | 15 | +3,456 | 33.71% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,218 | 424 | 0.0% | 0.0% | 16 | -10 | -0.08% | Q2 2026 | Sep 23, 2026 |
| TrustBank | History | Added to | 11,695 | 375 | 0.13% | 0.12% | 17 | +1,350 | 13.05% | Q2 2026 | Jul 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 10,750 | 345 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 9,948 | 319 | 0.04% | 0.03% | 19 | +2,548 | 34.43% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,618 | 309 | 0.04% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 9,244 | 297 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 7,880 | 253 | 0.0% | 0.0% | 22 | -1,445 | -15.5% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,603 | 244 | 0.0% | 0.0% | 23 | +1,595 | 26.55% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 7,100 | 228 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFS Partners, LLC | History | Added to | 7,075 | 227 | 0.09% | 0.07% | 25 | +1,439 | 25.53% | Q2 2026 | Jul 20, 2026 |
| Main Street Financial Solutions, LLC | History | New | 6,690 | 215 | 0.01% | — | 26 | +6,690 | New | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | New | 6,550 | 210 | 0.0% | — | 27 | +6,550 | New | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | New | 6,511 | 209 | 0.02% | — | 28 | +6,511 | New | Q2 2026 | Jul 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,431 | 206 | 0.06% | 0.06% | 29 | -100 | -1.53% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 3,892 | 125 | 0.0% | 0.0% | 30 | +679 | 21.13% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,931 | 94 | 0.0% | 0.0% | 31 | -484 | -14.17% | Q2 2026 | Aug 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,347 | 43 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anfield Capital Management, LLC | History | No change | 757 | 22 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,425 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,490 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,300 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,200 | -100.0% | Q2 2026 | Sep 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -433 | -100.0% | Q2 2026 | Aug 10, 2026 |