INNOVATOR ETFS TRUST - UFEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 1,708,127 | 62,005 | 0.71% | 0.02% | 1 | +1,667,800 | 4135.69% | Q1 2026 | Apr 16, 2026 |
| Talon Private Wealth, LLC | History | New | 985,140 | 35,760 | 4.75% | — | 2 | +985,140 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 655,927 | 23,810 | 0.03% | 0.03% | 3 | -17,624 | -2.62% | Q1 2026 | May 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 378,791 | 13,750 | 1.78% | 1.82% | 4 | +9,623 | 2.61% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 166,122 | 6,030 | 0.01% | 0.01% | 5 | +55,154 | 49.7% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 157,913 | 5,732 | 0.33% | 0.33% | 6 | +6,432 | 4.25% | Q1 2026 | Apr 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 134,217 | 4,872 | 0.28% | 0.11% | 7 | +83,248 | 163.33% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 130,626 | 4,741 | 0.01% | 0.01% | 8 | +4,311 | 3.41% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 125,036 | 4,538 | 0.0% | 0.0% | 9 | +42,219 | 50.98% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | No change | 108,822 | 3,950 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 106,369 | 3,861 | 0.01% | 0.01% | 11 | +5,196 | 5.14% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 106,197 | 3,854 | 0.01% | 0.01% | 12 | -18,445 | -14.8% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 95,551 | 3,469 | 0.01% | 0.01% | 13 | -3,083 | -3.13% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Added to | 80,088 | 2,907 | 0.1% | 0.04% | 14 | +46,150 | 135.98% | Q1 2026 | Apr 22, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 66,922 | 2,429 | 0.66% | 0.63% | 15 | +9,543 | 16.63% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,946 | 2,357 | 0.01% | 0.01% | 16 | +30,711 | 89.71% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 62,922 | 2,284 | 0.14% | 0.11% | 17 | -459 | -0.72% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Added to | 54,016 | 1,960 | 0.1% | 0.08% | 18 | +18,647 | 52.72% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 49,317 | 1,790 | 0.04% | 0.03% | 19 | +17,734 | 56.15% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 49,152 | 1,784 | 0.0% | 0.0% | 20 | -1,849 | -3.63% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 47,570 | 1,726 | 0.1% | 0.12% | 21 | -7,967 | -14.35% | Q1 2026 | Apr 28, 2026 |
| NewCorp Financial Services, Inc. | History | New | 46,987 | 1,705 | 1.48% | — | 22 | +46,987 | New | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 38,194 | 1,386 | 0.0% | 0.0% | 23 | -412 | -1.07% | Q1 2026 | May 06, 2026 |
| Northstar Group, Inc. | History | New | 36,360 | 1,319 | 0.19% | — | 24 | +36,360 | New | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 29,243 | 1,061 | 0.14% | 0.14% | 25 | +3,218 | 12.37% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 26,646 | 986 | 0.06% | 0.06% | 26 | -995 | -3.6% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 26,875 | 975 | 0.02% | 0.03% | 27 | -9,700 | -26.52% | Q1 2026 | May 01, 2026 |
| Lantz Financial LLC | History | New | 26,609 | 965 | 0.2% | — | 28 | +26,609 | New | Q1 2026 | Apr 09, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 26,069 | 946 | 2.38% | 2.56% | 29 | -3,522 | -11.9% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 25,359 | 920 | 0.12% | 0.24% | 30 | -20,803 | -45.07% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 25,210 | 915 | 0.27% | 0.26% | 31 | +1,704 | 7.25% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 25,056 | 909 | 0.0% | 0.0% | 32 | -13 | -0.05% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | New | 24,657 | 895 | 0.0% | — | 33 | +24,657 | New | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,929 | 868 | 0.04% | 0.02% | 34 | +13,500 | 129.45% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,363 | 785 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 20,570 | 746 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,250 | 738 | 0.0% | 0.0% | 37 | -4,690 | -18.81% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 18,696 | 703 | 0.05% | 0.04% | 38 | +3,268 | 21.18% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 19,107 | 693 | 0.01% | 0.01% | 39 | +664 | 3.6% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,548 | 673 | 0.0% | 0.0% | 40 | +8,498 | 84.56% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 18,261 | 662 | 0.0% | 0.0% | 41 | +5,806 | 46.62% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 15,404 | 559 | 0.36% | 0.34% | 42 | +1,016 | 7.06% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 14,472 | 525 | 0.01% | — | 43 | +14,472 | New | Q1 2026 | May 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,258 | 517 | 0.01% | 0.0% | 44 | +8,220 | 136.14% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,919 | 505 | 0.0% | 0.0% | 45 | -23,233 | -62.53% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 11,574 | 422 | 0.05% | — | 46 | +11,574 | New | Q1 2026 | Apr 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 11,547 | 420 | 0.09% | 0.1% | 47 | -988 | -7.88% | Q1 2026 | Apr 08, 2026 |
| Sonoma Allocations LLC | History | Added to | 11,010 | 401 | 0.14% | 0.13% | 48 | +191 | 1.77% | Q1 2026 | May 19, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 10,976 | 398 | 0.08% | 0.09% | 49 | -566 | -4.9% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,497 | 381 | 0.01% | — | 50 | +10,497 | New | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Added to | 9,304 | 337 | 0.02% | 0.01% | 51 | +2,815 | 43.38% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,038 | 328 | 0.0% | 0.0% | 52 | +1,721 | 23.52% | Q1 2026 | Apr 15, 2026 |
| Truvestments Capital LLC | History | New | 8,899 | 323 | 0.06% | — | 53 | +8,899 | New | Q1 2026 | May 13, 2026 |
| Chris Bulman Inc | History | New | 8,847 | 321 | 0.14% | — | 54 | +8,847 | New | Q1 2026 | Apr 13, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 8,750 | 319 | 0.31% | 0.31% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 8,259 | 299 | 0.03% | 0.03% | 56 | +2,022 | 32.42% | Q1 2026 | May 01, 2026 |
| Maia Wealth LLC | History | No change | 8,255 | 299 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 7,850 | 284 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vantage Point Financial LLC | History | No change | 7,601 | 275 | 0.1% | 0.1% | 59 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 7,156 | 259 | 0.15% | 0.11% | 60 | +966 | 15.61% | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | No change | 6,973 | 253 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 6,962 | 252 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,770 | 245 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CGN Advisors LLC | History | Added to | 6,410 | 232 | 0.02% | 0.02% | 64 | +242 | 3.92% | Q1 2026 | Apr 13, 2026 |
| OxenFree Capital LLC | History | Reduced | 6,200 | 232 | 0.11% | 0.12% | 65 | -79 | -1.26% | Q1 2026 | Apr 16, 2026 |
| Beckerman Institutional, LLC | History | No change | 6,186 | 224 | 0.12% | 0.13% | 66 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 5,649 | 213 | 0.0% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,863 | 212 | 0.02% | 0.02% | 68 | -525 | -8.22% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,811 | 210 | 0.0% | 0.0% | 69 | +4,090 | 237.65% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 5,778 | 209 | 0.12% | — | 70 | +5,778 | New | Q1 2026 | Apr 16, 2026 |
| Archer Investment Corp | History | Reduced | 5,722 | 207 | 0.04% | 0.2% | 71 | -18,246 | -76.13% | Q1 2026 | May 04, 2026 |
| Sterling Financial Planning, Inc. | History | New | 5,653 | 205 | 0.06% | — | 72 | +5,653 | New | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 5,401 | 196 | 0.0% | 0.0% | 73 | +1,549 | 40.21% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,800 | 174 | 0.0% | 0.0% | 74 | -2,500 | -34.25% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 4,800 | 174 | 0.01% | 0.02% | 75 | -2,500 | -34.25% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4,425 | 160 | 0.02% | 0.03% | 76 | -1,150 | -20.63% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,298 | 156 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,097 | 112 | 0.07% | — | 78 | +3,097 | New | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,925 | 106 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,400 | 87 | 0.06% | 0.55% | 80 | -15,702 | -86.74% | Q1 2026 | Apr 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,318 | 84 | 0.03% | 0.01% | 81 | +1,093 | 89.22% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | New | 2,090 | 75 | 0.0% | — | 82 | +2,090 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 1,766 | 64 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,591 | 57 | 0.0% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Financial Life Planners | History | New | 966 | 35 | 0.03% | — | 85 | +966 | New | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 851 | 30 | 0.0% | 0.03% | 86 | -5,961 | -87.51% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 774 | 28 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 402 | 14 | 0.0% | — | 90 | +402 | New | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 399 | 14 | 0.0% | 0.0% | 89 | -320 | -44.51% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,756 | 14 | 0.0% | 0.0% | 88 | -200 | -1.34% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 334 | 12 | 0.0% | — | 91 | +334 | New | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Reduced | 150 | 10 | 0.0% | 0.0% | 92 | -130 | -46.43% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 242 | 8 | 0.0% | 0.08% | 93 | -100,532 | -99.76% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 190 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | New | 54 | 1 | 0.0% | — | 96 | +54 | New | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,070 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,817 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,368 | -100.0% | Q1 2026 | May 20, 2026 |
| SMI Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,827 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,626 | -100.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -559 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | May 05, 2026 |