INNOVATOR ETFS TRUST IMAR
INNOVATOR INTL D · ETP · CUSIP 45783Y343
72
institutional holders
+7 vs Q1 2026
3.2m
shares reported held*
$98.4mreported value*
16 new
27 added
16 reduced
7 sold out
net bought ≈ $35.5m (+1.2m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.44.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 18 |
| Q2 2024 | 22 |
| Q3 2024 | 22 |
| Q4 2024 | 27 |
| Q1 2025 | 42 |
| Q2 2025 | 43 |
| Q3 2025 | 41 |
| Q4 2025 | 38 |
| Q1 2026 | 65 |
| Q2 2026 | 72 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 5 | 5 |
| Q4 2024 | 8 | 8 |
| Q1 2025 | 32 | 8 |
| Q2 2025 | 16 | 21 |
| Q3 2025 | 8 | 16 |
| Q4 2025 | 4 | 19 |
| Q1 2026 | 48 | 6 |
| Q2 2026 | 43 | 23 |
Biggest buyers
| Gradient Investments LLC | New | +841.5k |
| HARBOUR INVESTMENTS, INC. | Added | +134.3k |
| SYON CAPITAL LLC | Added | +66.0k |
| Bright Futures Wealth Management, LLC. | New | +65.7k |
| MAI Capital Management | Added | +51.0k |
| PRIVATE CLIENT SERVICES, LLC | New | +48.6k |
| HighTower Advisors, LLC | Added | +36.6k |
| OSAIC HOLDINGS, INC. | Added | +23.6k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +21.1k |
| Cambridge Investment Research Advisors, Inc. | Added | +17.6k |
Biggest sellers
| ACCESS FINANCIAL SERVICES, INC. | Reduced | -104.8k |
| Americana Partners, LLC | Reduced | -68.0k |
| Allworth Financial LP | Reduced | -28.1k |
| Cresset Asset Management, LLC | Sold out | -20.2k |
| PRINCIPAL SECURITIES, INC. | Sold out | -18.7k |
| ROYAL BANK OF CANADA | Sold out | -16.7k |
| CITADEL ADVISORS LLC | Sold out | -14.6k |
| Creative Planning | Reduced | -11.1k |
| SageView Advisory Group, LLC | Reduced | -11.1k |
| HFG Wealth Management, LLC | Sold out | -9.8k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Gradient Investments LLC 0.35% of their portfolio | 841.5k $25.6m | New |
| Creative Planning 0.00% of their portfolio | 259.7k $7.9m | Reduced -11.1k |
| SageView Advisory Group, LLC 0.26% of their portfolio | 259.7k $7.9m | Reduced -11.1k |
| HARBOUR INVESTMENTS, INC. 0.06% of their portfolio | 143.4k $4.4m | Added +134.3k |
| SYON CAPITAL LLC 0.14% of their portfolio | 106.2k $3.2m | Added +66.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 102.1k $3.1m | Added +4.1k |
| CORRADO ADVISORS, LLC 1.20% of their portfolio | 85.9k $2.6m | Reduced -1.5k |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 78.0k $2.4m | Added +2.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 75.0k $2.3m | Added +21.1k |
| Private Advisor Group, LLC 0.01% of their portfolio | 72.0k $2.2m | Reduced -1.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 70.3k $2.1m | Added +136 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 69.8k $2.1m | Added +3.9k |
| Bright Futures Wealth Management, LLC. 1.29% of their portfolio | 65.7k $2.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 60.6k $1.8m | Added +8.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 59.3k $1.8m | Added +36.6k |
| Focus Partners Wealth 0.00% of their portfolio | 54.0k $1.6m | Reduced -1.9k |
| MAI Capital Management 0.01% of their portfolio | 52.1k $1.6m | Added +51.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 50.5k $1.5m | Added +23.6k |
| PRIVATE CLIENT SERVICES, LLC 0.39% of their portfolio | 48.6k $1.5m | New |
| Cerity Partners LLC 0.00% of their portfolio | 42.3k $1.3m | Added +9.5k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 37.6k $1.1m | Reduced -9.0k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 33.8k $1.0m | Added +17.6k |
| LPL Financial LLC 0.00% of their portfolio | 33.1k $1.0m | Added +5.7k |
| Diligent Investors, LLC 0.18% of their portfolio | 26.5k $806.3k | Added +2.2k |
| FIDUCIARY FINANCIAL GROUP, LLC 0.08% of their portfolio | 24.5k $745.0k | Added +1.9k |
| Americana Partners, LLC 0.02% of their portfolio | 24.2k $735.3k | Reduced -68.0k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 23.0k $700.2k | Unchanged |
| Beacon Financial Advisory LLC 0.14% of their portfolio | 22.7k $692.2k | Added +5.1k |
| PFS Partners, LLC 0.26% of their portfolio | 21.2k $646.4k | Added +14.7k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 19.0k $577.4k | Added +4.5k |
| Advus Financial Partners, LLC 0.12% of their portfolio | 17.6k $534.5k | Added +1.6k |
| ACCESS FINANCIAL SERVICES, INC. 0.17% of their portfolio | 17.5k $533.3k | Reduced -104.8k |
| Old Port Advisors 0.10% of their portfolio | 17.5k $531.6k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 16.7k $509.8k | Added +5.7k |
| Cornerstone Wealth Group, LLC 0.03% of their portfolio | 16.5k $502.4k | Reduced -1.9k |
| GILL CAPITAL PARTNERS, LLC 0.13% of their portfolio | 16.2k $492.2k | Added +1.1k |
| Ballast Rock Private Wealth LLC 0.23% of their portfolio | 16.1k $489.5k | Unchanged |
| Cypress Wealth Services, LLC 0.06% of their portfolio | 15.7k $478.9k | New |
| IFP Advisors, Inc 0.01% of their portfolio | 14.8k $451.9k | Added +6.5k |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 14.0k $426.2k | New |
| PFG Advisors 0.02% of their portfolio | 13.8k $419.6k | Reduced -247 |
| Straight Path Wealth Management 0.10% of their portfolio | 13.6k $413.4k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 12.8k $390.7k | Added +2.0k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 12.7k $387.3k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 12.7k $385.8k | Reduced -1.8k |
| GTS FINANCIAL, LLC 0.22% of their portfolio | 10.6k $300.3k | New |
| Stonebridge Financial Group, LLC 0.02% of their portfolio | 10.6k $323.2k | Added +2.7k |
| BCS Wealth Management 0.06% of their portfolio | 10.4k $316.3k | Unchanged |
| Lantz Financial LLC 0.06% of their portfolio | 10.1k $307.1k | Reduced -185 |
| Trek Financial, LLC 0.02% of their portfolio | 10.1k $306.1k | Reduced -597 |
| Brown Financial Advisors 0.10% of their portfolio | 9.7k $295.7k | New |
| Cornerstone Wealth, LLC/TN 0.14% of their portfolio | 9.3k $284.2k | Unchanged |
| KINTRA WEALTH, LLC 0.01% of their portfolio | 8.5k $265.9k | New |
| WEALTH ALLIANCE, LLC 0.02% of their portfolio | 8.0k $242.3k | Unchanged |
| D.B. Root & Company, LLC 0.05% of their portfolio | 7.5k $229.6k | Added +361 |
| Berger Financial Group, Inc 0.01% of their portfolio | 7.1k $215.9k | Reduced -3.6k |
| Belpointe Asset Management LLC 0.01% of their portfolio | 6.9k $211.4k | New |
| Allworth Financial LP 0.00% of their portfolio | 6.6k $199.5k | Reduced -28.1k |
| TrustBank 0.06% of their portfolio | 5.6k $171.3k | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 4.5k $137.0k | Added +3.4k |
| DHJJ Financial Advisors, Ltd. 0.04% of their portfolio | 4.2k $128.8k | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 3.3k $100.5k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 3.1k $95.3k | Unchanged |
| Capital Analysts, LLC 0.00% of their portfolio | 2.3k $69.0k | Unchanged |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7k $53.2k | Reduced -1 |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 1.3k $40.0k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 495 $15.1k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 250 $7.6k | New |
| MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio | 245 $7.5k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 150 $4.6k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 100 $3.0k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 68 $2.1k | New |