Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C656US EQTY PWR BUFPSEPQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
11.8%
Max % of class reported
Institutional Holders
219
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest May 1, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 1, 2023 | Transform Wealth, LLC | 13G/A | 3.0% | 619.6K | SEC |
| 2 | Apr 4, 2023 | Transform Wealth, LLC | 13G | 5.2% | 1.12M | SEC |
| 3 | Jun 2, 2022 | Transform Wealth, LLC | 13G/A | 0.8% | 64.7K | SEC |
| 4 | Mar 9, 2022 | Transform Wealth, LLC | 13G | 11.8% | 1.08M | SEC |
| 5 | Jan 6, 2021 | Transform Wealth, LLC | 13G/A | — | 4.1K | SEC |
| 6 | Oct 2, 2020 | Transform Wealth, LLC | 13G | 10.6% | 900.6K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.23M | $141.20M |
| 2 | Commonwealth Equity Services, LLC | 1.03M | $44.16M |
| 3 | Lido Advisors, LLC | 509.8K | $21.95M |
| 4 | Osaic Holdings, Inc. | 468.5K | $20.17M |
| 5 | Lpl Financial LLC | 384.9K | $16.57M |
| 6 | Focus Partners Wealth | 380.9K | $16.40M |
| 7 | Cresset Asset Management, LLC | 362.1K | $15.59M |
| 8 | Kestra Advisory Services, LLC | 355.0K | $15.29M |
| 9 | Raymond James Financial Inc | 305.8K | $13.17M |
| 10 | Hightower Advisors, LLC | 292.0K | $12.57M |