Institutional Ownership
Innovator Etfs Trust
CUSIP 45783Y673QUITY MANAGD FLRSFLRQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
52.7%
Max % of class reported
Institutional Holders
192
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Dec 5, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 5, 2024 | Foundations Investment Advisors, LLC | 13G/A | 0.1% | 10.9K | SEC |
| 2 | Nov 13, 2023 | Foundations Investment Advisors, LLC | 13G/A | 36.8% | 1.42M | SEC |
| 3 | Oct 6, 2023 | Foundations Investment Advisors, LLC | 13G/A | 45.3% | 1.40M | SEC |
| 4 | Aug 8, 2023 | Foundations Investment Advisors, LLC | 13G | 52.7% | 1.11M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.92M | $209.64M |
| 2 | Lpl Financial LLC | 4.59M | $162.50M |
| 3 | Americana Partners, LLC | 2.49M | $88.01M |
| 4 | Kingsview Wealth Management, LLC | 2.17M | $76.75M |
| 5 | Commonwealth Equity Services, LLC | 1.56M | $55.23M |
| 6 | Chicago Partners Investment Group LLC | 1.28M | $46.75M |
| 7 | Liberty Atlantic Advisors LLC | 637.9K | $22.61M |
| 8 | Envestnet Asset Management Inc | 567.1K | $20.08M |
| 9 | Delta Investment Management, LLC | 558.3K | $19.77M |
| 10 | Wetzel Investment Advisors, Inc. | 489.4K | $17.35M |