SEC 13F Intelligence

INNOVATOR ETFS TR II

CUSIP 45783G102

Innovator Etfs Tr II has 19 institutional holders in Filings Flow’s 13F database, together reporting 432.7K shares worth $15M as of Q2 2021. The largest reported holders are Ameritas Investment Company, LLC, Hightower Advisors, LLC, and Old Mission Capital LLC.

Institutional Holders
18
Q2 2021
Reported Value
$15M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’18: 16Q4 ’18Q1 ’19: 18Q1 ’19Q2 ’19: 16Q2 ’19Q3 ’19: 19Q3 ’19Q2 ’21: 18Q2 ’21filingsflow.com
Total reported value
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ1 ’19Q2 ’19: $11MQ2 ’19Q3 ’19: $15MQ3 ’19Q2 ’21: $15MQ2 ’21filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ACAS, LLC$149M AUM1.72%$1M35.5KQ3 2021
Stratos Wealth Advisors, LLC$1.6B AUM0.11%$1M36.7KQ3 2021
OLD MISSION CAPITAL LLC$6.3B AUM0.09%$2M61.3KQ3 2021
Wealth Advisory Solutions, LLC$449M AUM0.06%$269,0007.7KQ3 2021
Kingsview Wealth Management, LLC$7.3B AUM0.05%$952,00027.3KQ2 2021OLDER
Visionary Wealth Advisors$2.3B AUM0.04%$417,00012.2KQ1 2021OLDER
Carroll Financial Associates, Inc.$1.9B AUM0.02%$373,00010.7KQ3 2021
Geneos Wealth Management Inc.$4.3B AUM0.02%$438,00012.5KQ3 2021
HighTower Advisors, LLC$94.2B AUM0.01%$4M124.1KQ2 2021OLDER
Cetera Investment Advisers$94.0B AUM0.01%$630,00018.0KQ3 2021
Sigma Planning Corp$3.6B AUM0.01%$203,0006.1KQ4 2020OLDER
IFP Advisors, Inc$4.8B AUM0.01%$297,0008.6KQ3 2021
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M34.5KQ3 2021
Ameritas Investment Company, LLC$2.2B AUM0.00%$34M1.0KQ1 2021OLDER
Arax Advisory Partners$3.5B AUM0.00%$15,000434Q2 2021OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$484,00013.9KQ3 2021
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M45.0KQ3 2021
LPL Financial LLC$376.6B AUM0.00%$332,0009.5KQ3 2021
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$1,00029Q2 2021OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$204,0005.8KQ3 2021

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.