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Innovator Etfs Trust

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Atria Investments, Inc
DECREASED
Shares38,884 from 40,125
Change-1,241 (-3%)
Value$953.8K (-$37.1K)
Filed 2025-05-06
Centaurus Financial, Inc.
DECREASED
Shares38,590 from 56,606
Change-18,016 (-32%)
Value$947 (-$451)
Filed 2025-05-15
Susquehanna International Group, LLP
INCREASED
Shares27,300 from 23,457
Change+3,843 (+16%)
Value$669.7K (+$90.4K)
Filed 2025-05-14
Sound Income Strategies, LLC
NEW
Shares14,209
Change+14,209
Value$348.5K
Filed 2025-04-17
Osaic Holdings, Inc.
INCREASED
Shares3,176 from 1,593
Change+1,583 (+99%)
Value$77.9K (+$38.6K)
Filed 2025-05-12
AE Wealth Management LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$24.9K (-$167)
Filed 2025-05-06
UBS Group AG
INCREASED
Shares124 from 70
Change+54 (+77%)
Value$3.0K (+$1.3K)
Filed 2025-05-13
Harbour Investments, Inc.
CLOSED
Shares0 from 34,573
Change-34,573 (-100%)
Value$0 (-$853.8K)
Filed 2025-05-08
Old Mission Capital LLC
CLOSED
Shares0 from 19,337
Change-19,337 (-100%)
Value$0 (-$477.5K)
Filed 2025-05-15
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Chapman Financial Group, LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Status
Atria Investments, Inc
DECREASED38,88440,125-1,241-3%$990.9K$953.8K-$37.1K2025-05-06
Centaurus Financial, Inc.
DECREASED38,59056,606-18,016-32%$1.4K$947-$4512025-05-15
Susquehanna International Group, LLP
INCREASED27,30023,457+3,843+16%$579.3K$669.7K+$90.4K2025-05-14
Sound Income Strategies, LLC
NEW14,209—+14,209——$348.5K—2025-04-17
Osaic Holdings, Inc.
INCREASED3,1761,593+1,583+99%$39.3K$77.9K+$38.6K2025-05-12
AE Wealth Management LLC
UNCHANGED1,0151,01500%$25.1K$24.9K-$1672025-05-06
UBS Group AG
INCREASED12470+54+77%$1.7K$3.0K+$1.3K2025-05-13
Harbour Investments, Inc.
CLOSED034,573-34,573-100%$853.8K$0-$853.8K2025-05-08
Old Mission Capital LLC
CLOSED019,337-19,337-100%$477.5K$0-$477.5K2025-05-15
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Chapman Financial Group, LLC
N/A—6,450-6,450-100%$159.3K———
Showing 11 of 11 institutions