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Innovator Etfs TR

Q4 2024 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sunbelt Securities, Inc.
UNCHANGED
Shares7,820 from 7,820
Change0 (0%)
Value$222.9K (-$78)
Filed 2025-08-14
Unique Wealth, LLC
CLOSED
Shares0 from 169,099
Change-169,099 (-100%)
Value$0 (-$4.8M)
Filed 2025-07-22
Altman Advisors, Inc.
CLOSED
Shares0 from 82,873
Change-82,873 (-100%)
Value$0 (-$886.2K)
Filed 2025-08-07
Susquehanna International Group, LLP
CLOSED
Shares0 from 46,486
Change-46,486 (-100%)
Value$0 (-$1.3M)
Filed 2025-08-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 10,181
Change-10,181 (-100%)
Value$0 (-$290.3K)
Filed 2025-09-04
Citadel Advisors LLC
CLOSED
Shares0 from 7,499
Change-7,499 (-100%)
Value$0 (-$213.8K)
Filed 2025-08-14
Barclays PLC
CLOSED
Shares0 from 5,198
Change-5,198 (-100%)
Value$0 (-$148.2K)
Filed 2026-02-27
JPMorgan Chase & Co
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$43.5K)
Filed 2025-08-12
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 993
Change-993 (-100%)
Value$0 (-$28.3K)
Filed 2025-08-11
UBS Group AG
CLOSED
Shares0 from 799
Change-799 (-100%)
Value$0 (-$22.8K)
Filed 2025-08-14
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$571)
Filed 2025-07-21
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Sunbelt Securities, Inc.
UNCHANGED7,8207,82000%$223.0K$222.9K-$782025-08-14
Unique Wealth, LLC
CLOSED0169,099-169,099-100%$4.8M$0-$4.8M2025-07-22
Altman Advisors, Inc.
CLOSED082,873-82,873-100%$886.2K$0-$886.2K2025-08-07
Susquehanna International Group, LLP
CLOSED046,486-46,486-100%$1.3M$0-$1.3M2025-08-14
Osaic Holdings, Inc.
CLOSED010,181-10,181-100%$290.3K$0-$290.3K2025-09-04
Citadel Advisors LLC
CLOSED07,499-7,499-100%$213.8K$0-$213.8K2025-08-14
Barclays PLC
CLOSED05,198-5,198-100%$148.2K$0-$148.2K2026-02-27
JPMorgan Chase & Co
CLOSED01,526-1,526-100%$43.5K$0-$43.5K2025-08-12
Blue Bell Private Wealth Management, LLC
CLOSED0993-993-100%$28.3K$0-$28.3K2025-08-11
UBS Group AG
CLOSED0799-799-100%$22.8K$0-$22.8K2025-08-14
Dhjj Financial Advisors, Ltd.
CLOSED020-20-100%$571$0-$5712025-07-21
Proequities, Inc.
CLOSED000—$0$0$02025-08-12
Showing 12 of 12 institutions