SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45782C557

Innovator Etfs Trust has 112 institutional holders in Filings Flow’s 13F database, together reporting 3.65M shares worth $151M as of Q1 2026. The largest reported holders are Brookstone Capital Management, Commonwealth Equity Services, LLC, and Osaic Holdings, Inc..

Institutional Holders
112
Q1 2026
Reported Value
$151M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 43Q2 ’21Q4 ’21: 48Q4 ’21Q4 ’22: 61Q4 ’22Q4 ’25: 114Q4 ’25Q1 ’26: 112Q1 ’26Q2 ’26: 8Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $582MQ2 ’21Q4 ’21: $540MQ4 ’21Q4 ’22: $42MQ4 ’22Q4 ’25: $163MQ4 ’25Q1 ’26: $151MQ1 ’26Q2 ’26: $5MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GTS FINANCIAL, LLC$126M AUM2.29%$3M69.1KQ1 2026OLDER
Bullseye Investment Management, LLC$164M AUM1.47%$2M57.9KQ4 2025OLDER
TopTier Wealth Management, LLC$163M AUM1.45%$2M49.0KQ1 2026OLDER
My Personal CFO, LLC$228M AUM1.39%$3M66.2KQ1 2026OLDER
Chris Bulman Inc$228M AUM1.08%$2M51.4KQ1 2026OLDER
FSA Advisors, Inc.$152M AUM0.82%$1M25.9KQ1 2026OLDER
NovaPoint Capital, LLC$399M AUM0.58%$2M48.5KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.39%$609,46612.7KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.39%$34M703.4KQ1 2026OLDER
INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM0.38%$2M32.4KQ2 2026
Global Assets Advisory, LLC$349M AUM0.37%$1M25.9KQ4 2025OLDER
FWG Investments, LLC.$157M AUM0.36%$561,36911.7KQ1 2026OLDER
BCS Wealth Management$490M AUM0.26%$1M26.7KQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM0.24%$637,21113.3KQ1 2026OLDER
PCA Investment Advisory Services Inc.$300M AUM0.23%$702,15614.6KQ1 2026OLDER
RESOLUTE WEALTH ADVISOR, INC.$176M AUM0.23%$410,6478.6KQ1 2026OLDER
WEALTHGARDEN F.S. LLC$147M AUM0.22%$320,3576.7KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.21%$1M22.0KQ2 2026
Pinnacle Wealth Management Group, Inc.$204M AUM0.21%$432,0079.0KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.21%$623,77113.0KQ1 2026OLDER
Vantage Financial Partners, LLC$493M AUM0.21%$1M20.4KQ4 2025OLDER
Commerce Advisors, LLC$119M AUM0.19%$223,2044.7KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.19%$288,7256.0KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.16%$645,94713.5KQ1 2026OLDER
WealthPLAN Partners, LLC$518M AUM0.15%$769,02116.0KQ1 2026OLDER
Bellwether Advisors, LLC$590M AUM0.15%$857,67817.9KQ1 2026OLDER
Seros Financial, LLC$157M AUM0.14%$219,7004.6KQ1 2026OLDER
Valtinson Bruner Financial Planning LLC$364M AUM0.13%$457,8809.5KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.12%$548,88911.4KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.12%$2M41.8KQ1 2026OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.11%$617,91412.9KQ1 2026OLDER
Share Andrew L.$214M AUM0.11%$223,0204.5KQ4 2025OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.11%$706,81214.7KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM0.11%$248,2125.2KQ1 2026OLDER
Weaver Consulting Group$420M AUM0.11%$457,6889.5KQ1 2026OLDER
Archer Investment Corp$469M AUM0.11%$507,46410.6KQ1 2026OLDER
Wheelhouse Advisory Group LLC$302M AUM0.10%$288,9656.0KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.09%$488,16810.2KQ1 2026OLDER
D.B. Root & Company, LLC$419M AUM0.08%$346,5247.0KQ4 2025OLDER
Trek Financial, LLC$1.9B AUM0.08%$2M33.0KQ1 2026OLDER
KFG WEALTH MANAGEMENT, LLC$774M AUM0.08%$561,50011.7KQ3 2025OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.08%$1M29.5KQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.08%$225,6044.7KQ1 2026OLDER
COFG Advisors, LLC$404M AUM0.08%$308,3046.4KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.05%$2M31.5KQ1 2026OLDER
CRA Financial Services, LLC$770M AUM0.05%$390,9678.1KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.05%$345,0307.2KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.04%$2M34.2KQ1 2026OLDER
Souders Financial Advisors$876M AUM0.04%$361,2067.5KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.03%$503,96010.5KQ1 2026OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.03%$382,5668.0KQ1 2026OLDER
Wealthquest Corp$1.4B AUM0.03%$338,7926.8KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.02%$5M95.8KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.02%$1M22.3KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.02%$173,6193.6KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$546,74611.0KQ4 2025OLDER
Lido Advisors, LLC$32.7B AUM0.02%$6M123.1KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M22.9KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.02%$468,5849.8KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.02%$249,7485.2KQ1 2026OLDER
Fragasso Financial Advisors Inc$1.9B AUM0.02%$325,8656.1KQ2 2026
Dynamic Advisor Solutions LLC$3.5B AUM0.02%$590,17511.1KQ2 2026
Spire Wealth Management$3.3B AUM0.02%$548,18210.3KQ2 2026
Arax Advisory Partners$3.5B AUM0.02%$572,55411.9KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.02%$408,6798.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$503,0839.5KQ2 2026
Sigma Planning Corp$3.6B AUM0.01%$509,93110.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$131,1382.7KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.01%$218,1164.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$9M189.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$9M196.8KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$601,73812.5KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$785,24516.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$9M181.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$168,6273.5KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$19,172400Q4 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$429,8479.0KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$275,3065.6KQ4 2025OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$278,6225.2KQ2 2026
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M43.2KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$3M55.9KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M27.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$306,2936.4KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.01%$12,000250Q1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.01%$315,5096.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M38.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$303,1736.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$4M83.8KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$339,6017.1KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$569,19311.9KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$48,9611.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M57.4KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$221,6204.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$143,9063.0KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$27,648576Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$150,7233.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$104,6422.2KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M103.4KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$244,8045.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$116,6572.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M73.6KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$14,400300Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$316,7776.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$119,4742.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M78.7KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M39.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,68856Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$211,4444.4KQ1 2026OLDER
Jessup Wealth Management, Inc$274M AUM0.00%$70614Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$7,200150Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$6,720140Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$266,6445.6KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$82,1771.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$447,7629.3KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$510,66610.3KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$230,9004.7KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$228,4344.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$72,5561.5KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$34,367761Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$38,000797Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6,839138Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$21,552449Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6,988141Q1 2026OLDER

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