SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45782C623

Innovator Etfs Trust has 63 institutional holders in Filings Flow’s 13F database, together reporting 2.64M shares worth $84M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Broussard Financial Group LLC, and Allworth Financial LP.

Institutional Holders
63
Q1 2026
Reported Value
$84M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 11Q4 ’21Q4 ’22: 22Q4 ’22Q4 ’25: 62Q4 ’25Q1 ’26: 63Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $3MQ4 ’21Q4 ’22: $14MQ4 ’22Q4 ’25: $86MQ4 ’25Q1 ’26: $84MQ1 ’26Q2 ’26: $258,246Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Broussard Financial Group LLC$125M AUM7.75%$10M303.4KQ1 2026OLDER
CORRADO ADVISORS, LLC$192M AUM1.65%$3M98.9KQ1 2026OLDER
Liberty Atlantic Advisors LLC$117M AUM1.32%$2M48.2KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM1.30%$4M112.9KQ4 2025OLDER
Cornerstone Wealth, LLC/TN$178M AUM1.12%$2M59.4KQ1 2026OLDER
BFI Wealth Solutions, LLC$104M AUM1.06%$1M34.4KQ1 2026OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM0.54%$2M54.3KQ4 2025OLDER
Global Strategic Investment Solutions, LLC$1.0B AUM0.52%$5M168.1KQ1 2026OLDER
Elmwood Wealth Management, Inc.$400M AUM0.39%$1M38.8KQ4 2025OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.38%$666,15120.9KQ1 2026OLDER
Worth Financial Advisory Group, LLC$229M AUM0.37%$857,7483.7KQ1 2026OLDER
MBL Wealth, LLC$1.3B AUM0.36%$5M148.7KQ1 2026OLDER
Opus Financial Solutions LLC$106M AUM0.33%$354,29011.1KQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.21%$349,37010.9KQ1 2026OLDER
Arlington Capital Management, Inc.$177M AUM0.20%$348,12410.9KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.17%$216,8896.8KQ1 2026OLDER
WEALTHGARDEN F.S. LLC$147M AUM0.14%$209,6166.6KQ1 2026OLDER
Compass Advisory Group LLC$374M AUM0.14%$523,97516.4KQ1 2026OLDER
WPWealth LLP$654M AUM0.13%$861,10827.0KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.13%$4M120.1KQ4 2025OLDER
William Mack & Associates, Inc.$175M AUM0.10%$217,4176.9KQ4 2025OLDER
PFG Advisors$2.1B AUM0.09%$2M59.9KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.09%$2M48.8KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.08%$184,4375.4KQ2 2026
Diligent Investors, LLC$404M AUM0.06%$227,9607.2KQ4 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.05%$1M32.5KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.03%$8M236.2KQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.03%$418,92413.1KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.03%$503,26215.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.03%$873,81927.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.03%$2M56.5KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.03%$48,7551.5KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.02%$345,79210.8KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.02%$570,97317.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M41.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$13M400.6KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.02%$215,5176.8KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$4M117.7KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.01%$18,211570Q1 2026OLDER
Wealthspire Retirement, LLC$1.7B AUM0.01%$208,1536.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$477,80815.0KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$550,14117.2KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$25,329800Q4 2025OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.01%$22,557706Q1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$427,86913.4KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$244,2277.7KQ4 2025OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.01%$18,211570Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$5M143.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$85,6252.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$235,5337.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$4M125.8KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$73,8092.2KQ2 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M63.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$749,12523.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$162,5105.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$855,95126.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$227,4507.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$372,47011.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$262,4678.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M38.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$845,64426.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$3,418107Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$30,481954Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$19,744618Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$324,73710.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$40,64528.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$9,010282Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$320,77510.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$24,934802Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$6,390200Q1 2026OLDER

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