SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45782C722

Innovator Etfs Trust has 108 institutional holders in Filings Flow’s 13F database, together reporting 3.80M shares worth $126M as of Q1 2026. The largest reported holders are Blair William & Co/Il, Strategic Blueprint, LLC, and Berger Financial Group, Inc.

Institutional Holders
108
Q1 2026
Reported Value
$126M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’19: 10Q3 ’19Q2 ’21: 22Q2 ’21Q4 ’21: 34Q4 ’21Q4 ’22: 58Q4 ’22Q4 ’25: 110Q4 ’25Q1 ’26: 108Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q3 ’19: $18MQ3 ’19Q2 ’21: $28MQ2 ’21Q4 ’21: $291MQ4 ’21Q4 ’22: $107MQ4 ’22Q4 ’25: $149MQ4 ’25Q1 ’26: $126MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GTS FINANCIAL, LLC$126M AUM4.28%$5M185.5KQ1 2026OLDER
BFI Wealth Solutions, LLC$104M AUM1.80%$2M55.2KQ1 2026OLDER
CORRADO ADVISORS, LLC$192M AUM0.96%$2M54.5KQ1 2026OLDER
Long Island Wealth Management, Inc.$216M AUM0.91%$2M58.1KQ1 2026OLDER
Cornerstone Wealth, LLC/TN$178M AUM0.65%$1M33.2KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.57%$2M47.4KQ1 2026OLDER
Opus Financial Solutions LLC$106M AUM0.56%$596,76917.7KQ1 2026OLDER
Clear Point Advisors Inc.$129M AUM0.55%$709,76421.2KQ4 2025OLDER
WEALTHGARDEN F.S. LLC$147M AUM0.51%$766,03322.3KQ4 2025OLDER
Strategic Blueprint, LLC$1.7B AUM0.47%$11M326.4KQ3 2025OLDER
Lantz Financial LLC$546M AUM0.40%$2M57.1KQ4 2025OLDER
WorthPointe, LLC$369M AUM0.40%$1M43.6KQ1 2026OLDER
NewCorp Financial Services, Inc.$115M AUM0.39%$441,53413.2KQ4 2025OLDER
Berger Financial Group, Inc$1.8B AUM0.39%$7M204.3KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.38%$2M45.3KQ1 2026OLDER
Liberty Atlantic Advisors LLC$117M AUM0.34%$400,61411.9KQ1 2026OLDER
Straight Path Wealth Management$374M AUM0.31%$1M34.7KQ1 2026OLDER
Bedel Financial Consulting, Inc.$888M AUM0.31%$3M81.6KQ1 2026OLDER
Global Strategic Investment Solutions, LLC$1.0B AUM0.30%$3M89.7KQ1 2026OLDER
Talon Private Wealth, LLC$753M AUM0.25%$2M56.1KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.23%$679,45820.1KQ1 2026OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM0.22%$649,76119.9KQ3 2025OLDER
Ifrah Financial Services, Inc.$378M AUM0.22%$814,02824.1KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.21%$6M187.4KQ1 2026OLDER
Compass Advisory Group LLC$374M AUM0.18%$686,98320.4KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.18%$392,07511.6KQ1 2026OLDER
BCS Wealth Management$490M AUM0.17%$846,01425.1KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.14%$2M67.7KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.14%$2M51.7KQ1 2026OLDER
BIP Wealth, LLC$2.5B AUM0.13%$3M97.4KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.13%$2M56.2KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.12%$429,13312.7KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.12%$1M38.9KQ1 2026OLDER
CYPRESS FINANCIAL PLANNING LLC$413M AUM0.12%$482,57413.4KQ2 2026
Vantage Point Financial LLC$285M AUM0.11%$325,2839.6KQ1 2026OLDER
Worth Financial Advisory Group, LLC$229M AUM0.11%$234,1207.0KQ4 2025OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.09%$132,6383.9KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.08%$1M44.4KQ3 2025OLDER
Atlantic Private Wealth, LLC$153M AUM0.07%$114,5483.4KQ1 2026OLDER
Weaver Consulting Group$420M AUM0.06%$244,6887.3KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.06%$1M29.7KQ1 2026OLDER
Schneider Downs Wealth Management Advisors, LP$907M AUM0.06%$520,96715.4KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.05%$232,3696.9KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.05%$2M55.5KQ1 2026OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.05%$286,6408.5KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.05%$2M67.1KQ2 2026
Summit Wealth Partners, LLC$632M AUM0.04%$273,7818.1KQ1 2026OLDER
Cypress Wealth Services, LLC$708M AUM0.03%$247,3217.3KQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$882M AUM0.03%$306,4648.5KQ2 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.03%$12M341.0KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.03%$558,93516.6KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.03%$38,2391.1KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.03%$514,68915.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.03%$2M50.1KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.03%$158,6264.7KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.02%$312,2569.3KQ1 2026OLDER
PFG Advisors$2.1B AUM0.02%$445,56913.2KQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.02%$303,9539.0KQ1 2026OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.02%$385,05511.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M41.0KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M37.3KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$250,9997.4KQ1 2026OLDER
Fragasso Financial Advisors Inc$1.9B AUM0.02%$292,6388.6KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$2497.4KQ4 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$2M44.9KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$916,68427.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$637,97818.9KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$290,3808.7KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$7M194.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M70.2KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$275,6288.1KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$221,7556.6KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M159.9KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$101,2503.0KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M47.3KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.01%$103,9503.1KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$287,7208.5KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$93,3192.8KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.01%$420,32412.5KQ1 2026OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.01%$277,4948.2KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$32,940976Q1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$206,1565.9KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$300,8739.2KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M122.2KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$13,403400Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M42.7KQ1 2026OLDER
Compass Financial Services Inc$231M AUM0.00%$8,545255Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$106,7953.0KQ2 2026
BENJAMIN EDWARDS INC$10.1B AUM0.00%$286,9298.5KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$39,9271.1KQ2 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$50,8281.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$930,28827.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M65.7KQ1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$5,299157Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M34.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$135,0004.0KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$438,81913.0KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$235,8797.0KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$25,988770Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$746,53130.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M31.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$69,5622.1KQ4 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$291,7868.9KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$260,3827.7KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M87.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M87.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$535,72416.0KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$94,9392.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M48.9KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$8,980268Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$69,6602.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$204,7446.3KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$299,1258.9KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$8,171250Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M51.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$12,386367Q1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$7,121211Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$101,6893.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$18,624552Q1 2026OLDER
Archer Investment Corp$469M AUM0.00%$3049Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$361,63611.1KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$445,45413.3KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$288,0008.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$657,89519.9KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$5,569165Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$48,1791.5KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$39,0831.2KQ1 2026OLDER

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