SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45782C771

Innovator Etfs Trust has 114 institutional holders in Filings Flow’s 13F database, together reporting 4.47M shares worth $190M as of Q1 2026. The largest reported holders are Brookstone Capital Management, Cofg Advisors, LLC, and Integral Investment Advisors, Inc..

Institutional Holders
114
Q1 2026
Reported Value
$190M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 10Q4 ’18Q1 ’19: 10Q2 ’19: 17Q2 ’19Q3 ’19: 23Q2 ’21: 35Q2 ’21Q4 ’21: 50Q4 ’22: 75Q4 ’22Q4 ’25: 120Q1 ’26: 114Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $12MQ4 ’18Q1 ’19: $4MQ2 ’19: $52MQ2 ’19Q3 ’19: $88MQ2 ’21: $635MQ2 ’21Q4 ’21: $2.0BQ4 ’22: $146MQ4 ’22Q4 ’25: $201MQ1 ’26: $190MQ1 ’26Q2 ’26: $27Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
COFG Advisors, LLC$404M AUM4.40%$18M371.1KQ1 2026OLDER
INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM3.46%$16M296.6KQ2 2026
FSA Advisors, Inc.$152M AUM1.25%$2M39.5KQ1 2026OLDER
HFG Wealth Management, LLC$182M AUM1.07%$2M40.3KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.68%$845,48115.9KQ2 2026
Bullseye Investment Management, LLC$164M AUM0.66%$1M25.9KQ4 2025OLDER
Global Assets Advisory, LLC$349M AUM0.59%$2M41.5KQ4 2025OLDER
BFI Wealth Solutions, LLC$104M AUM0.56%$586,24312.1KQ1 2026OLDER
My Personal CFO, LLC$228M AUM0.50%$1M23.7KQ1 2026OLDER
Maltin Wealth Management, Inc.$262M AUM0.43%$1M23.5KQ1 2026OLDER
Global Trust Wealth Management LLC$132M AUM0.37%$489,46610.2KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.35%$1M22.1KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.34%$30M621.6KQ1 2026OLDER
Weaver Consulting Group$420M AUM0.31%$1M27.2KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.31%$498,05510.4KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.30%$1M25.2KQ1 2026OLDER
FORONJY FINANCIAL LLC$241M AUM0.29%$686,35514.3KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.28%$434,2339.0KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.27%$2M39.6KQ1 2026OLDER
Berkshire Money Management, Inc.$976M AUM0.27%$3M55.6KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.27%$424,8278.9KQ1 2026OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.24%$1M30.9KQ1 2026OLDER
CORRADO ADVISORS, LLC$192M AUM0.23%$438,2169.1KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.22%$1M22.9KQ2 2026
Chris Bulman Inc$228M AUM0.20%$450,8379.4KQ1 2026OLDER
Valtinson Bruner Financial Planning LLC$364M AUM0.18%$657,27513.7KQ1 2026OLDER
Fragasso Financial Advisors Inc$1.9B AUM0.18%$3M63.5KQ2 2026
GWN SECURITIES INC.$523M AUM0.16%$840,15317.5KQ1 2026OLDER
Selby Wealth Management, LLC$282M AUM0.15%$388,6938.1KQ1 2026OLDER
Wealthquest Corp$1.4B AUM0.15%$2M43.9KQ2 2026
Straight Path Wealth Management$374M AUM0.11%$409,0878.5KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.11%$144,5363.0KQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM0.10%$267,2865.6KQ1 2026OLDER
Secure Asset Management, LLC$632M AUM0.10%$641,48213.0KQ4 2025OLDER
MTM FINANCIAL GROUP, LLC$213M AUM0.10%$208,7434.3KQ2 2026
BCS Wealth Management$490M AUM0.09%$457,9849.5KQ1 2026OLDER
Vantage Financial Partners, LLC$493M AUM0.09%$441,3628.9KQ4 2025OLDER
CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM0.08%$704,49414.7KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.07%$313,8346.5KQ1 2026OLDER
WPWealth LLP$654M AUM0.07%$459,8109.6KQ1 2026OLDER
Bellwether Advisors, LLC$590M AUM0.07%$390,9488.1KQ1 2026OLDER
Summit Wealth Partners, LLC$632M AUM0.07%$414,4628.6KQ1 2026OLDER
KFG WEALTH MANAGEMENT, LLC$774M AUM0.06%$500,26210.4KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.06%$2M37.4KQ4 2025OLDER
Old Port Advisors$434M AUM0.05%$215,9414.5KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.05%$587,79012.2KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.03%$2M37.5KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.03%$406,7848.5KQ1 2026OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.03%$415,1828.7KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.03%$967,09018.2KQ2 2026
Weaver Capital Management LLC$461M AUM0.03%$129,8532.7KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$287,9216.0KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.02%$713,93214.1KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$826,98417.2KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M29.5KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M28.1KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.02%$721,67613.6KQ2 2026
Trek Financial, LLC$1.9B AUM0.02%$382,9358.0KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.02%$1M25.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$13M266.2KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.02%$811,07316.9KQ1 2026OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.02%$23,994500Q1 2026OLDER
Gradient Investments LLC$7.2B AUM0.02%$1M20.8KQ3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.02%$554,23410.5KQ2 2026
Arax Advisory Partners$3.5B AUM0.02%$557,37711.6KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.01%$216,5404.1KQ2 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M31.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$373,9007.6KQ4 2025OLDER
PFG Advisors$2.1B AUM0.01%$258,9375.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M68.1KQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.01%$216,8044.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$9M181.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$1M22.0KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$443,5429.2KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$2M43.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$17,755370Q1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$410,5218.3KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.01%$461,5859.6KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$397,5238.3KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$208,1194.3KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$29,655600Q4 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$365,7557.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M118.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$8M161.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$8M156.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M77.6KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$276,6795.6KQ4 2025OLDER
Retirement Planning Group, LLC$3.2B AUM0.01%$215,5574.5KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$12,105250Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$184,9973.7KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$419,8848.8KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.01%$34,790725Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M66.7KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$287,3555.8KQ4 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$357,4547.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M27.1KQ2 2026
RFG Advisory, LLC$5.4B AUM0.00%$242,7655.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$322,9036.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$218,7244.6KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$208,9814.3KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M22.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$903,59118.8KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M36.3KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$25,539515Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$35,990750Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$27,736578Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$38,917811Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$178,5233.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M120.9KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$201,3534.2KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$425,0198.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$278,5175.8KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$19,195400Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M70.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M50.5KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$144,8723.0KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$6,524132Q4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$68,0451.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M40.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$237,8715.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$4,799100Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$946,73219.7KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,40771Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$447,0629.2KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$6,870139Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$53,6491.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$142,6882.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$87,1691.9KQ1 2026OLDER

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