SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45782C805

Innovator Etfs Trust has 81 institutional holders in Filings Flow’s 13F database, together reporting 2.48M shares worth $85M as of Q1 2026. The largest reported holders are Tradition Wealth Management, LLC, C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors, and Commonwealth Equity Services, LLC.

Institutional Holders
81
Q1 2026
Reported Value
$85M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 13Q2 ’19Q3 ’19: 15Q3 ’19Q2 ’21: 30Q2 ’21Q4 ’21: 21Q4 ’21Q4 ’22: 47Q4 ’22Q4 ’25: 83Q4 ’25Q1 ’26: 81Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $4MQ2 ’19Q3 ’19: $5MQ3 ’19Q2 ’21: $1.2BQ2 ’21Q4 ’21: $602MQ4 ’21Q4 ’22: $501MQ4 ’22Q4 ’25: $86MQ4 ’25Q1 ’26: $85MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Kellett Wealth Advisors, LLC$184M AUM1.40%$3M77.4KQ1 2026OLDER
Prairie Wealth Advisors, Inc.$231M AUM1.37%$3M0Q1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.83%$1M39.1KQ1 2026OLDER
CENTRAL VALLEY ADVISORS, LLC$366M AUM0.73%$3M80.5KQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.65%$9M274.3KQ1 2026OLDER
KFG WEALTH MANAGEMENT, LLC$774M AUM0.55%$4M127.5KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.36%$3M98.3KQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.33%$6M175.3KQ1 2026OLDER
Sonoma Allocations LLC$322M AUM0.29%$938,42826.7KQ2 2026
RPS ADVISORY SOLUTIONS LLC$176M AUM0.28%$488,00314.6KQ1 2026OLDER
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM0.18%$204,1246.1KQ1 2026OLDER
Your Advocates Ltd., LLP$328M AUM0.17%$554,67616.6KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.16%$235,1587.0KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.14%$3M75.5KQ1 2026OLDER
BCS Wealth Management$490M AUM0.13%$629,85918.9KQ1 2026OLDER
Ballast Rock Private Wealth LLC$181M AUM0.12%$222,2126.7KQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$754M AUM0.11%$808,82224.2KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.10%$557,09615.9KQ2 2026
GRIES FINANCIAL LLC$633M AUM0.10%$634,73319.7KQ3 2025OLDER
Strategic Blueprint, LLC$1.7B AUM0.10%$2M49.7KQ1 2026OLDER
Vantage Point Financial LLC$285M AUM0.09%$246,7917.5KQ4 2025OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.08%$442,82013.3KQ1 2026OLDER
LifeWealth Investments, LLC$335M AUM0.08%$260,7877.8KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.08%$947,67528.4KQ1 2026OLDER
WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM0.07%$229,3907.0KQ4 2025OLDER
Outlook Wealth Advisors, LLC$413M AUM0.06%$240,6987.2KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.06%$506,52315.2KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.06%$328,8959.9KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.05%$287,6859.0KQ3 2025OLDER
Souders Financial Advisors$876M AUM0.05%$395,23411.8KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.04%$2M64.4KQ4 2025OLDER
Integrity Advisory Solutions, LLC$757M AUM0.04%$293,3249.0KQ4 2025OLDER
Archer Investment Corp$469M AUM0.04%$197,3845.9KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.04%$268,2948.1KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.04%$3M100.8KQ1 2026OLDER
McAdam, LLC$2.2B AUM0.04%$819,60124.6KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.04%$1M31.9KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.03%$248,7407.5KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.03%$445,62313.4KQ1 2026OLDER
Galvin, Gaustad & Stein, LLC$1.2B AUM0.03%$366,78111.0KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.03%$38,3091.1KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.03%$617,74618.5KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.03%$60,2971.8KQ4 2025OLDER
Accurate Wealth Management, LLC$831M AUM0.02%$207,3396.1KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$2M56.1KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.02%$346,96010.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M69.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.02%$659,02419.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.02%$1M34.5KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.02%$238,2886.9KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.01%$220,4776.7KQ4 2025OLDER
Retirement Planning Group, LLC$3.2B AUM0.01%$421,02912.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$5M146.1KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.01%$37,6421.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.01%$71,7462.1KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.01%$206,8946.2KQ1 2026OLDER
Evergreen Private Wealth LLC$247M AUM0.01%$26,226816Q3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$276,1478.6KQ3 2025OLDER
TopTier Wealth Management, LLC$163M AUM0.01%$15,083452Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$224,7376.9KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$252,5467.2KQ2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M149.7KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$418,52612.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M51.9KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.01%$353,35510.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$468,24814.0KQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$13,403409Q4 2025OLDER
Triumph Capital Management$491M AUM0.00%$21,791653Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M85.0KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$152,7344.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$161,3755.0KQ3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M56.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$427,00312.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$403,61012.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$86,5282.6KQ1 2026OLDER
Integrity Financial Corp /WA$201M AUM0.00%$3,664114Q3 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$315,1479.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$493,47614.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M34.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$58,2971.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$87,8062.6KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.00%$8,343250Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M44.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M49.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M30.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$6,707201Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$9,128284Q3 2025OLDER
Creative Planning$147.4B AUM0.00%$228,8516.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$944,63828.3KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$8,343250Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$14,016420Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$44,2151.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$16,318489Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$18,687562Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3,000100Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$1,18036Q4 2025OLDER

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