SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45783Y160

Innovator Etfs Trust has 56 institutional holders in Filings Flow’s 13F database, together reporting 4.67M shares worth $132M as of Q1 2026. The largest reported holders are Hollencrest Capital Management, Central Valley Advisors, LLC, and Prasad Wealth Partners, LLC.

Institutional Holders
56
Q1 2026
Reported Value
$132M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 49Q4 ’25Q1 ’26: 56Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $125MQ4 ’25Q1 ’26: $132MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CENTRAL VALLEY ADVISORS, LLC$366M AUM3.41%$12M427.7KQ1 2026OLDER
Prasad Wealth Partners, LLC$367M AUM2.53%$9M318.8KQ1 2026OLDER
SMART Wealth LLC$341M AUM1.79%$6M208.8KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM1.48%$40M1.37MQ1 2026OLDER
PlanVest Financial, Inc$131M AUM1.32%$2M59.4KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.69%$1M51.2KQ1 2026OLDER
RED CRANE WEALTH MANAGEMENT, LLC$122M AUM0.61%$742,72325.4KQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.43%$716,11224.5KQ1 2026OLDER
CRUX WEALTH ADVISORS$261M AUM0.40%$1M35.4KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.39%$565,12619.3KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.35%$4M145.9KQ1 2026OLDER
Pitti Group Wealth Management, LLC$123M AUM0.22%$277,0289.5KQ1 2026OLDER
Crown Wealth Group, LLC$340M AUM0.22%$758,26226.0KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.19%$9M299.2KQ1 2026OLDER
MTM FINANCIAL GROUP, LLC$213M AUM0.18%$386,62413.2KQ2 2026
Triumph Capital Management$491M AUM0.13%$643,00022.0KQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.12%$682,60923.4KQ1 2026OLDER
TrustBank$258M AUM0.10%$252,8718.7KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.07%$3M102.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.06%$379,99313.0KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.05%$2M68.1KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.04%$264,9359.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.03%$3M108.6KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.02%$1M42.8KQ2 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$2M66.3KQ1 2026OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.02%$99,3433.4KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.02%$3M100.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.02%$1M38.1KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$1M43.8KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.01%$235,8718.1KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.01%$116,8404.0KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.01%$200,6576.5KQ2 2026
Caitlin John, LLC$167M AUM0.01%$21,353731Q1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$272,6179.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M88.6KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.01%$440,89615.1KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.01%$271,1709.2KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.01%$6M195.9KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$341,37711.7KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$295,0519.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$282,9289.7KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$9,230300Q2 2026
AE Wealth Management LLC$18.5B AUM0.00%$605,58220.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M280.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M57.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M54.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$668,96722.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$19,658673Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$87,5723.0KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$14,353500Q3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$777,45326.6KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$85,4112.9KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$36,1971.3KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$63,5612.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$652,08422.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$6,280215Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$392,64113.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$515,44017.6KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$2639Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$2639Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$664,44022.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$19,728673Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3,000105Q4 2025OLDER

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