INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL
CUSIP 45783Y244
Innovator Equity Defined Protection Etf - 6mo Jan/Jul has 4 institutional holders in Filings Flow’s 13F database, together reporting 4.75M shares worth $132M as of Q1 2026. The largest reported holders are Kingsview Wealth Management, LLC, Osaic Holdings, Inc., and Commonwealth Equity Services, LLC.
Institutional Holders
4
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Peak Wealth Management LLC$122M AUM | 1.94% | $2M | 81.3K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 1.30% | $2M | 61.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.63% | $46M | 1.59M | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 0.46% | $479,655 | 16.5K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.45% | $2M | 71.2K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.28% | $4M | 121.3K | Q1 2026OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.27% | $564,830 | 19.4K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.26% | $776,838 | 26.7K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.26% | $781,343 | 26.9K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.25% | $486,667 | 16.4K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.22% | $279,450 | 9.6K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.21% | $686,913 | 22.9K | Q2 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.21% | $730,558 | 25.1K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.20% | $253,250 | 8.7K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.18% | $1M | 37.0K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.17% | $248,112 | 8.5K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.16% | $807,519 | 27.8K | Q4 2025OLDER |
| Chris Bulman Inc$228M AUM | 0.16% | $316,182 | 11.0K | Q3 2025OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.15% | $300,874 | 10.3K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.15% | $761,274 | 26.2K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.15% | $1M | 35.4K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.14% | $568,464 | 19.6K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.14% | $250,758 | 8.6K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.13% | $250,264 | 8.6K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.10% | $2M | 58.2K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.10% | $737,157 | 25.4K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.09% | $266,804 | 9.2K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.09% | $237,795 | 8.3K | Q3 2025OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.09% | $549,132 | 18.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.06% | $1M | 50.2K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.06% | $82,879 | 2.9K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.05% | $256,688 | 8.8K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.05% | $826,177 | 28.4K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.05% | $203,141 | 7.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.05% | $232,560 | 8.0K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.04% | $99,879 | 3.4K | Q4 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.04% | $392,726 | 13.5K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.04% | $226,736 | 7.9K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $6M | 216.3K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $267,297 | 9.1K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.03% | $240,234 | 8.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $512,126 | 17.6K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $713,872 | 24.9K | Q3 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $646,168 | 22.2K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $213,533 | 7.3K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 73.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $468,347 | 16.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $400,061 | 13.8K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.02% | $232,480 | 8.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $412,387 | 14.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 39.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 363.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 54.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $828,030 | 28.5K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $220,159 | 7.6K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $529,452 | 18.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 45.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 307.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $278,317 | 9.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 157.4K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $312,909 | 10.8K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $140,966 | 4.7K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $248,839 | 8.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $414,425 | 14.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 250.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $337,473 | 11.6K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $221,310 | 7.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $268,839 | 9.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $747,157 | 25.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $185,412 | 6.2K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 49.5K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.01% | $324,117 | 11.3K | Q3 2025OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.01% | $31,977 | 1.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $206,804 | 7.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $278,162 | 9.6K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $211,324 | 7.3K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $758,727 | 26.1K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $172,211 | 5.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $296,630 | 10.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $104,687 | 3.6K | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $5,814 | 200 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $304,915 | 10.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $84,775 | 3.0K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 39.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $408,303 | 14.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $27,607 | 950 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 68.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $90,524 | 3.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $5,378 | 185 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $226,000 | 7.8K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,893 | 306 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $792,245 | 27.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $653,697 | 22.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $22,122 | 761 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $753,349 | 25.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $529,037 | 18.2K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $233 | 8 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $5,233 | 180 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $119,390 | 4.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $64,978 | 2.2K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5,754 | 198 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.