INNOVATOR ETFS TRUST
CUSIP 45783Y350
Innovator Etfs Trust has 72 institutional holders in Filings Flow’s 13F database, together reporting 2.10M shares worth $62M as of Q1 2026. The largest reported holders are Personal Cfo Solutions, LLC, Harbour Investments, Inc., and Americana Partners, LLC.
Institutional Holders
72
Q1 2026
Reported Value
$62M
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 |
|---|---|---|---|---|
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 2.26% | $16M | 540.7K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 2.18% | $3M | 106.7K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.90% | $2M | 58.1K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.72% | $1M | 42.2K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.55% | $733,341 | 24.6K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.45% | $656,399 | 22.0K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 0.29% | $2M | 63.0K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.21% | $477,566 | 16.0K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 0.20% | $235,832 | 7.9K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 0.17% | $356,569 | 11.5K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.16% | $338,917 | 11.4K | Q1 2026OLDER |
| TrustBank$258M AUM | 0.15% | $391,413 | 13.1K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.14% | $545,534 | 18.3K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.12% | $454,194 | 15.2K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.12% | $2M | 80.2K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.10% | $354,388 | 11.9K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.10% | $201,520 | 6.8K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.10% | $380,947 | 12.2K | Q2 2026 |
| Americana Partners, LLC$3.9B AUM | 0.08% | $3M | 107.7K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.06% | $139,842 | 4.7K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.06% | $253,495 | 8.1K | Q2 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.06% | $502,398 | 16.9K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.06% | $453,628 | 15.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 114.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 70.9K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.05% | $430,269 | 13.8K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.05% | $144,522 | 4.8K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.04% | $289,282 | 9.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $703,858 | 23.6K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.03% | $435,930 | 13.9K | Q2 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $240,223 | 8.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $522,431 | 17.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $27,873 | 935 | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $391,950 | 13.1K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.02% | $28,320 | 950 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $398,366 | 13.2K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $250,230 | 8.4K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $22,675 | 725 | Q2 2026 |
| JDM Financial Group LLC$259M AUM | 0.01% | $22,686 | 761 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $143,687 | 4.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $433,505 | 14.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 48.7K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $25,041 | 840 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $62,602 | 2.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $991,978 | 33.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 88.3K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $242,002 | 8.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 58.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $123,386 | 4.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $541,034 | 18.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $22,894 | 768 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $11,924 | 400 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 47.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $842,060 | 28.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $586,166 | 19.7K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $234,315 | 8.0K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $561,065 | 18.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $7,781 | 261 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 58.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $340,407 | 11.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $338,210 | 11.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 37.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $48,741 | 1.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $38,754 | 1.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $50,589 | 1.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $541,003 | 18.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $5,435 | 185 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $704,365 | 23.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,726 | 157 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $213,265 | 7.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9,540 | 320 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.