SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45784N379

Innovator Etfs Trust has 37 institutional holders in Filings Flow’s 13F database, together reporting 952.8K shares worth $16M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Private Client Services, LLC, and Cape Investment Advisory, Inc..

Institutional Holders
37
Q1 2026
Reported Value
$16M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q1 ’26: 37Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q1 ’26: $16MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM0.98%$1M75.1KQ1 2026OLDER
Goldenstone Wealth Management LLC$137M AUM0.57%$782,82241.7KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.49%$1M78.2KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.48%$700,67237.3KQ1 2026OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM0.47%$2M91.0KQ2 2026
Welch Financial Planning, LLC$139M AUM0.26%$364,51019.4KQ1 2026OLDER
CORRADO ADVISORS, LLC$192M AUM0.20%$376,56220.1KQ1 2026OLDER
Archer Investment Corp$469M AUM0.18%$838,35144.7KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.14%$637,21332.3KQ2 2026
Carrera Capital Advisors$649M AUM0.11%$691,26736.8KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.10%$312,62216.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.06%$1M60.4KQ1 2026OLDER
ARS Wealth Advisors Group, LLC$1.2B AUM0.04%$433,10523.1KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.03%$255,21513.6KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.02%$375,07920.0KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.01%$54,0652.9KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.01%$46,9322.5KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.01%$7,510400Q1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$378,55220.2KQ1 2026OLDER
Weaver Capital Management LLC$461M AUM0.00%$20,8951.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M148.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$241,09712.8KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$265,33314.1KQ1 2026OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.00%$18,7731.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$667,27635.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$279,03714.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$93,0945.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$59,1343.1KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$103,2125.5KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.00%$9,386500Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$442,11623.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$20,6501.1KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$93950Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$9,386500Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$342,80818.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$193,94110.3KQ1 2026OLDER

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