SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45784N387

Innovator Etfs Trust has 1 institutional holders in Filings Flow’s 13F database, together reporting 859.2K shares worth $43M as of Q1 2026. The largest reported holders are Liberty Atlantic Advisors LLC, Delta Investment Management, LLC, and Vanweelden Wealth Management, LLC.

Institutional Holders
21
Q1 2026
Reported Value
$43M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 7Q4 ’25Q1 ’26: 21Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $13MQ4 ’25Q1 ’26: $43MQ1 ’26Q2 ’26: $213,788Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Liberty Atlantic Advisors LLC$117M AUM6.70%$8M155.2KQ1 2026OLDER
VanWeelden Wealth Management, LLC$125M AUM4.58%$6M113.9KQ1 2026OLDER
NewCorp Financial Services, Inc.$115M AUM2.96%$3M67.8KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM1.34%$2M34.4KQ1 2026OLDER
Delta Investment Management, LLC$559M AUM1.22%$7M135.3KQ1 2026OLDER
WorthPointe, LLC$369M AUM0.28%$1M20.6KQ1 2026OLDER
ATX Financial Planning, LLC$132M AUM0.19%$246,9344.9KQ1 2026OLDER
Balance Wealth, LLC$322M AUM0.12%$395,4497.8KQ1 2026OLDER
Beacon Financial Strategies CORP$201M AUM0.11%$213,7884.0KQ2 2026
Occidental Asset Management, LLC$844M AUM0.04%$343,5916.8KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.03%$3M56.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.02%$1M29.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$338,1496.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$342,2306.8KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$4M70.5KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$66,1681.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$407,6108.1KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$46,150912Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M111.7KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$3,98179Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M20.6KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$2,11742Q1 2026OLDER

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