SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45784N395

Innovator Etfs Trust has 41 institutional holders in Filings Flow’s 13F database, together reporting 1.85M shares worth $34M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Vanweelden Wealth Management, LLC, and Commonwealth Equity Services, LLC.

Institutional Holders
41
Q1 2026
Reported Value
$34M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q1 ’26: 41Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q1 ’26: $34MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
VanWeelden Wealth Management, LLC$125M AUM4.49%$6M297.6KQ1 2026OLDER
CORRADO ADVISORS, LLC$192M AUM1.03%$2M104.4KQ1 2026OLDER
Elmwood Wealth Management, Inc.$400M AUM0.68%$3M136.2KQ2 2026
Cassady Wealth & Retirement Planning, LLC$193M AUM0.24%$455,86323.2KQ1 2026OLDER
ARS Wealth Advisors Group, LLC$1.2B AUM0.23%$3M144.1KQ1 2026OLDER
Welch Financial Planning, LLC$139M AUM0.18%$244,29212.9KQ1 2026OLDER
Castle Rock Wealth Management, LLC$509M AUM0.15%$755,74537.8KQ2 2026
STRAIGHTLINE GROUP LLC$201M AUM0.10%$201,32810.6KQ1 2026OLDER
Archer Investment Corp$469M AUM0.06%$304,40416.1KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.06%$98,4215.2KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.06%$177,1589.4KQ1 2026OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.02%$107,8845.7KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$577,80530.5KQ1 2026OLDER
Weaver Capital Management LLC$461M AUM0.02%$73,7783.9KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.01%$213,87611.3KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.01%$196,74710.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$653,83734.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$514,28727.2KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$5,679300Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M160.2KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,725778Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$769,80340.7KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$96,1734.8KQ2 2026
Brookstone Capital Management$8.7B AUM0.00%$216,14711.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$765,45040.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$383,46320.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7M359.7KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$213,87611.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$334,36617.7KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$9,464500Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$849,20244.9KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$10,751568Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$695,79836.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$198,73510.5KQ2 2026
IFP Advisors, Inc$4.8B AUM0.00%$13,249700Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$29,4131.6KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$94750Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M53.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$663,45235.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$284,64515.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$24,4811.3KQ1 2026OLDER

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