INNOVATOR ETFS TRUST
CUSIP 45784N437
Innovator Etfs Trust has 3 institutional holders in Filings Flow’s 13F database, together reporting 4.98M shares worth $91M as of Q1 2026. The largest reported holders are Signaturefd, LLC, Creative Planning, and Sageview Advisory Group, LLC.
Institutional Holders
3
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 |
|---|---|---|---|---|
| Welch Financial Planning, LLC$139M AUM | 1.29% | $2M | 94.5K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 1.24% | $4M | 197.1K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.85% | $1M | 64.3K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.50% | $966,485 | 49.1K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.44% | $838,270 | 44.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.38% | $25M | 1.31M | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.33% | $2M | 81.4K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.33% | $1M | 70.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.32% | $10M | 501.5K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.30% | $1M | 74.9K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.20% | $207 | 10.0K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.16% | $4M | 190.1K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.16% | $271,207 | 14.3K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.15% | $771,874 | 38.6K | Q2 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.09% | $446,568 | 20.7K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.07% | $226,243 | 11.9K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.07% | $498,225 | 26.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.06% | $964,913 | 48.3K | Q2 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.06% | $674,277 | 35.6K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.06% | $387,098 | 20.2K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $4M | 195.6K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.02% | $191,081 | 10.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 68.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 88.8K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $995,215 | 52.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $251,157 | 13.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 302.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $219,824 | 11.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $266,739 | 14.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 319.7K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.01% | $47,331 | 2.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $10M | 532.8K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $106,021 | 5.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $394,835 | 20.9K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $7,573 | 400 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $265,205 | 14.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $372,590 | 19.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $344,835 | 18.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $4M | 186.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 63.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $487,290 | 25.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $298,185 | 15.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 325.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $170,032 | 9.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $423,575 | 22.4K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $988,972 | 52.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $106,021 | 5.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $64,597 | 3.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $65,317 | 3.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $24,991 | 1.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $741,756 | 38.7K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $757,447 | 40.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $373,461 | 19.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $326,795 | 17.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2,000 | 97 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.