INNOVATOR ETFS TRUST
CUSIP 45784N544
Innovator Etfs Trust has 45 institutional holders in Filings Flow’s 13F database, together reporting 4.21M shares worth $77M as of Q1 2026. The largest reported holders are Allworth Financial LP, Elmwood Wealth Management, Inc., and Benjamin Edwards Inc.
Institutional Holders
45
Q1 2026
Reported Value
$77M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Elmwood Wealth Management, Inc.$400M AUM | 1.25% | $5M | 252.0K | Q2 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.83% | $1M | 76.8K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.79% | $2M | 80.9K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 0.72% | $874,760 | 46.6K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.54% | $3M | 136.2K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.54% | $659,414 | 35.1K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.30% | $584,230 | 30.1K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.22% | $525,017 | 28.0K | Q1 2026OLDER |
| Welch Financial Planning, LLC$139M AUM | 0.21% | $287,891 | 15.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.18% | $44M | 2.35M | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.17% | $2M | 80.0K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.14% | $428,535 | 22.8K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.11% | $1M | 71.6K | Q1 2026OLDER |
| Weaver Capital Management LLC$461M AUM | 0.10% | $438,797 | 23.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.09% | $265,886 | 14.2K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.07% | $310,609 | 16.6K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.05% | $193,753 | 10.3K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.04% | $220,633 | 11.2K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.04% | $4M | 197.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 124.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.03% | $579,121 | 30.9K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.02% | $419,124 | 21.2K | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.02% | $351,750 | 18.8K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $293,256 | 15.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $233,750 | 12.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $590,190 | 31.5K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $93,800 | 5.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $228,666 | 12.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $348,249 | 17.6K | Q2 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $7,504 | 400 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 166.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $261,590 | 13.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $269,769 | 14.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $938,694 | 50.0K | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $260,670 | 13.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $351,750 | 18.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 93.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $439,922 | 23.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $7,879 | 420 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $19,623 | 1.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $18,760 | 1.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $15,777 | 841 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $231,592 | 12.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $14,070 | 750 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12,081 | 644 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.