INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2027
CUSIP 45784N577
Innovator Equity Defined Protection Etf - 2 Yr To October 2027 has 2 institutional holders in Filings Flow’s 13F database, together reporting 395.8K shares worth $10M as of Q1 2026. The largest reported holders are Cwm, LLC, Harbour Investments, Inc., and Brookstone Capital Management.
Institutional Holders
2
Q1 2026
Reported Value
$359,956
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 |
|---|---|---|---|---|
| Triad Wealth Partners, LLC$1.3B AUM | 0.09% | $1M | 41.8K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.06% | $353,390 | 13.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.06% | $247,994 | 9.4K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.04% | $210,701 | 7.9K | Q4 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.03% | $422,086 | 16.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 50.0K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.02% | $298,224 | 11.0K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 43.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $305,095 | 11.6K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $61,732 | 2.3K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 58.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $470,381 | 17.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $673,471 | 25.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $621,443 | 23.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $854,267 | 32.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $38,646 | 1.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $489,717 | 18.5K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $8,080 | 305 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $340,937 | 12.9K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $312,457 | 11.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $369 | 14 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.