INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2026
CUSIP 45784N601
Innovator Equity Defined Protection Etf - 2 Yr To October 2026 has 2 institutional holders in Filings Flow’s 13F database, together reporting 1.45M shares worth $38M as of Q1 2026. The largest reported holders are Legacy Cg, LLC, Raymond James Financial Inc, and Commonwealth Equity Services, LLC.
Institutional Holders
2
Q1 2026
Reported Value
$570,706
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 |
|---|---|---|---|---|
| Legacy CG, LLC$360M AUM | 4.94% | $18M | 672.4K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 0.35% | $647,114 | 24.5K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.30% | $714,947 | 27.0K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.26% | $650,818 | 24.6K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 0.22% | $470,176 | 17.8K | Q2 2026 |
| Encompass More Asset Management$597M AUM | 0.11% | $572,171 | 21.8K | Q3 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.09% | $301,360 | 11.4K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.09% | $684,000 | 26.1K | Q3 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.07% | $1M | 39.1K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.07% | $237,234 | 9.0K | Q3 2025OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.06% | $497,346 | 18.8K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.03% | $239,586 | 9.1K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.03% | $310,461 | 11.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 76.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.02% | $204,505 | 7.7K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 40.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $325,510 | 12.4K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $248,283 | 10.0K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.01% | $10,688 | 404 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $665,147 | 25.3K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 104.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $328,689 | 12.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $100,530 | 3.7K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $143,489 | 5.5K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $684,682 | 25.9K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $52,304 | 2.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 64.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $307,948 | 11.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $77,616 | 3.0K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 138.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $181,568 | 6.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $38,679 | 1.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $680,184 | 25.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $37,092 | 1.4K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $26,747 | 1.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $15,874 | 600 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $82,331 | 3.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $97,900 | 3.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $260,288 | 9.9K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $258,845 | 9.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $419,830 | 15.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $193,340 | 7.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $484,275 | 18.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $49,235 | 1.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4,676 | 176 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.