SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45784N643

Innovator Etfs Trust has 33 institutional holders in Filings Flow’s 13F database, together reporting 555.1K shares worth $15M as of Q1 2026. The largest reported holders are Vanweelden Wealth Management, LLC, Canandaigua National Bank & Trust Co, and Envestnet Asset Management Inc.

Institutional Holders
33
Q1 2026
Reported Value
$15M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 38Q4 ’25Q1 ’26: 33Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $43MQ4 ’25Q1 ’26: $15MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
VanWeelden Wealth Management, LLC$125M AUM11.09%$14M526.1KQ4 2025OLDER
BROWN WEALTH MANAGEMENT, LLC$389M AUM0.23%$903,82933.6KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.19%$2M80.7KQ2 2026
CENTRAL VALLEY ADVISORS, LLC$366M AUM0.18%$651,75124.2KQ1 2026OLDER
Family Legacy Financial Solutions, LLC$164M AUM0.15%$246,5559.0KQ2 2026
Mach-1 Financial Group, LLC$284M AUM0.15%$912,88534.5KQ3 2025OLDER
Lineweaver Wealth Advisors, LLC$845M AUM0.15%$1M44.7KQ2 2026
Integrity Advisory Solutions, LLC$757M AUM0.12%$822,44030.6KQ4 2025OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.09%$383,37014.5KQ3 2025OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.08%$558,04520.8KQ4 2025OLDER
Archer Investment Corp$469M AUM0.06%$297,37411.0KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.04%$52,1331.9KQ1 2026OLDER
KFG WEALTH MANAGEMENT, LLC$774M AUM0.04%$287,98110.7KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.03%$489,36418.0KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.02%$62,4412.3KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.02%$210,9587.9KQ4 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$984,54436.6KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$238,5138.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M39.7KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$202,6097.5KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$16,148600Q1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$203,7137.6KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$324,96112.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M40.8KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$18,840700Q1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$714,51626.1KQ2 2026
Brookstone Capital Management$8.7B AUM0.00%$236,9798.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$180,0556.7KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$5,207194Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M40.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$641,30923.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$766,27128.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$27,5591.0KQ2 2026
IFP Advisors, Inc$4.8B AUM0.00%$26,4851.0KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$322,97012.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M63.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$20,616766Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$57,0852.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$393,91514.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$317,04811.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$637,44124.1KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$683,26825.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$34,1811.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$26,000975Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$8,882330Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4,160155Q4 2025OLDER

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