INNOVATOR ETFS TRUST
CUSIP 45784N700
Innovator Etfs Trust has 73 institutional holders in Filings Flow’s 13F database, together reporting 2.67M shares worth $69M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Pachira Investments Inc., and Raymond James Financial Inc.
Institutional Holders
73
Q1 2026
Reported Value
$69M
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 |
|---|---|---|---|---|
| Pachira Investments Inc.$214M AUM | 3.07% | $7M | 245.3K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.26% | $413,631 | 15.5K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.25% | $2M | 73.1K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.24% | $550,421 | 20.6K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.21% | $1M | 39.9K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.19% | $722,458 | 26.2K | Q2 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.19% | $681,165 | 25.5K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.18% | $889,845 | 33.2K | Q4 2025OLDER |
| FSA Advisors, Inc.$152M AUM | 0.16% | $246,617 | 9.2K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 0.16% | $345,370 | 12.9K | Q2 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.16% | $1M | 42.6K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.15% | $223,055 | 8.3K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.11% | $898,564 | 32.5K | Q2 2026 |
| Southland Equity Partners LLC$571M AUM | 0.10% | $547,621 | 19.8K | Q2 2026 |
| TrustBank$258M AUM | 0.09% | $240,732 | 9.0K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.09% | $294,361 | 11.0K | Q4 2025OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.08% | $885,359 | 33.1K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.08% | $277,190 | 10.4K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.08% | $913,944 | 33.1K | Q2 2026 |
| Bluesphere Advisors LLC$281M AUM | 0.08% | $212,861 | 8.0K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.07% | $252,474 | 9.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $1M | 46.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.07% | $1M | 44.0K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.06% | $132,998 | 5.0K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $634,575 | 23.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.05% | $230,113 | 8.6K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $281,469 | 10.5K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.04% | $265,527 | 9.9K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.04% | $289,119 | 10.8K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 0.04% | $222,528 | 8.4K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $23M | 854.1K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.03% | $278,526 | 10.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 47.8K | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.03% | $29,423 | 1.1K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $251,378 | 9.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $323,663 | 11.7K | Q2 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.02% | $234,045 | 8.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 58.7K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $233,336 | 8.7K | Q4 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $275,554 | 10.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 42.1K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.02% | $28,005 | 1.0K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $213,342 | 8.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $38,651 | 1.4K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $227,091 | 8.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $843,685 | 31.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $473,226 | 17.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $442,439 | 16.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $524,538 | 19.0K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 65.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $252,715 | 9.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $157,662 | 5.7K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $121,218 | 4.5K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $51,831 | 1.9K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 96.0K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $24,074 | 900 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $230,366 | 8.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 75.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $66,820 | 2.4K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 49.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $104,167 | 3.9K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 178.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $367,865 | 13.8K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $260,044 | 9.7K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $2,761 | 100 | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $639,277 | 23.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $381,560 | 14.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $170,760 | 6.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $53,390 | 2.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $31,375 | 1.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $332,906 | 12.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $77,730 | 2.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 52.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $569,438 | 21.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $434,875 | 16.4K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $516,103 | 19.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $228,937 | 8.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $404,656 | 15.1K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $237,282 | 8.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $5,002 | 187 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15,862 | 593 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.