SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45784N874

Innovator Etfs Trust has 54 institutional holders in Filings Flow’s 13F database, together reporting 2.09M shares worth $54M as of Q1 2026. The largest reported holders are Lexaurum Advisors, LLC, Focus Partners Wealth, and Commonwealth Equity Services, LLC.

Institutional Holders
54
Q1 2026
Reported Value
$54M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 51Q4 ’25Q1 ’26: 54Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $53MQ4 ’25Q1 ’26: $54MQ1 ’26Q2 ’26: $213,712Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Element Squared LLC$177M AUM1.30%$2M82.9KQ1 2026OLDER
Goldenstone Wealth Management LLC$137M AUM1.16%$2M57.2KQ1 2026OLDER
LexAurum Advisors, LLC$771M AUM0.93%$7M257.1KQ1 2026OLDER
Clear Point Advisors Inc.$129M AUM0.39%$499,52417.4KQ4 2025OLDER
Opus Financial Solutions LLC$106M AUM0.35%$375,33813.5KQ1 2026OLDER
FSA Advisors, Inc.$152M AUM0.31%$475,44117.1KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.25%$387,79213.9KQ1 2026OLDER
TrustBank$258M AUM0.22%$558,02020.0KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.14%$548,29719.7KQ1 2026OLDER
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.13%$349,13612.2KQ4 2025OLDER
CWC Advisors, LLC.$210M AUM0.10%$203,5507.3KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.08%$277,24110.0KQ1 2026OLDER
Cypress Wealth Services, LLC$708M AUM0.08%$540,80219.4KQ1 2026OLDER
Keystone Wealth Services, LLC$468M AUM0.07%$334,32712.0KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.06%$1M39.4KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.05%$1M35.4KQ4 2025OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.05%$704,42725.3KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.03%$655,30923.5KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.03%$235,1168.4KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.03%$550,24719.8KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.03%$96,9003.5KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.03%$432,91115.1KQ4 2025OLDER
Tradition Wealth Management, LLC$1.4B AUM0.02%$322,73711.6KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.02%$272,1769.5KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.01%$655,75523.5KQ1 2026OLDER
PFG Advisors$2.1B AUM0.01%$239,0448.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.01%$2M67.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M77.3KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$312,51211.2KQ1 2026OLDER
Advisory Alpha, LLC$3.7B AUM0.01%$265,2059.5KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.01%$1M41.0KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$213,7126.8KQ2 2026
Keating Financial Advisory Services, Inc.$619M AUM0.01%$36,6371.3KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$360,43212.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M128.8KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$247,3088.6KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M145.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$47,3631.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M115.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M80.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M54.3KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.00%$221,4948.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$115,1484.1KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$283,95610.2KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$4,653167Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$4,653167Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$443,79215.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M125.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M85.8KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$7,188258Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$87,0923.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$379,96313.6KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$2,786100Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$15,683550Q3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$202,6227.1KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M59.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$11,144400Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$783,80228.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$429,30415.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$210,6587.3KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$40,0921.4KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10,889399Q1 2026OLDER

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