DDFOINNOVATOR ETFS TRUST
CUSIP 45784N528 · Yahoo Finance ↗ · Google Finance ↗
Innovator Etfs Trust (DDFO) has 55 institutional holders in Filings Flow’s 13F database, together reporting 3.10M shares worth $67M as of Q1 2026. The largest reported holders are Creative Planning, Valtinson Bruner Financial Planning LLC, and Sageview Advisory Group, LLC.
Institutional Holders
55
Q1 2026
Reported Value
$67M
Ticker
DDFO
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Creative Planning$147.4B AUM | 0.01% | $11M | 501.9K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 2.90% | $11M | 491.6K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.35% | $10M | 474.5K | Q4 2025OLDER |
| Weaver Capital Management LLC$461M AUM | 2.19% | $10M | 471.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 318.5K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.58% | $3M | 126.8K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.35% | $2M | 84.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 73.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 66.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 62.7K | Q1 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.91% | $1M | 61.8K | Q4 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.05% | $1M | 49.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 46.7K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.21% | $989,511 | 46.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $979,630 | 45.7K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $875,999 | 40.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $824,064 | 38.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $766,659 | 35.7K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.20% | $766,658 | 35.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $756,125 | 35.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $706,230 | 32.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $700,205 | 32.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $699,151 | 32.6K | Q1 2026 |
| Welch Financial Planning, LLC$139M AUM | 0.50% | $690,162 | 32.2K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.04% | $669,959 | 30.4K | Q1 2026 |
| Clear Point Advisors Inc.$129M AUM | 0.43% | $557,108 | 25.8K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $504,477 | 23.5K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.16% | $497,184 | 23.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $495,360 | 23.1K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.09% | $443,190 | 20.7K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.28% | $435,103 | 20.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $427,482 | 19.8K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $418,027 | 19.5K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.05% | $410,627 | 19.1K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.04% | $393,723 | 18.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $339,837 | 15.8K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $300,580 | 14.0K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.15% | $288,489 | 13.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $287,130 | 13.4K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $283,955 | 13.2K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $278,764 | 13.0K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $254,821 | 11.8K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $251,735 | 11.7K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.05% | $250,469 | 11.7K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.03% | $242,545 | 11.3K | Q1 2026 |
| Pitti Group Wealth Management, LLC$123M AUM | 0.19% | $239,185 | 11.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $231,120 | 10.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $231,077 | 10.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $229,446 | 10.7K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $228,374 | 10.6K | Q1 2026 |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.08% | $223,440 | 10.4K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $201,431 | 9.4K | Q1 2026 |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.10% | $200,588 | 9.3K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $151,234 | 7.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $150,744 | 7.0K | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $69,718 | 3.3K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $69,718 | 3.3K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.01% | $14,480 | 675 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $11,906 | 555 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $8,581 | 400 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,290 | 200 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,290 | 200 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2,832 | 131 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.