IAUGINNOVATOR ETFS TRUST
CUSIP 45783Y145 · Yahoo Finance ↗ · Google Finance ↗
Innovator Etfs Trust (IAUG) has 40 institutional holders in Filings Flow’s 13F database, together reporting 1.79M shares worth $51M as of Q1 2026. The largest reported holders are Allworth Financial LP, Hightower Advisors, LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
40
Q1 2026
Reported Value
$51M
Ticker
IAUG
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Allworth Financial LP$24.7B AUM | 0.09% | $23M | 796.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 153.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 121.3K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 2.20% | $3M | 104.4K | Q4 2025OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 1.47% | $3M | 88.9K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.07% | $3M | 88.2K | Q1 2026 |
| CORRADO ADVISORS, LLC$192M AUM | 1.03% | $2M | 68.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 52.5K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.37% | $1M | 44.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $977,885 | 34.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $783,523 | 27.3K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.04% | $727,885 | 26.1K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $698,678 | 24.4K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $672,280 | 24.1K | Q3 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.09% | $655,178 | 23.0K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $629,722 | 22.0K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.57% | $606,182 | 21.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $567,584 | 19.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $529,016 | 18.5K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.05% | $524,259 | 18.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $490,896 | 17.4K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $490,562 | 17.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $489,187 | 17.6K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $450,331 | 15.7K | Q1 2026 |
| NewCorp Financial Services, Inc.$115M AUM | 0.35% | $402,020 | 14.0K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.25% | $382,993 | 13.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $375,457 | 13.1K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.05% | $372,678 | 13.0K | Q1 2026 |
| Luminist Capital LLC$75M AUM | 0.32% | $369,977 | 13.3K | Q3 2025OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 0.30% | $367,577 | 12.8K | Q1 2026 |
| Vestment Financial LLC$212M AUM | 0.17% | $332,476 | 11.5K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.07% | $298,005 | 10.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $286,485 | 10.0K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 0.04% | $283,420 | 9.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $250,000 | 8.7K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.02% | $240,032 | 8.4K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $233,647 | 8.2K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $222,271 | 7.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $212,169 | 7.5K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.06% | $178,374 | 6.2K | Q1 2026 |
| PFS Partners, LLC$218M AUM | 0.08% | $176,568 | 6.2K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.04% | $111,573 | 4.0K | Q3 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $105,534 | 3.7K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $69,515 | 2.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $32,752 | 1.1K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.01% | $31,663 | 1.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $14,327 | 500 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10,319 | 375 | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $8,826 | 308 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,419 | 224 | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $1,863 | 65 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.