SEC 13F Intelligence

IJANINNOVATOR ETFS TRUST

CUSIP 45782C524 · Yahoo Finance ↗ · Google Finance ↗

Innovator Etfs Trust (IJAN) has 111 institutional holders in Filings Flow’s 13F database, together reporting 5.07M shares worth $184M as of Q1 2026. The largest reported holders are Compass Advisory Group LLC, Long Island Wealth Management, Inc., and Blair William & Co/Il.

Institutional Holders
110
Q1 2026
Reported Value
$184M
Ticker
IJAN
Quarters Tracked
25

Ownership Trend

Institutional holders
Q1 ’20: 19Q1 ’20Q2 ’20: 14Q3 ’20: 18Q4 ’20: 24Q1 ’21: 31Q1 ’21Q2 ’21: 34Q3 ’21: 30Q4 ’21: 33Q1 ’22: 41Q1 ’22Q2 ’22: 38Q3 ’22: 36Q4 ’22: 41Q1 ’23: 64Q1 ’23Q2 ’23: 64Q3 ’23: 56Q4 ’23: 68Q1 ’24: 74Q1 ’24Q2 ’24: 82Q3 ’24: 84Q4 ’24: 84Q1 ’25: 89Q1 ’25Q2 ’25: 95Q3 ’25: 89Q4 ’25: 90Q1 ’26: 110Q1 ’26filingsflow.com
Total reported value
Q1 ’20: $20MQ1 ’20Q2 ’20: $16MQ3 ’20: $17MQ4 ’20: $26MQ1 ’21: $43MQ1 ’21Q2 ’21: $30MQ3 ’21: $22MQ4 ’21: $29MQ1 ’22: $48MQ1 ’22Q2 ’22: $44MQ3 ’22: $39MQ4 ’22: $49MQ1 ’23: $101MQ1 ’23Q2 ’23: $110MQ3 ’23: $64MQ4 ’23: $88MQ1 ’24: $131MQ1 ’24Q2 ’24: $135MQ3 ’24: $121MQ4 ’24: $116MQ1 ’25: $117MQ1 ’25Q2 ’25: $131MQ3 ’25: $111MQ4 ’25: $122MQ1 ’26: $184MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Long Island Wealth Management, Inc.$216M AUM8.59%$19M510.5KQ1 2026
Compass Advisory Group LLC$374M AUM8.08%$30M832.8KQ1 2026
RED CRANE WEALTH MANAGEMENT, LLC$122M AUM3.20%$4M107.1KQ1 2026
BFI Wealth Solutions, LLC$104M AUM2.80%$3M79.7KQ1 2026
Cornerstone Wealth, LLC/TN$178M AUM2.67%$5M127.9KQ1 2026
HFG Wealth Management, LLC$182M AUM2.27%$4M113.8KQ1 2026
JDM Financial Group LLC$259M AUM1.16%$3M83.0KQ1 2026
My Personal CFO, LLC$228M AUM0.90%$2M56.6KQ1 2026
VanWeelden Wealth Management, LLC$125M AUM0.82%$1M28.2KQ1 2026
CORRADO ADVISORS, LLC$192M AUM0.75%$1M39.7KQ1 2026
Heck Capital Advisors, LLC$1.3B AUM0.66%$9M242.4KQ3 2025OLDER
NewCorp Financial Services, Inc.$115M AUM0.60%$687,54219.0KQ1 2026
RETIREMENT GUYS FORMULA LLC$217M AUM0.49%$1M29.5KQ1 2026
WPWealth LLP$654M AUM0.49%$3M88.4KQ1 2026
DHJJ Financial Advisors, Ltd.$302M AUM0.42%$1M34.6KQ1 2026
Opus Financial Solutions LLC$106M AUM0.36%$380,43210.5KQ1 2026
WEALTHGARDEN F.S. LLC$147M AUM0.33%$476,66313.1KQ1 2026
Diligent Investors, LLC$404M AUM0.32%$1M35.3KQ1 2026
Arlington Capital Management, Inc.$177M AUM0.26%$405,31611.5KQ3 2025OLDER
Talon Private Wealth, LLC$753M AUM0.25%$2M51.9KQ1 2026
PFS Partners, LLC$218M AUM0.23%$506,61414.0KQ1 2026
WorthPointe, LLC$369M AUM0.23%$882,93224.4KQ4 2025OLDER
BIP Wealth, LLC$2.5B AUM0.21%$5M143.1KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.21%$4M111.7KQ1 2026
Global Strategic Investment Solutions, LLC$1.0B AUM0.21%$2M58.4KQ1 2026
VESTIA PERSONAL WEALTH ADVISORS$213M AUM0.18%$384,49410.6KQ1 2026
ACCESS FINANCIAL SERVICES, INC.$282M AUM0.18%$507,01314.0KQ1 2026
Siligmueller & Norvid Wealth Advisors LLC$222M AUM0.17%$436,12812.8KQ2 2025OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.16%$568,72515.7KQ1 2026
Helium Advisors LLC$105M AUM0.14%$218,5426.4KQ2 2025OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.14%$850,29423.4KQ1 2026
Triad Wealth Partners, LLC$1.3B AUM0.13%$2M46.7KQ1 2026
WEALTH ALLIANCE, LLC$1.0B AUM0.13%$1M37.3KQ1 2026
AssuredPartners Investment Advisors, LLC$919M AUM0.13%$1M33.3KQ1 2026
Strategic Blueprint, LLC$1.7B AUM0.13%$3M85.3KQ3 2025OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.13%$2M51.9KQ1 2026
Atlantic Private Wealth, LLC$153M AUM0.13%$195,9125.4KQ1 2026
Vantage Point Financial LLC$285M AUM0.13%$363,78010.0KQ1 2026
Cypress Wealth Services, LLC$708M AUM0.11%$771,82121.3KQ1 2026
Lantz Financial LLC$546M AUM0.10%$490,11313.6KQ4 2025OLDER
Collaborative Wealth Managment Inc.$218M AUM0.08%$238,6926.6KQ4 2025OLDER
PFG Advisors$2.1B AUM0.08%$2M44.8KQ1 2026
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.08%$2M70.3KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.08%$1M29.1KQ1 2026
CYPRESS FINANCIAL PLANNING LLC$413M AUM0.07%$263,2117.3KQ1 2026
BCGM Wealth Management, LLC$398M AUM0.07%$285,7787.9KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.07%$267,1617.6KQ3 2025OLDER
Straight Path Wealth Management$374M AUM0.07%$249,1356.9KQ1 2026
ALTFEST L J & CO INC$935M AUM0.06%$540,84515.0KQ4 2025OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.06%$1M27.6KQ1 2026
Whipplewood Advisors, LLC$193M AUM0.05%$100,1332.8KQ1 2026
Berger Financial Group, Inc$1.8B AUM0.05%$857,76923.6KQ1 2026
Beacon Financial Advisory LLC$443M AUM0.05%$202,3415.8KQ3 2025OLDER
Americana Partners, LLC$3.9B AUM0.04%$2M46.9KQ1 2026
BCS Wealth Management$490M AUM0.04%$209,5525.8KQ1 2026
CacheTech Inc.$519M AUM0.04%$230,1956.4KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.04%$3M70.2KQ1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.04%$12M339.2KQ1 2026
IFP Advisors, Inc$4.8B AUM0.03%$2M43.0KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.03%$510,64514.1KQ1 2026
Rothschild Wealth LLC$1.1B AUM0.03%$341,2139.4KQ1 2026
Advisor OS, LLC$1.4B AUM0.03%$363,56210.0KQ1 2026
Compass Ion Advisors, LLC$1.0B AUM0.03%$264,8447.3KQ1 2026
Tradition Wealth Management, LLC$1.4B AUM0.02%$341,1059.4KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.02%$609,59317.3KQ3 2025OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.02%$484,26513.3KQ1 2026
WealthPlan Investment Management, LLC$1.8B AUM0.02%$383,37110.6KQ1 2026
Arete Wealth Advisors, LLC$1.3B AUM0.02%$347,0009.6KQ4 2025OLDER
First Heartland Consultants, Inc.$1.5B AUM0.02%$234,3336.5KQ1 2026
Stratos Wealth Advisors, LLC$1.6B AUM0.02%$288,6808.0KQ1 2026
Kathmere Capital Management, LLC$1.6B AUM0.02%$276,8537.6KQ1 2026
World Investment Advisors$6.2B AUM0.02%$951,25526.2KQ1 2026
Jacobi Capital Management LLC$1.8B AUM0.01%$253,4897.0KQ1 2026
Cardinal Point Capital Management ULC$1.8B AUM0.01%$221,3086.1KQ1 2026
BENJAMIN EDWARDS INC$10.1B AUM0.01%$1M36.4KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.01%$361,85410.0KQ4 2025OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$261,8707.2KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$714,71619.7KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$7M182.6KQ1 2026
Snowden Capital Advisors LLC$3.8B AUM0.01%$345,2409.5KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M64.4KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.01%$362,45510.3KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.01%$7M180.7KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.01%$232,8816.4KQ1 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.01%$54,4201.5KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.01%$759,12320.9KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$5M135.8KQ1 2026
Ascent Group, LLC$2.9B AUM0.01%$205,5625.7KQ1 2026
Physician Wealth Advisors, Inc.$719M AUM0.01%$50,7921.4KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.01%$80,1782.2KQ1 2026
Avantax Planning Partners, Inc.$3.6B AUM0.01%$205,1005.7KQ4 2025OLDER
Silicon Valley Capital Partners$1.0B AUM0.01%$53,6641.5KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$313,9678.7KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$70,3802.0KQ3 2025OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.00%$228,7826.3KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$4M111.1KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$328,1169.0KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$4M101.2KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.00%$254,0007.2KQ3 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$668,00719.5KQ2 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$669,90918.5KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M36.7KQ1 2026
CWM, LLC$38.1B AUM0.00%$866,69323.9KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$29,931825Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$586,33416.2KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M29.4KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$343,9359.5KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$44,1891.2KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$65,6991.9KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M108.5KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$647,59817.9KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$160,7934.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$82,9922.3KQ1 2026
Creative Planning$147.4B AUM0.00%$1M27.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$2M66.2KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$316,7618.7KQ1 2026
MAI Capital Management$17.7B AUM0.00%$49,0151.4KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$3,628100Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$38,8201.1KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$4,049111Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$28,504810Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$12,698350Q1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$7,075195Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$902,46524.9KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$155,4964.3KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$696,17719.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$352,0189.7KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$83,0182.4KQ2 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$58,0481.6KQ1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$1,63345Q1 2026
UBS Group AG$666.3B AUM0.00%$31,249888Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$16,929475Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$10,486290Q1 2026

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