SEC 13F Intelligence

LOUPINNOVATOR ETFS TRUST

CUSIP 45782C862 · Yahoo Finance ↗ · Google Finance ↗

Innovator Etfs Trust (LOUP) has 51 institutional holders in Filings Flow’s 13F database, together reporting 1.41M shares worth $97M as of Q1 2026. The largest reported holders are Gradient Investments LLC, Royal Bank Of Canada, and Tradition Wealth Management, LLC.

Institutional Holders
51
Q1 2026
Reported Value
$97M
Ticker
LOUP
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 9Q1 ’19Q2 ’19: 8Q3 ’19: 9Q4 ’19: 9Q1 ’20: 8Q1 ’20Q2 ’20: 10Q3 ’20: 10Q4 ’20: 14Q1 ’21: 35Q1 ’21Q2 ’21: 35Q3 ’21: 35Q4 ’21: 34Q1 ’22: 31Q1 ’22Q2 ’22: 28Q3 ’22: 26Q4 ’22: 23Q1 ’23: 23Q1 ’23Q2 ’23: 25Q3 ’23: 26Q4 ’23: 26Q1 ’24: 23Q1 ’24Q2 ’24: 26Q3 ’24: 22Q4 ’24: 27Q1 ’25: 28Q1 ’25Q2 ’25: 37Q3 ’25: 37Q4 ’25: 49Q1 ’26: 51Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $942,000Q1 ’19Q2 ’19: $1MQ3 ’19: $2MQ4 ’19: $5MQ1 ’20: $2MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $17MQ1 ’21: $37MQ1 ’21Q2 ’21: $33MQ3 ’21: $36MQ4 ’21: $33MQ1 ’22: $26MQ1 ’22Q2 ’22: $18MQ3 ’22: $16MQ4 ’22: $13MQ1 ’23: $16MQ1 ’23Q2 ’23: $18MQ3 ’23: $16MQ4 ’23: $19MQ1 ’24: $17MQ1 ’24Q2 ’24: $18MQ3 ’24: $20MQ4 ’24: $22MQ1 ’25: $41MQ1 ’25Q2 ’25: $69MQ3 ’25: $77MQ4 ’25: $98MQ1 ’26: $97MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Gradient Investments LLC$7.2B AUM0.31%$20M288.2KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$16M231.2KQ1 2026
Tradition Wealth Management, LLC$1.4B AUM0.93%$13M189.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$11M155.6KQ1 2026
Elmwood Wealth Management, Inc.$400M AUM2.20%$8M115.5KQ1 2026
EPIQ PARTNERS, LLC$236M AUM2.76%$6M86.0KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$4M55.0KQ1 2026
Mattson Financial Services, LLC$419M AUM0.74%$3M44.7KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.10%$3M44.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M35.7KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$2M33.0KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.04%$2M25.6KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M22.4KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$987,79014.3KQ1 2026
46 Peaks LLC$137M AUM0.68%$928,44213.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$563,2898.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$557,6448.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$507,3157.4KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$441,0006.4KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$357,6915.7KQ2 2025OLDER
Safe Harbor Wealth Advisors, LLC$103M AUM0.34%$348,3504.7KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$347,7365.1KQ1 2026
Mariner, LLC$85.7B AUM0.00%$345,6705.0KQ1 2026
Paladin Wealth, LLC$172M AUM0.22%$320,1294.7KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.01%$283,1003.7KQ4 2025OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.02%$275,3804.0KQ1 2026
FAS Wealth Partners, Inc.$1.6B AUM0.02%$255,2863.3KQ4 2025OLDER
Sigma Planning Corp$3.6B AUM0.01%$252,5913.7KQ1 2026
Authentikos Wealth Advisory, LLC$148M AUM0.17%$250,9403.6KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$237,1023.4KQ1 2026
Triumph Capital Management$491M AUM0.05%$231,1813.4KQ1 2026
COMERICA BANK$25.1B AUM0.00%$229,2303.0KQ4 2025OLDER
Brown Financial Advisors$264M AUM0.08%$213,2133.1KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$206,5353.0KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$116,2101.7KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$103,3271.5KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$75,7291.1KQ1 2026
Ulland Investment Advisors, LLC$117M AUM0.06%$69,0001.0KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$53,487700Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$37,865550Q1 2026
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.02%$35,042509Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$33,747539Q2 2025OLDER
Asset Dedication, LLC$1.4B AUM0.00%$30,017436Q1 2026
CWM, LLC$38.1B AUM0.00%$28,226410Q1 2026
Aventus Investment Advisors, Inc.$118M AUM0.02%$26,230381Q1 2026
MORGAN STANLEY$1.66T AUM0.00%$26,092379Q1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.02%$21,686315Q1 2026
AMERIFLEX GROUP, INC.$198M AUM0.01%$15,422250Q2 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$11,003144Q4 2025OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$9,019131Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$8,468123Q1 2026
Spire Wealth Management$3.3B AUM0.00%$6,884100Q1 2026
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$6,54195Q1 2026
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$5,50880Q1 2026
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$4,40664Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,49750Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2,00033Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$96414Q1 2026
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$68910Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$3275Q1 2026
FMR LLC$1.90T AUM0.00%$1032Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$691Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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