SEC 13F Intelligence

PSTPINNOVATOR ETFS TRUST

CUSIP 45783Y723 · Yahoo Finance ↗ · Google Finance ↗

Innovator Etfs Trust (PSTP) has 48 institutional holders in Filings Flow’s 13F database, together reporting 2.94M shares worth $102M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Sunbelt Securities, Inc., and Brown Wealth Management, LLC.

Institutional Holders
48
Q1 2026
Reported Value
$102M
Ticker
PSTP
Quarters Tracked
17

Ownership Trend

Institutional holders
Q1 ’22: 7Q1 ’22Q2 ’22: 14Q3 ’22: 15Q4 ’22: 20Q4 ’22Q1 ’23: 22Q2 ’23: 21Q3 ’23: 25Q3 ’23Q4 ’23: 25Q1 ’24: 23Q2 ’24: 28Q2 ’24Q3 ’24: 28Q4 ’24: 32Q1 ’25: 35Q1 ’25Q2 ’25: 38Q3 ’25: 40Q4 ’25: 45Q4 ’25Q1 ’26: 48filingsflow.com
Total reported value
Q1 ’22: $3MQ1 ’22Q2 ’22: $11MQ3 ’22: $21MQ4 ’22: $28MQ4 ’22Q1 ’23: $51MQ2 ’23: $58MQ3 ’23: $53MQ3 ’23Q4 ’23: $61MQ1 ’24: $62MQ2 ’24: $63MQ2 ’24Q3 ’24: $66MQ4 ’24: $85MQ1 ’25: $89MQ1 ’25Q2 ’25: $91MQ3 ’25: $113MQ4 ’25: $107MQ4 ’25Q1 ’26: $102Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BROWN WEALTH MANAGEMENT, LLC$389M AUM2.77%$11M312.7KQ1 2026
ROVIN CAPITAL /UT/ /ADV$377M AUM1.31%$5M140.1KQ4 2025OLDER
KFG WEALTH MANAGEMENT, LLC$774M AUM1.12%$9M252.0KQ1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM1.09%$1M43.4KQ1 2026
OFC FINANCIAL PLANNING, LLC$102M AUM1.04%$1M30.6KQ1 2026
Lineweaver Wealth Advisors, LLC$845M AUM0.96%$7M206.1KQ1 2026
WEALTHGARDEN F.S. LLC$147M AUM0.83%$1M35.1KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.71%$11M327.1KQ1 2026
AIRE ADVISORS, LLC$547M AUM0.46%$3M73.7KQ1 2026
William Mack & Associates, Inc.$175M AUM0.42%$736,90021.4KQ1 2026
Opus Financial Solutions LLC$106M AUM0.37%$393,64711.4KQ1 2026
SOUTHERN CAPITAL ADVISORS, LLC$214M AUM0.28%$601,44917.4KQ1 2026
FSA Advisors, Inc.$152M AUM0.24%$362,00410.5KQ1 2026
PLANWISER FINANCIAL, LLC$138M AUM0.19%$263,0537.4KQ1 2026
Stegent Equity Advisors, Inc.$117M AUM0.18%$212,1286.2KQ1 2026
Addison Capital Co$562M AUM0.16%$917,46726.6KQ1 2026
Authentikos Wealth Advisory, LLC$148M AUM0.15%$230,9756.6KQ3 2025OLDER
Cambridge Advisors Inc.$515M AUM0.14%$710,77120.6KQ1 2026
Krilogy Financial LLC$3.1B AUM0.12%$4M104.5KQ1 2026
Lloyd Advisory Services, LLC.$349M AUM0.12%$304,7758.6KQ4 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.11%$317,1249.2KQ1 2026
COFG Advisors, LLC$404M AUM0.08%$310,4379.0KQ1 2026
Occidental Asset Management, LLC$844M AUM0.04%$361,93510.5KQ1 2026
Tradition Wealth Management, LLC$1.4B AUM0.04%$539,24915.6KQ1 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.04%$2M50.5KQ1 2026
Mosley Wealth Management$221M AUM0.03%$69,6992.0KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.03%$388,64911.3KQ1 2026
AE Wealth Management LLC$18.5B AUM0.02%$5M131.9KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.02%$2M63.9KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$12M341.1KQ1 2026
Key Capital Management, INC$151M AUM0.01%$17,511508Q1 2026
Brooklyn Investment Group$3.2B AUM0.01%$363,96910.6KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$312,6779.1KQ1 2026
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$235,4586.6KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M176.8KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.01%$8M233.9KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$326,9249.8KQ2 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$376,61910.9KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$362,83110.5KQ1 2026
Modera Wealth Management, LLC$8.3B AUM0.01%$448,80013.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$5M133.5KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M31.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M69.6KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$202,0006.1KQ2 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$13,715388Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$62,0461.8KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M57.2KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$653,17218.9KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$258,5257.5KQ1 2026
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$34510Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$288,9538.3KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$223,8836.5KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$7,997232Q1 2026
MORGAN STANLEY$1.66T AUM0.00%$12,616366Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$11,163329Q1 2026
UBS Group AG$666.3B AUM0.00%$1,72450Q1 2026

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