Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	706.7KSH	$33.8M
2	Southland Equity Partners LLC	Shares	673.8KSH	$32.2M
3	CoreCap Advisors, LLC	Shares	149.5KSH	$7.1M
4	Diligent Investors, LLC	Shares	91.6KSH	$4.4M
5	KFG WEALTH MANAGEMENT, LLC	Shares	91.5KSH	$4.4M
6	CRA Financial Services, LLC	Shares	60.2KSH	$2.9M
7	ATTICUS WEALTH MANAGEMENT, LLC	Shares	59.5KSH	$2.8M
8	YARGER WEALTH STRATEGIES, LLC	Shares	57.7KSH	$2.8M
9	BCS Wealth Management	Shares	56.4KSH	$2.7M
10	Spire Wealth Management	Shares	49.0KSH	$2.3M
11	Chris Bulman Inc	Shares	36.3KSH	$1.7M
12	Bright Futures Wealth Management, LLC.	Shares	35.7KSH	$1.7M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.5KSH	$1.6M
14	Patriot Financial Group Insurance Agency, LLC	Shares	32.7KSH	$1.6M
15	Lakeridge Wealth Management LLC	Shares	32.2KSH	$1.5M
16	Castle Rock Wealth Management, LLC	Shares	29.9KSH	$1.4M
17	IFP Advisors, Inc	Shares	29.0KSH	$1.4M
18	Farther Finance Advisors, LLC	Shares	28.6KSH	$1.4M
19	CITY HOLDING CO	Shares	26.9KSH	$1.3M
20	LifeWealth Investments, LLC	Shares	25.2KSH	$1.2M
21	TrustBank	Shares	24.1KSH	$1.2M
22	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	23.8KSH	$1.1M
23	Lineweaver Wealth Advisors, LLC	Shares	23.8KSH	$1.1M
24	Hidden Cove Wealth Management, LLC	Shares	20.1KSH	$959.4K
25	Pacific Park Financial, Inc.	Shares	19.2KSH	$916.5K
26	Cyndeo Wealth Partners, LLC	Shares	17.5KSH	$837.1K
27	SIGNATUREFD, LLC	Shares	17.3KSH	$825.3K
28	RFG Advisory, LLC	Shares	16.6KSH	$793.7K
29	Merit Financial Group, LLC	Shares	16.5KSH	$787.8K
30	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.3KSH	$776.4K
31	Dynamic Advisor Solutions LLC	Shares	12.7KSH	$608.7K
32	Quest 10 Wealth Builders, Inc.	Shares	12.6KSH	$602.4K
33	Cypress Wealth Services, LLC	Shares	12.0KSH	$573.5K
34	WEST MICHIGAN ADVISORS, LLC	Shares	12.6KSH	$561.4K
35	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	11.7KSH	$558.9K
36	DHJJ Financial Advisors, Ltd.	Shares	11.0KSH	$525.2K
37	Pinnacle Wealth Management Group, Inc.	Shares	10.4KSH	$498.7K
38	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	10.0KSH	$479.6K
39	BENJAMIN EDWARDS INC	Shares	9.3KSH	$445.4K
40	Strategic Blueprint, LLC	Shares	9.3KSH	$442.2K
41	Focus Financial Network, Inc.	Shares	9.0KSH	$427.6K
42	AdvisorNet Financial, Inc	Shares	8.0KSH	$381.9K
43	Cape Investment Advisory, Inc.	Shares	7.5KSH	$356.4K
44	Fiduciary Alliance LLC	Shares	7.4KSH	$355.1K
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	7.0KSH	$334.2K
46	First City Capital Management, Inc.	Shares	6.8KSH	$322.4K
47	First Heartland Consultants, Inc.	Shares	6.7KSH	$318.6K
48	Sequoia Financial Advisors, LLC	Shares	6.4KSH	$307.6K
49	ARS Wealth Advisors Group, LLC	Shares	6.3KSH	$302.5K
50	Fragasso Financial Advisors Inc	Shares	6.2KSH	$295.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	Brookstone Capital Management added	Shares	+563.1K	+$27.4M	$33.8M
2	Southland Equity Partners LLC trimmed	Shares	-8.0K	+$1.8M	$32.2M
3	CoreCap Advisors, LLC added	Shares	+8.0K	+$826.6K	$7.1M
4	Chris Bulman Inc added	Shares	+5.0K	+$335.7K	$1.7M
5	Diligent Investors, LLC added	Shares	+870	+$327.5K	$4.4M
6	KFG WEALTH MANAGEMENT, LLC added	Shares	+408	+$306.4K	$4.4M
7	J.W. COLE ADVISORS, INC. new	Shares	+6.1K	+$292.4K	$292.4K
8	YARGER WEALTH STRATEGIES, LLC unchanged	Shares	0	+$199.0K	$2.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.0K	+$197.6K	$1.6M
10	CRA Financial Services, LLC trimmed	Shares	-230	+$179.4K	$2.9M
11	BCS Wealth Management trimmed	Shares	-405	+$159.5K	$2.7M
12	Lakeridge Wealth Management LLC unchanged	Shares	0	+$101.4K	$1.5M
13	Cypress Wealth Services, LLC added	Shares	+1.4K	+$100.5K	$573.5K
14	Spire Wealth Management trimmed	Shares	-1.5K	+$87.0K	$2.3M
15	LifeWealth Investments, LLC unchanged	Shares	0	+$79.4K	$1.2M
16	Farther Finance Advisors, LLC trimmed	Shares	-166	+$78.9K	$1.4M
17	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$74.9K	$1.1M
18	CITY HOLDING CO trimmed	Shares	-300	+$71.2K	$1.3M
19	Hidden Cove Wealth Management, LLC unchanged	Shares	0	+$63.3K	$959.4K
20	TrustBank trimmed	Shares	-325	+$61.6K	$1.2M
21	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$55.2K	$837.1K
22	SIGNATUREFD, LLC unchanged	Shares	0	+$54.4K	$825.3K
23	RFG Advisory, LLC unchanged	Shares	0	+$52.3K	$793.7K
24	ATTICUS WEALTH MANAGEMENT, LLC trimmed	Shares	-3.1K	+$49.2K	$2.8M
25	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-117	+$46.0K	$776.4K
26	IFP Advisors, Inc trimmed	Shares	-1.1K	+$43.4K	$1.4M
27	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+100	+$41.3K	$558.9K
28	Dynamic Advisor Solutions LLC trimmed	Shares	-2	+$40.0K	$608.7K
29	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$34.6K	$525.2K
30	Pinnacle Wealth Management Group, Inc. unchanged	Shares	0	+$32.9K	$498.7K
31	BENJAMIN EDWARDS INC unchanged	Shares	0	+$29.4K	$445.4K
32	Strategic Blueprint, LLC unchanged	Shares	0	+$29.2K	$442.2K
33	AdvisorNet Financial, Inc unchanged	Shares	0	+$25.2K	$381.9K
34	Cape Investment Advisory, Inc. unchanged	Shares	0	+$23.5K	$356.4K
35	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$22.0K	$334.2K
36	First City Capital Management, Inc. unchanged	Shares	0	+$21.3K	$322.4K
37	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$20.3K	$307.6K
38	ARS Wealth Advisors Group, LLC unchanged	Shares	0	+$19.9K	$302.5K
39	Apollon Wealth Management, LLC unchanged	Shares	0	+$18.3K	$277.5K
40	Fragasso Financial Advisors Inc unchanged	Shares	0	+$17.3K	$295.8K
41	Marshall Financial Group, LLC unchanged	Shares	0	+$16.9K	$256.4K
42	INTEGRAL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$16.8K	$254.4K
43	Blue Trust, Inc. unchanged	Shares	0	+$15.7K	$238.7K
44	FC Advisory LLC unchanged	Shares	0	+$15.4K	$233.5K
45	First Heartland Consultants, Inc. trimmed	Shares	-133	+$15.1K	$318.6K
46	Quest 10 Wealth Builders, Inc. trimmed	Shares	-600	+$13.0K	$602.4K
47	Fiduciary Alliance LLC unchanged	Shares	0	+$11.1K	$355.1K
48	Vestment Financial LLC unchanged	Shares	0	+$7.8K	$262.0K
49	Pacific Park Financial, Inc. trimmed	Shares	-1.2K	+$7.4K	$916.5K
50	Merit Financial Group, LLC trimmed	Shares	-1.0K	+$5.4K	$787.8K

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