Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	292.1KSH	$15.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	83.7KSH	$4.6M
3	SIGNATUREFD, LLC	Shares	42.0KSH	$2.3M
4	Wealthquest Corp	Shares	41.2KSH	$2.2M
5	My Personal CFO, LLC	Shares	39.8KSH	$2.2M
6	Spire Wealth Management	Shares	39.7KSH	$2.2M
7	Lantz Financial LLC	Shares	38.0KSH	$2.1M
8	Berkshire Money Management, Inc.	Shares	34.0KSH	$1.8M
9	Fragasso Financial Advisors Inc	Shares	31.9KSH	$1.7M
10	Brookstone Capital Management	Shares	24.4KSH	$1.3M
11	DHJJ Financial Advisors, Ltd.	Shares	21.8KSH	$1.2M
12	FORONJY FINANCIAL LLC	Shares	18.9KSH	$1.0M
13	Merit Financial Group, LLC	Shares	16.6KSH	$900.3K
14	BCS Wealth Management	Shares	16.3KSH	$886.0K
15	City Center Advisors, LLC	Shares	15.7KSH	$851.0K
16	CoreCap Advisors, LLC	Shares	13.8KSH	$746.9K
17	Global Trust Wealth Management LLC	Shares	13.7KSH	$742.7K
18	Farther Finance Advisors, LLC	Shares	11.1KSH	$600.9K
19	CRA Financial Services, LLC	Shares	9.9KSH	$538.5K
20	TopTier Wealth Management, LLC	Shares	9.9KSH	$537.4K
21	Southland Equity Partners LLC	Shares	6.5KSH	$354.2K
22	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	6.4KSH	$348.1K
23	Chris Bulman Inc	Shares	5.9KSH	$319.1K
24	Lewis Asset Management, LLC	Shares	5.8KSH	$314.3K
25	4J Wealth Management LLC	Shares	5.8KSH	$312.3K
26	EverSource Wealth Advisors, LLC	Shares	5.4KSH	$290.7K
27	Buska Wealth Management, LLC	Shares	3.9KSH	$210.2K
28	PFG Advisors	Shares	3.9KSH	$209.5K
29	BENJAMIN EDWARDS INC	Shares	3.8KSH	$208.2K
30	IFP Advisors, Inc	Shares	1.6KSH	$88.5K
31	Capital Investment Advisory Services, LLC	Shares	790SH	$42.9K
32	Noble Wealth Management PBC	Shares	500SH	$27.2K
33	EVOLUTION WEALTH MANAGEMENT INC.	Shares	211SH	$11.5K
34	AdvisorNet Financial, Inc	Shares	160SH	$8.7K
35	COUNTRY TRUST BANK	Shares	77SH	$4.2K

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

37 / 37 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+78.6K	+$4.3M	$4.6M
2	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+6.1K	+$1.7M	$15.9M
3	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+6.4K	+$348.1K	$348.1K
4	FORONJY FINANCIAL LLC added	Shares	+5.0K	+$336.5K	$1.0M
5	PFG Advisors new	Shares	+3.9K	+$209.5K	$209.5K
6	BENJAMIN EDWARDS INC new	Shares	+3.8K	+$208.2K	$208.2K
7	SIGNATUREFD, LLC unchanged	Shares	0	+$194.4K	$2.3M
8	Lantz Financial LLC trimmed	Shares	-129	+$169.5K	$2.1M
9	Spire Wealth Management trimmed	Shares	-1.2K	+$125.1K	$2.2M
10	Fragasso Financial Advisors Inc trimmed	Shares	-231	+$121.5K	$1.7M
11	CoreCap Advisors, LLC added	Shares	+1.1K	+$117.0K	$746.9K
12	Berkshire Money Management, Inc. trimmed	Shares	-818	+$116.8K	$1.8M
13	Brookstone Capital Management trimmed	Shares	-355	+$95.2K	$1.3M
14	Chris Bulman Inc added	Shares	+1.2K	+$86.2K	$319.1K
15	Merit Financial Group, LLC unchanged	Shares	0	+$76.7K	$900.3K
16	City Center Advisors, LLC trimmed	Shares	-167	+$64.2K	$851.0K
17	DHJJ Financial Advisors, Ltd. trimmed	Shares	-783	+$62.0K	$1.2M
18	Farther Finance Advisors, LLC unchanged	Shares	0	+$48.9K	$600.9K
19	TopTier Wealth Management, LLC trimmed	Shares	-3	+$45.6K	$537.4K
20	CRA Financial Services, LLC trimmed	Shares	-200	+$35.9K	$538.5K
21	BCS Wealth Management trimmed	Shares	-867	+$32.4K	$886.0K
22	Lewis Asset Management, LLC added	Shares	+98	+$31.6K	$314.3K
23	Southland Equity Partners LLC unchanged	Shares	0	+$30.2K	$354.2K
24	4J Wealth Management LLC unchanged	Shares	0	+$26.6K	$312.3K
25	IFP Advisors, Inc trimmed	Shares	-40	+$5.5K	$88.5K
26	COUNTRY TRUST BANK new	Shares	+77	+$4.2K	$4.2K
27	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$3.7K	$42.9K
28	Noble Wealth Management PBC unchanged	Shares	0	+$2.3K	$27.2K
29	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$975	$11.5K
30	AdvisorNet Financial, Inc unchanged	Shares	0	+$740	$8.7K
31	Buska Wealth Management, LLC trimmed	Shares	-475	-$5.7K	$210.2K
32	EverSource Wealth Advisors, LLC trimmed	Shares	-1.7K	-$58.4K	$290.7K
33	My Personal CFO, LLC trimmed	Shares	-7.0K	-$164.0K	$2.2M
34	Focus Financial Network, Inc. exited	Shares	-4.1K	-$203.2K	$0
35	Global Trust Wealth Management LLC trimmed	Shares	-10.8K	-$472.1K	$742.7K
36	Strategic Blueprint, LLC exited	Shares	-22.5K	-$1.1M	$0
37	Wealthquest Corp trimmed	Shares	-42.3K	-$2.0M	$2.2M