Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	1.3MSH	$59.5M
2	Sonoma Allocations LLC	Shares	387.0KSH	$17.6M
3	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	150.0KSH	$6.8M
4	Strategic Blueprint, LLC	Shares	109.5KSH	$5.0M
5	Berkshire Money Management, Inc.	Shares	79.8KSH	$3.6M
6	Spire Wealth Management	Shares	76.5KSH	$3.5M
7	Lantz Financial LLC	Shares	54.8KSH	$2.5M
8	CENTRAL VALLEY ADVISORS, LLC	Shares	46.1KSH	$2.1M
9	First Heartland Consultants, Inc.	Shares	42.1KSH	$1.9M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.3KSH	$1.2M
11	PFG Advisors	Shares	27.4KSH	$1.2M
12	KFG WEALTH MANAGEMENT, LLC	Shares	26.4KSH	$1.2M
13	Accurate Wealth Management, LLC	Shares	25.2KSH	$1.1M
14	Hiley Hunt Wealth Management	Shares	24.4KSH	$1.1M
15	MBL Wealth, LLC	Shares	21.2KSH	$962.4K
16	SteelPeak Wealth, LLC	Shares	18.5KSH	$839.9K
17	Maltin Wealth Management, Inc.	Shares	15.1KSH	$685.1K
18	Diligent Investors, LLC	Shares	13.9KSH	$629.7K
19	Southland Equity Partners LLC	Shares	13.8KSH	$626.5K
20	RFG Advisory, LLC	Shares	10.5KSH	$477.7K
21	BENJAMIN EDWARDS INC	Shares	9.6KSH	$437.2K
22	Encompass More Asset Management	Shares	9.4KSH	$426.9K
23	O'Connor Financial Group LLC	Shares	8.9KSH	$403.9K
24	XML Financial, LLC	Shares	8.3KSH	$378.0K
25	Chris Bulman Inc	Shares	8.1KSH	$366.3K
26	Lakeridge Wealth Management LLC	Shares	5.7KSH	$257.8K
27	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	5.3KSH	$239.4K
28	DHJJ Financial Advisors, Ltd.	Shares	5.2KSH	$236.5K
29	FIDUCIARY FINANCIAL GROUP, LLC	Shares	5.0KSH	$227.0K
30	Elmwood Wealth Management, Inc.	Shares	5.0KSH	$226.7K
31	FC Advisory LLC	Shares	4.7KSH	$214.6K
32	TopTier Wealth Management, LLC	Shares	4.6KSH	$207.0K
33	Peak Wealth Management LLC	Shares	4.5KSH	$204.4K
34	CoreCap Advisors, LLC	Shares	3.8KSH	$172.6K
35	Physician Wealth Advisors, Inc.	Shares	2.9KSH	$130.8K
36	IFP Advisors, Inc	Shares	1.6KSH	$74.0K
37	GILPIN WEALTH MANAGEMENT, LLC	Shares	500SH	$22.7K
38	LANARK FINANCIAL, INC.	Shares	166SH	$7.5K
39	AdvisorNet Financial, Inc	Shares	145SH	$6.6K
40	Farther Finance Advisors, LLC	Shares	15SH	$680

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

41 / 41 loaded

#		Instrument
1	First Heartland Consultants, Inc. new	Shares	+42.1K	+$1.9M	$1.9M
2	SteelPeak Wealth, LLC new	Shares	+18.5K	+$839.9K	$839.9K
3	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+7.8K	+$755.3K	$6.8M
4	Strategic Blueprint, LLC trimmed	Shares	-239	+$298.9K	$5.0M
5	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new	Shares	+5.3K	+$239.4K	$239.4K
6	Berkshire Money Management, Inc. unchanged	Shares	0	+$225.2K	$3.6M
7	Peak Wealth Management LLC new	Shares	+4.5K	+$204.4K	$204.4K
8	Spire Wealth Management trimmed	Shares	-542	+$192.7K	$3.5M
9	Lantz Financial LLC trimmed	Shares	-395	+$137.9K	$2.5M
10	Encompass More Asset Management added	Shares	+1.8K	+$102.8K	$426.9K
11	PFG Advisors added	Shares	+364	+$92.7K	$1.2M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-110	+$73.0K	$1.2M
13	Hiley Hunt Wealth Management unchanged	Shares	0	+$68.8K	$1.1M
14	Accurate Wealth Management, LLC added	Shares	+299	+$66.1K	$1.1M
15	IFP Advisors, Inc added	Shares	+1.3K	+$58.3K	$74.0K
16	Sonoma Allocations LLC trimmed	Shares	-23.1K	+$51.5K	$17.6M
17	CoreCap Advisors, LLC added	Shares	+901	+$49.0K	$172.6K
18	Maltin Wealth Management, Inc. unchanged	Shares	0	+$42.7K	$685.1K
19	Diligent Investors, LLC unchanged	Shares	0	+$39.2K	$629.7K
20	CENTRAL VALLEY ADVISORS, LLC trimmed	Shares	-2.2K	+$36.7K	$2.1M
21	XML Financial, LLC unchanged	Shares	0	+$23.5K	$378.0K
22	O'Connor Financial Group LLC trimmed	Shares	-64	+$22.4K	$403.9K
23	BENJAMIN EDWARDS INC trimmed	Shares	-218	+$17.9K	$437.2K
24	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$14.1K	$227.0K
25	Elmwood Wealth Management, Inc. unchanged	Shares	0	+$14.1K	$226.7K
26	FC Advisory LLC unchanged	Shares	0	+$13.4K	$214.6K
27	Lakeridge Wealth Management LLC trimmed	Shares	-70	+$13.1K	$257.8K
28	TopTier Wealth Management, LLC trimmed	Shares	-42	+$11.1K	$207.0K
29	DHJJ Financial Advisors, Ltd. trimmed	Shares	-140	+$8.8K	$236.5K
30	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$8.1K	$130.8K
31	RFG Advisory, LLC trimmed	Shares	-620	+$3.4K	$477.7K
32	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$1.4K	$22.7K
33	Farther Finance Advisors, LLC new	Shares	+15	+$680	$680
34	LANARK FINANCIAL, INC. unchanged	Shares	0	+$469	$7.5K
35	AdvisorNet Financial, Inc unchanged	Shares	0	+$409	$6.6K
36	Chris Bulman Inc trimmed	Shares	-533	+$149	$366.3K
37	Southland Equity Partners LLC trimmed	Shares	-1.6K	-$29.9K	$626.5K
38	Sound Income Strategies, LLC exited	Shares	-1.1K	-$45.9K	$0
39	MBL Wealth, LLC trimmed	Shares	-3.2K	-$75.9K	$962.4K
40	KFG WEALTH MANAGEMENT, LLC trimmed	Shares	-3.6K	-$79.2K	$1.2M
41	Brookstone Capital Management trimmed	Shares	-207.3K	-$5.1M	$59.5M