Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	159.1KSH	$7.3M
2	CoreCap Advisors, LLC	Shares	148.5KSH	$6.8M
3	Brookstone Capital Management	Shares	138.9KSH	$6.3M
4	McAlister, Sweet & Associates, Inc.	Shares	123.6KSH	$5.6M
5	Diligent Investors, LLC	Shares	119.6KSH	$5.5M
6	Capital Investment Advisory Services, LLC	Shares	101.5KSH	$4.6M
7	Southland Equity Partners LLC	Shares	82.5KSH	$3.8M
8	Lineweaver Wealth Advisors, LLC	Shares	74.9KSH	$3.4M
9	KFG WEALTH MANAGEMENT, LLC	Shares	69.2KSH	$3.2M
10	CRA Financial Services, LLC	Shares	59.9KSH	$2.7M
11	YARGER WEALTH STRATEGIES, LLC	Shares	58.6KSH	$2.7M
12	Chris Bulman Inc	Shares	57.0KSH	$2.6M
13	BCS Wealth Management	Shares	55.2KSH	$2.5M
14	DHJJ Financial Advisors, Ltd.	Shares	48.5KSH	$2.2M
15	First City Capital Management, Inc.	Shares	45.3KSH	$2.1M
16	Patriot Financial Group Insurance Agency, LLC	Shares	39.8KSH	$1.8M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.9KSH	$1.7M
18	Dynamic Advisor Solutions LLC	Shares	38.0KSH	$1.7M
19	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	34.8KSH	$1.6M
20	ARS Wealth Advisors Group, LLC	Shares	32.7KSH	$1.5M
21	FIDUCIARY FINANCIAL GROUP, LLC	Shares	32.6KSH	$1.5M
22	TopTier Wealth Management, LLC	Shares	24.9KSH	$1.1M
23	Selby Wealth Management, LLC	Shares	24.9KSH	$1.1M
24	RFG Advisory, LLC	Shares	22.3KSH	$1.0M
25	Pinnacle Wealth Management Group, Inc.	Shares	20.4KSH	$928.8K
26	Focus Financial Network, Inc.	Shares	20.1KSH	$917.3K
27	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	19.2KSH	$877.5K
28	VAQUERO PRIVATE WEALTH, LTD	Shares	17.5KSH	$798.7K
29	IFP Advisors, Inc	Shares	16.6KSH	$758.4K
30	Buska Wealth Management, LLC	Shares	16.4KSH	$750.0K
31	Cape Investment Advisory, Inc.	Shares	15.7KSH	$715.2K
32	Spire Wealth Management	Shares	15.6KSH	$713.2K
33	BENJAMIN EDWARDS INC	Shares	15.5KSH	$708.4K
34	Quest 10 Wealth Builders, Inc.	Shares	15.0KSH	$683.3K
35	Merit Financial Group, LLC	Shares	14.9KSH	$681.6K
36	INDEPENDENT FINANCIAL GROUP, LLC	Shares	14.7KSH	$672.1K
37	Castle Rock Wealth Management, LLC	Shares	14.3KSH	$654.4K
38	MILESTONE ASSET MANAGEMENT, LLC	Shares	13.6KSH	$621.1K
39	Apollon Wealth Management, LLC	Shares	13.0KSH	$593.3K
40	AA Financial Advisors, LLC	Shares	10.5KSH	$480.4K
41	Cypress Wealth Services, LLC	Shares	10.3KSH	$468.5K
42	Liberty Atlantic Advisors LLC	Shares	9.8KSH	$446.2K
43	Lakeridge Wealth Management LLC	Shares	8.9KSH	$408.1K
44	RiverTree Advisors, LLC	Shares	8.9KSH	$406.7K
45	CITY HOLDING CO	Shares	8.8KSH	$403.1K
46	J.W. COLE ADVISORS, INC.	Shares	8.4KSH	$383.7K
47	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	8.2KSH	$376.4K
48	John W. Brooker & Co., CPAs	Shares	8.1KSH	$368.1K
49	BigSur Wealth Management LLC	Shares	7.8KSH	$353.8K
50	Maltin Wealth Management, Inc.	Shares	7.5KSH	$340.3K

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

50 / 70 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+8.4K	+$383.7K	$383.7K
2	McAlister, Sweet & Associates, Inc. trimmed	Shares	-124	+$355.6K	$5.6M
3	Diligent Investors, LLC trimmed	Shares	-317	+$335.7K	$5.5M
4	CoreCap Advisors, LLC trimmed	Shares	-2.8K	+$313.9K	$6.8M
5	Capital Investment Advisory Services, LLC trimmed	Shares	-1.1K	+$249.2K	$4.6M
6	Interchange Capital Partners, LLC new	Shares	+5.0K	+$228.2K	$228.2K
7	Composition Wealth, LLC trimmed	Shares	-5.7K	+$220.7K	$7.3M
8	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$218.6K	$3.4M
9	INTEGRAL INVESTMENT ADVISORS, INC. new	Shares	+4.4K	+$201.5K	$201.5K
10	YARGER WEALTH STRATEGIES, LLC trimmed	Shares	-600	+$154.9K	$2.7M
11	BCS Wealth Management trimmed	Shares	-173	+$153.8K	$2.5M
12	Chris Bulman Inc trimmed	Shares	-427	+$148.2K	$2.6M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+834	+$145.7K	$1.7M
14	IFP Advisors, Inc added	Shares	+2.3K	+$145.3K	$758.4K
15	Southland Equity Partners LLC trimmed	Shares	-2.6K	+$130.5K	$3.8M
16	First City Capital Management, Inc. trimmed	Shares	-125	+$126.8K	$2.1M
17	DHJJ Financial Advisors, Ltd. trimmed	Shares	-454	+$122.2K	$2.2M
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+431	+$120.1K	$1.6M
19	ARS Wealth Advisors Group, LLC unchanged	Shares	0	+$95.6K	$1.5M
20	TopTier Wealth Management, LLC unchanged	Shares	0	+$72.8K	$1.1M
21	RFG Advisory, LLC unchanged	Shares	0	+$65.0K	$1.0M
22	Focus Financial Network, Inc. added	Shares	+110	+$63.4K	$917.3K
23	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$56.1K	$877.5K
24	Selby Wealth Management, LLC trimmed	Shares	-543	+$49.5K	$1.1M
25	Quest 10 Wealth Builders, Inc. trimmed	Shares	-16	+$43.0K	$683.3K
26	Apollon Wealth Management, LLC added	Shares	+77	+$41.2K	$593.3K
27	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-455	+$40.0K	$928.8K
28	Merit Financial Group, LLC trimmed	Shares	-144	+$37.5K	$681.6K
29	Castle Rock Wealth Management, LLC trimmed	Shares	-84	+$35.6K	$654.4K
30	AA Financial Advisors, LLC added	Shares	+113	+$35.6K	$480.4K
31	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-1.4K	+$35.4K	$1.5M
32	Cypress Wealth Services, LLC unchanged	Shares	0	+$30.0K	$468.5K
33	Liberty Atlantic Advisors LLC unchanged	Shares	0	+$28.5K	$446.2K
34	MILESTONE ASSET MANAGEMENT, LLC trimmed	Shares	-306	+$26.7K	$621.1K
35	Lakeridge Wealth Management LLC unchanged	Shares	0	+$26.1K	$408.1K
36	RiverTree Advisors, LLC unchanged	Shares	0	+$26.0K	$406.7K
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$24.1K	$376.4K
38	CITY HOLDING CO trimmed	Shares	-97	+$21.6K	$403.1K
39	Elmwood Wealth Management, Inc. unchanged	Shares	0	+$21.3K	$333.2K
40	BROWN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$20.7K	$323.0K
41	Cape Investment Advisory, Inc. trimmed	Shares	-600	+$20.1K	$715.2K
42	ATTICUS WEALTH MANAGEMENT, LLC trimmed	Shares	-20	+$20.0K	$325.6K
43	CRA Financial Services, LLC trimmed	Shares	-3.6K	+$19.6K	$2.7M
44	Wisconsin Wealth Advisors, LLC unchanged	Shares	0	+$19.3K	$301.0K
45	Cardinal Point Capital Management ULC unchanged	Shares	0	+$18.4K	$287.3K
46	Farther Finance Advisors, LLC trimmed	Shares	-60	+$17.5K	$328.0K
47	BigSur Wealth Management LLC trimmed	Shares	-175	+$15.2K	$353.8K
48	BENJAMIN EDWARDS INC trimmed	Shares	-750	+$13.3K	$708.4K
49	Dynamic Advisor Solutions LLC trimmed	Shares	-2.4K	+$9.8K	$1.7M
50	Certified Advisory Corp trimmed	Shares	-298	+$7.4K	$315.1K

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