Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Diligent Investors, LLC	Shares	52.3KSH	$2.8M
2	TopTier Wealth Management, LLC	Shares	41.7KSH	$2.2M
3	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	31.4KSH	$1.7M
4	Lantz Financial LLC	Shares	25.6KSH	$1.4M
5	CoreCap Advisors, LLC	Shares	21.0KSH	$1.1M
6	Brookstone Capital Management	Shares	19.0KSH	$1.0M
7	DHJJ Financial Advisors, Ltd.	Shares	19.0KSH	$1.0M
8	BCS Wealth Management	Shares	16.4KSH	$879.4K
9	CRA Financial Services, LLC	Shares	16.2KSH	$869.0K
10	Strategic Blueprint, LLC	Shares	13.9KSH	$744.1K
11	Fragasso Financial Advisors Inc	Shares	13.1KSH	$702.6K
12	RED REEF ADVISORS LLC	Shares	13.0KSH	$697.0K
13	Buska Wealth Management, LLC	Shares	12.4KSH	$667.0K
14	EverSource Wealth Advisors, LLC	Shares	12.1KSH	$647.3K
15	Berkshire Money Management, Inc.	Shares	10.8KSH	$579.1K
16	Chris Bulman Inc	Shares	10.5KSH	$560.8K
17	IFP Advisors, Inc	Shares	9.2KSH	$493.3K
18	Pinnacle Wealth Management Group, Inc.	Shares	8.8KSH	$474.4K
19	CENTRAL VALLEY ADVISORS, LLC	Shares	8.6KSH	$459.7K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.2KSH	$332.7K
21	Selby Wealth Management, LLC	Shares	6.2KSH	$332.4K
22	My Personal CFO, LLC	Shares	5.1KSH	$275.6K
23	PFG Advisors	Shares	5.0KSH	$270.0K
24	BAM Wealth Management, LLC	Shares	4.1KSH	$220.2K
25	Spire Wealth Management	Shares	2.6KSH	$141.7K
26	EVOLUTION WEALTH MANAGEMENT INC.	Shares	1.2KSH	$66.2K
27	Farther Finance Advisors, LLC	Shares	433SH	$23.2K
28	AdvisorNet Financial, Inc	Shares	363SH	$19.5K
29	GILPIN WEALTH MANAGEMENT, LLC	Shares	100SH	$5.4K
30	COUNTRY TRUST BANK	Shares	79SH	$4.2K

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

30 / 30 loaded

#		Instrument
1	Diligent Investors, LLC trimmed	Shares	-1.0K	+$200.3K	$2.8M
2	TopTier Wealth Management, LLC trimmed	Shares	-31	+$197.3K	$2.2M
3	INTEGRAL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$149.5K	$1.7M
4	IFP Advisors, Inc added	Shares	+2.1K	+$146.7K	$493.3K
5	Lantz Financial LLC trimmed	Shares	-77	+$118.2K	$1.4M
6	CoreCap Advisors, LLC trimmed	Shares	-18	+$99.4K	$1.1M
7	DHJJ Financial Advisors, Ltd. trimmed	Shares	-66	+$87.1K	$1.0M
8	BCS Wealth Management trimmed	Shares	-315	+$62.8K	$879.4K
9	Fragasso Financial Advisors Inc unchanged	Shares	0	+$56.3K	$702.6K
10	Strategic Blueprint, LLC trimmed	Shares	-289	+$52.0K	$744.1K
11	Berkshire Money Management, Inc. unchanged	Shares	0	+$51.5K	$579.1K
12	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-1	+$42.1K	$474.4K
13	CRA Financial Services, LLC trimmed	Shares	-730	+$41.6K	$869.0K
14	EverSource Wealth Advisors, LLC trimmed	Shares	-334	+$41.2K	$647.3K
15	CENTRAL VALLEY ADVISORS, LLC unchanged	Shares	0	+$40.9K	$459.7K
16	Chris Bulman Inc trimmed	Shares	-310	+$34.7K	$560.8K
17	Selby Wealth Management, LLC unchanged	Shares	0	+$29.6K	$332.4K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$29.5K	$332.7K
19	My Personal CFO, LLC unchanged	Shares	0	+$24.5K	$275.6K
20	Farther Finance Advisors, LLC new	Shares	+433	+$23.2K	$23.2K
21	PFG Advisors trimmed	Shares	-85	+$19.9K	$270.0K
22	BAM Wealth Management, LLC unchanged	Shares	0	+$19.6K	$220.2K
23	Spire Wealth Management unchanged	Shares	0	+$12.6K	$141.7K
24	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$5.9K	$66.2K
25	COUNTRY TRUST BANK new	Shares	+79	+$4.2K	$4.2K
26	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.7K	$19.5K
27	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$477	$5.4K
28	Buska Wealth Management, LLC trimmed	Shares	-1.6K	-$16.8K	$667.0K
29	RED REEF ADVISORS LLC trimmed	Shares	-2.0K	-$35.7K	$697.0K
30	Brookstone Capital Management trimmed	Shares	-26.8K	-$1.2M	$1.0M