Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	859.3KSH	$37.1M
2	Lineweaver Wealth Advisors, LLC	Shares	313.6KSH	$13.6M
3	CoreCap Advisors, LLC	Shares	209.4KSH	$9.1M
4	Chris Bulman Inc	Shares	180.0KSH	$7.8M
5	ARS Wealth Advisors Group, LLC	Shares	110.8KSH	$4.8M
6	Southland Equity Partners LLC	Shares	88.2KSH	$3.8M
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	78.4KSH	$3.4M
8	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	73.9KSH	$3.2M
9	KFG WEALTH MANAGEMENT, LLC	Shares	63.1KSH	$2.7M
10	YARGER WEALTH STRATEGIES, LLC	Shares	60.9KSH	$2.6M
11	Berkshire Money Management, Inc.	Shares	58.1KSH	$2.5M
12	Cape Investment Advisory, Inc.	Shares	50.5KSH	$2.2M
13	Castle Rock Wealth Management, LLC	Shares	45.6KSH	$2.0M
14	Apollon Wealth Management, LLC	Shares	45.5KSH	$2.0M
15	BROWN WEALTH MANAGEMENT, LLC	Shares	45.4KSH	$2.0M
16	IFP Advisors, Inc	Shares	45.3KSH	$2.0M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	36.9KSH	$1.6M
18	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	34.0KSH	$1.5M
19	Pinnacle Wealth Management Group, Inc.	Shares	31.8KSH	$1.4M
20	Patriot Financial Group Insurance Agency, LLC	Shares	30.4KSH	$1.3M
21	Merit Financial Group, LLC	Shares	29.2KSH	$1.3M
22	BCS Wealth Management	Shares	28.3KSH	$1.2M
23	BENJAMIN EDWARDS INC	Shares	24.8KSH	$1.1M
24	Bright Futures Wealth Management, LLC.	Shares	23.3KSH	$1.0M
25	CRA Financial Services, LLC	Shares	22.9KSH	$988.7K
26	PFG Advisors	Shares	22.4KSH	$968.3K
27	Focus Financial Network, Inc.	Shares	21.3KSH	$921.0K
28	DHJJ Financial Advisors, Ltd.	Shares	21.1KSH	$912.1K
29	Farther Finance Advisors, LLC	Shares	20.6KSH	$890.1K
30	Diligent Investors, LLC	Shares	20.1KSH	$870.0K
31	Pacific Park Financial, Inc.	Shares	19.6KSH	$848.8K
32	Spire Wealth Management	Shares	18.9KSH	$817.4K
33	RFG Advisory, LLC	Shares	18.5KSH	$801.1K
34	Quest 10 Wealth Builders, Inc.	Shares	18.1KSH	$781.5K
35	Fragasso Financial Advisors Inc	Shares	16.9KSH	$732.1K
36	Cypress Wealth Services, LLC	Shares	16.6KSH	$717.7K
37	ATTICUS WEALTH MANAGEMENT, LLC	Shares	14.6KSH	$629.4K
38	Cardinal Point Capital Management ULC	Shares	12.8KSH	$552.0K
39	Liberty Atlantic Advisors LLC	Shares	12.1KSH	$523.5K
40	Sequoia Financial Advisors, LLC	Shares	9.0KSH	$387.9K
41	TrustBank	Shares	6.3KSH	$273.4K
42	Lakeridge Wealth Management LLC	Shares	6.2KSH	$270.0K
43	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	5.7KSH	$245.1K
44	Fiduciary Alliance LLC	Shares	5.2KSH	$223.9K
45	AdvisorNet Financial, Inc	Shares	3.6KSH	$155.6K
46	CITY HOLDING CO	Shares	2.2KSH	$94.2K
47	RED REEF ADVISORS LLC	Shares	1.2KSH	$49.8K
48	Capital Investment Advisory Services, LLC	Shares	574SH	$24.8K
49	EverSource Wealth Advisors, LLC	Shares	140SH	$6.1K

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

50 / 52 loaded

#		Instrument
1	Brookstone Capital Management added	Shares	+662.6K	+$28.9M	$37.1M
2	BROWN WEALTH MANAGEMENT, LLC added	Shares	+38.1K	+$1.7M	$2.0M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+35.5K	+$1.6M	$3.2M
4	Chris Bulman Inc added	Shares	+19.7K	+$1.1M	$7.8M
5	KFG WEALTH MANAGEMENT, LLC added	Shares	+23.1K	+$1.1M	$2.7M
6	Bright Futures Wealth Management, LLC. new	Shares	+23.3K	+$1.0M	$1.0M
7	Lineweaver Wealth Advisors, LLC added	Shares	+13.3K	+$997.9K	$13.6M
8	PFG Advisors new	Shares	+22.4K	+$968.3K	$968.3K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.9K	+$893.8K	$1.6M
10	CoreCap Advisors, LLC added	Shares	+12.5K	+$816.6K	$9.1M
11	IFP Advisors, Inc added	Shares	+10.2K	+$489.8K	$2.0M
12	Cape Investment Advisory, Inc. added	Shares	+9.0K	+$446.3K	$2.2M
13	RIVERCHASE WEALTH MANAGEMENT, LLC added	Shares	+6.8K	+$331.4K	$1.5M
14	Cypress Wealth Services, LLC added	Shares	+6.9K	+$312.7K	$717.7K
15	TrustBank new	Shares	+6.3K	+$273.4K	$273.4K
16	Lakeridge Wealth Management LLC new	Shares	+6.2K	+$270.0K	$270.0K
17	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.5K	+$214.6K	$3.4M
18	Diligent Investors, LLC added	Shares	+3.2K	+$163.8K	$870.0K
19	ARS Wealth Advisors Group, LLC trimmed	Shares	-427	+$137.6K	$4.8M
20	YARGER WEALTH STRATEGIES, LLC added	Shares	+342	+$117.7K	$2.6M
21	BENJAMIN EDWARDS INC added	Shares	+1.6K	+$101.8K	$1.1M
22	Castle Rock Wealth Management, LLC added	Shares	+721	+$89.1K	$2.0M
23	AdvisorNet Financial, Inc added	Shares	+1.8K	+$78.3K	$155.6K
24	CITY HOLDING CO added	Shares	+1.8K	+$76.2K	$94.2K
25	Spire Wealth Management added	Shares	+906	+$64.4K	$817.4K
26	Southland Equity Partners LLC trimmed	Shares	-1.6K	+$58.1K	$3.8M
27	Merit Financial Group, LLC added	Shares	+369	+$56.5K	$1.3M
28	Farther Finance Advisors, LLC added	Shares	+683	+$56.0K	$890.1K
29	Focus Financial Network, Inc. unchanged	Shares	0	+$29.9K	$921.0K
30	Quest 10 Wealth Builders, Inc. added	Shares	+88	+$29.0K	$781.5K
31	RFG Advisory, LLC trimmed	Shares	-77	+$22.8K	$801.1K
32	Cardinal Point Capital Management ULC unchanged	Shares	0	+$17.9K	$552.0K
33	DHJJ Financial Advisors, Ltd. trimmed	Shares	-301	+$17.0K	$912.1K
34	Pacific Park Financial, Inc. trimmed	Shares	-260	+$16.7K	$848.8K
35	CRA Financial Services, LLC trimmed	Shares	-400	+$15.4K	$988.7K
36	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$12.6K	$387.9K
37	Liberty Atlantic Advisors LLC trimmed	Shares	-114	+$12.2K	$523.5K
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$8.0K	$245.1K
39	Fragasso Financial Advisors Inc trimmed	Shares	-399	+$3.2K	$732.1K
40	Fiduciary Alliance LLC unchanged	Shares	0	+$1.9K	$223.9K
41	RED REEF ADVISORS LLC unchanged	Shares	0	+$1.6K	$49.8K
42	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$805	$24.8K
43	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$196	$6.1K
44	Apollon Wealth Management, LLC trimmed	Shares	-1.6K	-$5.2K	$2.0M
45	BCS Wealth Management trimmed	Shares	-1.6K	-$27.7K	$1.2M
46	ATTICUS WEALTH MANAGEMENT, LLC trimmed	Shares	-1.3K	-$33.1K	$629.4K
47	Global Wealth Strategies & Associates exited	Shares	-1.6K	-$68.7K	$0
48	Wagner Wealth Management, LLC exited	Shares	-2.0K	-$83.2K	$0
49	TopTier Wealth Management, LLC exited	Shares	-2.1K	-$88.4K	$0
50	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-24.2K	-$971.1K	$1.3M

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