Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Liberty Atlantic Advisors LLC	Shares	682.5KSH	$26.3M
2	ATTICUS WEALTH MANAGEMENT, LLC	Shares	644.7KSH	$24.9M
3	WETZEL INVESTMENT ADVISORS, INC.	Shares	631.2KSH	$24.4M
4	Brookstone Capital Management	Shares	630.5KSH	$24.3M
5	Southland Equity Partners LLC	Shares	304.5KSH	$11.7M
6	Envestnet Portfolio Solutions, Inc.	Shares	259.0KSH	$10.0M
7	Pinnacle Wealth Management Group, Inc.	Shares	247.5KSH	$9.5M
8	WINNACLE WEALTH LLC	Shares	239.3KSH	$9.2M
9	EVOLUTION WEALTH MANAGEMENT INC.	Shares	218.6KSH	$8.4M
10	Farther Finance Advisors, LLC	Shares	196.5KSH	$7.6M
11	Triumph Capital Management	Shares	186.2KSH	$7.2M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	168.9KSH	$6.5M
13	Split Rock Private Trading & Wealth Management, LLC	Shares	139.0KSH	$5.4M
14	Holos Integrated Wealth LLC	Shares	125.3KSH	$4.9M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	124.8KSH	$4.8M
16	BEACON FINANCIAL GROUP	Shares	114.1KSH	$4.4M
17	Intrua Financial, LLC	Shares	105.3KSH	$4.1M
18	COLUMBIA ADVISORY PARTNERS LLC	Shares	99.2KSH	$3.8M
19	Selby Wealth Management, LLC	Shares	65.3KSH	$2.5M
20	MILESTONE ASSET MANAGEMENT, LLC	Shares	58.6KSH	$2.3M
21	Balance Wealth Partners LLC	Shares	53.4KSH	$2.1M
22	FLAGSHIP HARBOR ADVISORS, LLC	Shares	52.3KSH	$2.0M
23	Kellett Wealth Advisors, LLC	Shares	51.1KSH	$2.0M
24	SIGNATUREFD, LLC	Shares	48.2KSH	$1.9M
25	RED REEF ADVISORS LLC	Shares	41.2KSH	$1.6M
26	CGN Advisors LLC	Shares	37.8KSH	$1.5M
27	Amicus Financial Advisors, LLC	Shares	29.5KSH	$1.1M
28	Marshall & Sterling Wealth Advisors Inc.	Shares	28.0KSH	$1.1M
29	Ifrah Financial Services, Inc.	Shares	27.3KSH	$1.1M
30	SECURED RETIREMENT ADVISORS, LLC	Shares	27.1KSH	$1.0M
31	CFS Investment Advisory Services, LLC	Shares	25.8KSH	$996.4K
32	Sequoia Financial Advisors, LLC	Shares	25.4KSH	$980.9K
33	KFG WEALTH MANAGEMENT, LLC	Shares	25.1KSH	$969.9K
34	Castleview Partners, LLC	Shares	25.1KSH	$966.5K
35	Well Done, LLC	Shares	23.9KSH	$921.6K
36	Cornerstone Wealth Management, LLC	Shares	21.9KSH	$845.2K
37	Archford Capital Strategies, LLC	Shares	21.5KSH	$828.0K
38	SOUTHERN CAPITAL ADVISORS, LLC	Shares	18.3KSH	$707.1K
39	CoreCap Advisors, LLC	Shares	17.6KSH	$679.3K
40	HBW ADVISORY SERVICES LLC	Shares	14.9KSH	$575.2K
41	FORONJY FINANCIAL LLC	Shares	14.8KSH	$570.4K
42	Beacon Financial Strategies CORP	Shares	14.0KSH	$539.6K
43	Golden State Wealth Management, LLC	Shares	13.9KSH	$536.5K
44	William Mack & Associates, Inc.	Shares	13.1KSH	$504.7K
45	B. Riley Wealth Advisors, Inc.	Shares	12.9KSH	$493.6K
46	Diligent Investors, LLC	Shares	12.4KSH	$479.9K
47	CRA Financial Services, LLC	Shares	11.8KSH	$454.1K
48	Apollon Financial, LLC	Shares	11.7KSH	$451.3K
49	Worth Asset Management, LLC	Shares	10.5KSH	$406.9K
50	Cypress Wealth Services, LLC	Shares	9.9KSH	$381.2K

Scroll to load more

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

50 / 77 loaded

#		Instrument
1	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+626.6K	+$24.2M	$24.9M
2	Brookstone Capital Management added	Shares	+226.8K	+$10.0M	$24.3M
3	Envestnet Portfolio Solutions, Inc. new	Shares	+259.0K	+$10.0M	$10.0M
4	WETZEL INVESTMENT ADVISORS, INC. added	Shares	+141.7K	+$7.0M	$24.4M
5	Split Rock Private Trading & Wealth Management, LLC added	Shares	+126.8K	+$4.9M	$5.4M
6	Liberty Atlantic Advisors LLC added	Shares	+44.6K	+$3.7M	$26.3M
7	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+83.5K	+$3.5M	$6.5M
8	Amicus Financial Advisors, LLC new	Shares	+29.5K	+$1.1M	$1.1M
9	Pinnacle Wealth Management Group, Inc. added	Shares	+3.4K	+$905.7K	$9.5M
10	Triumph Capital Management added	Shares	+4.8K	+$753.5K	$7.2M
11	Holos Integrated Wealth LLC added	Shares	+9.3K	+$696.4K	$4.9M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.0K	+$681.5K	$4.8M
13	Southland Equity Partners LLC trimmed	Shares	-9.2K	+$639.6K	$11.7M
14	WINNACLE WEALTH LLC trimmed	Shares	-3.7K	+$628.7K	$9.2M
15	KFG WEALTH MANAGEMENT, LLC added	Shares	+14.3K	+$587.7K	$969.9K
16	Beacon Financial Strategies CORP new	Shares	+14.0K	+$539.6K	$539.6K
17	William Mack & Associates, Inc. new	Shares	+13.1K	+$504.7K	$504.7K
18	B. Riley Wealth Advisors, Inc. new	Shares	+12.9K	+$493.6K	$493.6K
19	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-6.3K	+$470.8K	$8.4M
20	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+2.3K	+$394.9K	$3.8M
21	Intrua Financial, LLC added	Shares	+1.6K	+$389.8K	$4.1M
22	XY Planning Network, Inc. new	Shares	+9.3K	+$360.5K	$360.5K
23	Encompass More Asset Management new	Shares	+9.1K	+$350.3K	$350.3K
24	CGN Advisors LLC added	Shares	+6.4K	+$345.1K	$1.5M
25	Selby Wealth Management, LLC added	Shares	+2.8K	+$305.8K	$2.5M
26	Balance Wealth Partners LLC added	Shares	+3.5K	+$291.5K	$2.1M
27	Sowell Financial Services LLC new	Shares	+7.1K	+$274.5K	$274.5K
28	Financial Designs Corp new	Shares	+6.8K	+$262.9K	$262.9K
29	Forza Wealth Management, LLC new	Shares	+6.7K	+$258.4K	$258.4K
30	BEACON FINANCIAL GROUP trimmed	Shares	-3.0K	+$255.9K	$4.4M
31	Capital Investment Management, Inc. new	Shares	+6.3K	+$244.8K	$244.8K
32	Pine Valley Investments Ltd Liability Co new	Shares	+6.2K	+$240.2K	$240.2K
33	CoreCap Advisors, LLC added	Shares	+4.5K	+$216.1K	$679.3K
34	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+889	+$197.1K	$2.0M
35	MILESTONE ASSET MANAGEMENT, LLC trimmed	Shares	-1.0K	+$149.5K	$2.3M
36	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+1.7K	+$118.6K	$707.1K
37	Kellett Wealth Advisors, LLC trimmed	Shares	-1.2K	+$118.0K	$2.0M
38	Cornerstone Wealth Management, LLC added	Shares	+1.3K	+$113.8K	$845.2K
39	RED REEF ADVISORS LLC trimmed	Shares	-531	+$111.8K	$1.6M
40	SECURED RETIREMENT ADVISORS, LLC added	Shares	+558	+$105.8K	$1.0M
41	CFS Investment Advisory Services, LLC added	Shares	+1.4K	+$103.9K	$996.4K
42	Ifrah Financial Services, Inc. trimmed	Shares	-110	+$82.8K	$1.1M
43	Castleview Partners, LLC added	Shares	+35	+$80.7K	$966.5K
44	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1.4K	+$72.6K	$273.7K
45	Well Done, LLC trimmed	Shares	-104	+$72.0K	$921.6K
46	Archford Capital Strategies, LLC trimmed	Shares	-368	+$55.0K	$828.0K
47	Golden State Wealth Management, LLC added	Shares	+168	+$50.0K	$536.5K
48	FORONJY FINANCIAL LLC added	Shares	+26	+$47.8K	$570.4K
49	Wealth Enhancement Trust Services, Inc. new	Shares	+1.0K	+$40.5K	$40.5K
50	Diligent Investors, LLC trimmed	Shares	-35	+$38.2K	$479.9K

Scroll to load more