Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Onyx Bridge Wealth Group LLC	Shares	79.8KSH	$3.2M
2	Berkshire Money Management, Inc.	Shares	55.6KSH	$2.2M
3	Diligent Investors, LLC	Shares	31.2KSH	$1.2M
4	DHJJ Financial Advisors, Ltd.	Shares	27.1KSH	$1.1M
5	Fragasso Financial Advisors Inc	Shares	26.7KSH	$1.1M
6	TopTier Wealth Management, LLC	Shares	25.4KSH	$1.0M
7	PFS Partners, LLC	Shares	22.3KSH	$889.1K
8	AdvisorNet Financial, Inc	Shares	17.2KSH	$685.7K
9	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	17.0KSH	$675.7K
10	Merit Financial Group, LLC	Shares	16.4KSH	$653.2K
11	IFP Advisors, Inc	Shares	13.5KSH	$538.4K
12	My Personal CFO, LLC	Shares	11.1KSH	$440.8K
13	BCS Wealth Management	Shares	9.2KSH	$365.6K
14	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	8.4KSH	$335.8K
15	Cardinal Point Capital Management ULC	Shares	7.4KSH	$292.9K
16	Brookstone Capital Management	Shares	7.2KSH	$288.2K
17	CoreCap Advisors, LLC	Shares	7.1KSH	$284.4K
18	Opus Financial Solutions LLC	Shares	6.1KSH	$243.0K
19	Liberty Atlantic Advisors LLC	Shares	6.0KSH	$237.8K
20	WINNACLE WEALTH LLC	Shares	5.8KSH	$231.8K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.6KSH	$221.6K
22	Farther Finance Advisors, LLC	Shares	4.5KSH	$179.1K
23	SIGNATUREFD, LLC	Shares	4.1KSH	$165.1K
24	TrustBank	Shares	3.5KSH	$138.0K
25	Triumph Capital Management	Shares	1.7KSH	$68.3K
26	Noble Wealth Management PBC	Shares	1.1KSH	$43.0K
27	GILPIN WEALTH MANAGEMENT, LLC	Shares	1.0KSH	$39.8K
28	EverSource Wealth Advisors, LLC	Shares	843SH	$33.6K
29	Capital Investment Advisory Services, LLC	Shares	212SH	$8.4K

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

29 / 29 loaded

#		Instrument
1	IFP Advisors, Inc added	Shares	+6.8K	+$295.9K	$538.4K
2	Diligent Investors, LLC added	Shares	+1.9K	+$180.9K	$1.2M
3	DHJJ Financial Advisors, Ltd. added	Shares	+2.1K	+$170.4K	$1.1M
4	TrustBank new	Shares	+3.5K	+$138.0K	$138.0K
5	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+2.8K	+$129.6K	$335.8K
6	Onyx Bridge Wealth Group LLC trimmed	Shares	-4.7K	+$112.1K	$3.2M
7	CoreCap Advisors, LLC added	Shares	+1.8K	+$90.3K	$284.4K
8	Fragasso Financial Advisors Inc unchanged	Shares	0	+$86.2K	$1.1M
9	PFS Partners, LLC trimmed	Shares	-189	+$72.5K	$889.1K
10	AdvisorNet Financial, Inc added	Shares	+70	+$63.7K	$685.7K
11	Brookstone Capital Management added	Shares	+781	+$54.0K	$288.2K
12	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-317	+$48.8K	$675.7K
13	My Personal CFO, LLC unchanged	Shares	0	+$39.3K	$440.8K
14	Noble Wealth Management PBC added	Shares	+950	+$38.3K	$43.0K
15	Merit Financial Group, LLC trimmed	Shares	-649	+$34.7K	$653.2K
16	BCS Wealth Management trimmed	Shares	-53	+$30.7K	$365.6K
17	Cardinal Point Capital Management ULC unchanged	Shares	0	+$26.1K	$292.9K
18	Opus Financial Solutions LLC unchanged	Shares	0	+$21.7K	$243.0K
19	Liberty Atlantic Advisors LLC unchanged	Shares	0	+$21.2K	$237.8K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-69	+$15.7K	$221.6K
21	Farther Finance Advisors, LLC unchanged	Shares	0	+$15.7K	$179.1K
22	WINNACLE WEALTH LLC trimmed	Shares	-144	+$15.4K	$231.8K
23	SIGNATUREFD, LLC unchanged	Shares	0	+$14.7K	$165.1K
24	Triumph Capital Management unchanged	Shares	0	+$6.1K	$68.3K
25	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$3.5K	$39.8K
26	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$3.0K	$33.6K
27	TopTier Wealth Management, LLC trimmed	Shares	-2.5K	-$197	$1.0M
28	Capital Investment Advisory Services, LLC trimmed	Shares	-300	-$10.1K	$8.4K
29	Berkshire Money Management, Inc. trimmed	Shares	-34.5K	-$1.1M	$2.2M