Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	883.9KSH	$52.0M
2	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	271.2KSH	$16.0M
3	Maltin Wealth Management, Inc.	Shares	85.0KSH	$5.0M
4	Crown Wealth Group, LLC	Shares	83.6KSH	$4.9M
5	DHJJ Financial Advisors, Ltd.	Shares	65.3KSH	$3.8M
6	My Personal CFO, LLC	Shares	41.9KSH	$2.5M
7	CoreCap Advisors, LLC	Shares	29.2KSH	$1.7M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.9KSH	$1.7M
9	Lantz Financial LLC	Shares	25.2KSH	$1.5M
10	Berkshire Money Management, Inc.	Shares	23.2KSH	$1.4M
11	Spire Wealth Management	Shares	18.7KSH	$1.1M
12	FORONJY FINANCIAL LLC	Shares	17.5KSH	$1.0M
13	City Center Advisors, LLC	Shares	14.4KSH	$846.6K
14	Chris Bulman Inc	Shares	14.0KSH	$826.4K
15	Focus Financial Network, Inc.	Shares	13.8KSH	$812.2K
16	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	12.0KSH	$705.1K
17	DAVENPORT & Co LLC	Shares	11.8KSH	$695.7K
18	Onyx Bridge Wealth Group LLC	Shares	11.3KSH	$662.8K
19	Merit Financial Group, LLC	Shares	11.0KSH	$645.8K
20	Strategic Blueprint, LLC	Shares	9.9KSH	$583.9K
21	AdvisorNet Financial, Inc	Shares	9.8KSH	$575.5K
22	Lewis Asset Management, LLC	Shares	8.3KSH	$491.3K
23	CRA Financial Services, LLC	Shares	6.7KSH	$391.5K
24	TopTier Wealth Management, LLC	Shares	6.2KSH	$363.8K
25	Diligent Investors, LLC	Shares	6.0KSH	$352.3K
26	Dominguez Wealth Management Solutions, Inc.	Shares	5.9KSH	$346.9K
27	BCS Wealth Management	Shares	5.6KSH	$328.8K
28	Pinnacle Wealth Management Group, Inc.	Shares	5.1KSH	$300.2K
29	RFG Advisory, LLC	Shares	5.0KSH	$294.8K
30	Dynamic Advisor Solutions LLC	Shares	4.8KSH	$282.9K
31	CYPRESS FINANCIAL PLANNING LLC	Shares	3.5KSH	$206.6K
32	Global Trust Wealth Management LLC	Shares	3.5KSH	$206.0K
33	BENJAMIN EDWARDS INC	Shares	3.5KSH	$205.2K
34	IFP Advisors, Inc	Shares	3.1KSH	$180.3K
35	LANARK FINANCIAL, INC.	Shares	260SH	$15.3K
36	Farther Finance Advisors, LLC	Shares	195SH	$11.5K
37	Cape Investment Advisory, Inc.	Shares	100SH	$5.9K
38	COUNTRY TRUST BANK	Shares	67SH	$3.9K

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

38 / 38 loaded

#		Instrument
1	Brookstone Capital Management added	Shares	+251.4K	+$18.3M	$52.0M
2	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+5.3K	+$1.8M	$16.0M
3	Maltin Wealth Management, Inc. unchanged	Shares	0	+$470.8K	$5.0M
4	FORONJY FINANCIAL LLC added	Shares	+4.6K	+$340.0K	$1.0M
5	DHJJ Financial Advisors, Ltd. trimmed	Shares	-634	+$327.9K	$3.8M
6	My Personal CFO, LLC trimmed	Shares	-141	+$224.6K	$2.5M
7	CYPRESS FINANCIAL PLANNING LLC new	Shares	+3.5K	+$206.6K	$206.6K
8	Global Trust Wealth Management LLC new	Shares	+3.5K	+$206.0K	$206.0K
9	BENJAMIN EDWARDS INC new	Shares	+3.5K	+$205.2K	$205.2K
10	CoreCap Advisors, LLC trimmed	Shares	-95	+$156.9K	$1.7M
11	Crown Wealth Group, LLC trimmed	Shares	-5.9K	+$151.2K	$4.9M
12	Lantz Financial LLC trimmed	Shares	-185	+$129.5K	$1.5M
13	Berkshire Money Management, Inc. unchanged	Shares	0	+$128.6K	$1.4M
14	Spire Wealth Management trimmed	Shares	-109	+$98.0K	$1.1M
15	Focus Financial Network, Inc. trimmed	Shares	-133	+$69.3K	$812.2K
16	City Center Advisors, LLC trimmed	Shares	-224	+$67.7K	$846.6K
17	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC unchanged	Shares	0	+$66.4K	$705.1K
18	DAVENPORT & Co LLC unchanged	Shares	0	+$65.5K	$695.7K
19	Onyx Bridge Wealth Group LLC unchanged	Shares	0	+$62.4K	$662.8K
20	Merit Financial Group, LLC trimmed	Shares	-40	+$58.6K	$645.8K
21	Strategic Blueprint, LLC added	Shares	+41	+$57.1K	$583.9K
22	Chris Bulman Inc trimmed	Shares	-440	+$54.3K	$826.4K
23	AdvisorNet Financial, Inc unchanged	Shares	0	+$54.2K	$575.5K
24	Lewis Asset Management, LLC added	Shares	+83	+$50.7K	$491.3K
25	CRA Financial Services, LLC unchanged	Shares	0	+$36.8K	$391.5K
26	Dominguez Wealth Management Solutions, Inc. unchanged	Shares	0	+$32.6K	$346.9K
27	Diligent Investors, LLC trimmed	Shares	-40	+$31.0K	$352.3K
28	Dynamic Advisor Solutions LLC unchanged	Shares	0	+$26.6K	$282.9K
29	RFG Advisory, LLC trimmed	Shares	-74	+$23.8K	$294.8K
30	IFP Advisors, Inc trimmed	Shares	-9	+$16.5K	$180.3K
31	TopTier Wealth Management, LLC trimmed	Shares	-351	+$15.5K	$363.8K
32	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-350	+$9.6K	$300.2K
33	Cape Investment Advisory, Inc. new	Shares	+100	+$5.9K	$5.9K
34	COUNTRY TRUST BANK new	Shares	+67	+$3.9K	$3.9K
35	Farther Finance Advisors, LLC unchanged	Shares	0	+$997	$11.5K
36	BCS Wealth Management trimmed	Shares	-612	-$1.7K	$328.8K
37	LANARK FINANCIAL, INC. trimmed	Shares	-258	-$12.3K	$15.3K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-5.5K	-$143.9K	$1.7M