Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	383.2KSH	$16.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	272.5KSH	$11.6M
3	Southland Equity Partners LLC	Shares	211.4KSH	$8.9M
4	AA Financial Advisors, LLC	Shares	198.2KSH	$8.4M
5	Brookstone Capital Management	Shares	149.3KSH	$6.3M
6	Elmwood Wealth Management, Inc.	Shares	123.9KSH	$5.2M
7	CoreCap Advisors, LLC	Shares	114.1KSH	$4.8M
8	Pinnacle Wealth Management Group, Inc.	Shares	110.1KSH	$4.6M
9	KFG WEALTH MANAGEMENT, LLC	Shares	85.8KSH	$3.6M
10	Farther Finance Advisors, LLC	Shares	80.2KSH	$3.4M
11	CRA Financial Services, LLC	Shares	77.0KSH	$3.2M
12	Diligent Investors, LLC	Shares	70.8KSH	$3.0M
13	AdvisorNet Financial, Inc	Shares	62.5KSH	$2.6M
14	BCS Wealth Management	Shares	45.5KSH	$1.9M
15	BENJAMIN EDWARDS INC	Shares	40.4KSH	$1.7M
16	Apollon Wealth Management, LLC	Shares	38.7KSH	$1.6M
17	Patriot Financial Group Insurance Agency, LLC	Shares	38.3KSH	$1.6M
18	Selby Wealth Management, LLC	Shares	36.5KSH	$1.5M
19	Castle Rock Wealth Management, LLC	Shares	34.1KSH	$1.4M
20	Chris Bulman Inc	Shares	34.0KSH	$1.4M
21	DHJJ Financial Advisors, Ltd.	Shares	32.8KSH	$1.4M
22	RFG Advisory, LLC	Shares	30.5KSH	$1.3M
23	Lineweaver Wealth Advisors, LLC	Shares	30.5KSH	$1.3M
24	Spire Wealth Management	Shares	29.2KSH	$1.2M
25	Merit Financial Group, LLC	Shares	28.4KSH	$1.2M
26	IFP Advisors, Inc	Shares	27.7KSH	$1.2M
27	Quest 10 Wealth Builders, Inc.	Shares	21.9KSH	$924.8K
28	Encompass More Asset Management	Shares	21.6KSH	$913.1K
29	YARGER WEALTH STRATEGIES, LLC	Shares	19.2KSH	$814.0K
30	City Center Advisors, LLC	Shares	18.8KSH	$793.6K
31	INDEPENDENT FINANCIAL GROUP, LLC	Shares	18.5KSH	$781.1K
32	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	18.0KSH	$758.2K
33	Pacific Park Financial, Inc.	Shares	16.9KSH	$711.9K
34	FIDUCIARY FINANCIAL GROUP, LLC	Shares	16.0KSH	$673.7K
35	HBW ADVISORY SERVICES LLC	Shares	15.9KSH	$670.1K
36	TrustBank	Shares	14.8KSH	$624.4K
37	Liberty Atlantic Advisors LLC	Shares	14.8KSH	$624.2K
38	ATTICUS WEALTH MANAGEMENT, LLC	Shares	14.5KSH	$611.4K
39	Opus Financial Solutions LLC	Shares	12.5KSH	$525.5K
40	Sequoia Financial Advisors, LLC	Shares	12.3KSH	$519.7K
41	Cape Investment Advisory, Inc.	Shares	11.8KSH	$497.7K
42	TopTier Wealth Management, LLC	Shares	11.7KSH	$494.7K
43	Blue Zone Wealth Advisors, LLC	Shares	11.1KSH	$466.9K
44	Focus Financial Network, Inc.	Shares	10.9KSH	$459.6K
45	J.W. COLE ADVISORS, INC.	Shares	10.6KSH	$446.2K
46	MILESTONE ASSET MANAGEMENT, LLC	Shares	10.0KSH	$421.9K
47	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	9.7KSH	$407.8K
48	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	9.0KSH	$379.8K
49	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	8.7KSH	$366.5K
50	Dynamic Advisor Solutions LLC	Shares	7.6KSH	$322.5K

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

50 / 66 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+22.2K	+$1.5M	$11.6M
2	KFG WEALTH MANAGEMENT, LLC added	Shares	+14.8K	+$796.2K	$3.6M
3	Farther Finance Advisors, LLC added	Shares	+9.9K	+$575.4K	$3.4M
4	CoreCap Advisors, LLC added	Shares	+7.0K	+$552.8K	$4.8M
5	Southland Equity Partners LLC trimmed	Shares	-399	+$491.4K	$8.9M
6	J.W. COLE ADVISORS, INC. new	Shares	+10.6K	+$446.2K	$446.2K
7	RIVERCHASE WEALTH MANAGEMENT, LLC added	Shares	+8.6K	+$384.3K	$758.2K
8	Lineweaver Wealth Advisors, LLC added	Shares	+7.5K	+$373.2K	$1.3M
9	Dynamic Advisor Solutions LLC new	Shares	+7.6K	+$322.5K	$322.5K
10	WEBSTERROGERS FINANCIAL ADVISORS, LLC new	Shares	+7.0K	+$295.9K	$295.9K
11	Cape Investment Advisory, Inc. added	Shares	+5.3K	+$239.4K	$497.7K
12	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+5.5K	+$232.4K	$232.4K
13	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+5.0K	+$209.1K	$209.1K
14	Brookstone Capital Management trimmed	Shares	-4.7K	+$170.3K	$6.3M
15	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-2.4K	+$167.7K	$4.6M
16	CRA Financial Services, LLC trimmed	Shares	-610	+$160.5K	$3.2M
17	Diligent Investors, LLC trimmed	Shares	-405	+$153.7K	$3.0M
18	AA Financial Advisors, LLC trimmed	Shares	-8.3K	+$147.2K	$8.4M
19	Encompass More Asset Management added	Shares	+2.4K	+$146.9K	$913.1K
20	AdvisorNet Financial, Inc trimmed	Shares	-180	+$142.9K	$2.6M
21	Elmwood Wealth Management, Inc. trimmed	Shares	-4.0K	+$136.6K	$5.2M
22	Chris Bulman Inc added	Shares	+977	+$120.6K	$1.4M
23	IFP Advisors, Inc added	Shares	+651	+$92.4K	$1.2M
24	BCS Wealth Management trimmed	Shares	-456	+$91.1K	$1.9M
25	Selby Wealth Management, LLC trimmed	Shares	-100	+$83.7K	$1.5M
26	Apollon Wealth Management, LLC trimmed	Shares	-374	+$78.0K	$1.6M
27	BENJAMIN EDWARDS INC trimmed	Shares	-525	+$76.0K	$1.7M
28	YARGER WEALTH STRATEGIES, LLC added	Shares	+587	+$73.1K	$814.0K
29	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added	Shares	+1.2K	+$70.6K	$407.8K
30	Spire Wealth Management trimmed	Shares	-155	+$63.8K	$1.2M
31	Quest 10 Wealth Builders, Inc. added	Shares	+184	+$59.9K	$924.8K
32	Merit Financial Group, LLC trimmed	Shares	-269	+$57.4K	$1.2M
33	Castle Rock Wealth Management, LLC trimmed	Shares	-470	+$54.2K	$1.4M
34	TrustBank added	Shares	+279	+$46.6K	$624.4K
35	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+562	+$46.4K	$421.9K
36	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$38.3K	$673.7K
37	Liberty Atlantic Advisors LLC unchanged	Shares	0	+$35.5K	$624.2K
38	DHJJ Financial Advisors, Ltd. trimmed	Shares	-1.1K	+$32.8K	$1.4M
39	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-333	+$31.2K	$781.1K
40	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$29.6K	$519.7K
41	TopTier Wealth Management, LLC trimmed	Shares	-2	+$28.1K	$494.7K
42	Blue Zone Wealth Advisors, LLC unchanged	Shares	0	+$26.6K	$466.9K
43	City Center Advisors, LLC trimmed	Shares	-577	+$22.2K	$793.6K
44	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$21.6K	$379.8K
45	INTEGRAL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$20.8K	$366.5K
46	CITY HOLDING CO unchanged	Shares	0	+$17.9K	$313.6K
47	Cypress Wealth Services, LLC unchanged	Shares	0	+$17.1K	$300.1K
48	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-8	+$15.5K	$277.3K
49	RFG Advisory, LLC trimmed	Shares	-1.5K	+$11.9K	$1.3M
50	RED REEF ADVISORS LLC unchanged	Shares	0	+$7.0K	$122.4K

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