Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	807.1KSH	$34.8M
2	Southland Equity Partners LLC	Shares	158.5KSH	$6.8M
3	CoreCap Advisors, LLC	Shares	153.2KSH	$6.6M
4	BCS Wealth Management	Shares	108.4KSH	$4.7M
5	Castle Rock Wealth Management, LLC	Shares	90.6KSH	$3.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	84.7KSH	$3.7M
7	Diligent Investors, LLC	Shares	80.5KSH	$3.5M
8	YARGER WEALTH STRATEGIES, LLC	Shares	73.6KSH	$3.2M
9	Chris Bulman Inc	Shares	70.2KSH	$3.0M
10	KFG WEALTH MANAGEMENT, LLC	Shares	65.0KSH	$2.8M
11	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	58.4KSH	$2.5M
12	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	55.7KSH	$2.4M
13	Lineweaver Wealth Advisors, LLC	Shares	39.5KSH	$1.7M
14	Sequoia Financial Advisors, LLC	Shares	37.4KSH	$1.6M
15	Patriot Financial Group Insurance Agency, LLC	Shares	37.2KSH	$1.6M
16	Pinnacle Wealth Management Group, Inc.	Shares	36.9KSH	$1.6M
17	ATTICUS WEALTH MANAGEMENT, LLC	Shares	34.3KSH	$1.5M
18	Farther Finance Advisors, LLC	Shares	33.4KSH	$1.4M
19	Spire Wealth Management	Shares	31.2KSH	$1.3M
20	IFP Advisors, Inc	Shares	30.4KSH	$1.3M
21	Lakeridge Wealth Management LLC	Shares	29.7KSH	$1.3M
22	Composition Wealth, LLC	Shares	27.7KSH	$1.2M
23	Blossom Wealth Management	Shares	27.5KSH	$1.2M
24	TrustBank	Shares	27.1KSH	$1.2M
25	CRA Financial Services, LLC	Shares	26.9KSH	$1.2M
26	Cape Investment Advisory, Inc.	Shares	26.2KSH	$1.1M
27	Apollon Wealth Management, LLC	Shares	25.6KSH	$1.1M
28	Certified Advisory Corp	Shares	22.6KSH	$972.9K
29	Focus Financial Network, Inc.	Shares	19.7KSH	$847.2K
30	HBW ADVISORY SERVICES LLC	Shares	16.2KSH	$698.1K
31	Cyndeo Wealth Partners, LLC	Shares	15.5KSH	$668.8K
32	DHJJ Financial Advisors, Ltd.	Shares	15.1KSH	$651.8K
33	Noble Wealth Management PBC	Shares	14.3KSH	$616.3K
34	Foundry Financial Group, Inc.	Shares	13.5KSH	$581.8K
35	INDEPENDENT FINANCIAL GROUP, LLC	Shares	13.3KSH	$574.4K
36	BENJAMIN EDWARDS INC	Shares	9.7KSH	$417.3K
37	FIDUCIARY FINANCIAL GROUP, LLC	Shares	9.2KSH	$396.4K
38	Vestment Financial LLC	Shares	8.7KSH	$377.7K
39	Merit Financial Group, LLC	Shares	8.3KSH	$355.7K
40	DAVENPORT & Co LLC	Shares	7.3KSH	$313.6K
41	Keystone Financial Group, Inc.	Shares	7.3KSH	$312.4K
42	CRUX WEALTH ADVISORS	Shares	7.0KSH	$300.2K
43	Pacific Park Financial, Inc.	Shares	6.0KSH	$257.5K
44	MILESTONE ASSET MANAGEMENT, LLC	Shares	5.7KSH	$247.1K
45	Cypress Wealth Services, LLC	Shares	5.2KSH	$225.8K
46	BridgePort Financial Solutions, LLC	Shares	5.2KSH	$224.7K
47	AdvisorNet Financial, Inc	Shares	5.1KSH	$217.5K
48	Bison Wealth, LLC	Shares	4.8KSH	$205.6K
49	Quest 10 Wealth Builders, Inc.	Shares	4.0KSH	$173.7K
50	Capital Investment Advisory Services, LLC	Shares	4.0KSH	$171.2K

Scroll to load more

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

50 / 61 loaded

#		Instrument
1	Diligent Investors, LLC added	Shares	+4.0K	+$400.2K	$3.5M
2	Southland Equity Partners LLC trimmed	Shares	-2.6K	+$364.4K	$6.8M
3	Farther Finance Advisors, LLC added	Shares	+6.6K	+$360.0K	$1.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$334.5K	$3.7M
5	CoreCap Advisors, LLC trimmed	Shares	-3.4K	+$316.7K	$6.6M
6	KFG WEALTH MANAGEMENT, LLC added	Shares	+1.1K	+$238.4K	$2.8M
7	Chris Bulman Inc trimmed	Shares	-990	+$168.0K	$3.0M
8	RIVERCHASE WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$164.8K	$2.4M
9	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-608	+$148.4K	$2.5M
10	TrustBank added	Shares	+1.1K	+$125.2K	$1.2M
11	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$116.9K	$1.7M
12	YARGER WEALTH STRATEGIES, LLC trimmed	Shares	-3.0K	+$114.3K	$3.2M
13	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$110.8K	$1.6M
14	Spire Wealth Management added	Shares	+122	+$97.1K	$1.3M
15	ATTICUS WEALTH MANAGEMENT, LLC trimmed	Shares	-125	+$96.5K	$1.5M
16	Merit Financial Group, LLC added	Shares	+1.7K	+$92.2K	$355.7K
17	IFP Advisors, Inc unchanged	Shares	0	+$90.1K	$1.3M
18	Blossom Wealth Management unchanged	Shares	0	+$81.3K	$1.2M
19	Cape Investment Advisory, Inc. unchanged	Shares	0	+$77.6K	$1.1M
20	Composition Wealth, LLC trimmed	Shares	-136	+$76.5K	$1.2M
21	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-845	+$75.3K	$1.6M
22	BCS Wealth Management trimmed	Shares	-6.1K	+$74.9K	$4.7M
23	Apollon Wealth Management, LLC trimmed	Shares	-205	+$67.7K	$1.1M
24	CRA Financial Services, LLC trimmed	Shares	-375	+$64.6K	$1.2M
25	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+500	+$59.5K	$574.4K
26	Certified Advisory Corp trimmed	Shares	-310	+$54.5K	$972.9K
27	Focus Financial Network, Inc. trimmed	Shares	-95	+$54.4K	$847.2K
28	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$46.0K	$668.8K
29	HBW ADVISORY SERVICES LLC trimmed	Shares	-59	+$45.6K	$698.1K
30	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$44.8K	$651.8K
31	Castle Rock Wealth Management, LLC trimmed	Shares	-5.3K	+$37.3K	$3.9M
32	AdvisorNet Financial, Inc added	Shares	+525	+$36.0K	$217.5K
33	Foundry Financial Group, Inc. trimmed	Shares	-105	+$35.8K	$581.8K
34	BENJAMIN EDWARDS INC unchanged	Shares	0	+$28.7K	$417.3K
35	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$27.2K	$396.4K
36	Lakeridge Wealth Management LLC trimmed	Shares	-1.5K	+$26.7K	$1.3M
37	DAVENPORT & Co LLC unchanged	Shares	0	+$21.6K	$313.6K
38	Pacific Park Financial, Inc. unchanged	Shares	0	+$17.7K	$257.5K
39	MILESTONE ASSET MANAGEMENT, LLC unchanged	Shares	0	+$17.0K	$247.1K
40	CRUX WEALTH ADVISORS trimmed	Shares	-120	+$15.8K	$300.2K
41	Cypress Wealth Services, LLC unchanged	Shares	0	+$15.5K	$225.8K
42	BridgePort Financial Solutions, LLC unchanged	Shares	0	+$15.4K	$224.7K
43	Vestment Financial LLC unchanged	Shares	0	+$10.9K	$377.7K
44	PFS Partners, LLC unchanged	Shares	0	+$3.6K	$51.7K
45	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-8	+$2.7K	$44.6K
46	Bison Wealth, LLC unchanged	Shares	0	+$2.5K	$205.6K
47	CITY HOLDING CO unchanged	Shares	0	+$2.1K	$30.1K
48	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.3K	$19.4K
49	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$935	$13.6K
50	BigSur Wealth Management LLC unchanged	Shares	0	+$562	$8.2K

Scroll to load more