Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	296.6KSH	$15.7M
2	Fragasso Financial Advisors Inc	Shares	63.5KSH	$3.4M
3	Berkshire Money Management, Inc.	Shares	55.6KSH	$2.9M
4	Wealthquest Corp	Shares	43.9KSH	$2.3M
5	Diligent Investors, LLC	Shares	25.1KSH	$1.3M
6	Maltin Wealth Management, Inc.	Shares	23.5KSH	$1.2M
7	Lantz Financial LLC	Shares	22.9KSH	$1.2M
8	DHJJ Financial Advisors, Ltd.	Shares	22.0KSH	$1.2M
9	FORONJY FINANCIAL LLC	Shares	19.4KSH	$1.0M
10	My Personal CFO, LLC	Shares	19.4KSH	$1.0M
11	Spire Wealth Management	Shares	18.2KSH	$967.1K
12	City Center Advisors, LLC	Shares	15.9KSH	$845.5K
13	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	14.7KSH	$778.4K
14	Dynamic Advisor Solutions LLC	Shares	13.6KSH	$721.7K
15	CoreCap Advisors, LLC	Shares	10.5KSH	$554.2K
16	KFG WEALTH MANAGEMENT, LLC	Shares	10.4KSH	$552.7K
17	TopTier Wealth Management, LLC	Shares	10.4KSH	$550.3K
18	Global Trust Wealth Management LLC	Shares	10.2KSH	$540.8K
19	Brookstone Capital Management	Shares	10.2KSH	$538.9K
20	BCS Wealth Management	Shares	9.0KSH	$475.3K
21	IFP Advisors, Inc	Shares	8.8KSH	$466.8K
22	XML Financial, LLC	Shares	8.2KSH	$433.5K
23	J.W. COLE ADVISORS, INC.	Shares	7.8KSH	$411.3K
24	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	7.5KSH	$397.6K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.1KSH	$325.0K
26	RFG Advisory, LLC	Shares	4.9KSH	$261.4K
27	Old Port Advisors	Shares	4.5KSH	$238.6K
28	Merit Financial Group, LLC	Shares	4.1KSH	$217.3K
29	First Heartland Consultants, Inc.	Shares	4.1KSH	$216.5K
30	Farther Finance Advisors, LLC	Shares	3.7KSH	$196.0K
31	EVOLUTION WEALTH MANAGEMENT INC.	Shares	3.0KSH	$159.7K
32	AdvisorNet Financial, Inc	Shares	811SH	$43.0K
33	Vision Retirement, LLC	Shares	735SH	$39.0K
34	Cape Investment Advisory, Inc.	Shares	600SH	$31.8K
35	LANARK FINANCIAL, INC.	Shares	289SH	$15.3K
36	EverSource Wealth Advisors, LLC	Shares	100SH	$5.3K
37	COUNTRY TRUST BANK	Shares	77SH	$4.1K

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

40 / 40 loaded

#		Instrument
1	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+6.1K	+$1.8M	$15.7M
2	J.W. COLE ADVISORS, INC. new	Shares	+7.8K	+$411.3K	$411.3K
3	FORONJY FINANCIAL LLC added	Shares	+5.1K	+$343.1K	$1.0M
4	Berkshire Money Management, Inc. unchanged	Shares	0	+$279.9K	$2.9M
5	First Heartland Consultants, Inc. new	Shares	+4.1K	+$216.5K	$216.5K
6	Fragasso Financial Advisors Inc trimmed	Shares	-1.9K	+$197.9K	$3.4M
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+3.0K	+$180.8K	$397.6K
8	Diligent Investors, LLC trimmed	Shares	-42	+$124.5K	$1.3M
9	Maltin Wealth Management, Inc. unchanged	Shares	0	+$118.2K	$1.2M
10	Lantz Financial LLC trimmed	Shares	-47	+$113.0K	$1.2M
11	DHJJ Financial Advisors, Ltd. trimmed	Shares	-173	+$102.3K	$1.2M
12	Spire Wealth Management added	Shares	+2	+$91.8K	$967.1K
13	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$73.9K	$778.4K
14	Dynamic Advisor Solutions LLC trimmed	Shares	-7	+$68.2K	$721.7K
15	City Center Advisors, LLC trimmed	Shares	-352	+$63.4K	$845.5K
16	KFG WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$52.5K	$552.7K
17	TopTier Wealth Management, LLC unchanged	Shares	0	+$52.3K	$550.3K
18	Global Trust Wealth Management LLC unchanged	Shares	0	+$51.4K	$540.8K
19	Vision Retirement, LLC new	Shares	+735	+$39.0K	$39.0K
20	Cape Investment Advisory, Inc. new	Shares	+600	+$31.8K	$31.8K
21	XML Financial, LLC trimmed	Shares	-302	+$26.7K	$433.5K
22	Old Port Advisors unchanged	Shares	0	+$22.7K	$238.6K
23	RFG Advisory, LLC trimmed	Shares	-128	+$18.7K	$261.4K
24	Farther Finance Advisors, LLC unchanged	Shares	0	+$17.5K	$196.0K
25	BCS Wealth Management trimmed	Shares	-580	+$17.3K	$475.3K
26	Merit Financial Group, LLC trimmed	Shares	-98	+$15.9K	$217.3K
27	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$15.2K	$159.7K
28	IFP Advisors, Inc trimmed	Shares	-815	+$5.2K	$466.8K
29	AdvisorNet Financial, Inc unchanged	Shares	0	+$4.1K	$43.0K
30	COUNTRY TRUST BANK new	Shares	+77	+$4.1K	$4.1K
31	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$503	$5.3K
32	LANARK FINANCIAL, INC. trimmed	Shares	-289	-$12.4K	$15.3K
33	CoreCap Advisors, LLC trimmed	Shares	-1.5K	-$19.5K	$554.2K
34	My Personal CFO, LLC trimmed	Shares	-4.3K	-$110.3K	$1.0M
35	PFG Advisors exited	Shares	-5.4K	-$258.9K	$0
36	Selby Wealth Management, LLC exited	Shares	-8.1K	-$388.7K	$0
37	Chris Bulman Inc exited	Shares	-9.4K	-$450.8K	$0
38	Wealthquest Corp trimmed	Shares	-44.6K	-$2.0M	$2.3M
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-71.5K	-$3.4M	$325.0K
40	Brookstone Capital Management trimmed	Shares	-611.4K	-$29.3M	$538.9K