Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	153.9KSH	$6.5M
2	MBL Wealth, LLC	Shares	127.6KSH	$5.4M
3	Brookstone Capital Management	Shares	116.1KSH	$4.9M
4	KFG WEALTH MANAGEMENT, LLC	Shares	98.2KSH	$4.1M
5	FIDUCIARY FINANCIAL GROUP, LLC	Shares	58.6KSH	$2.5M
6	CENTRAL VALLEY ADVISORS, LLC	Shares	49.9KSH	$2.1M
7	Spire Wealth Management	Shares	35.1KSH	$1.5M
8	Strategic Blueprint, LLC	Shares	24.2KSH	$1.0M
9	MILESTONE ASSET MANAGEMENT, LLC	Shares	22.9KSH	$965.8K
10	SteelPeak Wealth, LLC	Shares	20.0KSH	$841.6K
11	CRA Financial Services, LLC	Shares	18.6KSH	$780.9K
12	Onyx Bridge Wealth Group LLC	Shares	13.7KSH	$575.7K
13	Farther Finance Advisors, LLC	Shares	10.9KSH	$457.3K
14	Lakeridge Wealth Management LLC	Shares	10.7KSH	$451.4K
15	Lantz Financial LLC	Shares	10.5KSH	$443.3K
16	Diligent Investors, LLC	Shares	8.5KSH	$357.7K
17	Accurate Wealth Management, LLC	Shares	8.0KSH	$338.2K
18	EVOLUTION WEALTH MANAGEMENT INC.	Shares	7.2KSH	$302.7K
19	ALTERNA WEALTH MANAGEMENT, INC	Shares	7.0KSH	$295.5K
20	4J Wealth Management LLC	Shares	6.8KSH	$288.3K
21	PFG Advisors	Shares	6.0KSH	$253.8K
22	Octavia Wealth Advisors, LLC	Shares	5.5KSH	$230.3K
23	Buska Wealth Management, LLC	Shares	5.4KSH	$228.3K
24	Interchange Capital Partners, LLC	Shares	5.0KSH	$210.4K
25	RFG Advisory, LLC	Shares	4.8KSH	$203.5K
26	AdvisorNet Financial, Inc	Shares	1.1KSH	$46.3K
27	DHJJ Financial Advisors, Ltd.	Shares	815SH	$34.3K
28	CoreCap Advisors, LLC	Shares	246SH	$10.4K
29	Triumph Capital Management	Shares	30SH	$1.3K

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

30 / 30 loaded

#		Instrument
1	SteelPeak Wealth, LLC new	Shares	+20.0K	+$841.6K	$841.6K
2	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+6.4K	+$674.2K	$6.5M
3	MBL Wealth, LLC added	Shares	+461	+$367.9K	$5.4M
4	Interchange Capital Partners, LLC new	Shares	+5.0K	+$210.4K	$210.4K
5	RFG Advisory, LLC new	Shares	+4.8K	+$203.5K	$203.5K
6	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$160.5K	$2.5M
7	Strategic Blueprint, LLC trimmed	Shares	-253	+$56.3K	$1.0M
8	CRA Financial Services, LLC unchanged	Shares	0	+$50.9K	$780.9K
9	Lakeridge Wealth Management LLC unchanged	Shares	0	+$29.4K	$451.4K
10	Lantz Financial LLC trimmed	Shares	-51	+$26.9K	$443.3K
11	Diligent Investors, LLC unchanged	Shares	0	+$23.3K	$357.7K
12	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$19.7K	$302.7K
13	ALTERNA WEALTH MANAGEMENT, INC unchanged	Shares	0	+$19.2K	$295.5K
14	4J Wealth Management LLC unchanged	Shares	0	+$18.8K	$288.3K
15	PFG Advisors unchanged	Shares	0	+$16.5K	$253.8K
16	Octavia Wealth Advisors, LLC unchanged	Shares	0	+$15.0K	$230.3K
17	MILESTONE ASSET MANAGEMENT, LLC trimmed	Shares	-1.2K	+$14.7K	$965.8K
18	CENTRAL VALLEY ADVISORS, LLC trimmed	Shares	-3.3K	+$7.0K	$2.1M
19	Farther Finance Advisors, LLC trimmed	Shares	-541	+$6.8K	$457.3K
20	Onyx Bridge Wealth Group LLC trimmed	Shares	-824	+$5.1K	$575.7K
21	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.0K	$46.3K
22	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$2.2K	$34.3K
23	CoreCap Advisors, LLC unchanged	Shares	0	+$674	$10.4K
24	Triumph Capital Management unchanged	Shares	0	+$83	$1.3K
25	Buska Wealth Management, LLC trimmed	Shares	-836	-$18.0K	$228.3K
26	Accurate Wealth Management, LLC trimmed	Shares	-1.3K	-$35.7K	$338.2K
27	Comprehensive Financial Consultants Institutional, Inc. exited	Shares	-5.6K	-$222.2K	$0
28	Brookstone Capital Management trimmed	Shares	-14.9K	-$266.3K	$4.9M
29	KFG WEALTH MANAGEMENT, LLC trimmed	Shares	-29.2K	-$878.3K	$4.1M
30	Spire Wealth Management trimmed	Shares	-25.3K	-$898.6K	$1.5M