Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	INVESTMENT MANAGEMENT CORP /VA/ /ADV	Shares	184.1KSH	$11.5M
2	Certified Advisory Corp	Shares	31.2KSH	$2.0M
3	Diligent Investors, LLC	Shares	28.2KSH	$1.8M
4	First Heartland Consultants, Inc.	Shares	24.7KSH	$1.5M
5	Brookstone Capital Management	Shares	21.9KSH	$1.4M
6	Merit Financial Group, LLC	Shares	21.5KSH	$1.3M
7	DHJJ Financial Advisors, Ltd.	Shares	17.9KSH	$1.1M
8	Mid-American Wealth Advisory Group, Inc.	Shares	16.5KSH	$1.0M
9	CoreCap Advisors, LLC	Shares	15.8KSH	$985.8K
10	CRA Financial Services, LLC	Shares	15.3KSH	$955.1K
11	Focus Financial Network, Inc.	Shares	13.6KSH	$849.2K
12	SECURED RETIREMENT ADVISORS, LLC	Shares	12.6KSH	$787.8K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.8KSH	$674.3K
14	IFP Advisors, Inc	Shares	10.4KSH	$648.1K
15	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	9.0KSH	$562.7K
16	Liberty Atlantic Advisors LLC	Shares	8.3KSH	$518.5K
17	AdvisorNet Financial, Inc	Shares	7.8KSH	$490.4K
18	PFG Advisors	Shares	7.4KSH	$464.4K
19	Global Trust Wealth Management LLC	Shares	5.5KSH	$347.0K
20	Triumph Capital Management	Shares	5.3KSH	$332.5K
21	Sequoia Financial Advisors, LLC	Shares	4.9KSH	$303.7K
22	TrustBank	Shares	4.7KSH	$296.1K
23	TopTier Wealth Management, LLC	Shares	4.3KSH	$266.4K
24	J.W. COLE ADVISORS, INC.	Shares	3.9KSH	$240.7K
25	Noble Wealth Management PBC	Shares	2.9KSH	$178.7K
26	Capital Investment Advisory Services, LLC	Shares	1.2KSH	$75.1K
27	LANARK FINANCIAL, INC.	Shares	450SH	$28.1K
28	Vision Retirement, LLC	Shares	213SH	$13.3K
29	PFS Partners, LLC	Shares	70SH	$4.4K

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

30 / 30 loaded

#		Instrument
1	INVESTMENT MANAGEMENT CORP /VA/ /ADV added	Shares	+483	+$1.2M	$11.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.3K	+$417.6K	$674.3K
3	Mid-American Wealth Advisory Group, Inc. added	Shares	+3.7K	+$288.5K	$1.0M
4	J.W. COLE ADVISORS, INC. new	Shares	+3.9K	+$240.7K	$240.7K
5	Brookstone Capital Management added	Shares	+884	+$184.7K	$1.4M
6	Diligent Investors, LLC trimmed	Shares	-250	+$159.6K	$1.8M
7	Certified Advisory Corp trimmed	Shares	-621	+$157.5K	$2.0M
8	CoreCap Advisors, LLC added	Shares	+916	+$148.7K	$985.8K
9	Merit Financial Group, LLC trimmed	Shares	-256	+$118.2K	$1.3M
10	CRA Financial Services, LLC unchanged	Shares	0	+$94.1K	$955.1K
11	SECURED RETIREMENT ADVISORS, LLC added	Shares	+260	+$92.3K	$787.8K
12	DHJJ Financial Advisors, Ltd. trimmed	Shares	-348	+$90.5K	$1.1M
13	Focus Financial Network, Inc. unchanged	Shares	0	+$83.7K	$849.2K
14	Liberty Atlantic Advisors LLC unchanged	Shares	0	+$51.1K	$518.5K
15	Global Trust Wealth Management LLC unchanged	Shares	0	+$34.2K	$347.0K
16	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$29.9K	$303.7K
17	TrustBank unchanged	Shares	0	+$29.2K	$296.1K
18	TopTier Wealth Management, LLC unchanged	Shares	0	+$26.2K	$266.4K
19	PFG Advisors trimmed	Shares	-347	+$26.2K	$464.4K
20	Triumph Capital Management trimmed	Shares	-268	+$17.7K	$332.5K
21	Vision Retirement, LLC new	Shares	+213	+$13.3K	$13.3K
22	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$7.4K	$75.1K
23	IFP Advisors, Inc trimmed	Shares	-1.0K	+$7.2K	$648.1K
24	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2.8K	$28.1K
25	PFS Partners, LLC unchanged	Shares	0	+$431	$4.4K
26	Noble Wealth Management PBC trimmed	Shares	-380	-$3.8K	$178.7K
27	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-2.0K	-$57.3K	$562.7K
28	AdvisorNet Financial, Inc trimmed	Shares	-2.2K	-$75.8K	$490.4K
29	First Heartland Consultants, Inc. trimmed	Shares	-4.3K	-$91.6K	$1.5M
30	Opus Financial Solutions LLC exited	Shares	-10.3K	-$582.6K	$0