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13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	BROWN WEALTH MANAGEMENT, LLC	Shares	275.8KSH	$10.1M
2	KFG WEALTH MANAGEMENT, LLC	Shares	248.3KSH	$9.1M
3	Lineweaver Wealth Advisors, LLC	Shares	206.1KSH	$7.6M
4	Farther Finance Advisors, LLC	Shares	63.9KSH	$2.3M
5	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	51.1KSH	$1.9M
6	EVOLUTION WEALTH MANAGEMENT INC.	Shares	41.5KSH	$1.5M
7	Mosley Wealth Management	Shares	21.7KSH	$799.0K
8	William Mack & Associates, Inc.	Shares	21.4KSH	$786.4K
9	SOUTHERN CAPITAL ADVISORS, LLC	Shares	19.2KSH	$706.4K
10	Cambridge Advisors Inc.	Shares	18.2KSH	$669.7K
11	Capital Investment Advisory Services, LLC	Shares	11.6KSH	$426.4K
12	Opus Financial Solutions LLC	Shares	11.4KSH	$417.9K
13	Cape Investment Advisory, Inc.	Shares	9.2KSH	$338.4K
14	Pine Valley Investments Ltd Liability Co	Shares	6.5KSH	$240.5K
15	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	6.2KSH	$229.4K
16	DHJJ Financial Advisors, Ltd.	Shares	10SH	$368
17	IFP Advisors, Inc	Shares	1SH	$37

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

17 / 17 loaded

#		Instrument
1	Mosley Wealth Management added	Shares	+19.7K	+$729.3K	$799.0K
2	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$477.0K	$7.6M
3	KFG WEALTH MANAGEMENT, LLC trimmed	Shares	-3.7K	+$447.1K	$9.1M
4	Pine Valley Investments Ltd Liability Co new	Shares	+6.5K	+$240.5K	$240.5K
5	RIVERCHASE WEALTH MANAGEMENT, LLC new	Shares	+6.2K	+$229.4K	$229.4K
6	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+598	+$138.9K	$1.9M
7	Farther Finance Advisors, LLC unchanged	Shares	0	+$138.9K	$2.3M
8	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+1.8K	+$105.0K	$706.4K
9	William Mack & Associates, Inc. unchanged	Shares	0	+$49.5K	$786.4K
10	Capital Investment Advisory Services, LLC added	Shares	+318	+$37.8K	$426.4K
11	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-1.9K	+$32.0K	$1.5M
12	Opus Financial Solutions LLC trimmed	Shares	-60	+$24.2K	$417.9K
13	Cape Investment Advisory, Inc. unchanged	Shares	0	+$21.3K	$338.4K
14	IFP Advisors, Inc new	Shares	+1	+$37	$37
15	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$23	$368
16	Cambridge Advisors Inc. trimmed	Shares	-2.4K	-$41.1K	$669.7K
17	BROWN WEALTH MANAGEMENT, LLC trimmed	Shares	-36.9K	-$634.2K	$10.1M

Filing Research | INNOVATOR ETFS TRUST Institutional Holdings