Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	832.4KSH	$34.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	445.3KSH	$18.5M
3	Southland Equity Partners LLC	Shares	228.4KSH	$9.4M
4	Heck Capital Advisors, LLC	Shares	178.1KSH	$7.4M
5	McAlister, Sweet & Associates, Inc.	Shares	128.7KSH	$5.3M
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	89.4KSH	$3.7M
7	CoreCap Advisors, LLC	Shares	89.2KSH	$3.7M
8	ARS Wealth Advisors Group, LLC	Shares	86.1KSH	$3.6M
9	Castle Rock Wealth Management, LLC	Shares	84.5KSH	$3.5M
10	ATTICUS WEALTH MANAGEMENT, LLC	Shares	84.5KSH	$3.5M
11	KFG WEALTH MANAGEMENT, LLC	Shares	84.3KSH	$3.5M
12	Chris Bulman Inc	Shares	78.2KSH	$3.2M
13	IFP Advisors, Inc	Shares	68.9KSH	$2.8M
14	YARGER WEALTH STRATEGIES, LLC	Shares	63.2KSH	$2.6M
15	Merit Financial Group, LLC	Shares	63.6KSH	$2.6M
16	Lineweaver Wealth Advisors, LLC	Shares	56.7KSH	$2.3M
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	48.8KSH	$2.0M
18	Wealthquest Corp	Shares	35.6KSH	$1.5M
19	Patriot Financial Group Insurance Agency, LLC	Shares	35.2KSH	$1.5M
20	DHJJ Financial Advisors, Ltd.	Shares	35.1KSH	$1.5M
21	Pinnacle Wealth Management Group, Inc.	Shares	34.3KSH	$1.4M
22	Focus Financial Network, Inc.	Shares	32.6KSH	$1.3M
23	Cape Investment Advisory, Inc.	Shares	30.3KSH	$1.2M
24	Quest 10 Wealth Builders, Inc.	Shares	28.3KSH	$1.2M
25	Diligent Investors, LLC	Shares	27.2KSH	$1.1M
26	Lakeridge Wealth Management LLC	Shares	26.0KSH	$1.1M
27	Spire Wealth Management	Shares	23.9KSH	$989.1K
28	BENJAMIN EDWARDS INC	Shares	20.9KSH	$864.6K
29	Fragasso Financial Advisors Inc	Shares	20.2KSH	$833.2K
30	SIGNATUREFD, LLC	Shares	18.3KSH	$754.7K
31	BCS Wealth Management	Shares	15.7KSH	$647.3K
32	RiverTree Advisors, LLC	Shares	15.5KSH	$642.0K
33	MILESTONE ASSET MANAGEMENT, LLC	Shares	12.9KSH	$531.0K
34	Sequoia Financial Advisors, LLC	Shares	12.7KSH	$526.3K
35	TopTier Wealth Management, LLC	Shares	11.5KSH	$476.6K
36	OPTIMA CAPITAL LLC	Shares	10.8KSH	$445.6K
37	Liberty Atlantic Advisors LLC	Shares	9.5KSH	$393.0K
38	FIDUCIARY FINANCIAL GROUP, LLC	Shares	9.0KSH	$370.7K
39	AdvisorNet Financial, Inc	Shares	8.9KSH	$367.5K
40	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	8.7KSH	$359.3K
41	DRIVE WEALTH MANAGEMENT, LLC	Shares	8.6KSH	$357.0K
42	Dynamic Advisor Solutions LLC	Shares	8.4KSH	$348.3K
43	CRA Financial Services, LLC	Shares	8.2KSH	$337.4K
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	7.3KSH	$299.5K
45	Pacific Park Financial, Inc.	Shares	6.8KSH	$281.5K
46	Envestnet Portfolio Solutions, Inc.	Shares	6.7KSH	$276.3K
47	WMS Group LLC	Shares	6.0KSH	$247.8K
48	Envision Financial LLC	Shares	5.6KSH	$232.3K
49	Foundry Financial Group, Inc.	Shares	5.1KSH	$211.7K
50	Capital Investment Advisory Services, LLC	Shares	5.0KSH	$205.9K

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

50 / 57 loaded

#		Instrument
1	Brookstone Capital Management added	Shares	+680.7K	+$28.3M	$34.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+445.3K	+$18.5M	$18.5M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+38.8K	+$1.6M	$2.0M
4	KFG WEALTH MANAGEMENT, LLC added	Shares	+21.9K	+$987.6K	$3.5M
5	CoreCap Advisors, LLC added	Shares	+14.2K	+$688.7K	$3.7M
6	Focus Financial Network, Inc. added	Shares	+13.8K	+$594.0K	$1.3M
7	OPTIMA CAPITAL LLC new	Shares	+10.8K	+$445.6K	$445.6K
8	Lineweaver Wealth Advisors, LLC added	Shares	+8.6K	+$421.5K	$2.3M
9	Chris Bulman Inc added	Shares	+7.6K	+$410.1K	$3.2M
10	McAlister, Sweet & Associates, Inc. added	Shares	+4.3K	+$346.1K	$5.3M
11	Diligent Investors, LLC added	Shares	+6.2K	+$284.6K	$1.1M
12	SIGNATUREFD, LLC added	Shares	+5.8K	+$257.0K	$754.7K
13	Southland Equity Partners LLC trimmed	Shares	-1.4K	+$254.5K	$9.4M
14	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.1K	+$246.0K	$3.7M
15	Cape Investment Advisory, Inc. added	Shares	+5.1K	+$245.8K	$1.2M
16	Goldstein Advisors, LLC new	Shares	+4.8K	+$200.0K	$200.0K
17	Castle Rock Wealth Management, LLC added	Shares	+2.1K	+$196.4K	$3.5M
18	IFP Advisors, Inc added	Shares	+2.5K	+$191.9K	$2.8M
19	YARGER WEALTH STRATEGIES, LLC added	Shares	+1.7K	+$173.3K	$2.6M
20	Capital Investment Advisory Services, LLC added	Shares	+4.0K	+$166.0K	$205.9K
21	Dynamic Advisor Solutions LLC added	Shares	+3.2K	+$138.0K	$348.3K
22	Pinnacle Wealth Management Group, Inc. added	Shares	+2.3K	+$137.3K	$1.4M
23	Merit Financial Group, LLC added	Shares	+1.0K	+$127.1K	$2.6M
24	Heck Capital Advisors, LLC trimmed	Shares	-2.9K	+$126.4K	$7.4M
25	AdvisorNet Financial, Inc added	Shares	+2.6K	+$114.1K	$367.5K
26	Lakeridge Wealth Management LLC added	Shares	+2.0K	+$113.8K	$1.1M
27	CRA Financial Services, LLC added	Shares	+2.3K	+$104.8K	$337.4K
28	Quest 10 Wealth Builders, Inc. added	Shares	+863	+$72.9K	$1.2M
29	Sequoia Financial Advisors, LLC added	Shares	+493	+$37.0K	$526.3K
30	Spire Wealth Management trimmed	Shares	-89	+$29.0K	$989.1K
31	BENJAMIN EDWARDS INC unchanged	Shares	0	+$28.5K	$864.6K
32	Envestnet Portfolio Solutions, Inc. added	Shares	+415	+$25.7K	$276.3K
33	Fragasso Financial Advisors Inc unchanged	Shares	0	+$23.8K	$833.2K
34	Liberty Atlantic Advisors LLC added	Shares	+239	+$22.5K	$393.0K
35	RiverTree Advisors, LLC unchanged	Shares	0	+$21.1K	$642.0K
36	MILESTONE ASSET MANAGEMENT, LLC unchanged	Shares	0	+$17.5K	$531.0K
37	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$12.2K	$370.7K
38	HENGEHOLD CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$11.8K	$359.3K
39	DRIVE WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$11.8K	$357.0K
40	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$9.9K	$299.5K
41	WMS Group LLC unchanged	Shares	0	+$8.2K	$247.8K
42	Envision Financial LLC unchanged	Shares	0	+$7.6K	$232.3K
43	Foundry Financial Group, Inc. unchanged	Shares	0	+$7.0K	$211.7K
44	Farther Finance Advisors, LLC trimmed	Shares	-74	-$1.5K	$44.9K
45	TopTier Wealth Management, LLC trimmed	Shares	-439	-$1.8K	$476.6K
46	RED REEF ADVISORS LLC trimmed	Shares	-100	-$3.4K	$17.0K
47	BCS Wealth Management trimmed	Shares	-622	-$3.5K	$647.3K
48	ARS Wealth Advisors Group, LLC trimmed	Shares	-3.2K	-$10.9K	$3.6M
49	CITY HOLDING CO trimmed	Shares	-422	-$15.2K	$50.2K
50	Pacific Park Financial, Inc. trimmed	Shares	-991	-$30.3K	$281.5K

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