Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Lantz Financial LLC	Shares	63.4KSH	$3.3M
2	Diligent Investors, LLC	Shares	51.9KSH	$2.7M
3	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	47.5KSH	$2.5M
4	DHJJ Financial Advisors, Ltd.	Shares	35.1KSH	$1.8M
5	Maltin Wealth Management, Inc.	Shares	23.8KSH	$1.3M
6	My Personal CFO, LLC	Shares	23.6KSH	$1.2M
7	Brookstone Capital Management	Shares	21.0KSH	$1.1M
8	TopTier Wealth Management, LLC	Shares	17.2KSH	$904.9K
9	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.3KSH	$862.1K
10	Fragasso Financial Advisors Inc	Shares	15.0KSH	$792.6K
11	Strategic Blueprint, LLC	Shares	14.6KSH	$768.1K
12	Pinnacle Wealth Management Group, Inc.	Shares	14.0KSH	$739.8K
13	Chris Bulman Inc	Shares	13.1KSH	$689.0K
14	Berkshire Money Management, Inc.	Shares	12.7KSH	$669.0K
15	Spire Wealth Management	Shares	11.6KSH	$612.4K
16	BCS Wealth Management	Shares	9.8KSH	$517.0K
17	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	8.9KSH	$470.5K
18	RFG Advisory, LLC	Shares	8.7KSH	$460.9K
19	Lewis Asset Management, LLC	Shares	8.5KSH	$449.8K
20	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	8.2KSH	$431.3K
21	Merit Financial Group, LLC	Shares	7.5KSH	$394.9K
22	IFP Advisors, Inc	Shares	6.0KSH	$318.8K
23	Syntegra Private Wealth Group, LLC	Shares	5.2KSH	$275.9K
24	EVOLUTION WEALTH MANAGEMENT INC.	Shares	4.4KSH	$230.3K
25	Focus Financial Network, Inc.	Shares	4.3KSH	$229.2K
26	Compass Financial Services Inc	Shares	4.1KSH	$214.2K
27	CoreCap Advisors, LLC	Shares	3.0KSH	$155.7K
28	Capital Investment Advisory Services, LLC	Shares	1.6KSH	$83.0K
29	Cape Investment Advisory, Inc.	Shares	1.1KSH	$58.0K
30	Physician Wealth Advisors, Inc.	Shares	1.1KSH	$55.6K
31	AdvisorNet Financial, Inc	Shares	806SH	$42.5K
32	EverSource Wealth Advisors, LLC	Shares	511SH	$26.9K
33	LANARK FINANCIAL, INC.	Shares	292SH	$15.4K
34	Noble Wealth Management PBC	Shares	275SH	$14.5K
35	COUNTRY TRUST BANK	Shares	78SH	$4.1K

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

35 / 35 loaded

#		Instrument
1	Lantz Financial LLC trimmed	Shares	-41	+$292.8K	$3.3M
2	INTEGRAL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$220.9K	$2.5M
3	Diligent Investors, LLC trimmed	Shares	-500	+$217.3K	$2.7M
4	Compass Financial Services Inc new	Shares	+4.1K	+$214.2K	$214.2K
5	DHJJ Financial Advisors, Ltd. trimmed	Shares	-307	+$148.2K	$1.8M
6	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+1.9K	+$128.7K	$431.3K
7	Maltin Wealth Management, Inc. unchanged	Shares	0	+$110.7K	$1.3M
8	My Personal CFO, LLC unchanged	Shares	0	+$109.7K	$1.2M
9	TopTier Wealth Management, LLC trimmed	Shares	-1	+$79.7K	$904.9K
10	Pinnacle Wealth Management Group, Inc. unchanged	Shares	0	+$65.2K	$739.8K
11	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-232	+$64.8K	$862.1K
12	Berkshire Money Management, Inc. unchanged	Shares	0	+$59.0K	$669.0K
13	Fragasso Financial Advisors Inc trimmed	Shares	-92	+$58.4K	$792.6K
14	Cape Investment Advisory, Inc. new	Shares	+1.1K	+$58.0K	$58.0K
15	Chris Bulman Inc trimmed	Shares	-59	+$57.9K	$689.0K
16	Spire Wealth Management trimmed	Shares	-116	+$48.4K	$612.4K
17	BCS Wealth Management trimmed	Shares	-78	+$41.8K	$517.0K
18	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$41.5K	$470.5K
19	Lewis Asset Management, LLC unchanged	Shares	0	+$39.6K	$449.8K
20	Merit Financial Group, LLC unchanged	Shares	0	+$34.8K	$394.9K
21	IFP Advisors, Inc unchanged	Shares	0	+$28.1K	$318.8K
22	RFG Advisory, LLC trimmed	Shares	-338	+$24.4K	$460.9K
23	Syntegra Private Wealth Group, LLC unchanged	Shares	0	+$24.3K	$275.9K
24	Strategic Blueprint, LLC trimmed	Shares	-930	+$23.0K	$768.1K
25	Focus Financial Network, Inc. unchanged	Shares	0	+$20.2K	$229.2K
26	CoreCap Advisors, LLC unchanged	Shares	0	+$13.7K	$155.7K
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$4.9K	$55.6K
28	COUNTRY TRUST BANK new	Shares	+78	+$4.1K	$4.1K
29	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.7K	$42.5K
30	Capital Investment Advisory Services, LLC trimmed	Shares	-85	+$3.2K	$83.0K
31	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$2.4K	$26.9K
32	Noble Wealth Management PBC unchanged	Shares	0	+$1.3K	$14.5K
33	LANARK FINANCIAL, INC. trimmed	Shares	-291	-$12.6K	$15.4K
34	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-889	-$22.5K	$230.3K
35	Brookstone Capital Management trimmed	Shares	-5.4K	-$164.3K	$1.1M