Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	Berkshire Money Management, Inc.	Shares	608.7KSH	$27.0M
2	Brookstone Capital Management	Shares	503.7KSH	$22.3M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	117.1KSH	$5.2M
4	CoreCap Advisors, LLC	Shares	116.3KSH	$5.2M
5	CRA Financial Services, LLC	Shares	98.3KSH	$4.4M
6	Sherry Group, Inc.	Shares	85.0KSH	$3.9M
7	Comprehensive Financial Consultants Institutional, Inc.	Shares	76.4KSH	$3.4M
8	Buska Wealth Management, LLC	Shares	71.3KSH	$3.2M
9	KFG WEALTH MANAGEMENT, LLC	Shares	63.8KSH	$2.8M
10	ATTICUS WEALTH MANAGEMENT, LLC	Shares	54.6KSH	$2.4M
11	Merit Financial Group, LLC	Shares	51.6KSH	$2.3M
12	Southland Equity Partners LLC	Shares	48.4KSH	$2.1M
13	Apollon Wealth Management, LLC	Shares	47.0KSH	$2.1M
14	IFP Advisors, Inc	Shares	46.9KSH	$2.1M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	68.4KSH	$2.0M
16	Diligent Investors, LLC	Shares	43.7KSH	$1.9M
17	Cape Investment Advisory, Inc.	Shares	41.7KSH	$1.8M
18	BCS Wealth Management	Shares	37.5KSH	$1.7M
19	Chris Bulman Inc	Shares	35.6KSH	$1.6M
20	Patriot Financial Group Insurance Agency, LLC	Shares	35.3KSH	$1.6M
21	Spire Wealth Management	Shares	33.7KSH	$1.5M
22	Castle Rock Wealth Management, LLC	Shares	32.5KSH	$1.4M
23	Bison Wealth, LLC	Shares	29.7KSH	$1.3M
24	Farther Finance Advisors, LLC	Shares	25.3KSH	$1.1M
25	NorthCrest Asset Manangement, LLC	Shares	23.7KSH	$1.1M
26	Fragasso Financial Advisors Inc	Shares	22.2KSH	$982.5K
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	20.4KSH	$902.8K
28	AdvisorNet Financial, Inc	Shares	16.2KSH	$720.4K
29	Pinnacle Wealth Management Group, Inc.	Shares	14.4KSH	$637.3K
30	TopTier Wealth Management, LLC	Shares	12.6KSH	$556.8K
31	Lineweaver Wealth Advisors, LLC	Shares	12.1KSH	$537.5K
32	Dynamic Advisor Solutions LLC	Shares	12.0KSH	$530.5K
33	RFG Advisory, LLC	Shares	11.5KSH	$508.4K
34	Sequoia Financial Advisors, LLC	Shares	11.1KSH	$491.1K
35	FIDUCIARY FINANCIAL GROUP, LLC	Shares	10.8KSH	$478.9K
36	Lakeridge Wealth Management LLC	Shares	10.5KSH	$465.9K
37	Crown Wealth Group, LLC	Shares	10.0KSH	$445.1K
38	Quest 10 Wealth Builders, Inc.	Shares	9.9KSH	$437.7K
39	ACCESS FINANCIAL SERVICES, INC.	Shares	9.7KSH	$430.2K
40	Focus Financial Network, Inc.	Shares	9.6KSH	$427.9K
41	Goldstein Advisors, LLC	Shares	8.9KSH	$393.4K
42	Pacific Park Financial, Inc.	Shares	8.4KSH	$371.8K
43	CENTRAL VALLEY ADVISORS, LLC	Shares	8.2KSH	$365.6K
44	Fiduciary Alliance LLC	Shares	7.9KSH	$348.7K
45	TrustBank	Shares	7.6KSH	$336.0K
46	O'Connor Financial Group LLC	Shares	7.2KSH	$319.2K
47	CITY HOLDING CO	Shares	7.1KSH	$315.9K
48	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	7.0KSH	$310.7K
49	Foundry Financial Group, Inc.	Shares	6.8KSH	$302.8K
50	YARGER WEALTH STRATEGIES, LLC	Shares	6.8KSH	$301.7K

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

50 / 65 loaded

#		Instrument
1	Berkshire Money Management, Inc. added	Shares	+10.0K	+$2.5M	$27.0M
2	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-1.0K	+$367.8K	$5.2M
3	CoreCap Advisors, LLC trimmed	Shares	-1.2K	+$358.5K	$5.2M
4	CRA Financial Services, LLC trimmed	Shares	-700	+$314.3K	$4.4M
5	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-1.2K	+$216.2K	$3.4M
6	J.W. COLE ADVISORS, INC. new	Shares	+4.8K	+$213.6K	$213.6K
7	ATTICUS WEALTH MANAGEMENT, LLC trimmed	Shares	-400	+$174.3K	$2.4M
8	Southland Equity Partners LLC trimmed	Shares	-373	+$153.8K	$2.1M
9	BCS Wealth Management added	Shares	+480	+$150.5K	$1.7M
10	Cape Investment Advisory, Inc. unchanged	Shares	0	+$145.5K	$1.8M
11	Diligent Investors, LLC trimmed	Shares	-200	+$144.3K	$1.9M
12	TrustBank added	Shares	+2.6K	+$132.7K	$336.0K
13	KFG WEALTH MANAGEMENT, LLC trimmed	Shares	-2.6K	+$115.0K	$2.8M
14	Castle Rock Wealth Management, LLC unchanged	Shares	0	+$106.9K	$1.4M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+771	+$102.5K	$902.8K
16	Spire Wealth Management trimmed	Shares	-680	+$90.0K	$1.5M
17	NorthCrest Asset Manangement, LLC unchanged	Shares	0	+$81.5K	$1.1M
18	Fragasso Financial Advisors Inc unchanged	Shares	0	+$69.5K	$982.5K
19	Apollon Wealth Management, LLC trimmed	Shares	-2.8K	+$51.2K	$2.1M
20	Merit Financial Group, LLC trimmed	Shares	-3.2K	+$49.8K	$2.3M
21	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$42.3K	$537.5K
22	Dynamic Advisor Solutions LLC trimmed	Shares	-69	+$38.9K	$530.5K
23	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$38.6K	$491.1K
24	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$37.7K	$478.9K
25	Lakeridge Wealth Management LLC trimmed	Shares	-23	+$35.7K	$465.9K
26	Crown Wealth Group, LLC unchanged	Shares	0	+$35.0K	$445.1K
27	ACCESS FINANCIAL SERVICES, INC. unchanged	Shares	0	+$33.9K	$430.2K
28	Goldstein Advisors, LLC trimmed	Shares	-16	+$30.3K	$393.4K
29	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-500	+$29.7K	$637.3K
30	CENTRAL VALLEY ADVISORS, LLC unchanged	Shares	0	+$28.8K	$365.6K
31	YARGER WEALTH STRATEGIES, LLC unchanged	Shares	0	+$25.7K	$301.7K
32	O'Connor Financial Group LLC added	Shares	+6	+$25.4K	$319.2K
33	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$24.5K	$310.7K
34	Cardinal Point Capital Management ULC unchanged	Shares	0	+$23.6K	$300.3K
35	WEBSTERROGERS FINANCIAL ADVISORS, LLC unchanged	Shares	0	+$20.4K	$259.8K
36	Bison Wealth, LLC unchanged	Shares	0	+$19.9K	$1.3M
37	First Heartland Consultants, Inc. unchanged	Shares	0	+$19.9K	$253.1K
38	Quest 10 Wealth Builders, Inc. trimmed	Shares	-398	+$18.2K	$437.7K
39	Focus Financial Network, Inc. trimmed	Shares	-405	+$17.1K	$427.9K
40	Fiduciary Alliance LLC unchanged	Shares	0	+$12.8K	$348.7K
41	Pacific Park Financial, Inc. trimmed	Shares	-444	+$11.1K	$371.8K
42	RFG Advisory, LLC trimmed	Shares	-721	+$10.5K	$508.4K
43	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$10.5K	$133.1K
44	BigSur Wealth Management LLC trimmed	Shares	-94	+$10.3K	$180.1K
45	RED REEF ADVISORS LLC unchanged	Shares	0	+$7.2K	$91.4K
46	Foundry Financial Group, Inc. trimmed	Shares	-411	+$7.0K	$302.8K
47	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$4.7K	$59.4K
48	CITY HOLDING CO trimmed	Shares	-500	+$4.4K	$315.9K
49	LANARK FINANCIAL, INC. unchanged	Shares	0	+$4.2K	$53.2K
50	Farther Finance Advisors, LLC trimmed	Shares	-1.9K	+$3.9K	$1.1M

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