Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	672.2KSH	$33.3M
2	Southland Equity Partners LLC	Shares	373.1KSH	$18.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	314.9KSH	$15.7M
4	BENJAMIN EDWARDS INC	Shares	184.8KSH	$9.1M
5	AA Financial Advisors, LLC	Shares	170.7KSH	$8.4M
6	WEST MICHIGAN ADVISORS, LLC	Shares	171.0KSH	$7.9M
7	CoreCap Advisors, LLC	Shares	146.8KSH	$7.3M
8	Range Financial Group LLC	Shares	140.7KSH	$7.0M
9	IFP Advisors, Inc	Shares	105.9KSH	$5.2M
10	Apollon Wealth Management, LLC	Shares	82.6KSH	$4.1M
11	CRA Financial Services, LLC	Shares	75.6KSH	$3.7M
12	Crown Wealth Group, LLC	Shares	70.2KSH	$3.5M
13	HBW ADVISORY SERVICES LLC	Shares	65.7KSH	$3.2M
14	Diligent Investors, LLC	Shares	64.8KSH	$3.2M
15	Sherry Group, Inc.	Shares	73.9KSH	$3.2M
16	Liberty Atlantic Advisors LLC	Shares	54.7KSH	$2.7M
17	CITY HOLDING CO	Shares	45.2KSH	$2.2M
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	43.8KSH	$2.2M
19	Patriot Financial Group Insurance Agency, LLC	Shares	41.1KSH	$2.0M
20	Merit Financial Group, LLC	Shares	40.0KSH	$2.0M
21	Lineweaver Wealth Advisors, LLC	Shares	34.6KSH	$1.7M
22	Pacific Park Financial, Inc.	Shares	34.3KSH	$1.7M
23	TopTier Wealth Management, LLC	Shares	32.7KSH	$1.6M
24	AdvisorNet Financial, Inc	Shares	32.6KSH	$1.6M
25	BigSur Wealth Management LLC	Shares	32.5KSH	$1.6M
26	RFG Advisory, LLC	Shares	32.3KSH	$1.6M
27	Farther Finance Advisors, LLC	Shares	32.0KSH	$1.6M
28	KFG WEALTH MANAGEMENT, LLC	Shares	31.9KSH	$1.6M
29	Castle Rock Wealth Management, LLC	Shares	31.5KSH	$1.6M
30	DAVENPORT & Co LLC	Shares	29.9KSH	$1.5M
31	First City Capital Management, Inc.	Shares	28.8KSH	$1.4M
32	YARGER WEALTH STRATEGIES, LLC	Shares	28.4KSH	$1.4M
33	Lakeridge Wealth Management LLC	Shares	28.0KSH	$1.4M
34	BCS Wealth Management	Shares	26.7KSH	$1.3M
35	Chris Bulman Inc	Shares	23.8KSH	$1.2M
36	TrustBank	Shares	21.7KSH	$1.1M
37	Focus Financial Network, Inc.	Shares	19.1KSH	$945.5K
38	Encompass More Asset Management	Shares	18.1KSH	$893.3K
39	Cyndeo Wealth Partners, LLC	Shares	16.9KSH	$838.7K
40	DHJJ Financial Advisors, Ltd.	Shares	16.3KSH	$807.9K
41	City Center Advisors, LLC	Shares	16.0KSH	$792.8K
42	Spire Wealth Management	Shares	14.6KSH	$722.2K
43	Parkside Investments, LLC	Shares	14.2KSH	$704.0K
44	ARS Wealth Advisors Group, LLC	Shares	14.1KSH	$695.4K
45	Marshall Financial Group, LLC	Shares	14.0KSH	$694.9K
46	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	13.2KSH	$654.7K
47	Pinnacle Wealth Management Group, Inc.	Shares	12.0KSH	$594.4K
48	ATTICUS WEALTH MANAGEMENT, LLC	Shares	11.5KSH	$567.5K
49	Elmwood Wealth Management, Inc.	Shares	11.0KSH	$545.6K
50	Sequoia Financial Advisors, LLC	Shares	11.0KSH	$543.6K

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

50 / 87 loaded

#		Instrument
1	Sherry Group, Inc. added	Shares	+69.6K	+$3.0M	$3.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.0K	+$824.9K	$15.7M
3	Southland Equity Partners LLC trimmed	Shares	-11.1K	+$741.9K	$18.5M
4	CoreCap Advisors, LLC added	Shares	+45	+$495.4K	$7.3M
5	J.W. COLE ADVISORS, INC. new	Shares	+7.5K	+$371.7K	$371.7K
6	Range Financial Group LLC trimmed	Shares	-3.1K	+$329.5K	$7.0M
7	IFP Advisors, Inc trimmed	Shares	-603	+$328.0K	$5.2M
8	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+6.5K	+$320.8K	$320.8K
9	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+6.3K	+$309.7K	$309.7K
10	Maltin Wealth Management, Inc. new	Shares	+5.8K	+$286.8K	$286.8K
11	AA Financial Advisors, LLC trimmed	Shares	-6.5K	+$272.0K	$8.4M
12	CRA Financial Services, LLC unchanged	Shares	0	+$254.1K	$3.7M
13	HBW ADVISORY SERVICES LLC added	Shares	+149	+$227.5K	$3.2M
14	OFS Enterprise LLC new	Shares	+4.2K	+$210.1K	$210.1K
15	TrustBank added	Shares	+1.8K	+$154.2K	$1.1M
16	Merit Financial Group, LLC added	Shares	+361	+$150.9K	$2.0M
17	Encompass More Asset Management added	Shares	+1.9K	+$148.2K	$893.3K
18	Diligent Investors, LLC trimmed	Shares	-1.5K	+$147.9K	$3.2M
19	Liberty Atlantic Advisors LLC trimmed	Shares	-856	+$144.3K	$2.7M
20	Lineweaver Wealth Advisors, LLC trimmed	Shares	-54	+$113.8K	$1.7M
21	BigSur Wealth Management LLC unchanged	Shares	0	+$109.2K	$1.6M
22	DAVENPORT & Co LLC unchanged	Shares	0	+$100.5K	$1.5M
23	YARGER WEALTH STRATEGIES, LLC trimmed	Shares	-146	+$98.5K	$1.4M
24	First City Capital Management, Inc. unchanged	Shares	0	+$96.8K	$1.4M
25	CITY HOLDING CO trimmed	Shares	-1.2K	+$96.4K	$2.2M
26	Pacific Park Financial, Inc. trimmed	Shares	-431	+$95.4K	$1.7M
27	Lakeridge Wealth Management LLC unchanged	Shares	0	+$94.1K	$1.4M
28	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-1.3K	+$89.7K	$2.2M
29	Castle Rock Wealth Management, LLC trimmed	Shares	-260	+$88.7K	$1.6M
30	BCS Wealth Management trimmed	Shares	-125	+$83.8K	$1.3M
31	Apollon Wealth Management, LLC trimmed	Shares	-4.3K	+$79.8K	$4.1M
32	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added	Shares	+1.1K	+$76.1K	$401.0K
33	Focus Financial Network, Inc. added	Shares	+40	+$66.0K	$945.5K
34	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$56.9K	$838.7K
35	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$54.9K	$807.9K
36	City Center Advisors, LLC trimmed	Shares	-87	+$49.8K	$792.8K
37	Spire Wealth Management unchanged	Shares	0	+$49.0K	$722.2K
38	ARS Wealth Advisors Group, LLC unchanged	Shares	0	+$47.2K	$695.4K
39	Marshall Financial Group, LLC unchanged	Shares	0	+$47.2K	$694.9K
40	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC unchanged	Shares	0	+$44.5K	$654.7K
41	Elmwood Wealth Management, Inc. unchanged	Shares	0	+$37.0K	$545.6K
42	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$36.9K	$543.6K
43	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-75	+$36.9K	$594.4K
44	Parkside Investments, LLC trimmed	Shares	-250	+$36.3K	$704.0K
45	My Personal CFO, LLC unchanged	Shares	0	+$33.6K	$494.9K
46	RFG Advisory, LLC trimmed	Shares	-1.7K	+$30.6K	$1.6M
47	Cambridge Advisors Inc. trimmed	Shares	-70	+$29.7K	$485.2K
48	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$28.3K	$417.3K
49	Cape Investment Advisory, Inc. unchanged	Shares	0	+$27.5K	$405.0K
50	Farther Finance Advisors, LLC trimmed	Shares	-1.7K	+$27.0K	$1.6M

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