Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Liberty Atlantic Advisors LLC	Shares	171.2KSH	$9.1M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	73.1KSH	$3.9M
3	WINNACLE WEALTH LLC	Shares	34.9KSH	$1.9M
4	SIGNATUREFD, LLC	Shares	28.5KSH	$1.5M
5	Farther Finance Advisors, LLC	Shares	22.3KSH	$1.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.9KSH	$474.3K
7	Balance Wealth Partners LLC	Shares	8.2KSH	$436.8K
8	Amicus Financial Advisors, LLC	Shares	4.5KSH	$237.0K
9	Beacon Financial Strategies CORP	Shares	4.0KSH	$213.8K
10	KFG WEALTH MANAGEMENT, LLC	Shares	3.8KSH	$201.3K
11	Capital Investment Advisory Services, LLC	Shares	1.4KSH	$71.9K
12	Wealth Enhancement Trust Services, Inc.	Shares	772SH	$41.0K

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

13 / 13 loaded

#		Instrument
1	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+25.9K	+$1.5M	$3.9M
2	Liberty Atlantic Advisors LLC added	Shares	+16.1K	+$1.3M	$9.1M
3	Farther Finance Advisors, LLC added	Shares	+14.3K	+$776.8K	$1.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+8.9K	+$474.3K	$474.3K
5	Amicus Financial Advisors, LLC new	Shares	+4.5K	+$237.0K	$237.0K
6	Beacon Financial Strategies CORP new	Shares	+4.0K	+$213.8K	$213.8K
7	KFG WEALTH MANAGEMENT, LLC new	Shares	+3.8K	+$201.3K	$201.3K
8	WINNACLE WEALTH LLC added	Shares	+536	+$119.7K	$1.9M
9	SIGNATUREFD, LLC trimmed	Shares	-608	+$44.9K	$1.5M
10	Balance Wealth Partners LLC added	Shares	+386	+$41.3K	$436.8K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+772	+$41.0K	$41.0K
12	Capital Investment Advisory Services, LLC added	Shares	+42	+$5.7K	$71.9K
13	Sound Income Strategies, LLC exited	Shares	-912	-$46.1K	$0

Filing Research | INNOVATOR ETFS TRUST Institutional Holdings