Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	LifeWealth Investments, LLC	Shares	371.3KSH	$19.6M
2	Holos Integrated Wealth LLC	Shares	347.1KSH	$18.3M
3	Buska Wealth Management, LLC	Shares	196.8KSH	$10.4M
4	KFG WEALTH MANAGEMENT, LLC	Shares	139.2KSH	$7.3M
5	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	122.0KSH	$6.4M
6	Merit Financial Group, LLC	Shares	88.8KSH	$4.7M
7	COLUMBIA ADVISORY PARTNERS LLC	Shares	76.9KSH	$4.1M
8	Wealthcare Advisory Partners LLC	Shares	50.7KSH	$2.7M
9	Southland Equity Partners LLC	Shares	50.3KSH	$2.6M
10	Blue Trust, Inc.	Shares	49.5KSH	$2.6M
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	47.9KSH	$2.5M
12	Comprehensive Financial Consultants Institutional, Inc.	Shares	47.2KSH	$2.5M
13	MILESTONE ASSET MANAGEMENT, LLC	Shares	43.9KSH	$2.3M
14	Focus Financial Network, Inc.	Shares	43.0KSH	$2.3M
15	Diligent Investors, LLC	Shares	41.5KSH	$2.2M
16	Lineweaver Wealth Advisors, LLC	Shares	39.9KSH	$2.1M
17	City Center Advisors, LLC	Shares	37.0KSH	$1.9M
18	Patriot Financial Group Insurance Agency, LLC	Shares	34.0KSH	$1.8M
19	Wisconsin Wealth Advisors, LLC	Shares	28.2KSH	$1.5M
20	CoreCap Advisors, LLC	Shares	22.4KSH	$1.2M
21	Applied Capital LLC	Shares	21.5KSH	$1.1M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.8KSH	$1.1M
23	Prospera Financial Services Inc	Shares	20.2KSH	$1.1M
24	BLUEDOOR PRIVATE WEALTH, LLC	Shares	18.5KSH	$974.9K
25	Strategic Blueprint, LLC	Shares	18.4KSH	$971.2K
26	TopTier Wealth Management, LLC	Shares	15.8KSH	$834.2K
27	AdvisorNet Financial, Inc	Shares	15.5KSH	$815.9K
28	BENJAMIN EDWARDS INC	Shares	15.2KSH	$801.0K
29	J.W. COLE ADVISORS, INC.	Shares	15.0KSH	$791.8K
30	SOUTHERN CAPITAL ADVISORS, LLC	Shares	13.5KSH	$709.8K
31	Brookstone Capital Management	Shares	13.2KSH	$694.2K
32	Nicholson Meyer Capital Management, Inc.	Shares	11.2KSH	$589.3K
33	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	9.7KSH	$510.7K
34	DAVENPORT & Co LLC	Shares	8.0KSH	$419.7K
35	Dynamic Advisor Solutions LLC	Shares	7.4KSH	$391.9K
36	Onyx Bridge Wealth Group LLC	Shares	7.3KSH	$383.3K
37	WEBSTER BANK, N. A.	Shares	6.9KSH	$364.5K
38	DHJJ Financial Advisors, Ltd.	Shares	6.3KSH	$332.2K
39	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	4.8KSH	$254.1K
40	Arlington Capital Management, Inc.	Shares	4.2KSH	$219.5K
41	IFP Advisors, Inc	Shares	3.5KSH	$186.8K
42	Capital Investment Advisory Services, LLC	Shares	3.5KSH	$184.6K
43	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.2KSH	$170.2K
44	LANARK FINANCIAL, INC.	Shares	934SH	$49.2K
45	Golden State Wealth Management, LLC	Shares	555SH	$29.2K
46	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	511SH	$26.9K
47	GGM Financial LLC	Shares	297SH	$15.6K
48	Gleason Group, Inc.	Shares	21SH	$1.1K
49	Capital Advisors, Ltd. LLC	Shares	285SH	$15

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

50 / 51 loaded

#		Instrument
1	LifeWealth Investments, LLC added	Shares	+34.4K	+$2.9M	$19.6M
2	Holos Integrated Wealth LLC added	Shares	+22.0K	+$2.1M	$18.3M
3	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+37.2K	+$2.0M	$2.5M
4	Buska Wealth Management, LLC added	Shares	+6.0K	+$938.0K	$10.4M
5	BENJAMIN EDWARDS INC new	Shares	+15.2K	+$801.0K	$801.0K
6	J.W. COLE ADVISORS, INC. new	Shares	+15.0K	+$791.8K	$791.8K
7	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+7.6K	+$775.1K	$6.4M
8	KFG WEALTH MANAGEMENT, LLC added	Shares	+885	+$498.8K	$7.3M
9	DAVENPORT & Co LLC new	Shares	+8.0K	+$419.7K	$419.7K
10	City Center Advisors, LLC added	Shares	+5.2K	+$377.3K	$1.9M
11	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+2.0K	+$349.4K	$4.1M
12	Merit Financial Group, LLC added	Shares	+637	+$321.9K	$4.7M
13	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+3.1K	+$309.1K	$2.5M
14	Applied Capital LLC added	Shares	+3.7K	+$253.3K	$1.1M
15	Arlington Capital Management, Inc. new	Shares	+4.2K	+$219.5K	$219.5K
16	BLUEDOOR PRIVATE WEALTH, LLC added	Shares	+2.8K	+$200.3K	$974.9K
17	Southland Equity Partners LLC unchanged	Shares	0	+$164.5K	$2.6M
18	Focus Financial Network, Inc. added	Shares	+45	+$143.0K	$2.3M
19	Prospera Financial Services Inc added	Shares	+1.5K	+$139.3K	$1.1M
20	Diligent Investors, LLC added	Shares	+6	+$136.1K	$2.2M
21	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$130.5K	$2.1M
22	CoreCap Advisors, LLC added	Shares	+1.1K	+$128.0K	$1.2M
23	Wisconsin Wealth Advisors, LLC added	Shares	+673	+$125.6K	$1.5M
24	MILESTONE ASSET MANAGEMENT, LLC trimmed	Shares	-766	+$105.8K	$2.3M
25	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+1.2K	+$104.5K	$709.8K
26	Wealthcare Advisory Partners LLC trimmed	Shares	-2.0K	+$67.2K	$2.7M
27	Dynamic Advisor Solutions LLC added	Shares	+798	+$63.8K	$391.9K
28	AdvisorNet Financial, Inc added	Shares	+200	+$60.5K	$815.9K
29	Strategic Blueprint, LLC unchanged	Shares	0	+$60.3K	$971.2K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-182	+$60.1K	$1.1M
31	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+511	+$26.9K	$26.9K
32	Onyx Bridge Wealth Group LLC unchanged	Shares	0	+$23.8K	$383.3K
33	INTEGRAL INVESTMENT ADVISORS, INC. trimmed	Shares	-195	+$22.1K	$510.7K
34	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$20.6K	$332.2K
35	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+51	+$18.3K	$254.1K
36	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$11.5K	$184.6K
37	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$10.6K	$170.2K
38	LANARK FINANCIAL, INC. unchanged	Shares	0	+$3.1K	$49.2K
39	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.8K	$29.2K
40	Gleason Group, Inc. new	Shares	+21	+$1.1K	$1.1K
41	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$15
42	Farther Finance Advisors, LLC exited	Shares	-944	-$46.8K	$0
43	IFP Advisors, Inc trimmed	Shares	-1.2K	-$47.1K	$186.8K
44	Blue Trust, Inc. trimmed	Shares	-4.6K	-$63.5K	$2.6M
45	WEBSTER BANK, N. A. trimmed	Shares	-2.0K	-$76.9K	$364.5K
46	TopTier Wealth Management, LLC trimmed	Shares	-3.3K	-$113.0K	$834.2K
47	Nicholson Meyer Capital Management, Inc. trimmed	Shares	-4.5K	-$187.3K	$589.3K
48	Brookstone Capital Management trimmed	Shares	-13.9K	-$643.8K	$694.2K
49	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-31.7K	-$1.5M	$1.8M
50	SeaCrest Wealth Management, LLC exited	Shares	-31.4K	-$1.6M	$0

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