Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Liberty Atlantic Advisors LLC	Shares	467.0KSH	$17.0M
2	Pinnacle Wealth Management Group, Inc.	Shares	253.6KSH	$9.3M
3	Farther Finance Advisors, LLC	Shares	192.6KSH	$7.0M
4	Holos Integrated Wealth LLC	Shares	167.1KSH	$5.9M
5	Triumph Capital Management	Shares	144.1KSH	$5.3M
6	Brookstone Capital Management	Shares	134.7KSH	$4.9M
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	117.8KSH	$4.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	112.3KSH	$4.1M
9	WINNACLE WEALTH LLC	Shares	98.1KSH	$3.6M
10	Southland Equity Partners LLC	Shares	93.9KSH	$3.4M
11	Diligent Investors, LLC	Shares	74.3KSH	$2.7M
12	October Effect Ltd	Shares	66.3KSH	$2.4M
13	YARGER WEALTH STRATEGIES, LLC	Shares	63.6KSH	$2.3M
14	RFG Advisory, LLC	Shares	36.3KSH	$1.3M
15	BEACON FINANCIAL GROUP	Shares	29.8KSH	$1.1M
16	EverSource Wealth Advisors, LLC	Shares	29.3KSH	$1.1M
17	EVOLUTION WEALTH MANAGEMENT INC.	Shares	25.8KSH	$941.0K
18	RED REEF ADVISORS LLC	Shares	25.6KSH	$932.1K
19	4J Wealth Management LLC	Shares	21.6KSH	$788.3K
20	FORONJY FINANCIAL LLC	Shares	15.9KSH	$579.5K
21	Castleview Partners, LLC	Shares	15.3KSH	$556.6K
22	Ifrah Financial Services, Inc.	Shares	14.8KSH	$539.5K
23	Apollon Financial, LLC	Shares	14.4KSH	$527.0K
24	CGN Advisors LLC	Shares	12.9KSH	$469.0K
25	Capital Investment Advisory Services, LLC	Shares	11.1KSH	$403.2K
26	SIGNATUREFD, LLC	Shares	10.9KSH	$398.4K
27	Beacon Financial Strategies CORP	Shares	9.8KSH	$357.1K
28	Wealthcare Advisory Partners LLC	Shares	9.4KSH	$343.4K
29	Encompass More Asset Management	Shares	7.8KSH	$285.1K
30	Welch Financial Planning, LLC	Shares	6.7KSH	$245.6K
31	Elmwood Wealth Management, Inc.	Shares	6.0KSH	$218.9K
32	ATTICUS WEALTH MANAGEMENT, LLC	Shares	5.9KSH	$214.0K
33	J.W. COLE ADVISORS, INC.	Shares	5.7KSH	$206.8K
34	CoreCap Advisors, LLC	Shares	4.1KSH	$150.0K
35	Golden State Wealth Management, LLC	Shares	3.1KSH	$111.3K
36	VIMA LLC	Shares	1.9KSH	$70.0K
37	IFP Advisors, Inc	Shares	149SH	$5.4K
38	Ulland Investment Advisors, LLC	Shares	2.5KSH	$91

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

39 / 39 loaded

#		Instrument
1	Brookstone Capital Management added	Shares	+90.3K	+$3.4M	$4.9M
2	Liberty Atlantic Advisors LLC added	Shares	+27.5K	+$2.4M	$17.0M
3	YARGER WEALTH STRATEGIES, LLC added	Shares	+39.0K	+$1.5M	$2.3M
4	Pinnacle Wealth Management Group, Inc. added	Shares	+3.1K	+$908.4K	$9.3M
5	Farther Finance Advisors, LLC added	Shares	+6.6K	+$789.7K	$7.0M
6	Triumph Capital Management added	Shares	+6.5K	+$674.3K	$5.3M
7	Holos Integrated Wealth LLC added	Shares	+10.1K	+$647.0K	$5.9M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.1K	+$615.0K	$4.1M
9	Beacon Financial Strategies CORP new	Shares	+9.8K	+$357.1K	$357.1K
10	Southland Equity Partners LLC added	Shares	+1.3K	+$341.9K	$3.4M
11	Encompass More Asset Management new	Shares	+7.8K	+$285.1K	$285.1K
12	WINNACLE WEALTH LLC trimmed	Shares	-1.0K	+$278.2K	$3.6M
13	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-4.3K	+$230.7K	$4.3M
14	Diligent Investors, LLC trimmed	Shares	-464	+$220.9K	$2.7M
15	ATTICUS WEALTH MANAGEMENT, LLC new	Shares	+5.9K	+$214.0K	$214.0K
16	J.W. COLE ADVISORS, INC. new	Shares	+5.7K	+$206.8K	$206.8K
17	October Effect Ltd trimmed	Shares	-600	+$191.0K	$2.4M
18	BEACON FINANCIAL GROUP added	Shares	+487	+$111.0K	$1.1M
19	RFG Advisory, LLC trimmed	Shares	-239	+$107.5K	$1.3M
20	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$93.2K	$1.1M
21	CGN Advisors LLC added	Shares	+1.5K	+$90.8K	$469.0K
22	RED REEF ADVISORS LLC unchanged	Shares	0	+$81.3K	$932.1K
23	4J Wealth Management LLC trimmed	Shares	-300	+$58.7K	$788.3K
24	FORONJY FINANCIAL LLC trimmed	Shares	-39	+$49.2K	$579.5K
25	Castleview Partners, LLC trimmed	Shares	-16	+$48.0K	$556.6K
26	SIGNATUREFD, LLC added	Shares	+384	+$47.5K	$398.4K
27	Apollon Financial, LLC unchanged	Shares	0	+$45.9K	$527.0K
28	Ifrah Financial Services, Inc. trimmed	Shares	-78	+$44.4K	$539.5K
29	Capital Investment Advisory Services, LLC added	Shares	+30	+$36.1K	$403.2K
30	Welch Financial Planning, LLC unchanged	Shares	0	+$21.4K	$245.6K
31	Golden State Wealth Management, LLC unchanged	Shares	0	+$9.7K	$111.3K
32	CoreCap Advisors, LLC trimmed	Shares	-238	+$5.2K	$150.0K
33	Ulland Investment Advisors, LLC unchanged	Shares	0	+$8	$91
34	IFP Advisors, Inc trimmed	Shares	-17	-$92	$5.4K
35	Wealthcare Advisory Partners LLC trimmed	Shares	-1.2K	-$9.2K	$343.4K
36	Sound Income Strategies, LLC exited	Shares	-1.4K	-$45.4K	$0
37	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-5.5K	-$100.9K	$941.0K
38	Elmwood Wealth Management, Inc. trimmed	Shares	-5.8K	-$174.1K	$218.9K
39	Bright Futures Wealth Management, LLC. exited	Shares	-20.8K	-$691.4K	$0