Filing Research | INNOVATOR ETFS TRUST Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	MBL Wealth, LLC	Shares	225.9KSH	$10.4M
2	CoreCap Advisors, LLC	Shares	116.5KSH	$5.4M
3	Brookstone Capital Management	Shares	104.5KSH	$4.8M
4	YARGER WEALTH STRATEGIES, LLC	Shares	102.6KSH	$4.7M
5	KFG WEALTH MANAGEMENT, LLC	Shares	70.7KSH	$3.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	66.1KSH	$3.1M
7	Chris Bulman Inc	Shares	64.5KSH	$3.0M
8	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	53.2KSH	$2.4M
9	Diligent Investors, LLC	Shares	50.5KSH	$2.3M
10	Pinnacle Wealth Management Group, Inc.	Shares	43.1KSH	$2.0M
11	BigSur Wealth Management LLC	Shares	38.0KSH	$1.7M
12	Cape Investment Advisory, Inc.	Shares	37.2KSH	$1.7M
13	Pathway Financial Advisors LLC	Shares	34.4KSH	$1.6M
14	Apollon Wealth Management, LLC	Shares	33.0KSH	$1.5M
15	Southland Equity Partners LLC	Shares	30.8KSH	$1.4M
16	AdvisorNet Financial, Inc	Shares	30.1KSH	$1.4M
17	Camelot Portfolios, LLC	Shares	29.4KSH	$1.4M
18	Farther Finance Advisors, LLC	Shares	27.8KSH	$1.3M
19	Patriot Financial Group Insurance Agency, LLC	Shares	25.7KSH	$1.2M
20	BCS Wealth Management	Shares	24.7KSH	$1.1M
21	Accredited Investors Inc.	Shares	24.5KSH	$1.1M
22	Pacific Park Financial, Inc.	Shares	21.6KSH	$993.8K
23	Focus Financial Network, Inc.	Shares	18.7KSH	$859.1K
24	Merit Financial Group, LLC	Shares	18.2KSH	$836.8K
25	TopTier Wealth Management, LLC	Shares	17.7KSH	$815.4K
26	IFP Advisors, Inc	Shares	16.7KSH	$767.8K
27	MeadowBrook Investment Advisors LLC	Shares	16.6KSH	$764.8K
28	CRA Financial Services, LLC	Shares	16.6KSH	$764.7K
29	Quest 10 Wealth Builders, Inc.	Shares	15.3KSH	$702.6K
30	RED REEF ADVISORS LLC	Shares	15.1KSH	$695.4K
31	CYPRESS FINANCIAL PLANNING LLC	Shares	13.0KSH	$599.3K
32	INDEPENDENT FINANCIAL GROUP, LLC	Shares	12.6KSH	$581.8K
33	BENJAMIN EDWARDS INC	Shares	11.4KSH	$524.5K
34	ARS Wealth Advisors Group, LLC	Shares	11.4KSH	$523.6K
35	RFG Advisory, LLC	Shares	11.0KSH	$508.8K
36	Liberty Atlantic Advisors LLC	Shares	10.0KSH	$462.2K
37	Dynamic Advisor Solutions LLC	Shares	9.5KSH	$437.8K
38	BROWN WEALTH MANAGEMENT, LLC	Shares	9.0KSH	$412.9K
39	Certified Advisory Corp	Shares	8.8KSH	$404.5K
40	Composition Wealth, LLC	Shares	8.7KSH	$402.4K
41	SIGNATUREFD, LLC	Shares	7.5KSH	$347.3K
42	Lakeridge Wealth Management LLC	Shares	7.5KSH	$343.6K
43	CITY HOLDING CO	Shares	7.3KSH	$334.5K
44	RESTON WEALTH MANAGEMENT LLC	Shares	6.9KSH	$317.3K
45	J.W. COLE ADVISORS, INC.	Shares	5.9KSH	$273.6K
46	Cannon Advisors, Inc.	Shares	5.8KSH	$269.3K
47	Cardinal Point Capital Management ULC	Shares	5.7KSH	$262.0K
48	Castle Rock Wealth Management, LLC	Shares	5.2KSH	$238.4K
49	Spire Wealth Management	Shares	5.1KSH	$234.5K
50	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	5.1KSH	$234.2K

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

50 / 63 loaded

#		Instrument
1	BigSur Wealth Management LLC added	Shares	+22.0K	+$1.1M	$1.7M
2	MBL Wealth, LLC trimmed	Shares	-3.4K	+$527.1K	$10.4M
3	YARGER WEALTH STRATEGIES, LLC trimmed	Shares	-1.4K	+$271.8K	$4.7M
4	CoreCap Advisors, LLC trimmed	Shares	-2.5K	+$240.7K	$5.4M
5	BridgePort Financial Solutions, LLC new	Shares	+4.6K	+$213.0K	$213.0K
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-555	+$135.1K	$2.4M
7	Cape Investment Advisory, Inc. added	Shares	+500	+$132.6K	$1.7M
8	Pinnacle Wealth Management Group, Inc. trimmed	Shares	-5	+$128.5K	$2.0M
9	Farther Finance Advisors, LLC added	Shares	+952	+$119.6K	$1.3M
10	MeadowBrook Investment Advisors LLC added	Shares	+1.5K	+$114.2K	$764.8K
11	Diligent Investors, LLC trimmed	Shares	-1.0K	+$108.0K	$2.3M
12	Apollon Wealth Management, LLC unchanged	Shares	0	+$98.7K	$1.5M
13	Pathway Financial Advisors LLC unchanged	Shares	0	+$96.1K	$1.6M
14	BCS Wealth Management added	Shares	+448	+$93.2K	$1.1M
15	AdvisorNet Financial, Inc unchanged	Shares	0	+$90.1K	$1.4M
16	Accredited Investors Inc. unchanged	Shares	0	+$73.3K	$1.1M
17	Chris Bulman Inc trimmed	Shares	-3.0K	+$62.9K	$3.0M
18	Camelot Portfolios, LLC trimmed	Shares	-586	+$62.7K	$1.4M
19	Southland Equity Partners LLC trimmed	Shares	-811	+$57.2K	$1.4M
20	TopTier Wealth Management, LLC trimmed	Shares	-2	+$52.9K	$815.4K
21	Focus Financial Network, Inc. trimmed	Shares	-117	+$50.7K	$859.1K
22	IFP Advisors, Inc unchanged	Shares	0	+$49.9K	$767.8K
23	CRA Financial Services, LLC unchanged	Shares	0	+$49.6K	$764.7K
24	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$45.6K	$702.6K
25	BENJAMIN EDWARDS INC unchanged	Shares	0	+$34.1K	$524.5K
26	Liberty Atlantic Advisors LLC unchanged	Shares	0	+$30.0K	$462.2K
27	BROWN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$26.8K	$412.9K
28	Certified Advisory Corp unchanged	Shares	0	+$26.3K	$404.5K
29	Composition Wealth, LLC unchanged	Shares	0	+$26.1K	$402.4K
30	ARS Wealth Advisors Group, LLC trimmed	Shares	-189	+$25.9K	$523.6K
31	Dynamic Advisor Solutions LLC trimmed	Shares	-88	+$24.6K	$437.8K
32	KFG WEALTH MANAGEMENT, LLC trimmed	Shares	-4.4K	+$23.2K	$3.3M
33	SIGNATUREFD, LLC unchanged	Shares	0	+$22.6K	$347.3K
34	Brookstone Capital Management trimmed	Shares	-6.7K	+$22.4K	$4.8M
35	Lakeridge Wealth Management LLC unchanged	Shares	0	+$22.3K	$343.6K
36	Merit Financial Group, LLC trimmed	Shares	-745	+$22.3K	$836.8K
37	CITY HOLDING CO unchanged	Shares	0	+$21.6K	$334.5K
38	RESTON WEALTH MANAGEMENT LLC unchanged	Shares	0	+$20.6K	$317.3K
39	J.W. COLE ADVISORS, INC. unchanged	Shares	0	+$17.8K	$273.6K
40	Cardinal Point Capital Management ULC unchanged	Shares	0	+$17.0K	$262.0K
41	HENGEHOLD CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$15.2K	$234.2K
42	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$15.1K	$232.2K
43	Castle Rock Wealth Management, LLC unchanged	Shares	0	+$14.3K	$238.4K
44	Lewis Asset Management, LLC unchanged	Shares	0	+$13.9K	$214.6K
45	Spire Wealth Management trimmed	Shares	-131	+$9.6K	$234.5K
46	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$5.5K	$84.6K
47	PFS Partners, LLC unchanged	Shares	0	+$1.5K	$23.0K
48	Trust Co unchanged	Shares	0	+$1.1K	$17.6K
49	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$598	$9.2K
50	EverSource Wealth Advisors, LLC trimmed	Shares	-101	-$399	$60.8K

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