13F Insight
DOSSIER · 13F Holders · Q3 2026

INNOVATOR ETFS TRUST

45 institutions still hold INNOVATOR ETFS TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45783Y137·45 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
45
filers reporting
Concentration
15.64%
Berkshire Money Management, Inc. #1
top holder share
AI Holders Summary · Q3 2026

45 institutions reported INNOVATOR ETFS TRUST in Q3 2026. Berkshire Money Management, Inc. leads at 15.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Berkshire Money Management, Inc.
CIK 0001535172
$7M258K0.63%Q3 202602
First Heartland Consultants, Inc.
CIK 0001428793
$6M224K0.42%Q3 202603
SageView Advisory Group, LLC
CIK 0001914558
$6M207K0.19%Q2 202604
Creative Planning
CIK 0001540235
$6M207K0.00%Q2 202605
BLAIR WILLIAM & CO/IL
CIK 0000902367
$4M131K0.01%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M118K0.00%Q2 202607
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$3M101K2.65%Q4 202508
HighTower Advisors, LLC
CIK 0001462245
$2M84K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M81K0.00%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$1M39K0.00%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$973K34K0.00%Q2 202612
PFS Partners, LLC
CIK 0002002654
$700K25K0.28%Q3 202613
Miller Financial Services LLC
CIK 0002022893
$567K20K0.43%Q3 202614
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$560K20K0.01%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$508K18K0.00%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$487K17K0.00%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$483K17K0.00%Q3 202618
WEALTH ALLIANCE, LLC
CIK 0001793904
$436K15K0.04%Q2 202619
AE Wealth Management LLC
CIK 0001697723
$427K15K0.00%Q2 202620
LPL Financial LLC
CIK 0001403438
$420K15K0.00%Q2 2026
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