DOSSIER · 13F Holders · Q2 2026

INNOVATOR ETFS TRUST

46 institutions still hold INNOVATOR ETFS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45783Y137·46 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$49M
visible holders
Holders
46
filers reporting
Concentration
15.87%
Berkshire Money Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported INNOVATOR ETFS TRUST in Q2 2026. Berkshire Money Management, Inc. leads at 15.9% 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
$8M270K0.71%Q2 2026
02
First Heartland Consultants, Inc.
CIK 0001428793
$6M208K0.39%Q2 2026
03
Creative Planning
CIK 0001540235
$6M217K0.00%Q1 2026
04
SageView Advisory Group, LLC
CIK 0001914558
$5M205K0.18%Q4 2025
05
BLAIR WILLIAM & CO/IL
CIK 0000902367
$4M138K0.01%Q1 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M122K0.00%Q1 2026
07
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$3M101K2.65%Q4 2025
08
HighTower Advisors, LLC
CIK 0001462245
$2M93K0.00%Q1 2026
09
Cornerstone Wealth, LLC/TN
CIK 0002135644
$2M72K1.13%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M66K0.00%Q1 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$1M54K0.01%Q1 2026
12
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M40K0.02%Q1 2026
13
Sherry Group, Inc.
CIK 0002107738
$980K32K0.96%Q2 2026
14
JPMORGAN CHASE & CO
CIK 0000019617
$886K34K0.00%Q1 2026
15
Miller Financial Services LLC
CIK 0002022893
$742K28K0.81%Q1 2026
16
Cetera Investment Advisers
CIK 0001666741
$552K21K0.00%Q1 2026
17
PFS Partners, LLC
CIK 0002002654
$531K19K0.21%Q2 2026
18
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$528K20K0.01%Q1 2026
19
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$519K19K0.00%Q1 2026
20
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$476K18K0.00%Q1 2026
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