13F Insight
DOSSIER · 13F Holders · Q1 2026

INNOVATOR ETFS TRUST EQUITY MNGD

53 institutions still hold INNOVATOR ETFS TRUST EQUITY MNGD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45784N619·53 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$79M
visible holders
Holders
53
filers reporting
Concentration
14.83%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

53 institutions reported INNOVATOR ETFS TRUST EQUITY MNGD in Q1 2026. CWM, LLC leads at 14.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$12M447K0.03%Q1 202602
Visionary Wealth Advisors
CIK 0001802984
$10M366K0.39%Q2 202603
Triad Wealth Partners, LLC
CIK 0002012717
$9M346K0.55%Q2 202604
Orion Porfolio Solutions, LLC
CIK 0001360533
$7M253K0.05%Q2 202605
Sigma Planning Corp
CIK 0001449126
$5M176K0.12%Q2 202606
Brookstone Capital Management
CIK 0001599584
$5M173K0.05%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$5M172K0.01%Q2 202608
Balance Wealth, LLC
CIK 0002065247
$4M152K1.10%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M111K0.01%Q1 202610
ATX Financial Planning, LLC
CIK 0002111013
$3M96K1.71%Q2 202611
Signal Advisors Wealth, LLC
CIK 0002010926
$3M95K0.13%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M94K0.00%Q2 202613
Encompass More Asset Management
CIK 0002011218
$2M90K0.35%Q2 202614
Maia Wealth LLC
CIK 0002010858
$2M81K0.32%Q2 202615
Atria Investments, Inc
CIK 0001535865
$2M59K0.02%Q2 202616
PLANWISER FINANCIAL, LLC
CIK 0002043741
$1M52K0.98%Q2 202617
SIGNATUREFD, LLC
CIK 0001456048
$1M50K0.02%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M48K0.00%Q2 202619
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$1M47K0.02%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M40K0.00%Q2 2026
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