13F Insight
DOSSIER · 13F Holders · Q1 2026

INNOVATOR ETFS TRUST EQUITY MNGD

50 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 45784N619·50 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
50
filers reporting
Concentration
12.81%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported INNOVATOR ETFS TRUST EQUITY MNGD in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 12.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M450K0.00%Q1 202602
CWM, LLC
CIK 0001535847
$12M447K0.03%Q1 202603
VanWeelden Wealth Management, LLC
CIK 0001740451
$10M382K8.03%Q1 202604
Visionary Wealth Advisors
CIK 0001802984
$7M281K0.33%Q1 202605
Triad Wealth Partners, LLC
CIK 0002012717
$7M274K0.57%Q1 202606
Orion Porfolio Solutions, LLC
CIK 0001360533
$5M194K0.04%Q1 202607
ATX Financial Planning, LLC
CIK 0002111013
$5M192K3.85%Q1 202608
Kestra Advisory Services, LLC
CIK 0001830819
$5M192K0.02%Q1 202609
Brookstone Capital Management
CIK 0001599584
$5M173K0.05%Q2 202610
Sigma Planning Corp
CIK 0001449126
$5M174K0.13%Q1 202611
Balance Wealth, LLC
CIK 0002065247
$4M152K1.10%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M111K0.01%Q1 202613
Signal Advisors Wealth, LLC
CIK 0002010926
$3M96K0.17%Q1 202614
Encompass More Asset Management
CIK 0002011218
$2M90K0.35%Q2 202615
Maia Wealth LLC
CIK 0002010858
$2M79K0.35%Q1 202616
SIGNATUREFD, LLC
CIK 0001456048
$1M50K0.02%Q2 202617
PLANWISER FINANCIAL, LLC
CIK 0002043741
$1M50K0.96%Q1 202618
Sovran Advisors, LLC
CIK 0002051471
$990K37K0.08%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$986K37K0.00%Q1 202620
Atria Investments, Inc
CIK 0001535865
$937K36K0.01%Q1 2026
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