13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

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
—
▲ 4.9%
vs prior quarter
13F value held
$89M
57.0% inst. owned
of float
Holders
53
+31 QoQ
filers reporting
Activity
+17 / −122
+1,004 added · −852 reduced
this quarter
Concentration
13.26%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

53 institutions reported INNOVATOR ETFS TRUST EQUITY MNGD in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 13.3% of the visible book. +31 net new institutions vs prior quarter — accumulation reading.

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
Sigma Planning Corp
CIK 0001449126
$5M174K0.13%Q1 202610
Balance Wealth, LLC
CIK 0002065247
$4M151K1.23%Q1 202611
Brookstone Capital Management
CIK 0001599584
$4M136K0.04%Q1 202612
Signal Advisors Wealth, LLC
CIK 0002010926
$3M96K0.17%Q1 202613
Maia Wealth LLC
CIK 0002010858
$2M79K0.35%Q1 202614
Farther Finance Advisors, LLC
CIK 0001992825
$2M70K0.02%Q1 202615
Encompass More Asset Management
CIK 0002011218
$2M66K0.29%Q1 202616
PLANWISER FINANCIAL, LLC
CIK 0002043741
$1M50K0.96%Q1 202617
SIGNATUREFD, LLC
CIK 0001456048
$1M48K0.02%Q1 202618
Sovran Advisors, LLC
CIK 0002051471
$989,85837K0.08%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$985,59737K0.00%Q1 202620
Atria Investments, Inc
CIK 0001535865
$936,94036K0.01%Q1 2026
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