13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
AOCT

INNOVATOR ETFS TRUST

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

CUSIP 45784N601·39 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$37M
76.0% inst. owned
of float
Holders
39
-112 QoQ
filers reporting
Activity
+77 / −38
+810 added · −747 reduced
this quarter
Concentration
48.58%
Legacy CG, LLC #1
top holder share
AI Holders Summary · Q1 2026

39 institutions reported AOCT in Q1 2026. Legacy CG, LLC leads at 48.6% of the visible book. -112 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Legacy CG, LLC
CIK 0001904825
$18M672K4.94%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M139K0.00%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M104K0.00%Q1 202604
Brookstone Capital Management
CIK 0001599584
$2M76K0.02%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$2M65K0.00%Q1 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M40K0.02%Q1 202607
Tradition Wealth Management, LLC
CIK 0001843010
$1M39K0.07%Q1 202608
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$714,94727K0.30%Q1 202609
Allworth Financial LP
CIK 0001555170
$684,68226K0.00%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$680,18426K0.00%Q1 202611
Selby Wealth Management, LLC
CIK 0002110725
$650,81825K0.26%Q1 202612
Capasso Planning Partners LLC
CIK 0001911938
$647,11424K0.35%Q1 202613
Orion Portfolio Solutions, LLC
CIK 0001802647
$542,20022K0.00%Q1 202514
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$497,34619K0.06%Q1 202615
JPMORGAN CHASE & CO
CIK 0000019617
$484,27518K0.00%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$419,83016K0.00%Q1 202617
Concurrent Investment Advisors, LLC
CIK 0002001015
$328,68912K0.00%Q1 202618
Syntegra Private Wealth Group, LLC
CIK 0001964298
$310,46112K0.03%Q1 202619
AE Wealth Management LLC
CIK 0001697723
$307,94812K0.00%Q1 202620
Comprehensive Financial Consultants Institutional, Inc.
CIK 0001915714
$301,36011K0.09%Q1 2026
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