13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
BALT

INNOVATOR ETFS TRUST

310 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 45783Y855·Exchange Traded Fund·310 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$902M
visible holders
Holders
310
filers reporting
Concentration
9.66%
Wealthquest Corp #1
top holder share
AI Holders Summary · Q2 2026

310 institutions reported BALT in Q2 2026. Wealthquest Corp leads at 9.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthquest Corp
CIK 0001632968
$87M2.5M5.50%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$85M2.5M0.03%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$82M2.5M0.12%Q1 202604
LPL Financial LLC
CIK 0001403438
$82M2.4M0.02%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$66M1.9M0.02%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$53M1.6M0.06%Q1 202607
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$47M1.4M0.58%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$42M1.2M0.05%Q2 202609
Kingsview Wealth Management, LLC
CIK 0001791965
$39M1.2M0.53%Q1 202610
Reliant Wealth Planning
CIK 0001823393
$36M1.0M9.77%Q2 202611
Brookstone Capital Management
CIK 0001599584
$34M1.0M0.35%Q2 202612
Crown Wealth Group, LLC
CIK 0001845698
$34M979K8.54%Q2 202613
Compass Advisory Group LLC
CIK 0001720292
$31M910K7.41%Q2 202614
LEE JOHNSON CAPITAL MANAGEMENT, LLC
CIK 0001674836
$31M898K9.62%Q2 202615
PTM WEALTH MANAGEMENT, LLC
CIK 0002061027
$29M853K13.19%Q2 202616
MTM FINANCIAL GROUP, LLC
CIK 0002132054
$27M789K11.58%Q2 202617
Kure Advisory, LLC
CIK 0001986795
$25M741K12.04%Q2 202618
CWM, LLC
CIK 0001535847
$25M746K0.07%Q1 202619
Clear Creek Financial Management, LLC
CIK 0001784235
$23M669K1.47%Q2 202620
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$22M652K0.36%Q2 2026
Page 1 of 16
290 more holders available. Log in →
Insiders at INNOVATOR ETFS TRUST
Wood George →Genco Investments Llc →Wobensmith John C →Mavroleon Basil G →Perrin Harry A →Genco Shipping & Trading Ltd →Terino Edward →Georgiopoulos Peter C →