DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded

BALT

INNOVATOR ETFS TRUST

289 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 45783Y855·Exchange Traded Fund·289 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.4%

vs prior quarter

13F value held

$925M

69.0% inst. owned

of float

Holders

289

+104 QoQ

filers reporting

Activity

+47 / −36

+988 added · −829 reduced

this quarter

Concentration

20.25%

Wealthquest Corp #1

top holder share

AI Holders Summary · Q1 2026

289 institutions reported BALT in Q1 2026. Wealthquest Corp leads at 20.3% of the visible book. +104 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Wealthquest Corp

$187M5.6M6.85%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

$85M2.5M0.03%Q1 2026 03

OSAIC HOLDINGS, INC.

$82M2.5M0.12%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

$65M1.9M0.02%Q1 2026 05

Cetera Investment Advisers

$53M1.6M0.06%Q1 2026 06

LEE JOHNSON CAPITAL MANAGEMENT, LLC

$47M1.4M16.83%Q1 2026 07

FOUNDATIONS INVESTMENT ADVISORS, LLC

$47M1.4M0.58%Q1 2026 08

Kingsview Wealth Management, LLC

$39M1.2M0.53%Q1 2026 09

Reliant Wealth Planning

$34M1.0M10.17%Q1 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

$32M945K0.04%Q1 2026 11

Crown Wealth Group, LLC

$31M937K9.21%Q1 2026 12

Brookstone Capital Management

$31M916K0.35%Q1 2026 13

Compass Advisory Group LLC

$29M859K7.70%Q1 2026 14

LPL Financial LLC

$27M818K0.01%Q1 2026 15

PTM WEALTH MANAGEMENT, LLC

$26M787K14.00%Q1 2026 16

$25M746K0.07%Q1 2026 17

Kure Advisory, LLC

$24M711K12.96%Q1 2026 18

Clear Creek Financial Management, LLC

$21M613K1.57%Q1 2026 19

Orion Portfolio Solutions, LLC

$20M653K0.10%Q1 2025 20

AE Wealth Management LLC

$20M594K0.11%Q1 2026

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