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

INNOVATOR ETFS TRUST

292 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·292 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$837M
visible holders
Holders
292
filers reporting
Concentration
10.40%
Wealthquest Corp #1
top holder share
AI Holders Summary · Q2 2026

292 institutions reported BALT in Q2 2026. Wealthquest Corp leads at 10.4% 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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$65M1.9M0.02%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$53M1.6M0.06%Q1 202606
LEE JOHNSON CAPITAL MANAGEMENT, LLC
CIK 0001674836
$47M1.4M16.83%Q1 202607
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$47M1.4M0.58%Q1 202608
Kingsview Wealth Management, LLC
CIK 0001791965
$39M1.2M0.53%Q1 202609
Brookstone Capital Management
CIK 0001599584
$34M1.0M0.35%Q2 202610
Reliant Wealth Planning
CIK 0001823393
$34M1.0M10.17%Q1 202611
Crown Wealth Group, LLC
CIK 0001845698
$34M979K8.54%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$32M945K0.04%Q1 202613
Compass Advisory Group LLC
CIK 0001720292
$29M859K7.70%Q1 202614
LPL Financial LLC
CIK 0001403438
$27M818K0.01%Q1 202615
PTM WEALTH MANAGEMENT, LLC
CIK 0002061027
$26M787K14.00%Q1 202616
MTM FINANCIAL GROUP, LLC
CIK 0002132054
$26M788K12.37%Q1 202617
CWM, LLC
CIK 0001535847
$25M746K0.07%Q1 202618
Kure Advisory, LLC
CIK 0001986795
$24M711K12.96%Q1 202619
Clear Creek Financial Management, LLC
CIK 0001784235
$21M613K1.57%Q1 202620
Orion Portfolio Solutions, LLC
CIK 0001802647
$20M653K0.10%Q1 2025
Page 1 of 15
272 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 →