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

INNOVATOR ETFS TRUST

130 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 45782C789·130 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.6%
vs prior quarter
13F value held
$104M
45.0% inst. owned
of float
Holders
130
-118 QoQ
filers reporting
Activity
+52 / −109
+955 added · −781 reduced
this quarter
Concentration
17.21%
COFG Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported BJUL in Q1 2026. COFG Advisors, LLC leads at 17.2% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
COFG Advisors, LLC
CIK 0002104330
$18M361K4.44%Q1 202602
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$14M286K3.54%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M199K0.01%Q1 202604
HighTower Advisors, LLC
CIK 0001462245
$8M165K0.01%Q1 202605
Cerity Partners LLC
CIK 0001566475
$8M162K0.01%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M134K0.01%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$5M100K0.01%Q1 202608
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$5M92K0.24%Q1 202609
Wealthquest Corp
CIK 0001632968
$4M83K0.15%Q1 202610
Bellwether Advisors, LLC
CIK 0001819815
$4M76K0.64%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M56K0.00%Q1 202612
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M50K0.36%Q1 202613
My Personal CFO, LLC
CIK 0001916366
$2M47K1.02%Q1 202614
LPL Financial LLC
CIK 0001403438
$2M46K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M43K0.00%Q1 202616
SIGNATUREFD, LLC
CIK 0001456048
$2M42K0.03%Q1 202617
Spire Wealth Management
CIK 0001858740
$2M41K0.07%Q1 202618
Snowden Capital Advisors LLC
CIK 0001903055
$2M39K0.05%Q1 202619
FSA Advisors, Inc.
CIK 0001905627
$2M38K1.32%Q4 202520
Lantz Financial LLC
CIK 0001766883
$2M38K0.39%Q1 2026
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