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

INNOVATOR ETFS TRUST

104 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 45782C391·104 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.4%
vs prior quarter
13F value held
$68M
52.0% inst. owned
of float
Holders
104
+112 QoQ
filers reporting
Activity
+73 / −78
+976 added · −930 reduced
this quarter
Concentration
10.74%
MACROVIEW INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

104 institutions reported BMAR in Q1 2026. MACROVIEW INVESTMENT MANAGEMENT LLC leads at 10.7% of the visible book. +112 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MACROVIEW INVESTMENT MANAGEMENT LLC
CIK 0001551727
$7M138K5.05%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M120K0.01%Q1 202603
HighTower Advisors, LLC
CIK 0001462245
$5M103K0.01%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M90K0.01%Q1 202605
Retirement Planning Group, LLC
CIK 0001508195
$5M89K0.14%Q1 202606
Cerity Partners LLC
CIK 0001566475
$4M85K0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M76K0.00%Q1 202608
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$4M75K1.08%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$4M67K0.01%Q1 202610
LPL Financial LLC
CIK 0001403438
$3M66K0.00%Q1 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M52K0.00%Q1 202612
My Personal CFO, LLC
CIK 0001916366
$2M45K1.02%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$2M40K0.00%Q1 202614
Main Street Financial Solutions, LLC
CIK 0001763350
$2M39K0.15%Q4 202515
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M38K0.01%Q1 202616
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M37K0.28%Q1 202617
Lantz Financial LLC
CIK 0001766883
$2M35K0.38%Q1 202618
Spire Wealth Management
CIK 0001858740
$2M32K0.06%Q1 202619
Fragasso Financial Advisors Inc
CIK 0001613331
$2M31K0.10%Q1 202620
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$2M30K0.40%Q1 2026
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