DOSSIER · 13F Holders · Q1 2026
BSEP

INNOVATOR ETFS TRUST

105 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 45782C664·105 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$101M
visible holders
Holders
105
filers reporting
Concentration
19.81%
Penserra Capital Management LLC #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported BSEP in Q1 2026. Penserra Capital Management LLC leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Penserra Capital Management LLC
CIK 0001593324
$20M416K0.23%Q1 2026
02
Outlook Wealth Advisors, LLC
CIK 0001767151
$15M318K3.70%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M227K0.02%Q1 2026
04
Cerity Partners LLC
CIK 0001566475
$8M176K0.01%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M119K0.01%Q1 2026
06
Kestra Advisory Services, LLC
CIK 0001830819
$5M96K0.02%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M93K0.00%Q1 2026
08
Cetera Investment Advisers
CIK 0001666741
$4M90K0.00%Q1 2026
09
HighTower Advisors, LLC
CIK 0001462245
$3M73K0.00%Q1 2026
10
Lantz Financial LLC
CIK 0001766883
$3M63K0.61%Q2 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M63K0.00%Q1 2026
12
Diligent Investors, LLC
CIK 0001549042
$3M52K0.61%Q2 2026
13
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$3M48K0.55%Q2 2026
14
GWN SECURITIES INC.
CIK 0001265905
$2M42K0.38%Q1 2026
15
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$2M35K0.53%Q2 2026
16
WealthPLAN Partners, LLC
CIK 0001639943
$2M38K0.35%Q1 2026
17
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M35K0.24%Q1 2026
18
Snowden Capital Advisors LLC
CIK 0001903055
$2M33K0.04%Q1 2026
19
FSA Advisors, Inc.
CIK 0001905627
$2M32K1.09%Q4 2025
20
LPL Financial LLC
CIK 0001403438
$2M32K0.00%Q1 2026
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