13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BSEP

INNOVATOR ETFS TRUST

103 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 45782C664·103 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.4%
vs prior quarter
13F value held
$81M
60.0% inst. owned
of float
Holders
103
-45 QoQ
filers reporting
Activity
+8 / −14
+950 added · −799 reduced
this quarter
Concentration
18.79%
Outlook Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

103 institutions reported BSEP in Q1 2026. Outlook Wealth Advisors, LLC leads at 18.8% of the visible book. -45 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Outlook Wealth Advisors, LLC
CIK 0001767151
$15M318K3.70%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M227K0.02%Q1 202603
Cerity Partners LLC
CIK 0001566475
$8M176K0.01%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M119K0.01%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$5M96K0.02%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M93K0.00%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$4M90K0.00%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$3M73K0.00%Q1 202609
Lantz Financial LLC
CIK 0001766883
$3M63K0.63%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M63K0.00%Q1 202611
Diligent Investors, LLC
CIK 0001549042
$3M52K0.62%Q1 202612
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$2M48K0.57%Q1 202613
GWN SECURITIES INC.
CIK 0001265905
$2M42K0.38%Q1 202614
WealthPLAN Partners, LLC
CIK 0001639943
$2M38K0.35%Q1 202615
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$2M35K0.56%Q1 202616
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M35K0.24%Q1 202617
Snowden Capital Advisors LLC
CIK 0001903055
$2M33K0.04%Q1 202618
FSA Advisors, Inc.
CIK 0001905627
$2M32K1.09%Q4 202519
LPL Financial LLC
CIK 0001403438
$2M32K0.00%Q1 202620
Brookstone Capital Management
CIK 0001599584
$1M26K0.01%Q1 2026
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