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

INNOVATOR ETFS TRUST

42 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 45783Y731·42 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.2%
vs prior quarter
13F value held
$45M
55.0% inst. owned
of float
Holders
42
-57 QoQ
filers reporting
Activity
+28 / −29
+950 added · −915 reduced
this quarter
Concentration
16.82%
D.B. Root & Company, LLC #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported BSTP in Q1 2026. D.B. Root & Company, LLC leads at 16.8% of the visible book. -57 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
D.B. Root & Company, LLC
CIK 0001731717
$8M211K1.82%Q1 202602
Sunbelt Securities, Inc.
CIK 0001632932
$7M206K0.47%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M114K0.01%Q1 202604
Triton Financial Group Inc
CIK 0001811805
$3M90K5.76%Q1 202605
Cambridge Advisors Inc.
CIK 0001633695
$3M86K0.60%Q1 202606
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$3M76K0.14%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$2M64K0.00%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M56K0.00%Q1 202609
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$2M50K0.49%Q1 202610
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M42K0.11%Q1 202611
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M39K0.02%Q1 202612
Vista Cima Wealth Management LLC
CIK 0002055907
$1M33K1.17%Q1 202613
OFC FINANCIAL PLANNING, LLC
CIK 0002052590
$1M32K1.13%Q1 202614
Brookstone Capital Management
CIK 0001599584
$995,34728K0.01%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$940,79426K0.00%Q1 202616
Krilogy Financial LLC
CIK 0001659047
$827,06422K0.03%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$825,92723K0.00%Q1 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$815,52123K0.00%Q1 202619
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$705,55120K0.01%Q1 202620
LPL Financial LLC
CIK 0001403438
$585,49816K0.00%Q1 2026
Page 1 of 3
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