DOSSIER · 13F Holders · Q1 2026
BSTP

INNOVATOR ETFS TRUST

41 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 45783Y731·41 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$49M
visible holders
Holders
41
filers reporting
Concentration
15.50%
D.B. Root & Company, LLC #1
top holder share
AI Holders Summary · Q1 2026

41 institutions reported BSTP in Q1 2026. D.B. Root & Company, LLC leads at 15.5% of the visible book.

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 2026
02
Sunbelt Securities, Inc.
CIK 0001632932
$7M206K0.47%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M114K0.01%Q1 2026
04
ROVIN CAPITAL /UT/ /ADV
CIK 0001059057
$4M102K1.01%Q4 2025
05
Triton Financial Group Inc
CIK 0001811805
$3M90K5.76%Q1 2026
06
Cambridge Advisors Inc.
CIK 0001633695
$3M79K0.53%Q2 2026
07
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$3M78K0.15%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$2M64K0.00%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M56K0.00%Q1 2026
10
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$2M50K0.49%Q1 2026
11
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M42K0.10%Q2 2026
12
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M39K0.02%Q1 2026
13
Vista Cima Wealth Management LLC
CIK 0002055907
$1M33K1.17%Q1 2026
14
OFC FINANCIAL PLANNING, LLC
CIK 0002052590
$1M32K1.13%Q1 2026
15
Brookstone Capital Management
CIK 0001599584
$1M28K0.01%Q2 2026
16
HighTower Advisors, LLC
CIK 0001462245
$941K26K0.00%Q1 2026
17
Krilogy Financial LLC
CIK 0001659047
$827K22K0.03%Q1 2026
18
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$826K23K0.00%Q1 2026
19
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$816K23K0.00%Q1 2026
20
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$767K19K0.01%Q2 2026
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