13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BUFB

INNOVATOR ETFS TRUST

91 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 45783Y756·91 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.5%
vs prior quarter
13F value held
$114M
75.0% inst. owned
of float
Holders
91
+9 QoQ
filers reporting
Activity
+68 / −22
+824 added · −834 reduced
this quarter
Concentration
12.08%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

91 institutions reported BUFB in Q1 2026. LPL Financial LLC leads at 12.1% of the visible book. +9 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$14M384K0.00%Q1 202602
HighTower Advisors, LLC
CIK 0001462245
$10M291K0.01%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M234K0.00%Q1 202604
GWN SECURITIES INC.
CIK 0001265905
$8M228K1.57%Q1 202605
CAPITAL WEALTH MANAGEMENT, LLC
CIK 0001730456
$8M214K2.08%Q1 202606
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$8M199K0.14%Q1 202607
Syntegra Private Wealth Group, LLC
CIK 0001964298
$7M193K0.66%Q1 202608
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$7M183K4.20%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$6M166K0.01%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M165K0.01%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M164K0.01%Q1 202612
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$4M116K0.54%Q1 202613
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$4M112K0.06%Q1 202614
Kathmere Capital Management, LLC
CIK 0001794543
$3M83K0.18%Q1 202615
Encompass More Asset Management
CIK 0002011218
$3M82K0.49%Q1 202616
World Investment Advisors
CIK 0001652594
$3M78K0.05%Q1 202617
Heritage Wealth Management, Inc.
CIK 0001944755
$3M73K1.30%Q1 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$3M73K0.00%Q1 202619
OPTIMA CAPITAL LLC
CIK 0002070972
$2M67K1.13%Q1 202620
NFP Retirement, Inc.
CIK 0002040084
$2M58K0.13%Q1 2026
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