13F Insight
DOSSIER · 13F Holders · Q3 2026
DDFO

INNOVATOR ETFS TRUST

64 institutions still hold INNOVATOR ETFS TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45784N528·64 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$64M
visible holders
Holders
64
filers reporting
Concentration
17.39%
Valtinson Bruner Financial Planning LLC #1
top holder share
AI Holders Summary · Q3 2026

64 institutions reported DDFO in Q3 2026. Valtinson Bruner Financial Planning LLC leads at 17.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$11M485K2.76%Q3 202602
SageView Advisory Group, LLC
CIK 0001914558
$11M483K0.36%Q2 202603
Creative Planning
CIK 0001540235
$11M473K0.01%Q3 202604
Weaver Capital Management LLC
CIK 0001552247
$9M376K1.64%Q3 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M130K0.00%Q3 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M112K0.00%Q2 202607
Southland Equity Partners LLC
CIK 0002006517
$2M84K0.33%Q3 202608
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M71K0.03%Q3 202609
AE Wealth Management LLC
CIK 0001697723
$1M65K0.01%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$1M65K0.00%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M60K0.00%Q3 202612
Kingsview Wealth Management, LLC
CIK 0001791965
$1M54K0.01%Q2 202613
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$1M50K0.05%Q4 202514
Castle Rock Wealth Management, LLC
CIK 0001727605
$1M46K0.20%Q3 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M47K0.00%Q2 202616
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M46K0.02%Q3 202617
PFG Advisors
CIK 0001694435
$1M45K0.05%Q3 202618
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$988K43K0.04%Q3 202619
Modern Wealth Management, LLC
CIK 0002001900
$876K41K0.01%Q1 202620
Summit Financial, LLC
CIK 0001765536
$839K37K0.01%Q2 2026
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