13F Insight
DOSSIER · 13F Holders · Q1 2026
DDFO

INNOVATOR ETFS TRUST

58 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 45784N528·58 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$66M
visible holders
Holders
58
filers reporting
Concentration
16.22%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported DDFO in Q1 2026. Creative Planning leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$11M502K0.01%Q1 202602
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$11M492K2.90%Q1 202603
SageView Advisory Group, LLC
CIK 0001914558
$10M474K0.35%Q4 202504
Weaver Capital Management LLC
CIK 0001552247
$10M471K2.19%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M319K0.01%Q1 202606
Archer Investment Corp
CIK 0001803804
$3M127K0.58%Q1 202607
Southland Equity Partners LLC
CIK 0002006517
$2M84K0.33%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M73K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$1M66K0.00%Q1 202610
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M63K0.02%Q1 202611
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$1M50K0.05%Q4 202512
Castle Rock Wealth Management, LLC
CIK 0001727605
$1M46K0.20%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M47K0.00%Q1 202614
Kingsview Wealth Management, LLC
CIK 0001791965
$980K46K0.01%Q1 202615
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$906K40K0.02%Q2 202616
Modern Wealth Management, LLC
CIK 0002001900
$876K41K0.01%Q1 202617
World Investment Advisors
CIK 0001652594
$824K38K0.01%Q1 202618
Atria Investments, Inc
CIK 0001535865
$767K36K0.01%Q1 202619
Sigma Planning Corp
CIK 0001449126
$756K35K0.02%Q1 202620
Welch Financial Planning, LLC
CIK 0002085141
$736K33K0.43%Q2 2026
Page 1 of 3
38 more holders available. Log in →