13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
DDFO

INNOVATOR ETFS TRUST

57 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 45784N528·57 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.1%
vs prior quarter
13F value held
$65M
71.0% inst. owned
of float
Holders
57
-22 QoQ
filers reporting
Activity
+101 / −66
+860 added · −802 reduced
this quarter
Concentration
16.44%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported DDFO in Q1 2026. Creative Planning leads at 16.4% of the visible book. -22 net institutions QoQ — distribution reading.

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
$2M84K0.35%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$1M66K0.00%Q1 202609
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M63K0.02%Q1 202610
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$1M50K0.05%Q4 202511
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M47K0.00%Q1 202612
Castle Rock Wealth Management, LLC
CIK 0001727605
$989,51146K0.21%Q1 202613
Kingsview Wealth Management, LLC
CIK 0001791965
$979,63046K0.01%Q1 202614
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$949,68444K0.02%Q1 202615
Modern Wealth Management, LLC
CIK 0002001900
$875,99941K0.01%Q1 202616
World Investment Advisors
CIK 0001652594
$824,06438K0.01%Q1 202617
WORLD EQUITY GROUP, INC.
CIK 0000878770
$775,07436K0.22%Q4 202518
Atria Investments, Inc
CIK 0001535865
$766,65936K0.01%Q1 202619
Sigma Planning Corp
CIK 0001449126
$756,12535K0.02%Q1 202620
Farther Finance Advisors, LLC
CIK 0001992825
$700,20533K0.01%Q1 2026
Page 1 of 3
37 more holders available. Log in →