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

INNOVATOR ETFS TRUST

20 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 45784N460·20 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$28M
visible holders
Holders
20
filers reporting
Concentration
50.39%
Goldenstone Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported DDTN in Q1 2026. Goldenstone Wealth Management LLC leads at 50.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Goldenstone Wealth Management LLC
CIK 0002109094
$14M761K10.36%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M338K0.01%Q2 202603
Southland Equity Partners LLC
CIK 0002006517
$1M59K0.21%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M61K0.00%Q1 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$1M61K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M58K0.00%Q1 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$462K25K0.00%Q1 202608
IFP Advisors, Inc
CIK 0001641866
$313K15K0.01%Q2 202609
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$310K15K0.01%Q2 202610
Brookstone Capital Management
CIK 0001599584
$286K14K0.00%Q2 202611
Occidental Asset Management, LLC
CIK 0001770994
$271K14K0.03%Q1 202612
AE Wealth Management LLC
CIK 0001697723
$243K13K0.00%Q1 202613
Merit Financial Group, LLC
CIK 0001621225
$209K10K0.00%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$152K8K0.00%Q1 202615
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CIK 0000771118
$86K5K0.01%Q1 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$60K3K0.00%Q1 202617
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$51K3K0.01%Q2 202618
Archer Investment Corp
CIK 0001803804
$30K2K0.01%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$12K6390.00%Q1 202620
UBS Group AG
CIK 0001610520
$8K4250.00%Q1 2026