DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
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
1.3%
vs prior quarter
13F value held
$28M
66.0% inst. owned
of float
Holders
20
+15 QoQ
filers reporting
Activity
+50 / −6
+1,001 added · −755 reduced
this quarter
Concentration
51.76%
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 51.8% of the visible book. +15 net new institutions vs prior quarter — accumulation reading.

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 2026
02
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M331K0.01%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M61K0.00%Q1 2026
04
TRUIST FINANCIAL CORP
CIK 0000092230
$1M61K0.00%Q1 2026
05
Southland Equity Partners LLC
CIK 0002006517
$1M59K0.22%Q1 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M58K0.00%Q1 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$462,13325K0.00%Q1 2026
08
Brookstone Capital Management
CIK 0001599584
$416,13022K0.00%Q1 2026
09
IFP Advisors, Inc
CIK 0001641866
$287,31215K0.01%Q1 2026
10
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$284,50115K0.01%Q1 2026
11
Occidental Asset Management, LLC
CIK 0001770994
$270,55514K0.03%Q1 2026
12
AE Wealth Management LLC
CIK 0001697723
$243,42413K0.00%Q1 2026
13
Merit Financial Group, LLC
CIK 0001621225
$191,91610K0.00%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$151,6328K0.00%Q1 2026
15
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CIK 0000771118
$86,1285K0.01%Q1 2026
16
Steward Partners Investment Advisory, LLC
CIK 0001723397
$59,6343K0.00%Q1 2026
17
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$47,2773K0.02%Q1 2026
18
Archer Investment Corp
CIK 0001803804
$29,5082K0.01%Q1 2026
19
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$11,9646390.00%Q1 2026
20
UBS Group AG
CIK 0001610520
$7,9584250.00%Q1 2026