DOSSIER · 13F Holders · Q1 2026
IBUF

INNOVATOR ETFS TRUST

38 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 45783Y178·38 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$61M
visible holders
Holders
38
filers reporting
Concentration
16.50%
NewEdge Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported IBUF in Q1 2026. NewEdge Advisors, LLC leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NewEdge Advisors, LLC
CIK 0001633516
$10M343K0.04%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M229K0.00%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M222K0.01%Q1 2026
04
D.B. Root & Company, LLC
CIK 0001731717
$6M214K1.51%Q1 2026
05
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$5M174K0.01%Q1 2026
06
3EDGE Asset Management, LP
CIK 0001665605
$5M154K0.22%Q1 2026
07
Mutual Advisors, LLC
CIK 0001694080
$3M117K0.07%Q1 2026
08
BLVD Private Wealth, LLC
CIK 0002079537
$3M94K2.39%Q4 2025
09
Cetera Investment Advisers
CIK 0001666741
$3M89K0.00%Q1 2026
10
CreativeOne Wealth, LLC
CIK 0001739728
$2M79K0.05%Q1 2026
11
OPTIMA CAPITAL LLC
CIK 0002070972
$2M73K1.01%Q1 2026
12
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M56K0.03%Q2 2026
13
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M47K0.00%Q1 2026
14
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M42K0.00%Q1 2026
15
Kestra Advisory Services, LLC
CIK 0001830819
$878K30K0.00%Q1 2026
16
Pitti Group Wealth Management, LLC
CIK 0001909664
$829K28K0.67%Q1 2026
17
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$722K24K0.01%Q1 2026
18
Bright Futures Wealth Management, LLC.
CIK 0001803980
$709K24K0.49%Q1 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$553K19K0.00%Q1 2026
20
AE Wealth Management LLC
CIK 0001697723
$549K19K0.00%Q1 2026
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