13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
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
—
▲ 0.4%
vs prior quarter
13F value held
$61M
67.0% inst. owned
of float
Holders
38
+37 QoQ
filers reporting
Activity
+86 / −79
+748 added · −802 reduced
this quarter
Concentration
16.72%
NewEdge Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported IBUF in Q1 2026. NewEdge Advisors, LLC leads at 16.7% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
NewEdge Advisors, LLC
CIK 0001633516
$10M343K0.04%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M229K0.00%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M222K0.01%Q1 202604
D.B. Root & Company, LLC
CIK 0001731717
$6M214K1.51%Q1 202605
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$5M174K0.01%Q1 202606
3EDGE Asset Management, LP
CIK 0001665605
$5M154K0.22%Q1 202607
Mutual Advisors, LLC
CIK 0001694080
$3M117K0.07%Q1 202608
BLVD Private Wealth, LLC
CIK 0002079537
$3M94K2.39%Q4 202509
Cetera Investment Advisers
CIK 0001666741
$3M89K0.00%Q1 202610
CreativeOne Wealth, LLC
CIK 0001739728
$2M79K0.05%Q1 202611
OPTIMA CAPITAL LLC
CIK 0002070972
$2M73K1.01%Q1 202612
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M56K0.04%Q1 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M47K0.00%Q1 202614
Kestra Advisory Services, LLC
CIK 0001830819
$877,54130K0.00%Q1 202615
Pitti Group Wealth Management, LLC
CIK 0001909664
$828,56728K0.67%Q1 202616
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$722,11824K0.01%Q1 202617
Bright Futures Wealth Management, LLC.
CIK 0001803980
$708,83424K0.49%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$552,82119K0.00%Q1 202619
AE Wealth Management LLC
CIK 0001697723
$548,51119K0.00%Q1 202620
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$523,98018K0.09%Q1 2026
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