DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
IFEB

INNOVATOR ETFS TRUST

71 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 45783Y350·71 13F holders·last filed Mar 31, 2026
Market cap
7.9%
vs prior quarter
13F value held
$49M
70.0% inst. owned
of float
Holders
71
+5 QoQ
filers reporting
Activity
+15 / −67
+807 added · −774 reduced
this quarter
Concentration
32.64%
PERSONAL CFO SOLUTIONS, LLC #1
top holder share
AI Holders Summary · Q1 2026

71 institutions reported IFEB in Q1 2026. PERSONAL CFO SOLUTIONS, LLC leads at 32.6% of the visible book. +5 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501
$16M541K2.26%Q1 2026
02
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M114K0.05%Q1 2026
03
Americana Partners, LLC
CIK 0001797678
$3M108K0.08%Q1 2026
04
Bright Futures Wealth Management, LLC.
CIK 0001803980
$3M107K2.18%Q1 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M88K0.00%Q1 2026
06
SYON CAPITAL LLC
CIK 0001999353
$2M80K0.12%Q1 2026
07
IHT Wealth Management, LLC
CIK 0001697490
$2M71K0.05%Q1 2026
08
WPWealth LLP
CIK 0001950118
$2M63K0.29%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M59K0.00%Q1 2026
10
CORRADO ADVISORS, LLC
CIK 0001482611
$2M58K0.90%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M58K0.00%Q1 2026
12
Private Advisor Group, LLC
CIK 0001567755
$1M49K0.01%Q1 2026
13
Cetera Investment Advisers
CIK 0001666741
$1M48K0.00%Q1 2026
14
Cornerstone Wealth, LLC/TN
CIK 0002135644
$1M42K0.72%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M37K0.00%Q1 2026
16
Kestra Advisory Services, LLC
CIK 0001830819
$991,97833K0.00%Q1 2026
17
Cerity Partners LLC
CIK 0001566475
$842,06028K0.00%Q1 2026
18
Global Trust Wealth Management LLC
CIK 0002065265
$733,34125K0.55%Q1 2026
19
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$704,36524K0.00%Q1 2026
20
PFG Advisors
CIK 0001694435
$703,85824K0.03%Q1 2026
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