13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
IJAN

INNOVATOR ETFS TRUST

114 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 45782C524·114 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.1%
vs prior quarter
13F value held
$130M
47.0% inst. owned
of float
Holders
114
+134 QoQ
filers reporting
Activity
+28 / −23
+950 added · −864 reduced
this quarter
Concentration
23.32%
Compass Advisory Group LLC #1
top holder share
AI Holders Summary · Q1 2026

114 institutions reported IJAN in Q1 2026. Compass Advisory Group LLC leads at 23.3% of the visible book. +134 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Compass Advisory Group LLC
CIK 0001720292
$30M833K8.08%Q1 202602
Long Island Wealth Management, Inc.
CIK 0002011177
$19M510K8.59%Q1 202603
BLAIR WILLIAM & CO/IL
CIK 0000902367
$12M339K0.04%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M183K0.01%Q1 202605
US BANCORP \DE\
CIK 0000036104
$7M181K0.01%Q1 202606
BIP Wealth, LLC
CIK 0001590214
$5M143K0.21%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M136K0.01%Q1 202608
Cornerstone Wealth, LLC/TN
CIK 0002135644
$5M128K2.67%Q1 202609
HFG Wealth Management, LLC
CIK 0002027836
$4M114K2.27%Q1 202610
AdvisorNet Financial, Inc
CIK 0001409362
$4M112K0.21%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$4M111K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M109K0.00%Q1 202613
RED CRANE WEALTH MANAGEMENT, LLC
CIK 0001686343
$4M107K3.20%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$4M101K0.00%Q1 202615
WPWealth LLP
CIK 0001950118
$3M88K0.49%Q1 202616
JDM Financial Group LLC
CIK 0001960212
$3M83K1.16%Q1 202617
BFI Wealth Solutions, LLC
CIK 0002110651
$3M80K2.80%Q1 202618
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M74K0.06%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M70K0.04%Q1 202620
LPL Financial LLC
CIK 0001403438
$2M66K0.00%Q1 2026
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