DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

IOCT

INNOVATOR ETFS TRUST

104 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 45782C631·104 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.0%

vs prior quarter

13F value held

$103M

52.0% inst. owned

of float

Holders

104

-53 QoQ

filers reporting

Activity

+33 / −80

+927 added · −847 reduced

this quarter

Concentration

14.69%

COMMONWEALTH EQUITY SERVICES, LLC #1

top holder share

AI Holders Summary · Q1 2026

104 institutions reported IOCT in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 14.7% of the visible book. -53 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

COMMONWEALTH EQUITY SERVICES, LLC

$15M432K0.02%Q1 2026 02

Broussard Financial Group LLC

$14M393K11.02%Q1 2026 03

Global Strategic Investment Solutions, LLC

$8M235K0.80%Q1 2026 04

Creative Planning

$8M227K0.01%Q1 2026 05

IFP Advisors, Inc

$8M217K0.16%Q1 2026 06

SageView Advisory Group, LLC

$7M215K0.25%Q4 2025 07

ACCESS FINANCIAL SERVICES, INC.

$6M177K2.20%Q1 2026 08

US BANCORP \DE\

$6M163K0.01%Q1 2026 09

Focus Partners Wealth

$4M112K0.00%Q4 2025 10

OSAIC HOLDINGS, INC.

$4M103K0.01%Q1 2026 11

$3M92K0.16%Q1 2026 12

CAPTRUST FINANCIAL ADVISORS

$3M78K0.00%Q1 2026 13

Cetera Investment Advisers

$3M74K0.00%Q1 2026 14

RED CRANE WEALTH MANAGEMENT, LLC

$2M67K1.93%Q1 2026 15

PRINCIPAL SECURITIES, INC.

$2M67K0.03%Q1 2026 16

$2M67K0.36%Q1 2026 17

HighTower Advisors, LLC

$2M63K0.00%Q1 2026 18

Talon Private Wealth, LLC

$2M54K0.25%Q1 2026 19

Signal Advisors Wealth, LLC

$2M54K0.13%Q1 2026 20

BFI Wealth Solutions, LLC

$2M52K1.77%Q1 2026

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