DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
ISEP

INNOVATOR ETFS TRUST

68 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 45783Y533·68 13F holders·last filed Mar 31, 2026
Market cap
1.2%
vs prior quarter
13F value held
$69M
63.0% inst. owned
of float
Holders
68
-34 QoQ
filers reporting
Activity
+38 / −6
+1,024 added · −760 reduced
this quarter
Concentration
37.37%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

68 institutions reported ISEP in Q1 2026. Gradient Investments LLC leads at 37.4% of the visible book. -34 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$26M787K0.40%Q1 2026
02
Creative Planning
CIK 0001540235
$8M242K0.01%Q1 2026
03
SageView Advisory Group, LLC
CIK 0001914558
$7M230K0.25%Q4 2025
04
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$6M164K5.35%Q4 2025
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M86K0.00%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M65K0.00%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$2M64K0.00%Q1 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M62K0.00%Q1 2026
09
CORRADO ADVISORS, LLC
CIK 0001482611
$2M59K1.02%Q1 2026
10
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M48K0.03%Q1 2026
11
Fragasso Financial Advisors Inc
CIK 0001613331
$1M37K0.07%Q1 2026
12
Americana Partners, LLC
CIK 0001797678
$1M32K0.03%Q1 2026
13
Kestra Advisory Services, LLC
CIK 0001830819
$1M32K0.00%Q1 2026
14
Sigma Planning Corp
CIK 0001449126
$1M32K0.03%Q1 2026
15
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$961,73129K0.12%Q1 2026
16
HighTower Advisors, LLC
CIK 0001462245
$932,44928K0.00%Q1 2026
17
GOLDMAN SACHS GROUP INC
CIK 0000886982
$891,03527K0.00%Q1 2026
18
Soltis Investment Advisors LLC
CIK 0001802530
$872,37827K0.06%Q1 2026
19
CreativeOne Wealth, LLC
CIK 0001739728
$854,54026K0.02%Q1 2026
20
SECURED RETIREMENT ADVISORS, LLC
CIK 0002012356
$813,09425K0.46%Q1 2026
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