DOSSIER · 13F Holders · Q2 2026
ISEP

INNOVATOR ETFS TRUST

70 institutions still hold INNOVATOR ETFS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45783Y533·70 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$45M
visible holders
Holders
70
filers reporting
Concentration
17.79%
SageView Advisory Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

70 institutions reported ISEP in Q2 2026. SageView Advisory Group, LLC leads at 17.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SageView Advisory Group, LLC
CIK 0001914558
$8M232K0.26%Q2 2026
02
Creative Planning
CIK 0001540235
$8M232K0.00%Q2 2026
03
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$6M164K5.35%Q4 2025
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M80K0.00%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$2M64K0.00%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M63K0.00%Q2 2026
07
Janney Montgomery Scott LLC
CIK 0001329948
$2M66K0.01%Q1 2026
08
CORRADO ADVISORS, LLC
CIK 0001482611
$2M59K0.93%Q2 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M50K0.00%Q2 2026
10
Fragasso Financial Advisors Inc
CIK 0001613331
$1M36K0.07%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M34K0.00%Q2 2026
12
Sigma Planning Corp
CIK 0001449126
$1M31K0.03%Q2 2026
13
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$1M29K0.11%Q2 2026
14
HighTower Advisors, LLC
CIK 0001462245
$984K28K0.00%Q2 2026
15
Soltis Investment Advisors LLC
CIK 0001802530
$905K26K0.05%Q2 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$872K25K0.00%Q2 2026
17
SECURED RETIREMENT ADVISORS, LLC
CIK 0002012356
$860K25K0.44%Q2 2026
18
Diligent Investors, LLC
CIK 0001549042
$808K23K0.18%Q2 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$778K22K0.00%Q2 2026
20
Americana Partners, LLC
CIK 0001797678
$710K21K0.02%Q2 2026
Page 1 of 4
50 more holders available. Log in →