13F Insight
DOSSIER · 13F Holders · Q2 2026
KJAN

INNOVATOR ETFS TRUST

143 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 45782C474·143 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$167M
visible holders
Holders
143
filers reporting
Concentration
16.92%
Compass Advisory Group LLC #1
top holder share
AI Holders Summary · Q2 2026

143 institutions reported KJAN in Q2 2026. Compass Advisory Group LLC leads at 16.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Compass Advisory Group LLC
CIK 0001720292
$28M619K6.71%Q2 202602
PFS Partners, LLC
CIK 0002002654
$23M494K9.12%Q2 202603
Long Island Wealth Management, Inc.
CIK 0002011177
$22M476K8.97%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M264K0.01%Q2 202605
MBL Wealth, LLC
CIK 0001845785
$10M225K0.70%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M223K0.01%Q2 202607
BLAIR WILLIAM & CO/IL
CIK 0000902367
$7M157K0.02%Q2 202608
Berkshire Money Management, Inc.
CIK 0001535172
$7M149K0.62%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$7M144K0.01%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$6M125K0.02%Q2 202611
LPL Financial LLC
CIK 0001403438
$6M122K0.00%Q2 202612
BFI Wealth Solutions, LLC
CIK 0002110651
$5M114K3.84%Q2 202613
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$5M106K0.06%Q2 202614
AdvisorNet Financial, Inc
CIK 0001409362
$4M88K0.18%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M76K0.00%Q2 202616
Pallas Capital Advisors LLC
CIK 0001862282
$3M66K0.09%Q2 202617
Sunbelt Securities, Inc.
CIK 0001632932
$3M63K0.17%Q1 202618
INVESTMENT MANAGEMENT CORP /VA/ /ADV
CIK 0000789307
$2M53K2.00%Q2 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$2M52K0.00%Q2 202620
Faithward Advisors, LLC
CIK 0001695078
$2M48K0.27%Q2 2026
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