13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
KJAN

INNOVATOR ETFS TRUST

138 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 45782C474·138 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.0%
vs prior quarter
13F value held
$155M
62.0% inst. owned
of float
Holders
138
+60 QoQ
filers reporting
Activity
+78 / −54
+877 added · −836 reduced
this quarter
Concentration
16.52%
Compass Advisory Group LLC #1
top holder share
AI Holders Summary · Q1 2026

138 institutions reported KJAN in Q1 2026. Compass Advisory Group LLC leads at 16.5% of the visible book. +60 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
$26M615K6.87%Q1 202602
PFS Partners, LLC
CIK 0002002654
$21M506K9.69%Q1 202603
Long Island Wealth Management, Inc.
CIK 0002011177
$20M473K9.15%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M234K0.01%Q1 202605
MBL Wealth, LLC
CIK 0001845785
$9M221K0.70%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M217K0.01%Q1 202607
BLAIR WILLIAM & CO/IL
CIK 0000902367
$7M178K0.02%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$7M167K0.01%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$7M160K0.03%Q1 202610
Berkshire Money Management, Inc.
CIK 0001535172
$6M149K0.64%Q1 202611
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$5M118K0.07%Q1 202612
BFI Wealth Solutions, LLC
CIK 0002110651
$5M113K4.56%Q1 202613
LPL Financial LLC
CIK 0001403438
$4M106K0.00%Q1 202614
AdvisorNet Financial, Inc
CIK 0001409362
$4M90K0.19%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M77K0.00%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M67K0.01%Q1 202617
Pallas Capital Advisors LLC
CIK 0001862282
$3M63K0.10%Q1 202618
Sunbelt Securities, Inc.
CIK 0001632932
$3M63K0.17%Q1 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$2M52K0.00%Q1 202620
INVESTMENT MANAGEMENT CORP /VA/ /ADV
CIK 0000789307
$2M52K1.85%Q1 2026
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