DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

NJAN

INNOVATOR ETFS TRUST

119 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 45782C466·119 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 2.5%

vs prior quarter

13F value held

$174M

66.0% inst. owned

of float

Holders

119

-70 QoQ

filers reporting

Activity

+97 / −71

+844 added · −875 reduced

this quarter

Concentration

14.83%

Mutual Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

119 institutions reported NJAN in Q1 2026. Mutual Advisors, LLC leads at 14.8% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Mutual Advisors, LLC

$26M484K0.55%Q1 2026 02

NewEdge Advisors, LLC

$21M401K0.08%Q1 2026 03

OSAIC HOLDINGS, INC.

$20M371K0.03%Q1 2026 04

Kestra Advisory Services, LLC

$12M224K0.05%Q1 2026 05

TRUIST FINANCIAL CORP

$11M207K0.01%Q1 2026 06

Encompass More Asset Management

$10M182K1.63%Q1 2026 07

Cetera Investment Advisers

$9M162K0.01%Q1 2026 08

PERSONAL CFO SOLUTIONS, LLC

$8M157K1.18%Q1 2026 09

Cornerstone Wealth, LLC/TN

$8M137K4.38%Q1 2026 10

AdvisorNet Financial, Inc

$7M126K0.35%Q1 2026 11

MAI Capital Management

$7M125K0.04%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

$6M119K0.01%Q1 2026 13

Long Island Wealth Management, Inc.

$6M113K2.79%Q1 2026 14

RED CRANE WEALTH MANAGEMENT, LLC

$6M107K4.71%Q1 2026 15

LPL Financial LLC

$4M78K0.00%Q1 2026 16

ENVESTNET ASSET MANAGEMENT INC

$3M62K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

$3M54K0.00%Q1 2026 18

Diligent Investors, LLC

$3M51K0.68%Q1 2026 19

Tradition Wealth Management, LLC

$3M50K0.19%Q1 2026 20

Outlook Wealth Advisors, LLC

$3M48K0.61%Q1 2026

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