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

INNOVATOR ETFS TRUST

36 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 45784N502·36 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.2%
vs prior quarter
13F value held
$39M
65.0% inst. owned
of float
Holders
36
-96 QoQ
filers reporting
Activity
+12 / −92
+785 added · −813 reduced
this quarter
Concentration
16.69%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported RFLR in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 16.7% of the visible book. -96 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M222K0.00%Q1 202602
VanWeelden Wealth Management, LLC
CIK 0001740451
$6M202K4.68%Q1 202603
Liberty Atlantic Advisors LLC
CIK 0002101909
$5M169K4.19%Q1 202604
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M145K0.09%Q1 202605
WINNOW WEALTH LLC
CIK 0002079687
$3M117K2.62%Q1 202606
Rockefeller Capital Management L.P.
CIK 0001739439
$2M69K0.00%Q1 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M54K0.00%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M51K0.00%Q1 202609
CreativeOne Wealth, LLC
CIK 0001739728
$1M42K0.03%Q1 202610
Arax Advisory Partners
CIK 0001586767
$1M38K0.03%Q1 202611
NewCorp Financial Services, Inc.
CIK 0002110453
$1M36K0.91%Q1 202612
Rothschild Wealth LLC
CIK 0001811345
$1M35K0.09%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$788,59027K0.00%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$694,10824K0.00%Q1 202615
Signal Advisors Wealth, LLC
CIK 0002010926
$612,36421K0.04%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$567,48419K0.00%Q1 202617
WorthPointe, LLC
CIK 0001921448
$513,26318K0.14%Q1 202618
Kingsview Wealth Management, LLC
CIK 0001791965
$458,06316K0.01%Q1 202619
Capital Investment Advisory Services, LLC
CIK 0001659203
$420,02514K0.03%Q1 202620
Elmwood Wealth Management, Inc.
CIK 0001731927
$394,90814K0.11%Q1 2026
Page 1 of 2
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