DOSSIER · 13F Holders · Q1 2026
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
13F value held
$43M
visible holders
Holders
36
filers reporting
Concentration
15.14%
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 15.1% of the visible book.

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 2026
02
VanWeelden Wealth Management, LLC
CIK 0001740451
$6M202K4.68%Q1 2026
03
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$6M179K0.11%Q2 2026
04
Liberty Atlantic Advisors LLC
CIK 0002101909
$6M175K4.14%Q2 2026
05
WINNOW WEALTH LLC
CIK 0002079687
$4M115K2.57%Q2 2026
06
Rockefeller Capital Management L.P.
CIK 0001739439
$2M69K0.00%Q1 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M54K0.00%Q1 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M51K0.00%Q1 2026
09
CreativeOne Wealth, LLC
CIK 0001739728
$1M42K0.03%Q1 2026
10
Arax Advisory Partners
CIK 0001586767
$1M38K0.03%Q1 2026
11
Brookstone Capital Management
CIK 0001599584
$1M33K0.01%Q2 2026
12
NewCorp Financial Services, Inc.
CIK 0002110453
$1M36K0.91%Q1 2026
13
Rothschild Wealth LLC
CIK 0001811345
$1M35K0.09%Q1 2026
14
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$902K28K0.00%Q2 2026
15
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$789K27K0.00%Q1 2026
16
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$694K24K0.00%Q1 2026
17
Signal Advisors Wealth, LLC
CIK 0002010926
$612K21K0.04%Q1 2026
18
WorthPointe, LLC
CIK 0001921448
$513K18K0.14%Q1 2026
19
Capital Investment Advisory Services, LLC
CIK 0001659203
$479K15K0.03%Q2 2026
20
Kingsview Wealth Management, LLC
CIK 0001791965
$458K16K0.01%Q1 2026
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