13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
SFLR

INNOVATOR ETFS TRUST

201 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 45783Y673·201 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.4%
vs prior quarter
13F value held
$846M
54.0% inst. owned
of float
Holders
201
+65 QoQ
filers reporting
Activity
+10 / −96
+997 added · −815 reduced
this quarter
Concentration
24.79%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

201 institutions reported SFLR in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 24.8% of the visible book. +65 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$210M5.9M0.02%Q1 202602
LPL Financial LLC
CIK 0001403438
$163M4.6M0.04%Q1 202603
Americana Partners, LLC
CIK 0001797678
$88M2.5M2.29%Q1 202604
Kingsview Wealth Management, LLC
CIK 0001791965
$77M2.2M1.05%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$55M1.6M0.08%Q1 202606
Chicago Partners Investment Group LLC
CIK 0001563525
$47M1.3M1.04%Q1 202607
Liberty Atlantic Advisors LLC
CIK 0002101909
$23M638K19.32%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M567K0.01%Q1 202609
Delta Investment Management, LLC
CIK 0001757043
$20M558K3.54%Q1 202610
WETZEL INVESTMENT ADVISORS, INC.
CIK 0002009211
$17M489K6.90%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M482K0.03%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M432K0.00%Q1 202613
Brookstone Capital Management
CIK 0001599584
$14M404K0.16%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$14M383K0.01%Q1 202615
Rothschild Wealth LLC
CIK 0001811345
$13M373K1.19%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$13M364K0.01%Q1 202617
Southland Equity Partners LLC
CIK 0002006517
$11M314K2.16%Q1 202618
Advisory Services Network, LLC
CIK 0001573876
$11M312K0.15%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$10M269K0.02%Q1 202620
CCG WEALTH MANAGEMENT, LLC
CIK 0001771169
$9M256K2.46%Q1 2026
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