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

INNOVATOR ETFS TRUST

90 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 45783Y541·90 13F holders·last filed Mar 31, 2026
Market cap
0.3%
vs prior quarter
13F value held
$81M
71.0% inst. owned
of float
Holders
90
+12 QoQ
filers reporting
Activity
+31 / −12
+792 added · −827 reduced
this quarter
Concentration
21.22%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

90 institutions reported TJUL in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 21.2% of the visible book. +12 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M583K0.02%Q1 2026
02
Legacy CG, LLC
CIK 0001904825
$16M552K4.50%Q1 2026
03
Vishria Bird Financial Group, LLC
CIK 0001746438
$11M381K2.19%Q3 2025
04
Bullseye Investment Management, LLC
CIK 0001912451
$6M197K3.36%Q3 2025
05
Brookstone Capital Management
CIK 0001599584
$5M181K0.06%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M103K0.00%Q1 2026
07
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M90K0.00%Q1 2026
08
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$2M80K0.30%Q1 2026
09
Cetera Investment Advisers
CIK 0001666741
$2M70K0.00%Q1 2026
10
Kestra Advisory Services, LLC
CIK 0001830819
$2M70K0.01%Q1 2026
11
AE Wealth Management LLC
CIK 0001697723
$2M61K0.01%Q1 2026
12
Syntegra Private Wealth Group, LLC
CIK 0001964298
$2M59K0.16%Q1 2026
13
LPL Financial LLC
CIK 0001403438
$2M55K0.00%Q1 2026
14
Diligent Investors, LLC
CIK 0001549042
$1M50K0.37%Q1 2026
15
HighTower Advisors, LLC
CIK 0001462245
$1M41K0.00%Q1 2026
16
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M40K0.02%Q1 2026
17
Waverly Advisors, LLC
CIK 0001568787
$1M36K0.01%Q1 2026
18
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$1M36K0.18%Q3 2025
19
MGO ONE SEVEN LLC
CIK 0001731444
$1M35K0.02%Q1 2026
20
Cypress Wealth Services, LLC
CIK 0001721527
$1M35K0.14%Q1 2026
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