DOSSIER · 13F Holders · Q1 2026
TOCT

INNOVATOR ETFS TRUST

20 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 45784N577·20 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$12M
visible holders
Holders
20
filers reporting
Concentration
13.09%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported TOCT in Q1 2026. CWM, LLC leads at 13.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$2M58K0.00%Q1 2026
02
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M47K0.02%Q2 2026
03
Regatta Research & Money Management
CIK 0002137529
$1M47K1.20%Q2 2026
04
Brookstone Capital Management
CIK 0001599584
$1M44K0.01%Q2 2026
05
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M41K0.00%Q2 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$864K32K0.00%Q2 2026
07
Orion Porfolio Solutions, LLC
CIK 0001360533
$775K29K0.01%Q2 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$662K25K0.00%Q1 2026
09
HighTower Advisors, LLC
CIK 0001462245
$639K24K0.00%Q2 2026
10
Encompass More Asset Management
CIK 0002011218
$522K19K0.08%Q2 2026
11
Tradition Wealth Management, LLC
CIK 0001843010
$434K16K0.03%Q2 2026
12
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$331K12K0.01%Q2 2026
13
Fragasso Financial Advisors Inc
CIK 0001613331
$298K11K0.02%Q2 2026
14
Plan Group Financial, LLC
CIK 0001940033
$255K9K0.05%Q2 2026
15
Vantage Financial Partners, LLC
CIK 0001911766
$211K8K0.04%Q4 2025
16
Atria Investments, Inc
CIK 0001535865
$205K8K0.00%Q2 2026
17
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$62K2K0.00%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$56K2K0.00%Q2 2026
19
AE Wealth Management LLC
CIK 0001697723
$40K1K0.00%Q2 2026
20
Global Retirement Partners, LLC
CIK 0001749744
$8K3050.00%Q2 2026