DOSSIER · 13F Holders · Q2 2026
UAPR

INNOVATOR ETFS TRUST

90 institutions still hold INNOVATOR ETFS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C805·90 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$69M
visible holders
Holders
90
filers reporting
Concentration
13.85%
Tradition Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

90 institutions reported UAPR in Q2 2026. Tradition Wealth Management, LLC leads at 13.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tradition Wealth Management, LLC
CIK 0001843010
$10M271K0.58%Q2 2026
02
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$7M185K0.32%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M144K0.01%Q2 2026
04
CWM, LLC
CIK 0001535847
$5M146K0.01%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M134K0.01%Q2 2026
06
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$4M127K0.50%Q2 2026
07
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$3M98K0.33%Q2 2026
08
Prairie Wealth Advisors, Inc.
CIK 0002022783
$3M00.79%Q2 2026
09
Brookstone Capital Management
CIK 0001599584
$3M90K0.03%Q2 2026
10
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M80K0.72%Q2 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M78K0.00%Q2 2026
12
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M76K0.02%Q2 2026
13
Kellett Wealth Advisors, LLC
CIK 0001910381
$3M75K1.23%Q2 2026
14
Berger Financial Group, Inc
CIK 0001826136
$2M69K0.12%Q2 2026
15
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$2M57K0.02%Q2 2026
16
TRUIST FINANCIAL CORP
CIK 0000092230
$2M56K0.00%Q2 2026
17
Strategic Blueprint, LLC
CIK 0001767821
$2M50K0.09%Q2 2026
18
Triad Wealth Partners, LLC
CIK 0002012717
$2M46K0.10%Q2 2026
19
Spire Wealth Management
CIK 0001858740
$1M43K0.05%Q2 2026
20
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M42K0.00%Q2 2026
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