13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
UAUG

INNOVATOR ETFS TRUST

88 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 45782C672·88 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.9%
vs prior quarter
13F value held
$83M
72.0% inst. owned
of float
Holders
88
+11 QoQ
filers reporting
Activity
+40 / −86
+919 added · −813 reduced
this quarter
Concentration
19.41%
Broussard Financial Group LLC #1
top holder share
AI Holders Summary · Q1 2026

88 institutions reported UAUG in Q1 2026. Broussard Financial Group LLC leads at 19.4% of the visible book. +11 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Broussard Financial Group LLC
CIK 0001548136
$16M411K12.95%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M275K0.00%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M154K0.01%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M151K0.01%Q1 202605
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M147K0.33%Q1 202606
Brookstone Capital Management
CIK 0001599584
$5M131K0.06%Q1 202607
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$5M127K0.65%Q1 202608
MBL Wealth, LLC
CIK 0001845785
$5M127K0.38%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M75K0.00%Q1 202610
Archer Investment Corp
CIK 0001803804
$3M68K0.57%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$3M68K0.01%Q1 202612
Spire Wealth Management
CIK 0001858740
$2M60K0.08%Q1 202613
FIDUCIARY FINANCIAL GROUP, LLC
CIK 0001925420
$2M59K0.31%Q1 202614
Berger Financial Group, Inc
CIK 0001826136
$2M57K0.13%Q1 202615
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M53K0.57%Q1 202616
Clearstead Advisors, LLC
CIK 0000842775
$1M36K0.01%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$1M34K0.00%Q1 202618
LPL Financial LLC
CIK 0001403438
$1M31K0.00%Q1 202619
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$1M29K0.13%Q1 202620
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$1M26K0.01%Q1 2026
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