DOSSIER · 13F Holders · Q2 2026
UAUG

INNOVATOR ETFS TRUST

91 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 45782C672·91 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$89M
visible holders
Holders
91
filers reporting
Concentration
19.09%
Broussard Financial Group LLC #1
top holder share
AI Holders Summary · Q2 2026

91 institutions reported UAUG in Q2 2026. Broussard Financial Group LLC leads at 19.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Broussard Financial Group LLC
CIK 0001548136
$17M402K13.54%Q2 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M250K0.00%Q2 2026
03
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M154K0.32%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M149K0.01%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M142K0.01%Q2 2026
06
Archer Investment Corp
CIK 0001803804
$6M132K0.54%Q2 2026
07
MBL Wealth, LLC
CIK 0001845785
$5M128K0.37%Q2 2026
08
Brookstone Capital Management
CIK 0001599584
$5M116K0.05%Q2 2026
09
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$4M98K0.47%Q2 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M73K0.00%Q2 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M71K0.00%Q2 2026
12
FIDUCIARY FINANCIAL GROUP, LLC
CIK 0001925420
$2M59K0.28%Q2 2026
13
Kestra Advisory Services, LLC
CIK 0001830819
$2M53K0.01%Q2 2026
14
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M50K0.54%Q2 2026
15
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M46K0.03%Q2 2026
16
Berger Financial Group, Inc
CIK 0001826136
$2M44K0.09%Q2 2026
17
LPL Financial LLC
CIK 0001403438
$2M36K0.00%Q2 2026
18
Clearstead Advisors, LLC
CIK 0000842775
$1M35K0.01%Q2 2026
19
Spire Wealth Management
CIK 0001858740
$1M35K0.04%Q2 2026
20
Cetera Investment Advisers
CIK 0001666741
$1M33K0.00%Q2 2026
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