DOSSIER · 13F Holders · Q3 2026
UOCT

INNOVATOR ETFS TRUST

107 institutions still hold INNOVATOR ETFS TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C821·107 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$84M
visible holders
Holders
107
filers reporting
Concentration
18.56%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

107 institutions reported UOCT in Q3 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 18.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M366K0.02%Q3 2026
02
FAI Advisors, Inc.
CIK 0002156516
$10M226K3.73%Q3 2026
03
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$7M172K0.36%Q3 2026
04
CWM, LLC
CIK 0001535847
$5M125K0.01%Q1 2026
05
Brookstone Capital Management
CIK 0001599584
$4M90K0.04%Q3 2026
06
Advisory Services Network, LLC
CIK 0001573876
$4M90K0.04%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M88K0.00%Q2 2026
08
IMG Wealth Management, Inc.
CIK 0002032103
$3M82K1.79%Q3 2026
09
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$3M78K0.36%Q3 2026
10
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M72K0.02%Q3 2026
11
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M70K0.79%Q3 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M69K0.00%Q2 2026
13
Kestra Advisory Services, LLC
CIK 0001830819
$3M65K0.01%Q3 2026
14
LPL Financial LLC
CIK 0001403438
$3M65K0.00%Q3 2026
15
Spire Wealth Management
CIK 0001858740
$3M64K0.08%Q3 2026
16
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M66K0.02%Q2 2026
17
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$2M57K0.02%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M55K0.00%Q2 2026
19
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M51K0.00%Q2 2026
20
Triad Wealth Partners, LLC
CIK 0002012717
$2M49K0.11%Q3 2026
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