13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
USEP

INNOVATOR ETFS TRUST

82 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 45782C649·82 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.7%
vs prior quarter
13F value held
$92M
75.0% inst. owned
of float
Holders
82
+111 QoQ
filers reporting
Activity
+16 / −55
+787 added · −842 reduced
this quarter
Concentration
24.54%
Sovran Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

82 institutions reported USEP in Q1 2026. Sovran Advisors, LLC leads at 24.5% of the visible book. +111 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Sovran Advisors, LLC
CIK 0002051471
$23M560K1.78%Q1 202602
Kellett Wealth Advisors, LLC
CIK 0001910381
$20M515K10.80%Q1 202603
SIGNATUREFD, LLC
CIK 0001456048
$8M194K0.12%Q1 202604
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M148K0.33%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$4M105K0.02%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M94K0.01%Q1 202607
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$3M87K0.44%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M87K0.00%Q1 202609
Spire Wealth Management
CIK 0001858740
$3M80K0.11%Q1 202610
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M72K0.76%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$3M68K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M55K0.00%Q1 202613
Brookstone Capital Management
CIK 0001599584
$2M49K0.02%Q1 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$2M48K0.00%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M37K0.00%Q1 202616
Advisory Services Network, LLC
CIK 0001573876
$1M36K0.02%Q1 202617
Berger Financial Group, Inc
CIK 0001826136
$1M33K0.07%Q1 202618
Arete Wealth Advisors, LLC
CIK 0001600151
$1M32K0.09%Q1 202619
SageView Advisory Group, LLC
CIK 0001914558
$1M30K0.04%Q4 202520
Creative Planning
CIK 0001540235
$1M30K0.00%Q1 2026
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