13F Insight
DOSSIER · 13F Holders · Q1 2026
USEP

INNOVATOR ETFS TRUST

83 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 45782C649·83 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$94M
visible holders
Holders
83
filers reporting
Concentration
24.24%
Sovran Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

83 institutions reported USEP in Q1 2026. Sovran Advisors, LLC leads at 24.2% of the visible book.

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
$21M512K9.84%Q2 202603
SIGNATUREFD, LLC
CIK 0001456048
$8M194K0.11%Q2 202604
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M155K0.32%Q2 202605
Kestra Advisory Services, LLC
CIK 0001830819
$4M105K0.02%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M94K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M87K0.00%Q1 202608
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M69K0.73%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$3M68K0.00%Q1 202610
Spire Wealth Management
CIK 0001858740
$3M62K0.08%Q2 202611
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$3M61K0.29%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M55K0.00%Q1 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$2M48K0.00%Q1 202614
Brookstone Capital Management
CIK 0001599584
$2M45K0.02%Q2 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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M32K0.00%Q1 202620
Strategic Blueprint, LLC
CIK 0001767821
$1M29K0.06%Q2 2026
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