DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

XBAP

INNOVATOR ETFS TRUST

57 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 45783Y301·57 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 2.4%

vs prior quarter

13F value held

$106M

55.0% inst. owned

of float

Holders

57

+16 QoQ

filers reporting

Activity

+82 / −91

+914 added · −879 reduced

this quarter

Concentration

38.83%

Lido Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

57 institutions reported XBAP in Q1 2026. Lido Advisors, LLC leads at 38.8% of the visible book. +16 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Lido Advisors, LLC

$41M1.0M0.13%Q1 2026 02

CROSSPOINT FINANCIAL, LLC

$13M337K33.14%Q1 2026 03

Cetera Investment Advisers

$12M313K0.01%Q1 2026 04

FIRST COMMONWEALTH FINANCIAL CORP /PA/

$11M280K1.74%Q1 2026 05

Millington Financial Advisors, LLC

$6M142K2.46%Q1 2026 06

OSAIC HOLDINGS, INC.

$5M125K0.01%Q1 2026 07

Allworth Financial LP

$3M85K0.01%Q1 2026 08

Brookwood Investment Group LLC

$2M45K0.22%Q1 2026 09

Orion Capital Management LLC

$1M37K0.50%Q1 2026 10

Snowden Capital Advisors LLC

$1M36K0.04%Q1 2026 11

Fragasso Financial Advisors Inc

$1M31K0.07%Q1 2026 12

Sonoma Allocations LLC

$1M31K0.42%Q1 2026 13

CAPTRUST FINANCIAL ADVISORS

$1M31K0.00%Q1 2026 14

HighTower Advisors, LLC

$1M28K0.00%Q1 2026 15

ENVESTNET ASSET MANAGEMENT INC

$1M27K0.00%Q1 2026 16

Kestra Advisory Services, LLC

$979,18025K0.00%Q1 2026 17

Welch Financial Planning, LLC

$827,38021K0.59%Q1 2026 18

OLD MISSION CAPITAL LLC

$716,56418K0.01%Q1 2026 19

CENTAURUS FINANCIAL, INC.

$627,00016K0.03%Q4 2025 20

COMMONWEALTH EQUITY SERVICES, LLC

$612,64016K0.00%Q1 2026

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