DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

XBOC

INNOVATOR ETFS TRUST

43 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 45783Y848·43 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 0.2%

vs prior quarter

13F value held

$33M

66.0% inst. owned

of float

Holders

43

+68 QoQ

filers reporting

Activity

+60 / −84

+930 added · −807 reduced

this quarter

Concentration

18.65%

Cetera Investment Advisers #1

top holder share

AI Holders Summary · Q1 2026

43 institutions reported XBOC in Q1 2026. Cetera Investment Advisers leads at 18.7% of the visible book. +68 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Cetera Investment Advisers

$6M188K0.01%Q1 2026 02

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$4M111K0.52%Q1 2026 03

OSAIC HOLDINGS, INC.

$4M111K0.01%Q1 2026 04

HighTower Advisors, LLC

$3M103K0.00%Q1 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

$2M51K0.00%Q1 2026 06

Brookwood Investment Group LLC

$2M50K0.20%Q1 2026 07

Bullseye Investment Management, LLC

$2M53K0.96%Q3 2025 08

CROSSPOINT FINANCIAL, LLC

$1M43K3.59%Q1 2026 09

Advisory Services Network, LLC

$1M36K0.02%Q1 2026 10

FIRST COMMONWEALTH FINANCIAL CORP /PA/

$1M35K0.18%Q1 2026 11

Brookstone Capital Management

$1M32K0.01%Q1 2026 12

Snowden Capital Advisors LLC

$1M32K0.03%Q1 2026 13

Welch Financial Planning, LLC

$868,58626K0.62%Q1 2026 14

Sunbelt Securities, Inc.

$842,83626K0.05%Q1 2026 15

Kestra Advisory Services, LLC

$764,23523K0.00%Q1 2026 16

ENVESTNET ASSET MANAGEMENT INC

$748,61423K0.00%Q1 2026 17

IFP Advisors, Inc

$625,58219K0.01%Q1 2026 18

CRA Financial Services, LLC

$602,36418K0.08%Q1 2026 19

CENTAURUS FINANCIAL, INC.

$587,00017K0.03%Q4 2025 20

VESTIA PERSONAL WEALTH ADVISORS

$403,75712K0.19%Q1 2026

Page 1 of 3

23 more holders available. Log in →