13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
ZALT

INNOVATOR ETFS TRUST

108 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 45783Y442·108 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$693M
63.0% inst. owned
of float
Holders
108
+107 QoQ
filers reporting
Activity
+12 / −8
+903 added · −782 reduced
this quarter
Concentration
36.42%
Wealthquest Corp #1
top holder share
AI Holders Summary · Q1 2026

108 institutions reported ZALT in Q1 2026. Wealthquest Corp leads at 36.4% of the visible book. +107 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthquest Corp
CIK 0001632968
$252M7.8M9.23%Q1 202602
OLD MISSION CAPITAL LLC
CIK 0001455915
$142M4.4M2.26%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$42M1.3M0.06%Q1 202604
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$40M1.2M1.48%Q1 202605
Grant Street Asset Management, Inc.
CIK 0001740642
$25M773K4.84%Q1 202606
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$25M763K0.04%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M704K0.01%Q1 202608
NewEdge Advisors, LLC
CIK 0001633516
$18M551K0.06%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$14M438K0.00%Q1 202610
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$14M437K3.87%Q1 202611
CRA Financial Services, LLC
CIK 0001765594
$13M416K1.75%Q1 202612
Pitti Group Wealth Management, LLC
CIK 0001909664
$12M373K9.82%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M370K0.02%Q1 202614
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$11M336K0.50%Q4 202515
D.B. Root & Company, LLC
CIK 0001731717
$10M321K2.49%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$10M303K0.01%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M241K0.02%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M233K0.00%Q1 202619
Sigma Planning Corp
CIK 0001449126
$7M213K0.19%Q1 202620
Brookstone Capital Management
CIK 0001599584
$6M186K0.07%Q1 2026
Page 1 of 6
88 more holders available. Log in →