DOSSIER · 13F Holders · Q1 2026
ZMAY

INNOVATOR ETFS TRUST

32 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 45784N650·32 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$23M
visible holders
Holders
32
filers reporting
Concentration
28.28%
WealthCare Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

32 institutions reported ZMAY in Q1 2026. WealthCare Asset Management, LLC leads at 28.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WealthCare Asset Management, LLC
CIK 0002034181
$6M251K6.84%Q1 2026
02
Aegis Wealth Management, Inc.
CIK 0002096565
$3M104K1.75%Q2 2026
03
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$2M66K0.20%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M53K0.00%Q1 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M43K0.00%Q1 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$974K38K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$927K36K0.00%Q1 2026
08
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$800K31K0.04%Q1 2026
09
Kestra Advisory Services, LLC
CIK 0001830819
$743K29K0.00%Q1 2026
10
OPTIMA CAPITAL LLC
CIK 0002070972
$699K27K0.28%Q2 2026
11
Cypress Wealth Services, LLC
CIK 0001721527
$698K27K0.09%Q2 2026
12
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$692K27K0.18%Q2 2026
13
Farther Finance Advisors, LLC
CIK 0001992825
$687K26K0.01%Q2 2026
14
Brookstone Capital Management
CIK 0001599584
$623K24K0.01%Q2 2026
15
CANANDAIGUA NATIONAL BANK & TRUST CO
CIK 0001074266
$592K23K0.05%Q2 2026
16
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$565K22K0.06%Q2 2026
17
Advisory Services Network, LLC
CIK 0001573876
$543K21K0.01%Q1 2026
18
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$346K13K0.20%Q2 2026
19
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$293K11K0.08%Q2 2026
20
Concurrent Investment Advisors, LLC
CIK 0002001015
$237K9K0.00%Q1 2026
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