13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
ZMAY

INNOVATOR ETFS TRUST

25 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 45784N650·25 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.3%
vs prior quarter
13F value held
$17M
50.0% inst. owned
of float
Holders
25
-15 QoQ
filers reporting
Activity
+73 / −88
+899 added · −758 reduced
this quarter
Concentration
37.74%
WealthCare Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported ZMAY in Q1 2026. WealthCare Asset Management, LLC leads at 37.7% of the visible book. -15 net institutions QoQ — distribution reading.

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 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M53K0.00%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M43K0.00%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$973,51438K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$927,34236K0.00%Q1 202606
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$891,59435K0.12%Q1 202607
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$799,58431K0.04%Q1 202608
Kestra Advisory Services, LLC
CIK 0001830819
$742,65829K0.00%Q1 202609
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$658,02326K0.18%Q1 202610
Farther Finance Advisors, LLC
CIK 0001992825
$631,40525K0.01%Q1 202611
Advisory Services Network, LLC
CIK 0001573876
$543,17121K0.01%Q1 202612
Brookstone Capital Management
CIK 0001599584
$423,27517K0.00%Q1 202613
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$299,43512K0.10%Q1 202614
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$243,1999K0.18%Q1 202615
Concurrent Investment Advisors, LLC
CIK 0002001015
$236,6699K0.00%Q1 202616
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$230,6779K0.00%Q1 202617
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$217,8739K0.03%Q1 202618
WealthShield Partners, LLC
CIK 0001729303
$211,0618K0.02%Q1 202619
AE Wealth Management LLC
CIK 0001697723
$50,2172K0.00%Q1 202620
UBS Group AG
CIK 0001610520
$49,9362K0.00%Q1 2026
Page 1 of 2
5 more holders available. Log in →