13FBOX
INNOVATOR ETFS TRUST · 13F Institutional Holdings
Options Calculator Rankings
I

INNOVATOR ETFS TRUST

XBAP
Institutions
43
Combined AUM (Q2 2026)
$110.6M
Combined Shares (Q2 2026)
2.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+106,240
12 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-345,379
30 · 13 Exit · ≈
⚖️ Net
-239,139
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$110.6M
Institutions
43
New Buys
2
Adds
10
Reduces
17
Exits
13
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Lido Advisors, LLC
0.11%0.13%#10$40.6M968,750$41.0M1.0M-79,462-7.58%Reduce
CROSSPOINT FINANCIAL, LLC
29.32%33.14%#1$12.8M305,289$13.2M336,908-31,619-9.39%Reduce
Cetera Investment Advisers
0.01%0.01%#22$12.7M303,574$12.3M313,123-9,549-3.05%Reduce
FIRST COMMONWEALTH FINANCIAL CORP /PA/
1.56%1.74%#3$11.1M265,033$10.9M279,715-14,682-5.25%Reduce
Millington Financial Advisors, LLC
2.35%2.46%#2$6.1M144,583$5.8M142,229+2,354+1.66%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#25$5.1M121,298$4.9M125,231-3,933-3.14%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#37$3.2M75,228$467,41511,941+63,287+530.00%Add
Brookwood Investment Group LLC
0.23%0.22%#6$2.0M47,654$1.8M45,014+2,640+5.86%Add
Orion Capital Management LLC
0.48%0.5%#5$1.5M36,891$1.4M36,825+66+0.18%Add
Snowden Capital Advisors LLC
0.04%0.04%#15$1.5M36,310$1.4M36,31000.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#36$1.4M32,865$1.1M27,118+5,747+21.19%Add
Fragasso Financial Advisors Inc
0.07%0.07%#13$1.3M31,296$1.2M31,29600.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#27$1.2M28,970$979,18025,015+3,955+15.81%Add
HighTower Advisors, LLC
<0.01%<0.01%#33$1.2M28,180$1.1M28,18000.00%Unchanged
Welch Financial Planning, LLC
0.59%0.59%#4$1.0M23,939$827,38021,137+2,802+13.26%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#30$936,41122,324$1.2M30,721-8,397-27.33%Reduce
CENTAURUS FINANCIAL, INC.
0.03%0.03%#17$813,80219,401$551,00014,075+5,326+37.84%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#34$641,70015,298$612,64015,651-353-2.26%Reduce
Summit Financial, LLC
0.01%#24$581,04213,852$00+13,852New Buy
DHJJ Financial Advisors, Ltd.
0.13%0.14%#7$448,99510,704$418,99510,70400.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.06%0.04%#14$446,77110,651$255,1396,518+4,133+63.41%Add
Allworth Financial LP
<0.01%0.01%#28$397,4439,475$3.3M84,581-75,106-88.80%Reduce
Outlook Wealth Advisors, LLC
0.08%0.08%#12$366,1098,728$341,6468,72800.00%Unchanged
CreativeOne Wealth, LLC
0.01%0.01%#23$360,4038,592$345,6008,829-237-2.68%Reduce
Blue Water Asset Management
0.11%0.13%#9$349,9598,343$361,9629,247-904-9.78%Reduce
VESTIA PERSONAL WEALTH ADVISORS
0.11%0.25%#8$340,6778,122$530,81713,561-5,439-40.11%Reduce
Sterling Financial Planning, Inc.
0.09%0.09%#11$320,2197,634$302,6597,732-98-1.27%Reduce
BLAIR WILLIAM & CO/IL
<0.01%<0.01%#35$283,4326,757$264,4946,75700.00%Unchanged
Chicago Partners Investment Group LLC
<0.01%0.01%#26$243,6985,814$238,0545,81400.00%Unchanged
Sequoia Financial Advisors, LLC
<0.01%<0.01%#32$243,4575,804$227,1915,80400.00%Unchanged
CRA Financial Services, LLC
0.02%0.03%#19$206,7124,928$265,5906,785-1,857-27.37%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#29$206,5444,924$130,0533,300+1,624+49.21%Add
BARCLAYS PLC
<0.01%<0.01%#41$199,5394,757$186,2074,75700.00%Unchanged
Tidemark, LLC
0.02%0.02%#21$88,0042,098$82,1232,09800.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#31$73,2801,747$70,3021,796-49-2.73%Reduce
IMG Wealth Management, Inc.
0.03%0.03%#16$56,6281,350$52,9221,352-2-0.15%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#43$40,000950$37,00095000.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#42$34,438821$51,7091,321-500-37.85%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#38$33,767805$32,019818-13-1.59%Reduce
Financial Network Wealth Advisors LLC
0.03%0.03%#18$30,243721$28,22372100.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#40$20,344485$18,98548500.00%Unchanged
Luminist Capital LLC
0.02%#20$18,415454$00+454New Buy
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#39$7,257173$6,77217300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow