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

INNOVATOR ETFS TRUST

XBOC
Institutions
39
Combined AUM (Q2 2026)
$38.7M
Combined Shares (Q2 2026)
1.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+102,047
12 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-50,669
17 · 5 Exit · ≈
⚖️ Net
+51,378
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$38.7M
Institutions
39
New Buys
4
Adds
8
Reduces
12
Exits
5
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cetera Investment Advisers
0.01%0.01%#20$6.5M183,332$6.2M187,611-4,279-2.28%Reduce
OSAIC HOLDINGS, INC.
<0.01%0.01%#21$4.1M116,130$3.6M110,557+5,573+5.04%Add
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.48%0.52%#3$3.9M109,243$3.7M111,006-1,763-1.59%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#23$3.7M103,045$3.4M103,04500.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#32$2.2M61,238$318,1859,675+51,563+532.95%Add
Brookwood Investment Group LLC
0.21%0.2%#4$1.9M53,564$1.7M50,304+3,260+6.48%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$1.7M47,823$1.7M50,939-3,116-6.12%Reduce
CROSSPOINT FINANCIAL, LLC
3.19%3.59%#1$1.4M39,266$1.4M43,466-4,200-9.66%Reduce
Advisory Services Network, LLC
0.01%0.02%#15$1.3M36,217$1.2M36,296-79-0.22%Reduce
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.17%0.18%#6$1.2M35,043$1.2M35,337-294-0.83%Reduce
Brookstone Capital Management
0.01%0.01%#16$1.2M34,815$1.0M31,880+2,935+9.21%Add
Snowden Capital Advisors LLC
0.03%0.03%#12$1.1M31,850$1.0M31,85000.00%Unchanged
Welch Financial Planning, LLC
0.54%0.62%#2$931,78626,229$868,58626,411-182-0.69%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#31$860,27324,216$748,61422,763+1,453+6.38%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#24$821,97723,138$764,23523,238-100-0.43%Reduce
IFP Advisors, Inc
0.01%0.01%#17$675,75719,022$625,58219,02200.00%Unchanged
CRA Financial Services, LLC
0.07%0.08%#9$650,67618,316$602,36418,31600.00%Unchanged
CENTAURUS FINANCIAL, INC.
0.02%0.03%#14$596,71416,797$569,00017,292-495-2.86%Reduce
Millington Financial Advisors, LLC
0.18%0.09%#5$464,98313,054$214,1436,182+6,872+111.16%Add
OLD MISSION CAPITAL LLC
0.01%#18$436,24712,280$00+12,280New Buy
VESTIA PERSONAL WEALTH ADVISORS
0.15%0.19%#7$436,14012,277$403,75712,27700.00%Unchanged
Lido Advisors, LLC
<0.01%<0.01%#26$408,43111,497$380,89711,582-85-0.73%Reduce
Diligent Investors, LLC
0.08%0.08%#8$367,68410,350$340,38410,35000.00%Unchanged
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#28$346,3699,750$320,6519,75000.00%Unchanged
GTS SECURITIES LLC
0.01%#19$316,1738,900$00+8,900New Buy
CITADEL ADVISORS LLC
<0.01%#36$293,5088,262$00+8,262New Buy
DHJJ Financial Advisors, Ltd.
0.07%0.07%#11$240,6826,775$222,8126,77500.00%Unchanged
Orion Capital Management LLC
0.07%0.07%#10$225,2296,340$208,5056,34000.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#38$85,0002,400$79,0002,40000.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#37$67,4981,900$62,4861,90000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#30$63,1991,779$58,5071,77900.00%Unchanged
Pinnacle Wealth Planning Services, Inc.
<0.01%<0.01%#22$46,1471,299$43,1481,312-13-0.99%Reduce
Luminist Capital LLC
0.02%#13$22,132640$00+640New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#29$13,357376$12,760388-12-3.09%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#35$11,510324$10,65532400.00%Unchanged
UBS Group AG
<0.01%<0.01%#39$9,414265$3,683112+153+136.61%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#34$8,917251$3,14295+156+164.21%Add
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
<0.01%<0.01%#27$7,105200$6,57720000.00%Unchanged
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#33$6,892194$6,38019400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow