INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION 2 YR OCT 2027 · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 0.02% | 0.02% | #5 | $1.3M | 47,067 | $1.3M | 49,959 | -2,892-5.79% | Reduce | |
| Regatta Research & Money Management | 1.2% | — | #1 | $1.3M | 47,026 | $0 | 0 | +47,026 | New Buy | |
| Brookstone Capital Management | 0.01% | 0.01% | #7 | $1.2M | 43,657 | $1.1M | 43,657 | 00.00% | Unchanged | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #12 | $1.1M | 40,602 | $673,471 | 25,617 | +14,985+58.50% | Add | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #11 | $971,628 | 35,933 | $662,000 | 25,163 | +10,770+42.80% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #15 | $864,252 | 31,962 | $854,267 | 32,494 | -532-1.64% | Reduce | |
| Orion Porfolio Solutions, LLC | 0.01% | <0.01% | #9 | $775,156 | 28,667 | $470,381 | 17,892 | +10,775+60.22% | Add | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #14 | $639,172 | 23,638 | $621,443 | 23,638 | 00.00% | Unchanged | |
| Encompass More Asset Management | 0.08% | 0.06% | #2 | $521,953 | 19,303 | $353,390 | 13,442 | +5,861+43.60% | Add | |
| Tradition Wealth Management, LLC | 0.03% | 0.03% | #4 | $434,127 | 16,055 | $422,086 | 16,055 | 00.00% | Unchanged | |
| Ashton Thomas Private Wealth, LLC | 0.01% | 0.01% | #8 | $331,348 | 12,254 | $305,095 | 11,605 | +649+5.59% | Add | |
| Fragasso Financial Advisors Inc | 0.02% | 0.02% | #6 | $298,224 | 11,029 | $290,728 | 11,029 | 00.00% | Unchanged | |
| Plan Group Financial, LLC | 0.05% | 0.06% | #3 | $255,068 | 9,433 | $247,994 | 9,433 | 00.00% | Unchanged | |
| Atria Investments, Inc | <0.01% | — | #13 | $204,774 | 7,573 | $0 | 0 | +7,573 | New Buy | |
| HARBOR INVESTMENT ADVISORY, LLC | <0.01% | <0.01% | #10 | $61,732 | 2,283 | $60,020 | 2,283 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | — | #18 | $55,838 | 2,065 | $0 | 0 | +2,065 | New Buy | |
| AE Wealth Management LLC | <0.01% | <0.01% | #16 | $39,749 | 1,470 | $38,646 | 1,470 | 00.00% | Unchanged | |
| Global Retirement Partners, LLC | <0.01% | — | #17 | $8,235 | 305 | $0 | 0 | +305 | New Buy |