INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #36 | $3.3M | 117,605 | $1.4M | 49,281 | +68,324+138.64% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #17 | $1.9M | 68,216 | $2.1M | 77,590 | -9,374-12.08% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #21 | $1.6M | 56,485 | $1.6M | 57,801 | -1,316-2.28% | Reduce | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #18 | $1.1M | 39,991 | $1.1M | 39,785 | +206+0.52% | Add | |
| KFG WEALTH MANAGEMENT, LLC | 0.11% | 0.13% | #3 | $996,891 | 35,129 | $971,082 | 35,129 | 00.00% | Unchanged | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #37 | $791,122 | 27,878 | $822,609 | 29,758 | -1,880-6.32% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #23 | $722,476 | 25,459 | $701,000 | 25,347 | +112+0.44% | Add | |
| Focus Partners Wealth | <0.01% | <0.01% | #28 | $684,960 | 24,137 | $667,226 | 24,137 | 00.00% | Unchanged | |
| Mutual Advisors, LLC | 0.01% | 0.01% | #13 | $669,068 | 23,577 | $680,108 | 24,603 | -1,026-4.17% | Reduce | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #31 | $654,680 | 23,070 | $650,447 | 23,530 | -460-1.95% | Reduce | |
| CAPTRUST FINANCIAL ADVISORS | <0.01% | <0.01% | #24 | $646,366 | 22,777 | $568,319 | 20,559 | +2,218+10.79% | Add | |
| Bernard Wealth Management Corp. | 0.27% | 0.27% | #1 | $636,322 | 23,019 | $636,322 | 23,019 | 00.00% | Unchanged | |
| Cetera Investment Advisers | <0.01% | <0.01% | #32 | $599,485 | 21,125 | $607,434 | 21,974 | -849-3.86% | Reduce | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #20 | $597,243 | 21,046 | $592,838 | 21,446 | -400-1.87% | Reduce | |
| Creative Planning | <0.01% | <0.01% | #35 | $583,906 | 20,576 | $568,789 | 20,576 | 00.00% | Unchanged | |
| SageView Advisory Group, LLC | 0.02% | — | #10 | $583,906 | 20,576 | $0 | 0 | +20,576 | New Buy | |
| CoreCap Advisors, LLC | 0.02% | 0.02% | #11 | $569,915 | 20,083 | $555,160 | 20,083 | 00.00% | Unchanged | |
| Balance Wealth Partners LLC | 0.14% | 0.16% | #2 | $529,675 | 18,665 | $530,613 | 19,195 | -530-2.76% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #38 | $496,502 | 17,496 | $448,955 | 16,241 | +1,255+7.73% | Add | |
| MILESTONE ASSET MANAGEMENT, LLC | 0.07% | 0.08% | #4 | $434,524 | 15,312 | $423,274 | 15,312 | 00.00% | Unchanged | |
| OLD MISSION CAPITAL LLC | 0.01% | — | #14 | $377,143 | 13,290 | $0 | 0 | +13,290 | New Buy | |
| LPL Financial LLC | <0.01% | <0.01% | #39 | $373,823 | 13,173 | $364,145 | 13,173 | 00.00% | Unchanged | |
| Integrity Advisory Solutions, LLC | 0.04% | — | #6 | $352,786 | 12,431 | $0 | 0 | +12,431 | New Buy | |
| Tradition Wealth Management, LLC | 0.02% | 0.02% | #9 | $337,783 | 11,903 | $329,038 | 11,903 | 00.00% | Unchanged | |
| Fragasso Financial Advisors Inc | 0.02% | 0.02% | #12 | $303,162 | 10,683 | $295,973 | 10,683 | 00.00% | Unchanged | |
| Merit Financial Group, LLC | <0.01% | <0.01% | #22 | $291,385 | 10,268 | $283,841 | 10,268 | 00.00% | Unchanged | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #33 | $269,943 | 9,490 | $0 | 0 | +9,490 | New Buy | |
| Kingsview Wealth Management, LLC | <0.01% | <0.01% | #16 | $262,141 | 9,483 | $262,141 | 9,483 | 00.00% | Unchanged | |
| Three Seasons Wealth, LLC | 0.02% | 0.09% | #8 | $230,231 | 8,113 | $224,270 | 8,113 | 00.00% | Unchanged | |
| EP Wealth Advisors, LLC | <0.01% | — | #30 | $176,568 | 6,222 | $0 | 0 | +6,222 | New Buy | |
| AE Wealth Management LLC | <0.01% | <0.01% | #26 | $168,310 | 5,931 | $137,608 | 4,978 | +953+19.14% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #19 | $161,509 | 5,691 | $140,852 | 5,095 | +596+11.70% | Add | |
| GILL CAPITAL PARTNERS, LLC | 0.03% | 0.03% | #7 | $101,309 | 3,570 | $98,687 | 3,570 | 00.00% | Unchanged | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #25 | $101,054 | 3,561 | $133,199 | 4,813 | -1,252-26.01% | Reduce | |
| Keating Financial Advisory Services, Inc. | 0.01% | 0.01% | #15 | $44,866 | 1,581 | $43,704 | 1,581 | 00.00% | Unchanged | |
| Benson Wealth Management INC | 0.05% | 0.06% | #5 | $44,809 | 1,579 | $43,649 | 1,579 | 00.00% | Unchanged | |
| BARCLAYS PLC | <0.01% | — | #40 | $39,218 | 1,382 | $0 | 0 | +1,382 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #41 | $38,889 | 1,372 | $17,704 | 644 | +728+113.04% | Add | |
| Ashton Thomas Private Wealth, LLC | <0.01% | <0.01% | #29 | $32,748 | 1,154 | $36,987 | 1,338 | -184-13.75% | Reduce | |
| IFP Advisors, Inc | <0.01% | <0.01% | #34 | $19,865 | 700 | $19,350 | 700 | 00.00% | Unchanged | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | <0.01% | — | #27 | $5,903 | 208 | $0 | 0 | +208 | New Buy | |
| UBS Group AG | <0.01% | — | #42 | $2,355 | 83 | $0 | 0 | +83 | New Buy |