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

INNOVATOR ETFS TRUST

ZJAN
Institutions
63
Combined AUM (Q2 2026)
$47.2M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+186,860
14 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-229,297
23 · 5 Exit · ≈
⚖️ Net
-42,437
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$47.2M
Institutions
63
New Buys
7
Adds
7
Reduces
18
Exits
5
Unchanged
31
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NewEdge Advisors, LLC
0.03%0.03%#18$8.7M311,842$7.4M272,883+38,959+14.28%Add
Archer Investment Corp
0.65%0.69%#1$3.3M118,129$3.2M118,12900.00%Unchanged
Mutual Advisors, LLC
0.04%0.05%#14$2.3M81,097$2.2M81,116-19-0.02%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#39$2.1M76,671$2.1M77,166-495-0.64%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#55$1.7M62,385$1.4M49,997+12,388+24.78%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#41$1.7M60,398$1.9M68,556-8,158-11.90%Reduce
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.08%0.1%#10$1.5M55,133$1.8M66,294-11,161-16.84%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#46$1.4M50,853$1.4M50,85300.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#49$1.3M48,082$1.3M48,181-99-0.21%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$1.3M45,532$1.3M47,930-2,398-5.00%Reduce
LPL Financial LLC
<0.01%#59$1.2M43,212$00+43,212New Buy
Lineweaver Wealth Advisors, LLC
0.14%0.15%#3$1.2M41,103$1.1M41,10300.00%Unchanged
Cerity Partners LLC
<0.01%<0.01%#48$1.1M38,801$1.1M38,80100.00%Unchanged
Kestra Advisory Services, LLC
<0.01%0.01%#36$1.0M37,296$2.6M94,651-57,355-60.60%Reduce
CALIBER WEALTH MANAGEMENT, LLC / KS
0.1%0.11%#8$1.0M36,616$998,15236,61600.00%Unchanged
Cypress Wealth Services, LLC
0.12%0.09%#5$991,00935,400$612,99622,487+12,913+57.42%Add
Insight Wealth Partners, LLC
0.13%0.13%#4$975,22034,836$949,62934,83600.00%Unchanged
KFG WEALTH MANAGEMENT, LLC
0.11%0.12%#7$974,21234,800$948,64834,80000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#62$802,60528,670$216,9907,960+20,710+260.18%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#43$659,41323,555$616,00022,586+969+4.29%Add
CENTRAL VALLEY ADVISORS, LLC
0.16%0.18%#2$628,17022,439$658,57324,159-1,720-7.12%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#51$578,03320,648$569,73420,900-252-1.21%Reduce
AE Wealth Management LLC
<0.01%<0.01%#38$561,01220,040$727,92426,703-6,663-24.95%Reduce
KELLY FINANCIAL GROUP LLC
0.07%0.13%#12$546,51119,522$532,17019,52200.00%Unchanged
Tradition Wealth Management, LLC
0.03%0.04%#16$540,94019,323$526,74519,32300.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#35$465,48616,628$512,88118,794-2,166-11.52%Reduce
Creative Planning
<0.01%<0.01%#60$450,88116,106$435,50615,976+130+0.81%Add
SageView Advisory Group, LLC
0.01%#24$446,76715,959$00+15,959New Buy
Cornerstone Wealth Group, LLC
0.02%0.02%#19$382,12613,650$377,83213,65000.00%Unchanged
Strategic Blueprint, LLC
0.02%0.02%#22$368,12913,150$368,71913,526-376-2.78%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#56$364,77013,030$355,19813,03000.00%Unchanged
Comprehensive Financial Consultants Institutional, Inc.
0.09%0.1%#9$347,10512,399$337,99712,39900.00%Unchanged
Advisory Services Network, LLC
<0.01%<0.01%#34$345,46112,340$336,39612,34000.00%Unchanged
Concurrent Investment Advisors, LLC
<0.01%<0.01%#37$338,45512,090$329,57312,09000.00%Unchanged
Integrity Advisory Solutions, LLC
0.03%0.05%#15$332,40811,874$387,63714,220-2,346-16.50%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#54$326,89311,677$318,31511,67700.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#31$312,89611,177$00+11,177New Buy
Arax Advisory Partners
<0.01%#42$306,70910,956$00+10,956New Buy
CGN Advisors LLC
0.02%0.02%#20$284,84510,175$277,37110,17500.00%Unchanged
MTM FINANCIAL GROUP, LLC
0.12%0.13%#6$278,7429,957$271,4289,95700.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#63$273,5689,779$442,97916,316-6,537-40.06%Reduce
Sequoia Financial Advisors, LLC
<0.01%<0.01%#47$272,2819,726$265,1369,72600.00%Unchanged
Clear Creek Financial Management, LLC
0.02%0.02%#23$268,3849,587$261,3429,58700.00%Unchanged
CoreCap Advisors, LLC
0.01%0.01%#29$259,7629,279$255,8629,386-107-1.14%Reduce
AdvisorNet Financial, Inc
0.01%0.01%#26$255,3959,123$248,6939,12300.00%Unchanged
Merit Financial Group, LLC
<0.01%<0.01%#45$237,3388,478$231,1108,47800.00%Unchanged
Applied Capital LLC
0.08%0.08%#11$233,7248,349$220,0708,073+276+3.42%Add
Kingsview Wealth Management, LLC
<0.01%<0.01%#33$232,6918,536$232,6918,53600.00%Unchanged
CANANDAIGUA NATIONAL BANK & TRUST CO
0.02%#21$226,7568,100$00+8,100New Buy
HRT FINANCIAL LP
<0.01%#57$223,9578,000$00+8,000New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow