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

INNOVATOR ETFS TRUST

BOCT
Institutions
118
Combined AUM (Q2 2026)
$204.7M
Combined Shares (Q2 2026)
3.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+349,227
31 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-954,474
59 · 10 Exit · ≈
⚖️ Net
-605,247
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$204.7M
Institutions
118
New Buys
13
Adds
18
Reduces
49
Exits
10
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Penserra Capital Management LLC
0.2%0.23%#21$26.4M497,836$19.9M414,887+82,949+19.99%Add
COFG Advisors, LLC
3.39%4.4%#2$19.7M370,725$17.8M371,096-371-0.10%Reduce
INTEGRAL INVESTMENT ADVISORS, INC.
3.46%3.47%#1$15.7M296,555$13.9M290,463+6,092+2.10%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#55$13.6M256,223$12.8M266,245-10,022-3.76%Reduce
Cerity Partners LLC
0.01%0.01%#66$8.7M164,026$8.7M181,657-17,631-9.71%Reduce
HighTower Advisors, LLC
0.01%0.01%#75$8.6M162,570$7.8M161,512+1,058+0.66%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#69$7.4M139,210$5.7M118,909+20,301+17.07%Add
Cetera Investment Advisers
0.01%0.01%#82$6.6M124,423$7.5M156,613-32,190-20.55%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#100$5.9M111,361$5.8M120,866-9,505-7.86%Reduce
OLD MISSION CAPITAL LLC
0.06%0.02%#35$4.0M74,509$1.4M29,515+44,994+152.44%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#112$3.9M72,829$1.9M40,506+32,323+79.80%Add
MML INVESTORS SERVICES, LLC
0.01%<0.01%#77$3.8M72,096$1.1M22,522+49,574+220.11%Add
LPL Financial LLC
<0.01%<0.01%#107$3.6M68,577$3.4M70,733-2,156-3.05%Reduce
CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#85$3.5M65,227$3.2M66,727-1,500-2.25%Reduce
Fragasso Financial Advisors Inc
0.18%0.19%#23$3.4M63,507$3.2M65,389-1,882-2.88%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#67$3.0M57,326$3.3M68,093-10,767-15.81%Reduce
Berkshire Money Management, Inc.
0.27%0.27%#15$2.9M55,587$2.7M55,58700.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#108$2.7M50,090$2.4M50,509-419-0.83%Reduce
Wealthquest Corp
0.15%0.15%#25$2.3M43,921$2.1M43,92100.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.25%0.27%#16$2.0M38,493$1.9M39,610-1,117-2.82%Reduce
FSA Advisors, Inc.
0.94%1.25%#3$2.0M38,464$1.9M39,456-992-2.51%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#89$2.0M38,000$1.7M36,333+1,667+4.59%Add
DIVERSIFY WEALTH MANAGEMENT, LLC
0.02%0.03%#46$1.9M36,710$1.9M37,450-740-1.98%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#95$1.9M36,320$1.7M36,32000.00%Unchanged
Beacon Pointe Advisors, LLC
0.01%0.01%#70$1.9M35,022$2.1M43,247-8,225-19.02%Reduce
Orion Porfolio Solutions, LLC
0.01%0.01%#59$1.8M34,619$1.5M31,757+2,862+9.01%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#115$1.8M33,473$87,1691,852+31,621+1,707.40%Add
NewEdge Advisors, LLC
<0.01%<0.01%#88$1.6M30,347$1.3M27,142+3,205+11.81%Add
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.23%0.24%#18$1.6M30,338$1.5M30,894-556-1.80%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#94$1.6M29,869$1.5M31,267-1,398-4.47%Reduce
Weaver Consulting Group
0.29%0.31%#13$1.4M27,090$1.3M27,186-96-0.35%Reduce
Diligent Investors, LLC
0.3%0.3%#12$1.3M25,131$1.2M25,173-42-0.17%Reduce
World Investment Advisors
0.02%0.02%#49$1.3M23,990$1.2M25,085-1,095-4.37%Reduce
Maltin Wealth Management, Inc.
0.42%0.43%#6$1.2M23,473$1.1M23,47300.00%Unchanged
Lantz Financial LLC
0.22%0.23%#20$1.2M22,899$1.1M22,946-47-0.20%Reduce
DHJJ Financial Advisors, Ltd.
0.34%0.35%#10$1.2M21,961$1.1M22,134-173-0.78%Reduce
Atria Investments, Inc
0.01%0.01%#64$1.1M20,706$1.1M21,969-1,263-5.75%Reduce
HRT FINANCIAL LP
<0.01%#98$1.0M19,591$00+19,591New Buy
FORONJY FINANCIAL LLC
0.38%0.29%#8$1.0M19,415$686,35514,303+5,112+35.74%Add
My Personal CFO, LLC
0.4%0.5%#7$1.0M19,400$1.1M23,735-4,335-18.26%Reduce
Spire Wealth Management
0.03%0.03%#40$967,09018,240$875,25918,238+2+0.01%Add
Mutual Advisors, LLC
0.02%0.02%#56$892,93516,841$811,07316,902-61-0.36%Reduce
Sigma Planning Corp
0.02%0.02%#47$871,12116,430$826,98417,234-804-4.67%Reduce
City Center Advisors, LLC
0.68%0.72%#4$845,48115,946$782,08916,298-352-2.16%Reduce
CALIBER WEALTH MANAGEMENT, LLC / KS
0.08%0.08%#32$778,40814,681$704,49414,68100.00%Unchanged
Valtinson Bruner Financial Planning LLC
0.18%0.18%#22$726,23513,697$657,27513,69700.00%Unchanged
Dynamic Advisor Solutions LLC
0.02%0.02%#50$721,67613,611$653,48413,618-7-0.05%Reduce
Krilogy Financial LLC
0.02%0.02%#51$684,93212,918$713,93214,085-1,167-8.29%Reduce
Arax Advisory Partners
<0.01%0.02%#90$652,39912,304$557,37711,615+689+5.93%Add
BFI Wealth Solutions, LLC
0.48%0.56%#5$641,61312,101$586,24312,10100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow