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

INNOVATOR ETFS TRUST

BFEB
Institutions
100
Combined AUM (Q2 2026)
$193.9M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+467,105
29 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-214,507
37 · 7 Exit · ≈
⚖️ Net
+252,598
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$193.9M
Institutions
100
New Buys
9
Adds
20
Reduces
30
Exits
7
Unchanged
41
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.51%0.38%#8$51.1M971,141$32.9M689,839+281,302+40.78%Add
Penserra Capital Management LLC
0.2%0.24%#19$26.4M500,843$20.3M424,569+76,274+17.97%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#55$10.5M199,947$7.9M165,590+34,357+20.75%Add
Cerity Partners LLC
0.01%0.01%#63$7.4M141,053$6.4M133,401+7,652+5.74%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#86$5.9M112,867$5.5M114,650-1,783-1.56%Reduce
Berkshire Money Management, Inc.
0.46%0.69%#10$5.0M95,648$6.7M141,346-45,698-32.33%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#70$4.0M76,735$4.1M86,791-10,056-11.59%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#78$4.0M76,458$3.6M76,45800.00%Unchanged
My Personal CFO, LLC
1.49%1.54%#3$3.8M72,470$3.5M73,685-1,215-1.65%Reduce
McAlister, Sweet & Associates, Inc.
1.97%2.08%#1$3.7M69,990$3.3M69,99000.00%Unchanged
Bellwether Advisors, LLC
0.52%0.55%#7$3.5M66,453$3.3M68,141-1,688-2.48%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#88$3.5M65,991$3.3M69,743-3,752-5.38%Reduce
Cetera Investment Advisers
<0.01%<0.01%#80$3.4M65,502$3.0M62,064+3,438+5.54%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#68$3.1M59,290$2.2M45,577+13,713+30.09%Add
TopTier Wealth Management, LLC
1.81%1.69%#2$3.0M56,888$2.7M57,557-669-1.16%Reduce
Valtinson Bruner Financial Planning LLC
0.63%0.62%#6$2.5M47,613$2.3M47,690-77-0.16%Reduce
LPL Financial LLC
<0.01%<0.01%#91$2.5M47,560$2.3M47,679-119-0.25%Reduce
Fragasso Financial Advisors Inc
0.13%0.13%#25$2.4M44,786$2.2M45,779-993-2.17%Reduce
Beacon Pointe Advisors, LLC
0.01%0.01%#59$2.3M44,177$2.2M47,089-2,912-6.18%Reduce
Lantz Financial LLC
0.34%0.35%#14$1.9M35,179$1.7M35,345-166-0.47%Reduce
PCA Investment Advisory Services Inc.
0.5%0.55%#9$1.8M34,338$1.6M34,473-135-0.39%Reduce
FSA Advisors, Inc.
0.81%1.08%#4$1.8M33,474$1.6M34,495-1,021-2.96%Reduce
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.22%0.23%#17$1.8M33,334$1.6M33,404-70-0.21%Reduce
Chris Bulman Inc
0.64%0.72%#5$1.7M33,166$1.6M34,488-1,322-3.83%Reduce
INTEGRAL INVESTMENT ADVISORS, INC.
0.38%0.39%#12$1.7M33,087$1.6M33,08700.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.46%0.48%#11$1.6M30,210$1.4M30,21000.00%Unchanged
Kestra Advisory Services, LLC
0.01%0.01%#71$1.6M29,481$1.8M36,738-7,257-19.75%Reduce
Spire Wealth Management
0.05%0.05%#39$1.5M28,958$1.4M28,450+508+1.79%Add
Arkadios Wealth Advisors
0.02%0.02%#47$1.3M23,798$1.1M23,451+347+1.48%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#95$1.2M22,225$279,5835,861+16,364+279.20%Add
Strategic Blueprint, LLC
0.06%0.06%#37$1.1M21,568$971,26620,361+1,207+5.93%Add
OLD MISSION CAPITAL LLC
0.02%0.01%#48$1.1M21,403$809,03116,960+4,443+26.20%Add
Weaver Consulting Group
0.2%0.21%#18$994,14618,885$900,85818,88500.00%Unchanged
BLAIR WILLIAM & CO/IL
<0.01%<0.01%#82$981,35418,642$889,26618,64200.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#75$899,70617,091$811,36817,009+82+0.48%Add
Trek Financial, LLC
0.04%0.04%#41$884,12416,795$838,98817,588-793-4.51%Reduce
Integrity Advisory Solutions, LLC
0.09%0.1%#32$847,06416,091$777,16616,292-201-1.23%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#84$827,90215,727$750,00015,72700.00%Unchanged
PRINCIPAL SECURITIES, INC.
0.01%0.01%#61$787,15714,953$710,90714,903+50+0.34%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#85$761,78414,471$679,00014,231+240+1.69%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#76$755,49414,358$685,29014,35800.00%Unchanged
BCS Wealth Management
0.13%0.13%#24$721,82913,712$654,09313,71200.00%Unchanged
Three Seasons Wealth, LLC
0.06%0.25%#35$711,45813,515$644,69713,51500.00%Unchanged
Arax Advisory Partners
<0.01%0.02%#73$685,34813,019$576,29212,081+938+7.76%Add
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.09%0.1%#30$665,97512,651$642,59813,471-820-6.09%Reduce
Ballast Rock Private Wealth LLC
0.28%0.31%#15$613,25411,649$566,72711,880-231-1.94%Reduce
Snowden Capital Advisors LLC
0.01%0.01%#52$578,74710,994$524,43910,99400.00%Unchanged
CreativeOne Wealth, LLC
0.01%0.01%#56$572,90410,883$509,36510,678+205+1.92%Add
COFG Advisors, LLC
0.1%0.13%#29$565,00710,733$511,98610,73300.00%Unchanged
GTS FINANCIAL, LLC
0.38%2.47%#13$517,40411,588$3.1M74,958-63,370-84.54%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow