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

INNOVATOR ETFS TRUST

DDFO
Institutions
59
Combined AUM (Q2 2026)
$81.7M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+804,577
18 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-275,395
22 · 5 Exit · ≈
⚖️ Net
+529,182
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$81.7M
Institutions
59
New Buys
8
Adds
10
Reduces
17
Exits
5
Unchanged
24
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Valtinson Bruner Financial Planning LLC
2.76%2.9%#1$11.0M489,751$10.5M491,572-1,821-0.37%Reduce
SageView Advisory Group, LLC
0.36%#4$10.9M482,639$00+482,639New Buy
Creative Planning
0.01%0.01%#39$10.9M482,639$10.8M501,905-19,266-3.84%Reduce
Weaver Capital Management LLC
2.21%2.19%#2$10.1M471,002$10.1M471,00200.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#34$6.2M273,383$6.8M318,500-45,117-14.17%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#55$2.5M112,082$231,07710,772+101,310+940.49%Add
Southland Equity Partners LLC
0.33%0.35%#5$1.9M83,962$1.8M83,96200.00%Unchanged
AE Wealth Management LLC
0.01%<0.01%#35$1.5M65,308$229,44610,696+54,612+510.58%Add
Cetera Investment Advisers
<0.01%<0.01%#49$1.5M65,040$1.4M66,340-1,300-1.96%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#45$1.3M59,915$1.6M73,087-13,172-18.02%Reduce
HARBOUR INVESTMENTS, INC.
0.02%0.02%#21$1.3M59,849$1.3M62,663-2,814-4.49%Reduce
CENTAURUS FINANCIAL, INC.
0.04%0.05%#17$1.1M49,532$1.1M49,53200.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#50$1.1M46,811$1.0M46,722+89+0.19%Add
Castle Rock Wealth Management, LLC
0.2%0.21%#7$1.0M45,848$989,51145,981-133-0.29%Reduce
Modern Wealth Management, LLC
0.01%0.01%#28$1.0M45,672$875,99940,732+4,940+12.13%Add
Kingsview Wealth Management, LLC
0.02%0.01%#23$979,63045,667$979,63045,66700.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#24$906,34340,264$00+40,264New Buy
Summit Financial, LLC
0.01%#32$839,35337,288$00+37,288New Buy
World Investment Advisors
0.01%0.01%#25$824,06438,415$824,06438,41500.00%Unchanged
Welch Financial Planning, LLC
0.43%0.5%#3$735,91932,693$690,16232,173+520+1.62%Add
Farther Finance Advisors, LLC
0.01%0.01%#42$715,70531,795$700,20532,558-763-2.34%Reduce
Cornerstone Wealth Group, LLC
0.04%0.04%#19$684,86730,425$669,95930,42500.00%Unchanged
Atria Investments, Inc
0.01%0.01%#37$669,83029,757$766,65935,739-5,982-16.74%Reduce
WORLD EQUITY GROUP, INC.
0.15%0.2%#11$669,82929,757$766,65835,739-5,982-16.74%Reduce
IFP Advisors, Inc
0.01%0.01%#29$654,56829,079$699,15132,592-3,513-10.78%Reduce
Archer Investment Corp
0.12%0.58%#12$602,21026,753$2.7M126,753-100,000-78.89%Reduce
CALTON & ASSOCIATES, INC.
0.08%0.07%#15$551,87824,517$504,47723,517+1,000+4.25%Add
Brookstone Capital Management
0.01%<0.01%#43$540,91524,030$251,73511,735+12,295+104.77%Add
OLD MISSION CAPITAL LLC
0.01%#33$534,79223,758$00+23,758New Buy
Financial Solutions Advisory Group, Inc.
0.07%0.07%#16$525,32923,291$491,54222,914+377+1.65%Add
DHJJ Financial Advisors, Ltd.
0.15%0.16%#10$521,71523,177$497,18423,17700.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#53$519,80123,092$495,36023,09200.00%Unchanged
HRT FINANCIAL LP
<0.01%#52$472,64220,997$00+20,997New Buy
Keystone Wealth Services, LLC
0.09%0.09%#14$464,80920,649$443,19020,660-11-0.05%Reduce
Grantvest Financial Group LLC
0.26%0.28%#6$456,57020,283$435,10320,28300.00%Unchanged
FOUNDATIONS INVESTMENT ADVISORS, LLC
<0.01%0.01%#44$438,65219,487$418,02719,48700.00%Unchanged
CALIBER WEALTH MANAGEMENT, LLC / KS
0.04%0.04%#20$413,14918,354$393,72318,35400.00%Unchanged
KFG WEALTH MANAGEMENT, LLC
0.04%0.05%#18$378,32616,807$410,62719,142-2,335-12.20%Reduce
Sigma Planning Corp
0.01%0.02%#30$374,83716,652$756,12535,248-18,596-52.76%Reduce
Allworth Financial LP
<0.01%<0.01%#47$356,60415,842$339,83715,84200.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#57$345,84415,364$706,23032,922-17,558-53.33%Reduce
Cassady Wealth & Retirement Planning, LLC
0.15%0.14%#9$333,28314,806$288,48913,035+1,771+13.59%Add
KINGSWOOD WEALTH ADVISORS, LLC
0.01%0.01%#27$310,12013,777$300,58014,012-235-1.68%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#51$301,29613,385$287,13013,38500.00%Unchanged
INTEGRITY ALLIANCE, LLC.
0.01%0.01%#31$297,96513,237$283,95513,23700.00%Unchanged
SILVER OAK SECURITIES, INCORPORATED
0.02%0.02%#22$292,51712,995$278,76412,99500.00%Unchanged
Pitti Group Wealth Management, LLC
0.18%0.19%#8$250,98611,150$239,18511,15000.00%Unchanged
Merit Financial Group, LLC
<0.01%<0.01%#48$242,52310,774$231,12010,77400.00%Unchanged
Koshinski Asset Management, Inc.
0.01%0.01%#26$239,64110,646$228,37410,64600.00%Unchanged
Pallas Capital Advisors LLC
0.01%0.01%#38$211,3699,390$201,4319,39000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow