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

INNOVATOR ETFS TRUST

ZOCT
Institutions
74
Combined AUM (Q2 2026)
$65.1M
Combined Shares (Q2 2026)
2.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+202,230
17 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-513,643
36 · 7 Exit · ≈
⚖️ Net
-311,413
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$65.1M
Institutions
74
New Buys
8
Adds
9
Reduces
29
Exits
7
Unchanged
28
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#29$19.4M703,351$22.8M854,107-150,756-17.65%Reduce
Pachira Investments Inc.
2.58%3.07%#1$6.9M248,097$6.6M245,336+2,761+1.13%Add
KFG WEALTH MANAGEMENT, LLC
0.22%0.25%#2$1.9M70,501$2.0M73,104-2,603-3.56%Reduce
CENTAURUS FINANCIAL, INC.
0.07%0.09%#18$1.9M67,473$1.9M70,751-3,278-4.63%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#70$1.9M67,094$516,10319,295+47,799+247.73%Add
HighTower Advisors, LLC
<0.01%<0.01%#53$1.7M61,561$2.0M75,229-13,668-18.17%Reduce
Brookstone Capital Management
0.02%0.02%#34$1.6M58,804$1.6M58,701+103+0.18%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#67$1.5M53,910$1.4M52,740+1,170+2.22%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#54$1.3M47,956$1.3M48,982-1,026-2.09%Reduce
Strategic Blueprint, LLC
0.06%0.07%#20$1.2M45,166$1.2M46,365-1,199-2.59%Reduce
WealthPLAN Partners, LLC
0.21%0.21%#3$1.1M39,889$1.1M39,88900.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#60$1.1M39,416$2.6M95,963-56,547-58.93%Reduce
Cypress Wealth Services, LLC
0.13%0.16%#9$1.1M38,956$1.1M42,641-3,685-8.64%Reduce
Kestra Advisory Services, LLC
<0.01%0.01%#49$1.1M38,701$1.8M65,804-27,103-41.19%Reduce
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.05%0.07%#21$1.0M37,971$1.2M43,988-6,017-13.68%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.02%#37$1.0M36,264$1.1M42,051-5,787-13.76%Reduce
CANANDAIGUA NATIONAL BANK & TRUST CO
0.08%#15$913,94433,100$00+33,100New Buy
Lineweaver Wealth Advisors, LLC
0.11%0.12%#12$898,56432,543$870,99532,563-20-0.06%Reduce
Advisory Services Network, LLC
0.01%0.01%#41$870,92531,542$843,68531,54200.00%Unchanged
HRT FINANCIAL LP
<0.01%#55$766,99527,778$00+27,778New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#69$725,05326,259$4.8M177,978-151,719-85.25%Reduce
FC Advisory LLC
0.19%0.2%#6$722,45826,165$699,86126,16500.00%Unchanged
CENTRAL VALLEY ADVISORS, LLC
0.18%0.19%#7$684,49224,790$681,16525,466-676-2.65%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#59$659,91723,900$639,27723,90000.00%Unchanged
Sovran Advisors, LLC
0.05%0.05%#22$643,96923,236$634,57523,23600.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#57$592,46221,457$602,00022,508-1,051-4.67%Reduce
Chris Bulman Inc
0.2%0.24%#4$560,90220,314$550,42120,578-264-1.28%Reduce
Southland Equity Partners LLC
0.1%0.1%#13$547,62119,833$530,49319,83300.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#42$524,53818,997$00+18,997New Buy
OLD MISSION CAPITAL LLC
0.01%#44$510,01318,471$00+18,471New Buy
Ameritas Advisory Services, LLC
0.01%#40$488,86317,705$00+17,705New Buy
Ashton Thomas Private Wealth, LLC
0.01%0.01%#43$456,19916,522$442,43916,541-19-0.11%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#61$454,18316,449$381,56014,265+2,184+15.31%Add
LPL Financial LLC
<0.01%<0.01%#71$418,45415,155$569,43821,289-6,134-28.81%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#72$395,53614,325$237,2828,871+5,454+61.48%Add
IMG Wealth Management, Inc.
0.2%0.26%#5$367,29013,302$413,63115,464-2,162-13.98%Reduce
MTM FINANCIAL GROUP, LLC
0.15%0.16%#8$356,52112,912$345,37012,91200.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%<0.01%#66$342,66012,410$332,90612,446-36-0.29%Reduce
Independent Advisor Alliance
0.01%#46$325,78911,799$00+11,799New Buy
First Heartland Consultants, Inc.
0.02%0.02%#32$323,66311,722$246,8849,230+2,492+27.00%Add
Integrity Advisory Solutions, LLC
0.03%0.04%#27$289,20410,474$289,11910,809-335-3.10%Reduce
AssuredPartners Investment Advisors, LLC
0.03%0.03%#28$286,74610,385$278,52610,38500.00%Unchanged
BridgePort Financial Solutions, LLC
0.07%0.08%#17$284,75810,313$277,19010,363-50-0.48%Reduce
Soltis Investment Advisors LLC
0.02%0.02%#35$284,45010,302$275,55410,30200.00%Unchanged
CFO4Life Group, LLC
0.04%0.04%#26$274,1009,927$265,5279,92700.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#62$268,5509,726$367,86513,753-4,027-29.28%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#56$268,4409,722$260,0449,72200.00%Unchanged
GILL CAPITAL PARTNERS, LLC
0.07%0.07%#16$260,6269,439$252,4749,43900.00%Unchanged
Continuum Advisory, LLC
0.02%0.02%#31$259,4949,398$251,3789,39800.00%Unchanged
FSA Advisors, Inc.
0.11%0.16%#11$249,5269,037$246,6179,220-183-1.98%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow