INNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027 · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.02% | #28 | $17.4M | 576,958 | $17.1M | 582,995 | -6,037-1.04% | Reduce | |
| Legacy CG, LLC | 4.37% | 4.5% | #1 | $17.1M | 564,487 | $16.2M | 551,992 | +12,495+2.26% | Add | |
| Brookstone Capital Management | 0.04% | 0.06% | #21 | $3.8M | 126,340 | $5.3M | 181,094 | -54,754-30.24% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #47 | $2.7M | 89,818 | $3.0M | 103,036 | -13,218-12.83% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #45 | $2.2M | 72,746 | $2.6M | 89,951 | -17,205-19.13% | Reduce | |
| KFG WEALTH MANAGEMENT, LLC | 0.24% | 0.3% | #6 | $2.1M | 69,871 | $2.4M | 80,231 | -10,360-12.91% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #51 | $2.0M | 66,932 | $2.1M | 69,828 | -2,896-4.15% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #64 | $1.9M | 63,187 | $1.6M | 54,959 | +8,228+14.97% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | <0.01% | #50 | $1.6M | 53,934 | $2.6M | 89,849 | -35,915-39.97% | Reduce | |
| Syntegra Private Wealth Group, LLC | 0.13% | 0.16% | #11 | $1.6M | 53,850 | $1.7M | 58,947 | -5,097-8.65% | Reduce | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #43 | $1.6M | 53,726 | $2.1M | 69,820 | -16,094-23.05% | Reduce | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #55 | $1.4M | 44,824 | $1.2M | 41,265 | +3,559+8.62% | Add | |
| Diligent Investors, LLC | 0.29% | 0.37% | #5 | $1.3M | 42,665 | $1.5M | 50,315 | -7,650-15.20% | Reduce | |
| MTM FINANCIAL GROUP, LLC | 0.53% | 0.66% | #2 | $1.2M | 40,755 | $1.4M | 47,774 | -7,019-14.69% | Reduce | |
| Waverly Advisors, LLC | 0.01% | 0.01% | #38 | $1.1M | 36,479 | $1.1M | 36,479 | 00.00% | Unchanged | |
| Cypress Wealth Services, LLC | 0.13% | 0.14% | #10 | $1.1M | 34,867 | $1.0M | 34,867 | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #67 | $1.0M | 34,322 | $957,746 | 32,619 | +1,703+5.22% | Add | |
| MGO ONE SEVEN LLC | 0.02% | 0.02% | #31 | $1.0M | 33,998 | $1.0M | 35,263 | -1,265-3.59% | Reduce | |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.04% | 0.04% | #22 | $945,746 | 31,285 | $932,378 | 31,755 | -470-1.48% | Reduce | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #53 | $746,368 | 24,690 | $676,276 | 23,033 | +1,657+7.19% | Add | |
| Trek Financial, LLC | 0.03% | 0.04% | #25 | $723,374 | 23,929 | $710,844 | 24,210 | -281-1.16% | Reduce | |
| Farther Finance Advisors, LLC | 0.01% | 0.01% | #41 | $720,048 | 23,819 | $753,409 | 25,587 | -1,768-6.91% | Reduce | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #57 | $671,229 | 22,160 | $648,292 | 22,000 | +160+0.73% | Add | |
| Atlantic Private Wealth, LLC | 0.4% | 0.44% | #4 | $657,503 | 21,750 | $669,298 | 22,795 | -1,045-4.58% | Reduce | |
| Spire Wealth Management | 0.02% | 0.02% | #29 | $655,628 | 21,688 | $665,999 | 22,684 | -996-4.39% | Reduce | |
| CENTRAL VALLEY ADVISORS, LLC | 0.17% | 0.17% | #8 | $654,721 | 21,658 | $635,914 | 21,658 | 00.00% | Unchanged | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.01% | — | #35 | $652,001 | 21,568 | $0 | 0 | +21,568 | New Buy | |
| Tempo Wealth, LLC | 0.1% | 0.11% | #12 | $645,894 | 21,366 | $627,340 | 21,366 | 00.00% | Unchanged | |
| Main Street Financial Solutions, LLC | 0.03% | — | #24 | $562,822 | 18,618 | $0 | 0 | +18,618 | New Buy | |
| Focus Partners Wealth | <0.01% | <0.01% | #62 | $486,491 | 16,093 | $472,516 | 16,093 | 00.00% | Unchanged | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #69 | $479,992 | 15,878 | $534,646 | 18,209 | -2,331-12.80% | Reduce | |
| INTEGRITY ALLIANCE, LLC. | 0.01% | 0.02% | #33 | $466,963 | 15,447 | $460,361 | 15,679 | -232-1.48% | Reduce | |
| GWN SECURITIES INC. | 0.08% | 0.08% | #15 | $456,416 | 15,098 | $443,404 | 15,101 | -3-0.02% | Reduce | |
| Sound Income Strategies, LLC | 0.02% | 0.02% | #30 | $431,926 | 14,288 | $420,710 | 14,288 | 00.00% | Unchanged | |
| Three Seasons Wealth, LLC | 0.04% | 0.15% | #23 | $410,614 | 13,583 | $398,819 | 13,583 | 00.00% | Unchanged | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #56 | $385,342 | 12,747 | $352,251 | 11,997 | +750+6.25% | Add | |
| Beacon Financial Advisory LLC | 0.07% | 0.08% | #17 | $360,644 | 11,930 | $350,284 | 11,930 | 00.00% | Unchanged | |
| HRT FINANCIAL LP | <0.01% | <0.01% | #59 | $354,205 | 11,717 | $271,000 | 9,241 | +2,476+26.79% | Add | |
| Maia Wealth LLC | 0.05% | 0.06% | #20 | $320,075 | 10,588 | $378,500 | 12,891 | -2,303-17.87% | Reduce | |
| AE Wealth Management LLC | <0.01% | 0.01% | #54 | $312,578 | 10,340 | $1.8M | 61,149 | -50,809-83.09% | Reduce | |
| Castle Rock Wealth Management, LLC | 0.06% | 0.07% | #18 | $311,488 | 10,298 | $311,298 | 10,564 | -266-2.52% | Reduce | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #61 | $296,073 | 9,794 | $288,000 | 9,794 | 00.00% | Unchanged | |
| Pine Harbor Wealth Management, LLC | 0.08% | 0.08% | #16 | $284,585 | 9,414 | $276,410 | 9,414 | 00.00% | Unchanged | |
| Tradition Wealth Management, LLC | 0.02% | 0.02% | #32 | $274,851 | 9,092 | $296,317 | 10,092 | -1,000-9.91% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #72 | $273,128 | 9,035 | $248,517 | 8,464 | +571+6.75% | Add | |
| Mutual Advisors, LLC | <0.01% | 0.01% | #46 | $260,855 | 8,629 | $253,361 | 8,629 | 00.00% | Unchanged | |
| Sigma Planning Corp | 0.01% | 0.01% | #39 | $252,028 | 8,337 | $244,788 | 8,337 | 00.00% | Unchanged | |
| Prostatis Group LLC | 0.06% | 0.07% | #19 | $251,114 | 8,307 | $271,383 | 9,243 | -936-10.13% | Reduce | |
| BIP Wealth, LLC | 0.01% | 0.01% | #37 | $247,886 | 8,200 | $240,765 | 8,200 | 00.00% | Unchanged | |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | 0.03% | #27 | $244,863 | 8,100 | $475,658 | 16,200 | -8,100-50.00% | Reduce |