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

INNOVATOR ETFS TR

PSTP
Institutions
54
Combined AUM (Q2 2026)
$97.9M
Combined Shares (Q2 2026)
2.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+163,275
26 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-445,602
22 · 5 Exit · ≈
⚖️ Net
-282,327
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$97.9M
Institutions
54
New Buys
11
Adds
15
Reduces
17
Exits
5
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#31$11.7M318,342$11.8M341,100-22,758-6.67%Reduce
BROWN WEALTH MANAGEMENT, LLC
2.27%2.77%#1$10.1M275,784$10.8M312,704-36,920-11.81%Reduce
KFG WEALTH MANAGEMENT, LLC
1.03%1.12%#2$9.1M248,305$8.7M252,009-3,704-1.47%Reduce
HighTower Advisors, LLC
0.01%0.01%#35$8.1M219,743$8.1M233,852-14,109-6.03%Reduce
Lineweaver Wealth Advisors, LLC
0.9%0.96%#5$7.6M206,063$7.1M206,06300.00%Unchanged
OSAIC HOLDINGS, INC.
0.01%0.01%#36$6.2M169,559$6.1M176,833-7,274-4.11%Reduce
AE Wealth Management LLC
0.03%0.02%#28$5.7M154,297$4.5M131,908+22,389+16.97%Add
Cetera Investment Advisers
<0.01%<0.01%#39$5.1M139,471$4.6M133,520+5,951+4.46%Add
Krilogy Financial LLC
0.11%0.12%#18$3.8M104,078$3.7M104,528-450-0.43%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$2.8M76,628$2.4M69,642+6,986+10.03%Add
AIRE ADVISORS, LLC
0.43%0.46%#8$2.6M71,771$2.5M73,693-1,922-2.61%Reduce
Farther Finance Advisors, LLC
0.02%0.02%#30$2.3M63,870$2.2M63,87000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#45$2.2M59,281$2.0M57,192+2,089+3.65%Add
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.03%0.04%#27$1.9M51,113$1.7M50,515+598+1.18%Add
EVOLUTION WEALTH MANAGEMENT INC.
0.9%1.09%#4$1.5M41,530$1.5M43,392-1,862-4.29%Reduce
WEALTHGARDEN F.S. LLC
0.72%0.83%#7$1.3M34,434$1.2M35,141-707-2.01%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#40$1.2M31,699$1.1M31,273+426+1.36%Add
OFC FINANCIAL PLANNING, LLC
0.92%1.04%#3$1.0M28,088$1.1M30,597-2,509-8.20%Reduce
Addison Capital Co
0.16%0.16%#15$994,72427,042$917,46726,616+426+1.60%Add
Nest Investments, LLC
0.73%#6$959,84326,093$00+26,093New Buy
Mosley Wealth Management
0.25%0.03%#12$798,97021,720$69,6992,004+19,716+983.83%Add
William Mack & Associates, Inc.
0.28%0.42%#11$786,39021,378$736,90021,37800.00%Unchanged
OLD MISSION CAPITAL LLC
0.01%0.01%#33$733,30819,935$362,83110,526+9,409+89.39%Add
CITADEL ADVISORS LLC
<0.01%#50$715,72619,457$00+19,457New Buy
SOUTHERN CAPITAL ADVISORS, LLC
0.3%0.28%#10$706,40219,204$601,44917,449+1,755+10.06%Add
LPL Financial LLC
<0.01%<0.01%#46$702,59319,100$653,17218,949+151+0.80%Add
Cambridge Advisors Inc.
0.12%0.14%#17$669,67118,205$710,77120,620-2,415-11.71%Reduce
Tradition Wealth Management, LLC
0.03%0.04%#26$567,51915,428$539,24915,644-216-1.38%Reduce
Modera Wealth Management, LLC
0.01%0.01%#38$478,94113,020$448,80013,02000.00%Unchanged
Nuveen, LLC
<0.01%#47$474,19612,891$00+12,891New Buy
Capital Investment Advisory Services, LLC
0.03%0.03%#29$426,44811,593$388,64911,275+318+2.82%Add
Opus Financial Solutions LLC
0.34%0.37%#9$417,87811,360$393,64711,420-60-0.53%Reduce
Occidental Asset Management, LLC
0.04%0.04%#25$387,16210,525$361,93510,500+25+0.24%Add
FSA Advisors, Inc.
0.17%0.24%#14$377,13510,253$362,00410,502-249-2.37%Reduce
COFG Advisors, LLC
0.06%0.08%#23$353,5419,611$310,4379,006+605+6.72%Add
Cape Investment Advisory, Inc.
0.09%0.11%#21$338,4229,200$317,1249,20000.00%Unchanged
GTS SECURITIES LLC
0.01%0.01%#37$333,6779,071$312,6779,07100.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#49$275,8887,500$258,5257,50000.00%Unchanged
PLANWISER FINANCIAL, LLC
0.19%0.19%#13$270,2597,347$263,0537,367-20-0.27%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%0.01%#41$249,0716,771$376,61910,926-4,155-38.03%Reduce
Pine Valley Investments Ltd Liability Co
0.01%#34$240,5386,539$00+6,539New Buy
RIVERCHASE WEALTH MANAGEMENT, LLC
0.11%#19$229,4286,237$00+6,237New Buy
Stegent Equity Advisors, Inc.
0.16%0.18%#16$226,3756,154$212,1286,15400.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%#44$214,6775,836$00+5,836New Buy
Lloyd Advisory Services, LLC.
0.08%#22$212,1765,768$00+5,768New Buy
Atria Investments, Inc
<0.01%#42$203,3475,528$00+5,528New Buy
Oakmont Advisory Group, LLC
0.09%#20$108,7942,958$00+2,958New Buy
Luminist Capital LLC
0.04%#24$35,608989$00+989New Buy
Key Capital Management, INC
0.01%0.01%#32$23,616642$17,511508+134+26.38%Add
MORGAN STANLEY
<0.01%<0.01%#51$13,463366$12,73036600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow