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

INNOVATOR ETFS TRUST

XBJA
Institutions
45
Combined AUM (Q2 2026)
$71.2M
Combined Shares (Q2 2026)
2.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+340,428
19 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-362,321
18 · 7 Exit · ≈
⚖️ Net
-21,893
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$71.2M
Institutions
45
New Buys
7
Adds
12
Reduces
11
Exits
7
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cetera Investment Advisers
0.01%0.01%#27$11.6M342,486$10.8M346,654-4,168-1.20%Reduce
Sterling Financial Planning, Inc.
2.65%2.64%#1$9.8M288,650$8.9M284,947+3,703+1.30%Add
OLD MISSION CAPITAL LLC
0.12%#12$7.8M231,818$00+231,818New Buy
HighTower Advisors, LLC
0.01%0.01%#29$6.5M191,196$5.9M189,630+1,566+0.83%Add
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.77%0.83%#3$6.2M182,957$5.8M183,950-993-0.54%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$4.2M123,974$3.4M108,031+15,943+14.76%Add
Steward Partners Investment Advisory, LLC
0.02%0.02%#24$3.6M105,066$3.3M106,614-1,548-1.45%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$2.0M58,012$1.8M56,678+1,334+2.35%Add
Brookwood Investment Group LLC
0.22%0.21%#8$1.9M57,625$1.7M54,179+3,446+6.36%Add
Snowden Capital Advisors LLC
0.04%0.05%#18$1.8M52,254$1.8M56,106-3,852-6.87%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#32$1.2M35,505$1.1M35,50500.00%Unchanged
GWN SECURITIES INC.
0.17%0.19%#10$1.0M30,370$967,05230,916-546-1.77%Reduce
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.13%0.14%#11$935,31727,668$865,45527,66800.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#42$931,49727,555$334,19610,684+16,871+157.91%Add
Millington Financial Advisors, LLC
0.36%0.27%#5$925,41627,323$642,82019,497+7,826+40.14%Add
CreativeOne Wealth, LLC
0.02%0.02%#23$911,55226,965$848,09527,113-148-0.55%Reduce
JT Stratford LLC
0.1%0.11%#13$901,88426,679$859,54327,479-800-2.91%Reduce
Noble Wealth Management PBC
0.37%0.44%#4$830,96124,581$882,40928,210-3,629-12.86%Reduce
Occidental Asset Management, LLC
0.08%0.05%#16$795,87123,543$405,32612,958+10,585+81.69%Add
CENTAURUS FINANCIAL, INC.
0.03%0.03%#20$708,04620,945$657,00021,016-71-0.34%Reduce
GTS SECURITIES LLC
0.01%#26$684,04420,235$00+20,235New Buy
Blue Water Asset Management
0.2%0.2%#9$616,80618,246$570,73518,24600.00%Unchanged
CROSSPOINT FINANCIAL, LLC
1.35%1.37%#2$588,20817,400$544,27217,40000.00%Unchanged
Welch Financial Planning, LLC
0.33%0.38%#6$563,76616,677$521,96916,687-10-0.06%Reduce
Brookstone Capital Management
0.01%0.01%#30$559,43916,549$481,46215,392+1,157+7.52%Add
CoreCap Advisors, LLC
0.02%0.02%#25$525,26215,538$473,67315,143+395+2.61%Add
Global Trust Wealth Management LLC
0.28%0.38%#7$399,91311,830$500,48016,000-4,170-26.06%Reduce
SEI INVESTMENTS CO
<0.01%<0.01%#37$381,62011,289$353,12011,28900.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#41$363,30210,747$294,4079,412+1,335+14.18%Add
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
<0.01%<0.01%#34$338,05010,000$312,80010,00000.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#43$263,9497,808$244,2347,80800.00%Unchanged
Orion Capital Management LLC
0.08%0.08%#14$261,9897,750$242,4207,75000.00%Unchanged
VESTIA PERSONAL WEALTH ADVISORS
0.08%0.1%#15$240,2187,106$222,2767,10600.00%Unchanged
CRA Financial Services, LLC
0.02%#21$211,1126,245$00+6,245New Buy
Visionary Wealth Advisors
0.01%#28$203,8456,030$00+6,030New Buy
MML INVESTORS SERVICES, LLC
<0.01%#36$200,3965,928$00+5,928New Buy
Cape Investment Advisory, Inc.
0.04%#17$166,8284,935$00+4,935New Buy
DHJJ Financial Advisors, Ltd.
0.02%0.02%#22$80,4562,380$74,4472,38000.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#45$33,8051,000$31,2801,00000.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#35$32,182952$29,77995200.00%Unchanged
Luminist Capital LLC
0.03%#19$30,120910$00+910New Buy
AE Wealth Management LLC
<0.01%<0.01%#40$18,965561$17,54856100.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#44$7,978236$2,20470+166+237.14%Add
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#38$6,896204$6,38120400.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#39$3,381100$3,12810000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow