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

INNOVATOR ETFS TRUST

BUFB
Institutions
95
Combined AUM (Q2 2026)
$214.8M
Combined Shares (Q2 2026)
5.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
54 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-57,977
30 · 7 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$214.8M
Institutions
95
New Buys
17
Adds
37
Reduces
23
Exits
7
Unchanged
18
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#72$18.9M479,885$1.5M42,160+437,725+1,038.25%Add
LPL Financial LLC
<0.01%<0.01%#77$18.0M457,665$13.8M383,596+74,069+19.31%Add
HighTower Advisors, LLC
0.01%0.01%#55$12.5M318,684$10.4M290,949+27,735+9.53%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#81$9.9M253,024$8.4M234,345+18,679+7.97%Add
CAPITAL WEALTH MANAGEMENT, LLC
2.23%2.08%#3$9.3M235,709$7.7M213,581+22,128+10.36%Add
GWN SECURITIES INC.
1.54%1.57%#4$9.2M234,909$8.2M228,016+6,893+3.02%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#61$8.0M203,026$5.9M163,624+39,402+24.08%Add
DIVERSIFY WEALTH MANAGEMENT, LLC
0.09%0.14%#28$7.8M200,219$7.6M199,050+1,169+0.59%Add
Syntegra Private Wealth Group, LLC
0.58%0.66%#11$7.5M191,269$6.9M193,108-1,839-0.95%Reduce
COLUMBIA ADVISORY PARTNERS LLC
4.08%4.2%#1$7.4M188,191$6.6M183,120+5,071+2.77%Add
Cetera Investment Advisers
0.01%0.01%#70$6.7M169,322$6.0M166,140+3,182+1.92%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#63$6.6M168,722$5.9M165,201+3,521+2.13%Add
SYKON CAPITAL LLC
1.52%#5$4.9M125,550$00+125,550New Buy
PRINCIPAL SECURITIES, INC.
0.06%0.06%#32$4.8M122,906$4.0M112,158+10,748+9.58%Add
KFG WEALTH MANAGEMENT, LLC
0.51%0.54%#13$4.5M115,479$4.2M115,810-331-0.29%Reduce
Brookstone Capital Management
0.04%<0.01%#39$4.4M111,396$434,90612,111+99,285+819.79%Add
Benson Wealth Management INC
3.65%0.06%#2$3.6M92,290$42,4101,181+91,109+7,714.56%Add
Encompass More Asset Management
0.49%0.49%#14$3.4M85,704$2.9M81,788+3,916+4.79%Add
Heritage Wealth Management, Inc.
0.83%1.3%#10$3.3M85,010$2.6M73,323+11,687+15.94%Add
Kathmere Capital Management, LLC
0.17%0.18%#24$3.2M80,399$3.0M82,829-2,430-2.93%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#74$3.0M76,625$2.6M72,743+3,882+5.34%Add
OPTIMA CAPITAL LLC
1.18%1.13%#6$3.0M75,844$2.4M67,484+8,360+12.39%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#88$2.8M70,509$00+70,509New Buy
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#68$2.7M69,595$2.5M69,459+136+0.20%Add
World Investment Advisors
0.04%0.05%#38$2.7M74,533$2.8M78,496-3,963-5.05%Reduce
MTM FINANCIAL GROUP, LLC
1.1%1.11%#7$2.6M65,588$2.4M65,790-202-0.31%Reduce
Bedel Financial Consulting, Inc.
0.23%0.23%#21$2.4M61,726$2.0M56,626+5,100+9.01%Add
Wealthspire Retirement, LLC
0.12%0.13%#25$2.1M54,158$2.1M58,358-4,200-7.20%Reduce
CALIBER WEALTH MANAGEMENT, LLC / KS
0.19%0.2%#22$1.9M49,314$1.8M49,832-518-1.04%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#78$1.9M49,284$1.5M40,696+8,588+21.10%Add
Seros Financial, LLC
1.01%1.12%#9$1.9M49,188$1.8M48,854+334+0.68%Add
Kestra Advisory Services, LLC
0.01%#71$1.9M47,464$00+47,464New Buy
Kingsview Wealth Management, LLC
0.03%0.02%#45$1.6M45,256$1.6M45,25600.00%Unchanged
Diligent Investors, LLC
0.33%0.37%#19$1.5M38,160$1.5M41,097-2,937-7.15%Reduce
CreativeOne Wealth, LLC
0.03%0.03%#44$1.3M33,803$1.2M33,074+729+2.20%Add
CENTAURUS FINANCIAL, INC.
0.05%0.06%#34$1.3M33,702$1.2M33,564+138+0.41%Add
Balance Wealth Partners LLC
0.34%0.37%#17$1.3M32,371$1.2M33,262-891-2.68%Reduce
OFC FINANCIAL PLANNING, LLC
1.07%1.18%#8$1.2M30,766$1.2M33,529-2,763-8.24%Reduce
OLD MISSION CAPITAL LLC
0.02%#50$1.2M30,306$00+30,306New Buy
Visionary Wealth Advisors
0.05%0.05%#36$1.2M29,894$1.1M30,720-826-2.69%Reduce
Equitable Holdings, Inc.
0.01%#69$1.0M26,447$00+26,447New Buy
FORONJY FINANCIAL LLC
0.38%0.33%#15$1.0M26,118$791,74422,048+4,070+18.46%Add
CONTINUUM WEALTH ADVISORS, LLC
0.34%0.38%#18$997,68825,380$911,39625,38000.00%Unchanged
Atria Investments, Inc
0.01%<0.01%#59$941,94623,962$419,68011,687+12,275+105.03%Add
Advisory Services Network, LLC
0.01%0.01%#57$941,94623,962$419,68011,687+12,275+105.03%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#73$927,59823,597$851,13923,702-105-0.44%Reduce
Curtis Advisory Group, LLC
0.18%0.18%#23$911,08823,177$832,28623,17700.00%Unchanged
4J Wealth Management LLC
0.37%0.43%#16$760,80619,354$765,22121,309-1,955-9.17%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#79$760,80519,354$600,91816,734+2,620+15.66%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#86$745,71118,970$696,00819,382-412-2.13%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow