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

INNOVATOR ETFS TRUST

DDTN
Institutions
23
Combined AUM (Q2 2026)
$31.6M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+227,390
9 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-131,942
6 · 0 Exit · ≈
⚖️ Net
+95,448
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$31.6M
Institutions
23
New Buys
4
Adds
5
Reduces
6
Exits
0
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Goldenstone Wealth Management LLC
9.81%10.36%#1$15.0M735,350$14.2M760,705-25,355-3.33%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#6$6.9M337,885$6.2M331,146+6,739+2.04%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#17$2.3M113,381$462,13324,682+88,699+359.37%Add
AE Wealth Management LLC
0.01%<0.01%#7$1.7M81,436$243,42413,001+68,435+526.38%Add
Southland Equity Partners LLC
0.21%0.22%#2$1.2M59,271$1.1M59,27100.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#13$1.2M57,765$1.1M58,164-399-0.69%Reduce
OLD MISSION CAPITAL LLC
0.01%#8$437,63321,462$00+21,462New Buy
JPMORGAN CHASE & CO
<0.01%#21$404,03019,900$00+19,900New Buy
Occidental Asset Management, LLC
0.03%0.03%#3$320,14015,700$270,55514,450+1,250+8.65%Add
IFP Advisors, Inc
0.01%0.01%#11$312,90115,345$287,31215,34500.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#10$309,84015,195$00+15,195New Buy
Brookstone Capital Management
<0.01%<0.01%#12$286,31114,041$416,13022,225-8,184-36.82%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#20$276,17713,544$1.1M61,152-47,608-77.85%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#16$270,30413,256$1.1M61,152-47,896-78.32%Reduce
Merit Financial Group, LLC
<0.01%<0.01%#14$209,00910,250$191,91610,25000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$114,1845,600$151,6328,100-2,500-30.86%Reduce
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
0.01%0.01%#5$93,7994,600$86,1284,60000.00%Unchanged
UBS Group AG
<0.01%<0.01%#22$78,4853,849$7,958425+3,424+805.65%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#15$64,9463,185$59,6343,18500.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.01%0.02%#4$51,4882,525$47,2772,52500.00%Unchanged
BARCLAYS PLC
<0.01%#23$46,6142,286$00+2,286New Buy
Archer Investment Corp
0.01%0.01%#9$32,1361,576$29,5081,57600.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#18$13,030639$11,96463900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow