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

INNOVATOR ETFS TRUST

UJUN
Institutions
69
Combined AUM (Q2 2026)
$135.2M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.2M
51 · 23 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-177,944
15 · 7 Exit · ≈
⚖️ Net
+2.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$135.2M
Institutions
69
New Buys
23
Adds
28
Reduces
8
Exits
7
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.56%0.01%#5$55.5M1.4M$893,00623,980+1.4M+5,910.10%Add
Berger Financial Group, Inc
0.36%0.37%#8$7.1M185,198$6.5M175,588+9,610+5.47%Add
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.31%0.33%#9$6.2M162,090$5.8M154,608+7,482+4.84%Add
Trek Financial, LLC
0.27%0.3%#11$5.8M151,373$5.6M150,081+1,292+0.86%Add
KFG WEALTH MANAGEMENT, LLC
0.62%0.38%#3$5.5M141,429$3.0M79,389+62,040+78.15%Add
MML INVESTORS SERVICES, LLC
0.01%<0.01%#43$4.0M104,294$365,8059,823+94,471+961.73%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#50$3.8M97,480$1.9M51,450+46,030+89.47%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#59$3.7M96,346$1.1M28,750+67,596+235.12%Add
Spire Wealth Management
0.08%0.05%#18$2.6M67,674$1.5M39,785+27,889+70.10%Add
CENTRAL VALLEY ADVISORS, LLC
0.65%0.55%#2$2.5M65,560$2.0M54,057+11,503+21.28%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#52$2.3M60,449$1.6M42,078+18,371+43.66%Add
Kestra Advisory Services, LLC
0.01%0.01%#45$2.3M60,032$2.1M55,805+4,227+7.57%Add
LPL Financial LLC
<0.01%<0.01%#63$1.7M44,064$1.2M31,593+12,471+39.47%Add
Cetera Investment Advisers
<0.01%<0.01%#55$1.5M40,169$744,71819,998+20,171+100.87%Add
Castle Rock Wealth Management, LLC
0.3%0.32%#10$1.5M40,094$1.5M40,09400.00%Unchanged
AssuredPartners Investment Advisors, LLC
0.15%0.1%#13$1.5M39,322$950,97225,356+13,966+55.08%Add
PFG Advisors
0.07%#19$1.5M37,762$00+37,762New Buy
Strategic Blueprint, LLC
0.06%0.02%#23$1.3M33,323$366,9229,853+23,470+238.20%Add
IMG Wealth Management, Inc.
0.68%0.67%#1$1.2M31,539$1.0M28,137+3,402+12.09%Add
O'Connor Financial Group LLC
0.42%0.14%#7$1.2M30,611$333,5928,958+21,653+241.72%Add
Beacon Pointe Advisors, LLC
0.01%<0.01%#49$1.2M30,142$938,58725,204+4,938+19.59%Add
BXM Wealth LLC
0.61%#4$1.1M29,140$00+29,140New Buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.05%#25$1.1M28,572$00+28,572New Buy
Lido Advisors, LLC
<0.01%#53$1.0M26,150$00+26,150New Buy
Creative Planning
<0.01%<0.01%#61$945,50224,533$462,88812,430+12,103+97.37%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#67$944,65424,511$2.3M60,697-36,186-59.62%Reduce
SageView Advisory Group, LLC
0.03%#30$942,61324,458$00+24,458New Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#41$892,89523,168$855,95222,985+183+0.80%Add
MONEY CONCEPTS CAPITAL CORP
0.04%0.01%#28$883,64522,928$263,2847,070+15,858+224.30%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#57$870,92722,598$841,54022,59800.00%Unchanged
SteelPeak Wealth, LLC
0.02%#35$831,23121,568$00+21,568New Buy
Wood Tarver Financial Group, LLC
0.19%0.26%#12$814,23521,127$956,00025,684-4,557-17.74%Reduce
Garden State Investment Advisory Services LLC
0.12%0.14%#16$664,23717,235$641,82517,23500.00%Unchanged
Arkadios Wealth Advisors
0.01%#42$605,46315,710$00+15,710New Buy
FIDUCIARY FINANCIAL GROUP, LLC
0.07%0.05%#22$578,94815,022$352,9579,478+5,544+58.49%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#58$578,31114,928$558,90714,941-13-0.09%Reduce
Barnes Dennig Private Wealth Management LLC
0.43%0.52%#6$535,05113,883$528,24414,185-302-2.13%Reduce
Virtue Capital Management, LLC
0.07%#21$533,74013,849$00+13,849New Buy
FINANCIAL MANAGEMENT NETWORK INC
0.07%#20$505,50513,130$00+13,130New Buy
Tradition Wealth Management, LLC
0.03%0.03%#31$499,13212,951$482,29012,95100.00%Unchanged
Comprehensive Financial Consultants Institutional, Inc.
0.13%#15$473,46412,285$00+12,285New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#54$442,59311,484$452,05212,139-655-5.40%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.02%#34$403,97610,482$00+10,482New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%#66$386,28610,023$00+10,023New Buy
CoreCap Advisors, LLC
0.01%0.01%#40$346,0518,979$285,8887,677+1,302+16.96%Add
TOUNJIAN ADVISORY PARTNERS, LLC
0.14%#14$324,8928,430$00+8,430New Buy
Clear Creek Financial Management, LLC
0.02%#36$320,3838,313$00+8,313New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#69$312,3188,146$539,11114,687-6,541-44.54%Reduce
Retirement Planning Group, LLC
0.01%#44$300,7287,803$00+7,803New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#60$294,2917,636$229,0006,155+1,481+24.06%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow