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

INNOVATOR ETFS TRUST

AOCT
Institutions
35
Combined AUM (Q2 2026)
$20.7M
Combined Shares (Q2 2026)
756,791
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+86,537
10 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-790,387
17 · 6 Exit · ≈
⚖️ Net
-703,850
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.7M
Institutions
35
New Buys
5
Adds
5
Reduces
11
Exits
6
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#22$3.1M114,624$3.7M138,711-24,087-17.36%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#14$2.8M102,639$2.8M104,148-1,509-1.45%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#28$1.8M64,881$419,83015,869+49,012+308.85%Add
Brookstone Capital Management
0.01%0.02%#10$1.5M53,374$2.0M76,331-22,957-30.08%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#19$1.4M50,872$1.7M64,656-13,784-21.32%Reduce
Tradition Wealth Management, LLC
0.07%0.07%#5$1.1M39,088$1.0M39,08800.00%Unchanged
CONTINUUM WEALTH ADVISORS, LLC
0.25%0.3%#2$739,24227,024$714,94727,02400.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#15$707,94825,880$684,68225,88000.00%Unchanged
Capasso Planning Partners LLC
0.33%0.35%#1$669,10324,460$647,11424,46000.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#32$615,78622,581$484,27518,429+4,152+22.53%Add
Cetera Investment Advisers
<0.01%<0.01%#24$611,84922,367$680,18425,710-3,343-13.00%Reduce
OLD MISSION CAPITAL LLC
0.01%0.02%#11$561,26920,518$1.1M40,429-19,911-49.25%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#20$545,78719,952$541,00020,452-500-2.44%Reduce
KFG WEALTH MANAGEMENT, LLC
0.06%0.06%#6$505,87618,493$497,34618,799-306-1.63%Reduce
MTM FINANCIAL GROUP, LLC
0.21%0.22%#3$488,56017,860$470,17617,772+88+0.50%Add
Concurrent Investment Advisors, LLC
<0.01%<0.01%#13$419,59915,339$328,68912,424+2,915+23.46%Add
Syntegra Private Wealth Group, LLC
0.02%0.03%#9$321,01111,735$310,46111,73500.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#18$317,50911,607$307,94811,640-33-0.28%Reduce
Comprehensive Financial Consultants Institutional, Inc.
0.08%0.09%#4$301,34311,016$301,36011,391-375-3.29%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#12$273,55010,000$00+10,000New Buy
HRT FINANCIAL LP
<0.01%#26$268,6539,821$00+9,821New Buy
LPL Financial LLC
<0.01%<0.01%#30$261,6239,564$258,8459,784-220-2.25%Reduce
Cypress Wealth Services, LLC
0.03%0.03%#8$247,7279,056$239,5869,05600.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#33$215,6127,882$00+7,882New Buy
WealthShield Partners, LLC
0.03%0.02%#7$211,4547,730$204,5057,73000.00%Unchanged
BARCLAYS PLC
<0.01%<0.01%#31$201,2237,356$193,3407,308+48+0.66%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#21$187,7376,863$181,5686,86300.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$101,2303,700$97,9003,70000.00%Unchanged
CoreCap Advisors, LLC
<0.01%<0.01%#16$100,5303,675$97,2263,67500.00%Unchanged
ST GERMAIN D J CO INC
<0.01%<0.01%#17$54,0811,977$52,3041,97700.00%Unchanged
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#23$39,9931,462$38,6791,46200.00%Unchanged
Global Retirement Partners, LLC
<0.01%#25$36,1371,321$00+1,321New Buy
WELLS FARGO & COMPANY/MN
<0.01%#34$35,5071,298$00+1,298New Buy
IFP Advisors, Inc
<0.01%<0.01%#27$16,413600$15,87460000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#35$4,814176$4,62117600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow