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

INNOVATOR ETFS TRUST

IBUF
Institutions
39
Combined AUM (Q2 2026)
$73.2M
Combined Shares (Q2 2026)
2.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+514,708
21 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-374,415
19 · 5 Exit · ≈
⚖️ Net
+140,293
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$73.2M
Institutions
39
New Buys
8
Adds
13
Reduces
14
Exits
5
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NewEdge Advisors, LLC
0.04%0.04%#15$12.4M395,134$10.1M342,981+52,153+15.21%Add
CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#19$7.8M247,739$5.1M174,374+73,365+42.07%Add
D.B. Root & Company, LLC
1.54%1.51%#2$7.3M230,782$6.3M214,139+16,643+7.77%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#32$6.3M199,459$6.8M229,377-29,918-13.04%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#24$6.1M192,800$6.5M221,802-29,002-13.08%Reduce
CreativeOne Wealth, LLC
0.1%0.05%#9$4.7M150,052$2.3M79,237+70,815+89.37%Add
Cetera Investment Advisers
<0.01%<0.01%#27$4.2M134,639$2.6M89,345+45,294+50.70%Add
Mutual Advisors, LLC
0.07%0.07%#12$3.7M118,211$3.4M116,745+1,466+1.26%Add
BLVD Private Wealth, LLC
2.7%2.7%#1$3.6M115,241$3.1M105,099+10,142+9.65%Add
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#26$2.2M71,172$1.2M42,307+28,865+68.23%Add
CENTAURUS FINANCIAL, INC.
0.07%0.01%#13$1.8M56,847$141,0004,777+52,070+1,090.01%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#16$1.8M55,774$00+55,774New Buy
BFI Wealth Solutions, LLC
0.98%#3$1.3M42,169$00+42,169New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#29$1.0M32,611$877,54129,727+2,884+9.70%Add
Pitti Group Wealth Management, LLC
0.67%0.67%#4$918,20929,168$828,56728,068+1,100+3.92%Add
HARBOUR INVESTMENTS, INC.
0.01%0.01%#21$759,99024,142$722,11824,462-320-1.31%Reduce
Bright Futures Wealth Management, LLC.
0.48%0.49%#5$750,32623,835$708,83424,012-177-0.74%Reduce
ARQ WEALTH ADVISORS, LLC
0.08%0.09%#10$619,71519,605$523,98017,750+1,855+10.45%Add
AE Wealth Management LLC
<0.01%<0.01%#30$575,58018,284$548,51118,581-297-1.60%Reduce
WEALTHGARDEN F.S. LLC
0.3%0.34%#6$522,84416,609$496,49016,819-210-1.25%Reduce
Ameritas Advisory Services, LLC
0.01%#22$472,20015,000$00+15,000New Buy
Sugar Maple Asset Management, LLC
0.25%0.22%#7$381,53812,120$357,78212,12000.00%Unchanged
NewEdge Wealth, LLC
<0.01%<0.01%#28$368,88311,718$348,07011,791-73-0.62%Reduce
Belpointe Asset Management LLC
0.01%0.01%#20$334,22310,617$350,87511,886-1,269-10.68%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#37$326,92010,385$552,82118,727-8,342-44.55%Reduce
OneDigital Investment Advisors LLC
<0.01%#31$314,80010,000$00+10,000New Buy
Summit Wealth Partners, LLC
0.04%0.03%#14$290,3729,224$210,9507,146+2,078+29.08%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#35$288,1709,154$00+9,154New Buy
Baker Avenue Asset Management, LP
0.01%0.01%#25$287,4759,132$423,46414,345-5,213-36.34%Reduce
LPL Financial LLC
<0.01%#38$284,3279,032$00+9,032New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#39$283,1318,994$1.4M47,085-38,091-80.90%Reduce
RED CRANE WEALTH MANAGEMENT, LLC
0.18%#8$240,3187,634$00+7,634New Buy
Ausdal Financial Partners, Inc.
0.01%#23$227,1287,215$00+7,215New Buy
Disciplined Investments, LLC
0.07%0.07%#11$219,7626,981$206,0796,98100.00%Unchanged
Alaska Wealth Advisors, LLC
0.02%0.02%#17$216,7716,886$203,2756,88600.00%Unchanged
Blue Trust, Inc.
<0.01%<0.01%#33$99,3193,155$100,5163,405-250-7.34%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#34$62,1731,975$273,6769,193-7,218-78.52%Reduce
Caitlin John, LLC
0.01%0.01%#18$21,847694$22,376758-64-8.44%Reduce
IFP Advisors, Inc
<0.01%<0.01%#36$7,240230$6,79023000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow