Innovator ETFs Trust - EOCT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 400,614 | 12,799 | 0.02% | 0.02% | 1 | +10,824 | 2.78% | Q1 2026 | Apr 27, 2026 |
| Broussard Financial Group LLC | History | Added to | 303,370 | 9,692 | 7.75% | 7.47% | 2 | +12,187 | 4.19% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 236,205 | 7,546 | 0.03% | 0.03% | 3 | +23,977 | 11.3% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 168,054 | 5,369 | 0.52% | 0.67% | 4 | -46,836 | -21.8% | Q1 2026 | Apr 29, 2026 |
| MBL Wealth, LLC | History | Added to | 148,738 | 4,752 | 0.36% | 0.37% | 5 | +1,388 | 0.94% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 143,030 | 4,569 | 0.0% | 0.0% | 6 | +1,134 | 0.8% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | New | 125,819 | 4,019 | 0.0% | — | 7 | +125,819 | New | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 120,126 | 3,803 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,737 | 3,761 | 0.01% | 0.01% | 9 | +39,463 | 50.42% | Q1 2026 | Apr 30, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 98,858 | 3,158 | 1.65% | 1.6% | 10 | -1,787 | -1.78% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 63,163 | 2,018 | 0.0% | 0.0% | 11 | -1,634 | -2.52% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 59,440 | 1,992 | 1.12% | — | 12 | +59,440 | New | Q1 2026 | May 19, 2026 |
| PFG Advisors | History | Reduced | 59,891 | 1,913 | 0.09% | 0.09% | 13 | -60 | -0.1% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 56,457 | 1,803 | 0.03% | 0.03% | 14 | -391 | -0.69% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 48,765 | 1,558 | 0.09% | 0.09% | 15 | -618 | -1.25% | Q1 2026 | Apr 28, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 48,249 | 1,541 | 1.32% | 1.5% | 16 | +90 | 0.19% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 41,507 | 1,326 | 0.02% | 0.02% | 17 | +3,326 | 8.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,622 | 1,233 | 0.0% | 0.0% | 18 | +46 | 0.12% | Q1 2026 | May 04, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 34,416 | 1,104 | 1.06% | 0.49% | 19 | +18,200 | 112.23% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 27,368 | 873 | 0.03% | 0.02% | 20 | -3,213 | -10.51% | Q1 2026 | Apr 08, 2026 |
| WPWealth LLP | History | No change | 26,952 | 861 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 3,723 | 857 | 0.37% | — | 22 | +3,723 | New | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,791 | 855 | 0.0% | 0.0% | 23 | -3,003 | -10.08% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 26,468 | 845 | 0.0% | 0.0% | 24 | -26,428 | -49.96% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,447 | 749 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 20,850 | 666 | 0.38% | 0.38% | 26 | -428 | -2.01% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 17,871 | 570 | 0.02% | 0.02% | 27 | -187 | -1.04% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 17,219 | 550 | 0.01% | — | 28 | +17,219 | New | Q1 2026 | May 15, 2026 |
| Compass Advisory Group LLC | History | No change | 16,400 | 523 | 0.14% | 0.14% | 29 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 15,287 | 503 | 0.03% | 0.02% | 30 | +2,256 | 17.31% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 14,955 | 477 | 0.01% | 0.01% | 31 | +1,764 | 13.37% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 13,392 | 427 | 0.01% | 0.01% | 32 | +184 | 1.39% | Q1 2026 | Apr 27, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 13,112 | 418 | 0.03% | 0.03% | 33 | -107 | -0.81% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,658 | 372 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 11,089 | 354 | 0.33% | 0.41% | 35 | -2,495 | -18.37% | Q1 2026 | May 08, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 10,935 | 349 | 0.21% | 0.25% | 36 | -1,000 | -8.38% | Q1 2026 | Apr 21, 2026 |
| Arlington Capital Management, Inc. | History | New | 10,896 | 348 | 0.2% | — | 37 | +10,896 | New | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,823 | 345 | 0.02% | 0.02% | 38 | +3,101 | 40.16% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 10,164 | 324 | 0.0% | 0.0% | 39 | +1,722 | 20.4% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,040 | 320 | 0.0% | — | 40 | +10,040 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 8,215 | 262 | 0.0% | — | 41 | +8,215 | New | Q1 2026 | Apr 27, 2026 |
| Noble Wealth Management PBC | History | Reduced | 7,450 | 238 | 0.12% | 0.12% | 42 | -100 | -1.32% | Q1 2026 | Apr 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,372 | 235 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,248 | 232 | 0.0% | 0.0% | 44 | -330 | -4.35% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,119 | 227 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,788 | 216 | 0.17% | 0.18% | 46 | -927 | -12.02% | Q1 2026 | May 19, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,561 | 209 | 0.14% | 0.14% | 47 | -10 | -0.15% | Q1 2026 | May 04, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,515 | 208 | 0.01% | 0.01% | 48 | -673 | -9.36% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,055 | 162 | 0.0% | 0.0% | 49 | -1,900 | -27.32% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | No change | 2,861 | 91 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,680 | 85 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,161 | 69 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 1,526 | 48 | 0.02% | 0.03% | 53 | -70 | -4.39% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,641 | 40 | 0.0% | 0.0% | 54 | +26,679 | 1359.79% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Reduced | 954 | 30 | 0.0% | 0.0% | 55 | -41 | -4.12% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 958 | 30 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 706 | 22 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | No change | 618 | 19 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 570 | 18 | 0.01% | — | 59 | +570 | New | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 570 | 18 | 0.01% | — | 60 | +570 | New | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | New | 300 | 9 | 0.03% | — | 62 | +300 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 282 | 9 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 200 | 6 | 0.0% | — | 63 | +200 | New | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 107 | 3 | 0.0% | 0.0% | 64 | -53 | -33.13% | Q1 2026 | Apr 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 1.3% | — | -112,877 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -54,307 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -38,829 | -100.0% | Q1 2026 | Apr 09, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -32,518 | -100.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -7,730 | -100.0% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,200 | -100.0% | Q1 2026 | Apr 15, 2026 |
| William Mack & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -6,867 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,807 | -100.0% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |