Innovator ETFs Trust - EOCT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 389,790 | 12,341 | 0.02% | 0.01% | 1 | +29,911 | 8.31% | Q4 2025 | Feb 12, 2026 |
| Broussard Financial Group LLC | History | New | 291,183 | 9,219 | 7.47% | — | 2 | +291,183 | New | Q4 2025 | Feb 02, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 214,890 | 6,803 | 0.67% | 0.74% | 3 | -23,291 | -9.78% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 212,228 | 6,719 | 0.03% | — | 4 | +212,228 | New | Q4 2025 | Feb 05, 2026 |
| MBL Wealth, LLC | History | Added to | 147,350 | 4,665 | 0.37% | 0.39% | 5 | +3,737 | 2.6% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 141,896 | 4,492 | 0.0% | 0.0% | 6 | +6,222 | 4.59% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | Added to | 120,126 | 3,803 | 0.13% | 0.11% | 7 | +21,585 | 21.9% | Q4 2025 | Feb 17, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 112,877 | 3,573 | 1.3% | — | 8 | +112,877 | New | Q4 2025 | Jan 21, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 100,645 | 3,186 | 1.6% | 0.23% | 9 | +87,018 | 638.57% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 78,274 | 2,478 | 0.01% | 0.01% | 10 | +21,860 | 38.75% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 64,797 | 2,051 | 0.0% | 0.0% | 11 | +24,156 | 59.44% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 59,951 | 1,898 | 0.09% | 0.07% | 12 | +7,086 | 13.4% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 56,848 | 1,799 | 0.03% | 0.01% | 13 | +29,373 | 106.91% | Q4 2025 | Feb 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 54,307 | 1,719 | 0.54% | — | 14 | +54,307 | New | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,896 | 1,674 | 0.0% | 0.0% | 15 | +39,982 | 309.6% | Q4 2025 | Feb 18, 2026 |
| Berger Financial Group, Inc | History | Added to | 49,383 | 1,563 | 0.09% | 0.08% | 16 | +4,909 | 11.04% | Q4 2025 | Jan 27, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 48,159 | 1,524 | 1.5% | — | 17 | +48,159 | New | Q4 2025 | Feb 03, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 38,829 | 1,229 | 0.39% | — | 18 | +38,829 | New | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,576 | 1,221 | 0.0% | 0.0% | 19 | +20,812 | 117.16% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,181 | 1,208 | 0.02% | 0.0% | 20 | +37,791 | 9690.0% | Q4 2025 | Feb 09, 2026 |
| SYON CAPITAL LLC | History | New | 32,518 | 1,029 | 0.05% | — | 21 | +32,518 | New | Q4 2025 | Feb 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 30,581 | 984 | 0.02% | 0.01% | 22 | +12,692 | 70.95% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,794 | 943 | 0.0% | 0.0% | 23 | -2,804 | -8.6% | Q4 2025 | Feb 17, 2026 |
| WPWealth LLP | History | Added to | 26,952 | 853 | 0.13% | 0.13% | 24 | +1,184 | 4.59% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 23,447 | 742 | 0.0% | — | 25 | +23,447 | New | Q4 2025 | Feb 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 21,278 | 673 | 0.38% | 0.43% | 26 | -3,733 | -14.93% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | New | 18,058 | 571 | 0.02% | — | 27 | +18,058 | New | Q4 2025 | Jan 27, 2026 |
| Compass Advisory Group LLC | History | Reduced | 16,400 | 519 | 0.14% | 0.15% | 28 | -250 | -1.5% | Q4 2025 | Jan 21, 2026 |
| BFI Wealth Solutions, LLC | History | New | 16,216 | 513 | 0.49% | — | 29 | +16,216 | New | Q4 2025 | Feb 19, 2026 |
| Opus Financial Solutions LLC | History | New | 13,584 | 430 | 0.41% | — | 30 | +13,584 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 13,208 | 418 | 0.01% | — | 31 | +13,208 | New | Q4 2025 | Mar 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 13,219 | 418 | 0.03% | 0.03% | 32 | -336 | -2.48% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 13,191 | 417 | 0.01% | 0.01% | 33 | +4,855 | 58.24% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,031 | 412 | 0.02% | 0.02% | 34 | +1,718 | 15.19% | Q4 2025 | Feb 10, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 11,935 | 377 | 0.25% | 0.27% | 35 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,658 | 369 | 0.0% | — | 36 | +11,658 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 8,442 | 267 | 0.0% | — | 37 | +8,442 | New | Q4 2025 | Feb 11, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 7,715 | 246 | 0.18% | 0.23% | 38 | -1,292 | -14.34% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | New | 7,730 | 244 | 0.01% | — | 39 | +7,730 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,722 | 244 | 0.02% | 0.01% | 40 | +1,568 | 25.48% | Q4 2025 | Feb 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 7,578 | 240 | 0.0% | — | 41 | +7,578 | New | Q4 2025 | Feb 05, 2026 |
| Noble Wealth Management PBC | History | Reduced | 7,550 | 239 | 0.12% | 0.13% | 42 | -50 | -0.66% | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,372 | 233 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Diligent Investors, LLC | History | No change | 7,200 | 227 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Retirement, LLC | History | No change | 7,188 | 227 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,119 | 225 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,955 | 220 | 0.0% | 0.0% | 47 | -1,850 | -21.01% | Q4 2025 | Jan 23, 2026 |
| William Mack & Associates, Inc. | History | No change | 6,867 | 217 | 0.1% | 0.11% | 48 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,571 | 215 | 0.14% | 0.15% | 50 | -19 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | No change | 6,807 | 215 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | No change | 2,861 | 91 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,680 | 84 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,161 | 68 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,962 | 67 | 0.0% | 0.0% | 54 | +199 | 11.29% | Q4 2025 | Jan 08, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 1,596 | 50 | 0.03% | 0.03% | 55 | -71 | -4.26% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 995 | 31 | 0.0% | 0.0% | 56 | +954 | 2326.83% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 958 | 30 | 0.03% | — | 57 | +958 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 800 | 25 | 0.01% | — | 58 | +800 | New | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 706 | 22 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 618 | 19 | 0.0% | 0.0% | 60 | +210 | 51.47% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 282 | 8 | 0.0% | — | 61 | +282 | New | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | New | 160 | 5 | 0.0% | — | 62 | +160 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q3 2025 | Nov 13, 2025 |