Innovator ETFs Trust - IFLR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Liberty Atlantic Advisors LLC | History | Added to | 155,163 | 7,842 | 6.7% | 5.94% | 1 | +35,281 | 29.43% | Q1 2026 | Apr 27, 2026 |
| Delta Investment Management, LLC | History | New | 135,287 | 6,817 | 1.22% | — | 2 | +135,287 | New | Q1 2026 | May 12, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 113,859 | 5,737 | 4.57% | — | 3 | +113,859 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 111,665 | 5,627 | 0.0% | — | 4 | +111,665 | New | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 70,490 | 3,552 | 0.0% | — | 5 | +70,490 | New | Q1 2026 | Apr 27, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 67,772 | 3,415 | 2.96% | 0.29% | 6 | +61,227 | 935.48% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 56,807 | 2,862 | 0.03% | 0.0% | 7 | +48,270 | 565.42% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 47,126 | 2,374 | 0.05% | 0.02% | 8 | +29,196 | 162.83% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Added to | 34,374 | 1,732 | 1.34% | 0.98% | 9 | +8,269 | 31.68% | Q1 2026 | May 19, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 29,068 | 1,464 | 0.02% | 0.02% | 10 | -505 | -1.71% | Q1 2026 | Apr 07, 2026 |
| WorthPointe, LLC | History | Added to | 20,641 | 1,040 | 0.28% | 0.12% | 11 | +11,557 | 127.22% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,601 | 1,038 | 0.0% | 0.0% | 12 | -37,837 | -64.75% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 8,055 | 407 | 0.0% | — | 13 | +8,055 | New | Q1 2026 | Apr 07, 2026 |
| Balance Wealth, LLC | History | New | 7,847 | 395 | 0.12% | — | 14 | +7,847 | New | Q1 2026 | Apr 20, 2026 |
| Occidental Asset Management, LLC | History | New | 6,818 | 343 | 0.04% | — | 15 | +6,818 | New | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 6,791 | 342 | 0.01% | — | 16 | +6,791 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 6,710 | 338 | 0.01% | — | 17 | +6,710 | New | Q1 2026 | May 13, 2026 |
| ATX Financial Planning, LLC | History | New | 4,900 | 246 | 0.19% | — | 18 | +4,900 | New | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,313 | 66 | 0.0% | — | 19 | +1,313 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | New | 912 | 46 | 0.0% | — | 20 | +912 | New | Q1 2026 | Apr 27, 2026 |
| Gen-Wealth Partners Inc | History | New | 79 | 3 | 0.0% | — | 21 | +79 | New | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 42 | 2 | 0.0% | — | 22 | +42 | New | Q1 2026 | May 11, 2026 |