Innovator ETFs Trust - INOV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | History | New | 256,846 | 8,910 | 0.91% | — | 1 | +256,846 | New | Q1 2026 | Apr 21, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 144,572 | 5,015 | 1.92% | 0.42% | 2 | +113,874 | 370.95% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,387 | 2,164 | 0.0% | 0.0% | 3 | +1,143 | 1.87% | Q1 2026 | Apr 27, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 51,004 | 1,769 | 0.92% | 0.9% | 4 | -751 | -1.45% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,220 | 1,430 | 0.01% | 0.0% | 5 | +10,690 | 35.01% | Q1 2026 | Apr 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 38,131 | 1,322 | 0.38% | 0.39% | 6 | +715 | 1.91% | Q1 2026 | Apr 13, 2026 |
| Americana Partners, LLC | History | Reduced | 36,504 | 1,266 | 0.03% | 0.06% | 7 | -25,258 | -40.9% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,581 | 1,164 | 0.0% | 0.0% | 8 | -5,969 | -15.09% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 31,708 | 1,100 | 0.33% | — | 9 | +31,708 | New | Q1 2026 | Apr 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 26,720 | 926 | 0.01% | 0.01% | 10 | +19,123 | 251.72% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | New | 22,473 | 779 | 0.02% | — | 11 | +22,473 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,182 | 769 | 0.0% | — | 12 | +22,182 | New | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 18,812 | 652 | 0.0% | 0.0% | 13 | -472 | -2.45% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,501 | 572 | 0.0% | 0.0% | 14 | +4,952 | 42.88% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 15,142 | 525 | 0.0% | 0.0% | 15 | +165 | 1.1% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 14,125 | 490 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Helium Advisors LLC | History | No change | 13,700 | 475 | 0.45% | 0.48% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,573 | 470 | 0.0% | 0.0% | 19 | -14,254 | -51.22% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 13,554 | 470 | 0.01% | 0.01% | 18 | +1,416 | 11.67% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | No change | 13,290 | 461 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,821 | 444 | 0.0% | 0.0% | 21 | -2,800 | -17.92% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 11,390 | 407 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 11,452 | 399 | 0.01% | 0.01% | 24 | -594 | -4.93% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 11,512 | 399 | 0.0% | 0.0% | 23 | -541 | -4.49% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 11,089 | 384 | 0.13% | 0.13% | 25 | -158 | -1.4% | Q1 2026 | Apr 09, 2026 |
| Diligent Investors, LLC | History | No change | 10,000 | 346 | 0.09% | 0.08% | 26 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,941 | 344 | 0.0% | 0.0% | 27 | -9,499 | -48.86% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | No change | 9,738 | 337 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 9,662 | 335 | 0.09% | 0.09% | 29 | -136 | -1.39% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,544 | 331 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | No change | 9,100 | 315 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 8,276 | 287 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,893 | 273 | 0.01% | 0.01% | 33 | -4,216 | -34.82% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Added to | 6,963 | 241 | 0.03% | 0.03% | 34 | +750 | 12.07% | Q1 2026 | Apr 15, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 6,813 | 236 | 0.22% | 0.55% | 35 | -10,113 | -59.75% | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,717 | 233 | 0.02% | 0.02% | 36 | -75 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Accurate Wealth Management, LLC | History | New | 6,166 | 221 | 0.03% | — | 37 | +6,166 | New | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | No change | 6,303 | 218 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Reduced | 6,151 | 213 | 0.01% | 0.01% | 39 | -155 | -2.46% | Q1 2026 | May 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 6,054 | 210 | 0.03% | 0.04% | 41 | -2,374 | -28.17% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | No change | 6,075 | 210 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WPWealth LLP | History | No change | 6,057 | 210 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | No change | 3,591 | 124 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,741 | 95 | 0.0% | 0.0% | 44 | -1,292 | -32.04% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 2,356 | 81 | 0.0% | 0.0% | 45 | +1,607 | 214.55% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,599 | 55 | 0.0% | 0.05% | 46 | -67,892 | -97.7% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,528 | 53 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 993 | 34 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 784 | 27 | 0.0% | 0.0% | 49 | +653 | 498.47% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,202 | 26 | 0.0% | 0.0% | 50 | +11,452 | 1526.93% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 725 | 25 | 0.0% | 0.0% | 51 | +232 | 47.06% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 711 | 24 | 0.0% | 0.0% | 52 | -1,305 | -64.73% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,597 | -100.0% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,684 | -100.0% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,474 | -100.0% | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,808 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,004 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,994 | -100.0% | Q1 2026 | May 14, 2026 |