Innovator ETFs Trust - IOCT
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 | Reduced | 431,974 | 15,140 | 0.02% | 0.02% | 1 | -13,072 | -2.94% | Q1 2026 | Apr 27, 2026 |
| Broussard Financial Group LLC | History | Added to | 393,075 | 13,777 | 11.02% | 10.77% | 2 | +12,148 | 3.19% | Q1 2026 | Apr 29, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 235,246 | 8,245 | 0.8% | 0.99% | 3 | -56,036 | -19.24% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | New | 227,278 | 7,966 | 0.01% | — | 4 | +227,278 | New | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 217,251 | 7,614 | 0.16% | 0.17% | 5 | -991 | -0.45% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 214,847 | 7,489 | 0.25% | 0.25% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 177,252 | 6,212 | 2.2% | 3.71% | 7 | -114,843 | -39.32% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Added to | 163,103 | 5,716 | 0.01% | 0.01% | 8 | +28,995 | 21.62% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 103,421 | 3,624 | 0.01% | 0.01% | 9 | -36,263 | -25.96% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 102,736 | 3,600 | 0.0% | 0.0% | 10 | -9,670 | -8.6% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 92,004 | 3,224 | 0.16% | 0.16% | 11 | -4,050 | -4.22% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 78,435 | 2,749 | 0.0% | 0.01% | 12 | -1,000 | -1.26% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 73,555 | 2,578 | 0.0% | 0.0% | 13 | -13,213 | -15.23% | Q1 2026 | May 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 66,816 | 2,341 | 1.93% | 1.92% | 14 | -601 | -0.89% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 66,786 | 2,340 | 0.03% | 0.04% | 15 | -519 | -0.77% | Q1 2026 | May 13, 2026 |
| WPWealth LLP | History | Reduced | 66,597 | 2,334 | 0.36% | 0.36% | 16 | -138 | -0.21% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | No change | 62,726 | 2,198 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Talon Private Wealth, LLC | History | New | 53,724 | 1,883 | 0.25% | — | 19 | +53,724 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 53,724 | 1,883 | 0.13% | 0.12% | 18 | +8,946 | 19.98% | Q1 2026 | Apr 17, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 52,150 | 1,847 | 1.77% | 1.57% | 20 | +4,985 | 10.57% | Q1 2026 | May 15, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 52,617 | 1,844 | 0.96% | 0.94% | 21 | -1,188 | -2.21% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 52,509 | 1,840 | 0.1% | 0.11% | 22 | -1,637 | -3.02% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,882 | 1,818 | 0.01% | 0.0% | 23 | +17,512 | 50.95% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 49,988 | 1,752 | 0.0% | 0.0% | 24 | +1,234 | 2.53% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 47,385 | 1,660 | 0.13% | 0.13% | 25 | +8,161 | 20.81% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,608 | 1,493 | 0.0% | 0.0% | 26 | -1,589 | -3.6% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 42,256 | 1,481 | 0.0% | 0.0% | 27 | -1,277 | -2.93% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 37,772 | 1,323 | 0.0% | 0.0% | 28 | +3,103 | 8.95% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,471 | 1,278 | 0.0% | — | 29 | +36,471 | New | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 33,725 | 1,182 | 0.34% | 0.37% | 30 | -1,420 | -4.04% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,699 | 1,034 | 0.06% | 0.05% | 31 | +4,456 | 18.38% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 29,457 | 1,032 | 0.02% | 0.02% | 32 | +4,599 | 18.5% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 29,022 | 1,017 | 0.03% | 0.05% | 33 | -24,473 | -45.75% | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 28,995 | 1,016 | 0.13% | 0.14% | 34 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 26,770 | 938 | 0.02% | 0.01% | 35 | +685 | 2.63% | Q1 2026 | Apr 27, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 26,340 | 923 | 0.63% | 0.62% | 36 | -92 | -0.35% | Q1 2026 | May 04, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 22,345 | 783 | 0.51% | 0.5% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 20,699 | 725 | 0.34% | 0.3% | 38 | +2,300 | 12.5% | Q1 2026 | Apr 21, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 18,731 | 662 | 0.04% | 0.04% | 39 | -1,317 | -6.57% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 17,683 | 636 | 0.36% | — | 40 | +17,683 | New | Q1 2026 | May 19, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,957 | 629 | 0.01% | 0.02% | 41 | -6,800 | -27.47% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 16,079 | 563 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 15,790 | 553 | 0.19% | 0.2% | 43 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tradition Wealth Management, LLC | History | No change | 14,753 | 517 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | No change | 14,124 | 495 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 13,748 | 481 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 13,384 | 469 | 0.07% | 0.08% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,401 | 469 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 13,010 | 456 | 0.04% | 0.04% | 49 | -344 | -2.58% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,939 | 453 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BCS Wealth Management | History | Reduced | 12,403 | 434 | 0.09% | 0.09% | 51 | -12,441 | -50.08% | Q1 2026 | Apr 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 12,339 | 432 | 0.01% | 0.01% | 52 | -1,806 | -12.77% | Q1 2026 | May 01, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 12,178 | 426 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 11,948 | 418 | 0.36% | 0.41% | 54 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allen Capital Group, LLC | History | No change | 11,883 | 416 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 11,538 | 404 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Diligent Investors, LLC | History | No change | 11,219 | 393 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trek Financial, LLC | History | Added to | 11,125 | 389 | 0.02% | 0.02% | 58 | +1,903 | 20.64% | Q1 2026 | May 13, 2026 |
| TrustBank | History | No change | 11,065 | 387 | 0.15% | 0.16% | 59 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Compass Advisory Group LLC | History | Added to | 11,039 | 386 | 0.1% | 0.09% | 60 | +1,290 | 13.23% | Q1 2026 | Apr 21, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 11,033 | 386 | 0.02% | 0.02% | 61 | -118 | -1.06% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 10,894 | 381 | 0.0% | 0.0% | 62 | +2,688 | 32.76% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 10,340 | 362 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 9,623 | 337 | 0.32% | 0.42% | 64 | -3,271 | -25.37% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,557 | 334 | 0.04% | 0.05% | 65 | -173 | -1.78% | Q1 2026 | Apr 21, 2026 |
| Advisor OS, LLC | History | New | 9,345 | 327 | 0.02% | — | 66 | +9,345 | New | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,728 | 305 | 0.02% | 0.02% | 67 | -1,486 | -14.55% | Q1 2026 | Apr 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 8,729 | 305 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 8,572 | 300 | 0.26% | 0.26% | 69 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,429 | 295 | 0.0% | 0.0% | 70 | -239 | -2.76% | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 8,285 | 290 | 0.05% | 0.07% | 71 | -2,862 | -25.68% | Q1 2026 | Apr 17, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 8,150 | 285 | 0.17% | 0.21% | 72 | -1,000 | -10.93% | Q1 2026 | Apr 21, 2026 |
| Vantage Point Financial LLC | History | New | 7,837 | 274 | 0.1% | — | 73 | +7,837 | New | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | No change | 7,761 | 272 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 7,482 | 262 | 0.08% | 0.08% | 75 | -352 | -4.49% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,196 | 252 | 0.0% | — | 76 | +7,196 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,176 | 251 | 0.0% | 0.0% | 77 | -1,414 | -16.46% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,754 | 236 | 0.01% | 0.02% | 78 | -3,440 | -33.75% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,438 | 226 | 0.0% | 0.0% | 79 | +455 | 7.6% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,067 | 212 | 0.02% | 0.0% | 80 | +4,764 | 365.62% | Q1 2026 | May 05, 2026 |
| PFS Partners, LLC | History | No change | 5,602 | 196 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,692 | 164 | 0.01% | 0.01% | 82 | +1,670 | 55.26% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 2,892 | 101 | 0.0% | 0.0% | 83 | +306 | 11.83% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 2,532 | 89 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,553 | 89 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,313 | 81 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,062 | 72 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,049 | 71 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,750 | 61 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,561 | 54 | 0.0% | 0.0% | 90 | -1,181 | -43.07% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,174 | 41 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 37,819 | 37 | 0.0% | 0.01% | 92 | -11,639 | -23.53% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 873 | 30 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 645 | 22 | 0.0% | 0.0% | 94 | -2,000 | -75.61% | Q1 2026 | Apr 07, 2026 |
| PlanVest Financial, Inc | History | New | 533 | 18 | 0.01% | — | 95 | +533 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 303 | 10 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 222 | 7 | 0.0% | — | 98 | +222 | New | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 215 | 7 | 0.0% | — | 97 | +215 | New | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 146 | 5 | 0.0% | — | 99 | +146 | New | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | No change | 91 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lantz Financial LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -52,590 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -46,093 | -100.0% | Q1 2026 | May 04, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -29,426 | -100.0% | Q1 2026 | Apr 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.06% | — | -26,534 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -12,504 | -100.0% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -10,829 | -100.0% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,345 | -100.0% | Q1 2026 | May 20, 2026 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,484 | -100.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,205 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,968 | -100.0% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,660 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,167 | -100.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -795 | -100.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q1 2026 | Apr 03, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q1 2026 | May 05, 2026 |