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 | No change | 428,174 | 15,838 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Broussard Financial Group LLC | History | No change | 381,703 | 14,119 | 11.31% | 11.31% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 226,859 | 8,391 | 0.74% | 0.74% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 217,734 | 8,053 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 216,854 | 8,021 | 0.26% | 0.26% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 216,088 | 7,993 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 143,014 | 5,290 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 126,716 | 4,686 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advus Financial Partners, LLC | History | No change | 100,082 | 3,702 | 1.05% | 1.05% | 9 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| PFG Advisors | History | No change | 92,052 | 3,405 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Wealth | History | No change | 88,919 | 3,289 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 78,435 | 2,901 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 70,815 | 2,619 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 69,180 | 2,558 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 59,517 | 2,201 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WPWealth LLP | History | No change | 54,176 | 2,003 | 0.3% | 0.3% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 52,780 | 1,993 | 0.09% | 0.1% | 17 | -21 | -0.04% | Q3 2026 | Oct 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 52,801 | 1,953 | 0.23% | 0.23% | 18 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 52,574 | 1,944 | 1.44% | 1.44% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 51,871 | 1,918 | 0.88% | 0.88% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Berger Financial Group, Inc | History | No change | 51,685 | 1,911 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 49,999 | 1,849 | 1.36% | 1.36% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 45,942 | 1,699 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,195 | 1,634 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Triad Wealth Partners, LLC | History | No change | 43,402 | 1,631 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 42,037 | 1,554 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 40,868 | 1,511 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 39,173 | 1,449 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 32,527 | 1,203 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 30,930 | 1,168 | 0.32% | 0.32% | 30 | -2,060 | -6.24% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 28,995 | 1,095 | 0.13% | 0.12% | 31 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 28,615 | 1,058 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 26,340 | 974 | 0.55% | 0.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | No change | 25,122 | 928 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 20,699 | 765 | 0.32% | 0.32% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,268 | 675 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 17,880 | 674 | 0.03% | 0.04% | 37 | -43 | -0.24% | Q3 2026 | Oct 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 17,941 | 663 | 0.22% | 0.22% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 17,683 | 657 | 0.33% | 0.33% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 16,079 | 594 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 15,790 | 584 | 0.19% | 0.19% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jacobi Capital Management LLC | History | No change | 14,124 | 522 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,900 | 514 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 13,916 | 514 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 13,748 | 508 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,401 | 495 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 13,249 | 490 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freedom Investment Management, Inc. | History | No change | 13,018 | 481 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rothschild Wealth LLC | History | No change | 13,010 | 481 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | No change | 13,017 | 481 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,939 | 478 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BCS Wealth Management | History | No change | 12,403 | 458 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 12,178 | 450 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 11,948 | 441 | 0.32% | 0.32% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allen Capital Group, LLC | History | No change | 11,883 | 439 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 11,401 | 421 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 11,105 | 419 | 0.11% | 0.1% | 57 | -71 | -0.64% | Q3 2026 | Oct 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,047 | 417 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Compass Advisory Group LLC | History | No change | 11,039 | 408 | 0.1% | 0.1% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diligent Investors, LLC | History | No change | 10,919 | 403 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TrustBank | History | No change | 10,765 | 398 | 0.14% | 0.14% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 10,340 | 382 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vantage Point Financial LLC | History | No change | 9,798 | 362 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | No change | 9,217 | 340 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisor OS, LLC | History | No change | 9,055 | 334 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Americana Partners, LLC | History | No change | 8,972 | 331 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 8,740 | 328 | 0.01% | — | 67 | +8,740 | New | Q3 2026 | Oct 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,728 | 322 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 8,729 | 322 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,640 | 320 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 8,572 | 317 | 0.24% | 0.24% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,389 | 310 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | No change | 7,980 | 295 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 7,761 | 287 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,557 | 279 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,176 | 265 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trek Financial, LLC | History | No change | 6,404 | 236 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 6,067 | 224 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Straight Path Wealth Management | History | No change | 5,849 | 216 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterloo Capital, L.P. | History | No change | 5,618 | 207 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFS Partners, LLC | History | No change | 5,602 | 207 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D.B. Root & Company, LLC | History | No change | 5,557 | 205 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 2,595 | 95 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 2,532 | 94 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,553 | 94 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,313 | 87 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,062 | 76 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,049 | 75 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,750 | 64 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,164 | 43 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,174 | 43 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 1,068 | 39 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 873 | 32 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PlanVest Financial, Inc | History | No change | 533 | 19 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 9,224 | 18 | 0.0% | — | 96 | +9,224 | New | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 500 | 18 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 303 | 11 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 222 | 8 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 118 | 4 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 91 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |