Institutional Ownership
Innovator Etfs Trust
CUSIP 45784N619EQUITY MNGD 100BFRZQ1 2026
Institutional Holders
51
13F filers
Shares Held
3.96M
Aggregate institutional
Institutional Value
$101.55M
Q1 2026
Net New Holders
+20
22 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased22
Decreased5
Sold out2
Institutional Holders
51 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 449.5K | $11.85M | −82.0K | Reduced |
| 2 | Cwm, LLC | 446.6K | $11.77M | +339.3K | Added |
| 3 | Vanweelden Wealth Management, LLC | 381.9K | $10.07M | −157.3K | Reduced |
| 4 | Visionary Wealth Advisors | 280.6K | $7.40M | +142.7K | Added |
| 5 | Triad Wealth Partners, LLC | 273.6K | $7.21M | +115.9K | Added |
| 6 | Orion Porfolio Solutions, LLC | 194.2K | $5.12M | +167.9K | Added |
| 7 | Atx Financial Planning, LLC | 192.4K | $5.07M | +15.6K | Added |
| 8 | Kestra Advisory Services, LLC | 192.3K | $5.07M | +145.1K | Added |
| 9 | Sigma Planning Corp | 173.8K | $4.58M | +5.0K | Added |
| 10 | Balance Wealth, LLC | 150.8K | $3.97M | +150.8K | New |
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