Who Owns INNOVATOR ETFS TRUST (IOCT)? -- Institutional Holders (2026-06-30)

103 institutions reported holding $137.3M of INNOVATOR ETFS TRUST (IOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($15.8M), Broussard Financial Group LLC ($14.1M), Global Strategic Investment Solutions, LLC ($8.4M), Creative Planning ($8.1M), SageView Advisory Group, LLC ($8.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$15.8M428,174Trimmed
2Broussard Financial Group LLC$14.1M381,703Trimmed
3Global Strategic Investment Solutions, LLC$8.4M226,859Trimmed
4Creative Planning$8.1M217,734Trimmed
5SageView Advisory Group, LLC$8.0M216,854Trimmed
6IFP Advisors, Inc$8.0M216,088Trimmed
7US BANCORP \DE\$5.3M143,014Trimmed
8OSAIC HOLDINGS, INC.$4.7M126,716Added
9PFG Advisors$3.4M92,052Added
10Focus Partners Wealth$3.3M88,919Trimmed
11CAPTRUST FINANCIAL ADVISORS$2.9M78,435Hold
12Cetera Investment Advisers$2.6M70,815Trimmed
13PRINCIPAL SECURITIES, INC.$2.6M69,180Added
14HighTower Advisors, LLC$2.2M59,517Trimmed
15WPWealth LLP$2.0M54,176Trimmed
16Signal Advisors Wealth, LLC$2.0M52,801Trimmed
17BFI Wealth Solutions, LLC$1.9M52,574Added
18CORRADO ADVISORS, LLC$1.9M51,871Trimmed
19Berger Financial Group, Inc$1.9M51,685Trimmed
20RED CRANE WEALTH MANAGEMENT, LLC$1.8M49,999Trimmed
21Kestra Advisory Services, LLC$1.7M45,942Trimmed
22ENVESTNET ASSET MANAGEMENT INC$1.6M44,195Added
23Triad Wealth Partners, LLC$1.6M43,402Trimmed
24RAYMOND JAMES FINANCIAL INC$1.6M42,037Trimmed
25LPL Financial LLC$1.5M40,868Added

Source: SEC Form 13F filings · as of 2026-06-30