Who Owns INNOVATOR ETFS TRUST (ISEP)? -- Institutional Holders (2026-06-30)
74 institutions reported holding $47.5M of INNOVATOR ETFS TRUST (ISEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: SageView Advisory Group, LLC ($8.0M), Creative Planning ($8.0M), COMMONWEALTH EQUITY SERVICES, LLC ($2.8M), Cetera Investment Advisers ($2.2M), RAYMOND JAMES FINANCIAL INC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SageView Advisory Group, LLC | $8.0M | 231,896 | Trimmed |
| 2 | Creative Planning | $8.0M | 231,896 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 80,249 | Trimmed |
| 4 | Cetera Investment Advisers | $2.2M | 63,809 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.2M | 63,180 | Trimmed |
| 6 | CORRADO ADVISORS, LLC | $2.0M | 58,534 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 50,381 | Trimmed |
| 8 | Fragasso Financial Advisors Inc | $1.2M | 35,622 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $1.2M | 33,924 | Added |
| 10 | Sigma Planning Corp | $1.1M | 31,357 | Trimmed |
| 11 | KFG WEALTH MANAGEMENT, LLC | $1.0M | 29,330 | Hold |
| 12 | HighTower Advisors, LLC | $983,920 | 28,437 | Hold |
| 13 | Soltis Investment Advisors LLC | $905,178 | 26,161 | Trimmed |
| 14 | GOLDMAN SACHS GROUP INC | $871,712 | 25,194 | Trimmed |
| 15 | SECURED RETIREMENT ADVISORS, LLC | $859,602 | 24,844 | Added |
| 16 | Diligent Investors, LLC | $807,737 | 23,345 | Hold |
| 17 | Kestra Advisory Services, LLC | $777,704 | 22,477 | Trimmed |
| 18 | Americana Partners, LLC | $709,542 | 20,507 | Trimmed |
| 19 | PFS Partners, LLC | $608,061 | 17,574 | Trimmed |
| 20 | AdvisorNet Financial, Inc | $561,869 | 16,239 | Hold |
| 21 | Focus Partners Wealth | $537,269 | 15,528 | Hold |
| 22 | Berger Financial Group, Inc | $438,140 | 12,663 | Trimmed |
| 23 | WPWealth LLP | $430,701 | 12,448 | Hold |
| 24 | TRUIST FINANCIAL CORP | $399,699 | 11,552 | Hold |
| 25 | Cerity Partners LLC | $393,298 | 11,367 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30