16 institutions reported holding $7.9M of INNOVATOR ETFS TRUST (NBFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Visionary Wealth Advisors ($1.6M), Brookstone Capital Management ($1.5M), WINNOW WEALTH LLC ($1.1M), OLD MISSION CAPITAL LLC ($911,391), DAYMARK WEALTH PARTNERS, LLC ($898,013). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | $1.6M | 58,762 | Added |
| 2 | Brookstone Capital Management | $1.5M | 54,709 | New |
| 3 | WINNOW WEALTH LLC | $1.1M | 40,298 | Added |
| 4 | OLD MISSION CAPITAL LLC | $911,391 | 33,449 | New |
| 5 | DAYMARK WEALTH PARTNERS, LLC | $898,013 | 32,958 | Added |
| 6 | Elmwood Wealth Management, Inc. | $733,958 | 26,937 | Added |
| 7 | Keystone Wealth Services, LLC | $543,118 | 19,933 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $491,648 | 18,044 | Trimmed |
| 9 | Steward Partners Investment Advisory, LLC | $54,494 | 2,000 | New |
| 10 | Regatta Research & Money Management | $24,523 | 900 | New |
| 11 | HARBOUR INVESTMENTS, INC. | $18,773 | 689 | New |
| 12 | RED REEF ADVISORS LLC | $11,335 | 416 | Added |
| 13 | IFP Advisors, Inc | $5,449 | 200 | Hold |
| 14 | Benson Wealth Management INC | $3,351 | 123 | Hold |
| 15 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 16 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30