14 institutions reported holding $27.8M of INNOVATOR ETFS TRUST (DDTN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Goldenstone Wealth Management LLC ($15.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($6.9M), AE Wealth Management LLC ($1.7M), Southland Equity Partners LLC ($1.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Goldenstone Wealth Management LLC | $15.0M | 735,350 | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.9M | 337,885 | Added |
| 3 | AE Wealth Management LLC | $1.7M | 81,436 | Added |
| 4 | Southland Equity Partners LLC | $1.2M | 59,271 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 57,765 | Trimmed |
| 6 | IFP Advisors, Inc | $312,901 | 15,345 | Hold |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $309,840 | 15,195 | Hold |
| 8 | Brookstone Capital Management | $286,311 | 14,041 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $276,177 | 13,544 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $270,304 | 13,256 | Trimmed |
| 11 | Merit Financial Group, LLC | $209,009 | 10,250 | Hold |
| 12 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $93,799 | 4,600 | Hold |
| 13 | DHJJ Financial Advisors, Ltd. | $51,488 | 2,525 | Hold |
| 14 | Archer Investment Corp | $32,136 | 1,576 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30