114 institutions reported holding $136.0M of INNOVATOR ETFS TRUST (IOCT) in SEC 13F filings for 2026-03-31. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($15.1M), Broussard Financial Group LLC ($13.8M), Global Strategic Investment Solutions, LLC ($8.2M), Creative Planning ($8.0M), IFP Advisors, Inc ($7.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 431,974 | Trimmed |
| 2 | Broussard Financial Group LLC | $13.8M | 393,075 | Added |
| 3 | Global Strategic Investment Solutions, LLC | $8.2M | 235,246 | Trimmed |
| 4 | Creative Planning | $8.0M | 227,278 | New |
| 5 | IFP Advisors, Inc | $7.6M | 217,251 | Trimmed |
| 6 | ACCESS FINANCIAL SERVICES, INC. | $6.2M | 177,252 | Trimmed |
| 7 | US BANCORP \DE\ | $5.7M | 163,103 | Added |
| 8 | OSAIC HOLDINGS, INC. | $3.6M | 103,421 | Trimmed |
| 9 | Focus Partners Wealth | $3.6M | 102,736 | Trimmed |
| 10 | PFG Advisors | $3.2M | 92,004 | Trimmed |
| 11 | CAPTRUST FINANCIAL ADVISORS | $2.7M | 78,435 | Trimmed |
| 12 | Cetera Investment Advisers | $2.6M | 73,555 | Trimmed |
| 13 | RED CRANE WEALTH MANAGEMENT, LLC | $2.3M | 66,816 | Trimmed |
| 14 | PRINCIPAL SECURITIES, INC. | $2.3M | 66,786 | Trimmed |
| 15 | WPWealth LLP | $2.3M | 66,597 | Trimmed |
| 16 | HighTower Advisors, LLC | $2.2M | 62,726 | Hold |
| 17 | Talon Private Wealth, LLC | $1.9M | 53,724 | New |
| 18 | Signal Advisors Wealth, LLC | $1.9M | 53,724 | Added |
| 19 | BFI Wealth Solutions, LLC | $1.8M | 52,150 | Added |
| 20 | CORRADO ADVISORS, LLC | $1.8M | 52,617 | Trimmed |
| 21 | Berger Financial Group, Inc | $1.8M | 52,509 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $1.8M | 51,882 | Added |
| 23 | CWM, LLC | $1.8M | 49,988 | Added |
| 24 | Triad Wealth Partners, LLC | $1.7M | 47,385 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $1.5M | 42,608 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31