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.

RankInstitutionValueSharesChange
1SageView Advisory Group, LLC$8.0M231,896Trimmed
2Creative Planning$8.0M231,896Trimmed
3COMMONWEALTH EQUITY SERVICES, LLC$2.8M80,249Trimmed
4Cetera Investment Advisers$2.2M63,809Trimmed
5RAYMOND JAMES FINANCIAL INC$2.2M63,180Trimmed
6CORRADO ADVISORS, LLC$2.0M58,534Trimmed
7SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M50,381Trimmed
8Fragasso Financial Advisors Inc$1.2M35,622Trimmed
9OSAIC HOLDINGS, INC.$1.2M33,924Added
10Sigma Planning Corp$1.1M31,357Trimmed
11KFG WEALTH MANAGEMENT, LLC$1.0M29,330Hold
12HighTower Advisors, LLC$983,92028,437Hold
13Soltis Investment Advisors LLC$905,17826,161Trimmed
14GOLDMAN SACHS GROUP INC$871,71225,194Trimmed
15SECURED RETIREMENT ADVISORS, LLC$859,60224,844Added
16Diligent Investors, LLC$807,73723,345Hold
17Kestra Advisory Services, LLC$777,70422,477Trimmed
18Americana Partners, LLC$709,54220,507Trimmed
19PFS Partners, LLC$608,06117,574Trimmed
20AdvisorNet Financial, Inc$561,86916,239Hold
21Focus Partners Wealth$537,26915,528Hold
22Berger Financial Group, Inc$438,14012,663Trimmed
23WPWealth LLP$430,70112,448Hold
24TRUIST FINANCIAL CORP$399,69911,552Hold
25Cerity Partners LLC$393,29811,367Hold

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