47 institutions reported holding $62.4M of INNOVATOR ETFS TRUST (KAUG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Gradient Investments LLC ($13.2M), Berkshire Money Management, Inc. ($13.0M), Creative Planning ($5.8M), First Heartland Consultants, Inc. ($5.4M), BLAIR WILLIAM & CO/IL ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $13.2M | 490,718 | Added |
| 2 | Berkshire Money Management, Inc. | $13.0M | 485,177 | Trimmed |
| 3 | Creative Planning | $5.8M | 216,870 | New |
| 4 | First Heartland Consultants, Inc. | $5.4M | 200,848 | Added |
| 5 | BLAIR WILLIAM & CO/IL | $3.7M | 137,998 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 122,225 | Trimmed |
| 7 | HighTower Advisors, LLC | $2.5M | 93,076 | Trimmed |
| 8 | Cornerstone Wealth, LLC/TN | $2.0M | 71,900 | New |
| 9 | OSAIC HOLDINGS, INC. | $1.8M | 65,834 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $1.4M | 53,702 | Added |
| 11 | OLD MISSION CAPITAL LLC | $1.1M | 39,766 | New |
| 12 | JPMORGAN CHASE & CO | $886,051 | 33,639 | New |
| 13 | Miller Financial Services LLC | $742,196 | 27,685 | Trimmed |
| 14 | Cetera Investment Advisers | $551,935 | 20,588 | Trimmed |
| 15 | Foundations Investment Advisors, LLC | $528,317 | 19,707 | Trimmed |
| 16 | PFS Partners, LLC | $524,350 | 19,559 | Trimmed |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $518,532 | 19,342 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $475,558 | 17,739 | Trimmed |
| 19 | TopTier Wealth Management, LLC | $467,998 | 17,457 | Trimmed |
| 20 | AE Wealth Management LLC | $415,587 | 15,502 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $411,000 | 15,333 | Trimmed |
| 22 | WEALTH ALLIANCE, LLC | $408,066 | 15,221 | Hold |
| 23 | Faithward Advisors, LLC | $376,983 | 14,062 | Trimmed |
| 24 | WealthShield Partners, LLC | $359,235 | 13,400 | Hold |
| 25 | Keating Financial Advisory Services, Inc. | $321,247 | 11,983 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31