Who Owns INNOVATOR ETFS TRUST (PFEB)? -- Institutional Holders (2026-06-30)

120 institutions reported holding $235.7M of INNOVATOR ETFS TRUST (PFEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($34.8M), COMMONWEALTH EQUITY SERVICES, LLC ($21.4M), Kestra Advisory Services, LLC ($12.7M), Integrity Advisory Solutions, LLC ($12.1M), Cambridge Investment Research Advisors, Inc. ($10.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Brookstone Capital Management$34.8M807,115Trimmed
2COMMONWEALTH EQUITY SERVICES, LLC$21.4M497,247Trimmed
3Kestra Advisory Services, LLC$12.7M294,514Trimmed
4Integrity Advisory Solutions, LLC$12.1M281,987Added
5Cambridge Investment Research Advisors, Inc.$10.0M232,406Added
6ENVESTNET ASSET MANAGEMENT INC$9.5M220,288Trimmed
7Cassady Wealth & Retirement Planning, LLC$8.3M192,620Hold
8Southland Equity Partners LLC$6.8M158,521Trimmed
9CoreCap Advisors, LLC$6.6M153,233Trimmed
10Cornerstone Wealth, LLC/TN$5.6M130,051Added
11BCS Wealth Management$4.7M108,358Trimmed
12Weaver Consulting Group$4.5M103,597Added
13Castle Rock Wealth Management, LLC$3.9M90,613Trimmed
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M84,661Added
15MTM FINANCIAL GROUP, LLC$3.6M84,345New
16Diligent Investors, LLC$3.5M80,460Added
17Ascent Wealth Partners, LLC$3.2M75,016Trimmed
18AE Wealth Management LLC$3.2M74,407Trimmed
19YARGER WEALTH STRATEGIES, LLC$3.2M73,605Trimmed
20Chris Bulman Inc$3.0M70,185Trimmed
21KFG WEALTH MANAGEMENT, LLC$2.8M64,990Added
22Blue Water Asset Management$2.5M58,772Trimmed
23NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2.5M58,364Trimmed
24TRUIST FINANCIAL CORP$2.5M56,936Added
25RIVERCHASE WEALTH MANAGEMENT, LLC$2.4M55,663Hold

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