ISEP institutional holders

INNOVATOR ETFS TRUST · 13F, 2026Q2

Managers holding67
Shares held1,388,225
Reported value$48.0m
Quarter flows9 new, 5 added, 20 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SageView Advisory Group, LLC231,896$8.0m0.3%
Creative Planning231,896$8.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC80,249$2.8m0.0%
Cetera Investment Advisers63,809$2.2m0.0%
RAYMOND JAMES FINANCIAL INC63,180$2.2m0.0%
CORRADO ADVISORS, LLC58,534$2.0m0.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP50,381$1.7m0.0%
Fragasso Financial Advisors Inc35,622$1.2m0.1%
OSAIC HOLDINGS, INC.33,924$1.2m0.0%
Sigma Planning Corp31,357$1.1m0.0%
KFG WEALTH MANAGEMENT, LLC29,330$1.0m0.1%
HighTower Advisors, LLC28,437$983,9200.0%
Soltis Investment Advisors LLC26,161$905,1780.1%
GOLDMAN SACHS GROUP INC25,194$871,7120.0%
SECURED RETIREMENT ADVISORS, LLC24,844$859,6020.4%
Diligent Investors, LLC23,345$807,7370.2%
Kestra Advisory Services, LLC22,477$777,7040.0%
Americana Partners, LLC20,507$709,5420.0%
PFS Partners, LLC17,574$608,0610.2%
AdvisorNet Financial, Inc16,239$561,8690.0%
Focus Partners Wealth15,528$537,2690.0%
Cambridge Investment Research Advisors, Inc.14,804$512,0000.0%
Berger Financial Group, Inc12,663$438,1400.0%
WPWealth LLP12,448$430,7010.1%
TRUIST FINANCIAL CORP11,552$399,6990.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ISEP"). ISEP price history · All 13F data

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