Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C375US EQT ULTRA BFUMARQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
29.6%
Max % of class reported
Institutional Holders
82
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Dec 2, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 2, 2025 | Brookstone Capital Management, LLC | 13G/A | 0.9% | 26.1K | SEC |
| 2 | Jun 4, 2025 | Brookstone Capital Management, LLC | 13G/A | 29.6% | 1.54M | SEC |
| 3 | Sep 4, 2024 | Brookstone Capital Management | 13G/A | 4.0% | 128.5K | SEC |
| 4 | Apr 2, 2024 | Brookstone Capital Management | 13G | 13.4% | 559.1K | SEC |
| 5 | Aug 4, 2023 | Brookstone Capital Management | 13G/A | 0.6% | 12.3K | SEC |
| 6 | Jul 6, 2023 | Brookstone Capital Management | 13G | 16.9% | 437.6K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lantz Financial LLC | 205.4K | $8.16M |
| 2 | Kfg Wealth Management, LLC | 192.3K | $7.64M |
| 3 | Mgo One Seven LLC | 172.1K | $6.84M |
| 4 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 145.4K | $5.78M |
| 5 | Caliber Wealth Management, LLC / Ks | 138.6K | $5.51M |
| 6 | Kestra Advisory Services, LLC | 130.0K | $5.17M |
| 7 | Raymond James Financial Inc | 109.1K | $4.33M |
| 8 | Commonwealth Equity Services, LLC | 94.3K | $3.75M |
| 9 | Osaic Holdings, Inc. | 90.3K | $3.59M |
| 10 | Central Valley Advisors, LLC | 77.1K | $3.06M |