Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C425US EQT ULTRA BFRUFEBQ1 2026
13D / 13G Filings
10
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
37.7%
Max % of class reported
Institutional Holders
95
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
10 filings · latest Mar 4, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 4, 2026 | Brookstone Capital Management, LLC | 13G | 26.6% | 1.70M | SEC |
| 2 | Oct 7, 2025 | Brookstone Capital Management, LLC | 13G/A | 0.9% | 45.0K | SEC |
| 3 | May 5, 2025 | Brookstone Capital Management, LLC | 13G/A | 23.0% | 1.72M | SEC |
| 4 | Apr 25, 2025 | Truist Financial Corp | 13G/A | 2.5% | 144.5K | SEC |
| 5 | Apr 2, 2025 | Brookstone Capital Management, LLC | 13G/A | 29.2% | 1.69M | SEC |
| 6 | Mar 4, 2025 | Brookstone Capital Management, LLC | 13G | 37.7% | 1.55M | SEC |
| 7 | Nov 12, 2024 | Truist Financial Corp | 13G | 6.9% | 121.6K | SEC |
| 8 | Nov 12, 2024 | Truist Financial Corp | 13G | 6.6% | 691.6K | SEC |
| 9 | Aug 2, 2024 | Brookstone Capital Management | 13G/A | 2.9% | 55.3K | SEC |
| 10 | Apr 2, 2024 | Brookstone Capital Management | 13G | 17.6% | 540.3K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookstone Capital Management | 1.71M | $62.01M |
| 2 | Talon Private Wealth, LLC | 985.1K | $35.76M |
| 3 | Hightower Advisors, LLC | 655.9K | $23.81M |
| 4 | Kfg Wealth Management, LLC | 378.8K | $13.75M |
| 5 | Commonwealth Equity Services, LLC | 166.1K | $6.03M |
| 6 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 157.9K | $5.73M |
| 7 | Strategic Blueprint, LLC | 134.2K | $4.87M |
| 8 | Truist Financial Corp | 130.6K | $4.74M |
| 9 | Envestnet Asset Management Inc | 125.0K | $4.54M |
| 10 | World Investment Advisors | 108.8K | $3.95M |