Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C532US EQTY ULTRA BUDECQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
24.2%
Max % of class reported
Institutional Holders
110
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 6, 2026 | Brookstone Capital Management, LLC | 13G | 24.2% | 1.88M | SEC |
| 2 | Nov 5, 2025 | Brookstone Capital Management, LLC | 13G/A | 4.8% | 329.5K | SEC |
| 3 | Sep 3, 2025 | Brookstone Capital Management, LLC | 13G/A | 9.9% | 802.3K | SEC |
| 4 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 23.2% | 955.2K | SEC |
| 5 | Jun 5, 2024 | Brookstone Capital Management | 13G/A | 5.2% | 118.2K | SEC |
| 6 | Jan 3, 2024 | Brookstone Capital Management | 13G/A | 18.7% | 533.3K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookstone Capital Management | 1.89M | $73.27M |
| 2 | Talon Private Wealth, LLC | 926.6K | $35.99M |
| 3 | Commonwealth Equity Services, LLC | 350.8K | $13.62M |
| 4 | Legacy Capital Wealth Management, LLC | 225.6K | $8.76M |
| 5 | Raymond James Financial Inc | 216.7K | $8.42M |
| 6 | Envestnet Asset Management Inc | 216.6K | $8.41M |
| 7 | Osaic Holdings, Inc. | 203.6K | $7.91M |
| 8 | Foundations Investment Advisors, LLC | 156.8K | $6.09M |
| 9 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 149.1K | $5.79M |
| 10 | Sovran Advisors, LLC | 139.4K | $5.69M |