Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C565US EQTY ULTRA BUUNOVQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
45.7%
Max % of class reported
Institutional Holders
69
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 | 36.4% | 1.68M | SEC |
| 2 | Jun 4, 2025 | Brookstone Capital Management, LLC | 13G/A | 3.8% | 93.3K | SEC |
| 3 | Mar 4, 2025 | Brookstone Capital Management, LLC | 13G/A | 45.7% | 1.52M | SEC |
| 4 | Feb 5, 2025 | Brookstone Capital Management, LLC | 13G/A | 40.3% | 1.26M | SEC |
| 5 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 33.5% | 929.8K | SEC |
| 6 | Dec 3, 2024 | Brookstone Capital Management, LLC | 13G | 26.0% | 632.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookstone Capital Management | 1.71M | $63.63M |
| 2 | Talon Private Wealth, LLC | 966.8K | $36.03M |
| 3 | Raymond James Financial Inc | 154.2K | $5.75M |
| 4 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 153.0K | $5.70M |
| 5 | Osaic Holdings, Inc. | 142.9K | $5.33M |
| 6 | Ifp Advisors, Inc | 94.8K | $3.53M |
| 7 | Central Valley Advisors, LLC | 81.0K | $3.02M |
| 8 | Kellett Wealth Advisors, LLC | 70.8K | $2.64M |
| 9 | Kestra Advisory Services, LLC | 68.2K | $2.54M |
| 10 | Rk Capital Management, LLC/Fl | 66.6K | $2.48M |