Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C649US EQTY ULTRA BUSEPQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
26.8%
Max % of class reported
Institutional Holders
77
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Mar 4, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 4, 2026 | Brookstone Capital Management, LLC | 13G/A | 1.3% | 51.6K | SEC |
| 2 | Oct 7, 2025 | Brookstone Capital Management, LLC | 13G | 26.8% | 1.59M | SEC |
| 3 | Mar 4, 2025 | Brookstone Capital Management, LLC | 13G/A | 1.2% | 45.4K | SEC |
| 4 | Feb 6, 2025 | Brookstone Capital Management, LLC | 13G/A | 23.9% | 1.20M | SEC |
| 5 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 17.5% | 868.1K | SEC |
| 6 | Oct 2, 2024 | Brookstone Capital Management | 13G/A | 12.6% | 553.0K | SEC |
| 7 | Apr 2, 2024 | Brookstone Capital Management | 13G/A | 3.0% | 57.3K | SEC |
| 8 | Oct 4, 2023 | Brookstone Capital Management | 13G | 14.6% | 434.2K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sovran Advisors, LLC | 559.7K | $22.67M |
| 2 | Kellett Wealth Advisors, LLC | 515.3K | $19.93M |
| 3 | Signaturefd, LLC | 194.3K | $7.52M |
| 4 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 148.4K | $5.74M |
| 5 | Kestra Advisory Services, LLC | 104.7K | $4.05M |
| 6 | Commonwealth Equity Services, LLC | 93.6K | $3.62M |
| 7 | Kfg Wealth Management, LLC | 87.1K | $3.37M |
| 8 | Osaic Holdings, Inc. | 87.0K | $3.36M |
| 9 | Spire Wealth Management | 80.5K | $3.11M |
| 10 | Central Valley Advisors, LLC | 72.4K | $2.80M |