Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C748US EQTY PWR BUFPJUNQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
15.1%
Max % of class reported
Institutional Holders
162
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 3, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 3, 2024 | Brookstone Capital Management | 13G/A | 1.6% | 245.6K | SEC |
| 2 | Aug 4, 2021 | Transform Wealth, LLC | 13G/A | 0.2% | 11.6K | SEC |
| 3 | Jul 7, 2021 | Transform Wealth, LLC | 13G | 15.1% | 887.1K | SEC |
| 4 | Oct 2, 2020 | Transform Wealth, LLC | 13G/A | — | — | SEC |
| 5 | Sep 4, 2020 | Transform Wealth, LLC | 13G/A | 9.0% | 331.6K | SEC |
| 6 | Jul 7, 2020 | Transform Wealth, LLC | 13G | 14.9% | 573.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Alliancebernstein L.P. | 2.78M | $116.48M |
| 2 | Commonwealth Equity Services, LLC | 551.5K | $23.07M |
| 3 | Osaic Holdings, Inc. | 497.3K | $20.80M |
| 4 | Focus Partners Wealth | 431.6K | $18.05M |
| 5 | Hightower Advisors, LLC | 424.4K | $17.75M |
| 6 | Lineweaver Wealth Advisors, LLC | 300.3K | $12.56M |
| 7 | Raymond James Financial Inc | 251.3K | $10.51M |
| 8 | Cetera Investment Advisers | 222.9K | $9.33M |
| 9 | Lpl Financial LLC | 212.1K | $8.87M |
| 10 | Envestnet Asset Management Inc | 199.4K | $8.34M |