Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C797US EQTY PWR BUFPOCTQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
15.4%
Max % of class reported
Institutional Holders
251
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jan 8, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 3.7% | 950.6K | SEC |
| 2 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 4.2% | 952.7K | SEC |
| 3 | May 1, 2024 | Transform Wealth, LLC | 13G/A | — | — | SEC |
| 4 | Oct 3, 2022 | Transform Wealth, LLC | 13G/A | 5.2% | 449.6K | SEC |
| 5 | Jun 2, 2022 | Transform Wealth, LLC | 13G | 15.4% | 1.22M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.83M | $80.58M |
| 2 | Cerity Partners LLC | 1.55M | $66.70M |
| 3 | Brookstone Capital Management | 873.3K | $37.65M |
| 4 | Commonwealth Equity Services, LLC | 735.2K | $31.69M |
| 5 | Osaic Holdings, Inc. | 679.8K | $29.31M |
| 6 | Envestnet Asset Management Inc | 585.7K | $25.25M |
| 7 | Wealth Enhancement Advisory Services, LLC | 474.9K | $20.56M |
| 8 | Focus Partners Wealth | 416.3K | $17.95M |
| 9 | Raymond James Financial Inc | 389.7K | $16.80M |
| 10 | Lpl Financial LLC | 374.2K | $16.13M |