Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C805US EQT ULTRA BFUAPRQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
27.4%
Max % of class reported
Institutional Holders
80
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Aug 4, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 4, 2025 | Brookstone Capital Management, LLC | 13G/A | 1.3% | 64.7K | SEC |
| 2 | Jun 4, 2025 | Brookstone Capital Management, LLC | 13G | 27.4% | 1.88M | SEC |
| 3 | Nov 4, 2024 | Brookstone Capital Management | 13G/A | 1.7% | 81.1K | SEC |
| 4 | May 1, 2024 | Brookstone Capital Management | 13G | 11.8% | 617.4K | SEC |
| 5 | Oct 4, 2023 | Brookstone Capital Management | 13G/A | 1.9% | 71.4K | SEC |
| 6 | Aug 4, 2023 | Brookstone Capital Management | 13G | 11.1% | 567.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | 274.3K | $9.15M |
| 2 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 175.3K | $5.85M |
| 3 | Commonwealth Equity Services, LLC | 149.7K | $5.00M |
| 4 | Cwm, LLC | 146.1K | $4.88M |
| 5 | Kfg Wealth Management, LLC | 127.5K | $4.25M |
| 6 | Brookstone Capital Management | 100.8K | $3.36M |
| 7 | Assuredpartners Investment Advisors, LLC | 98.3K | $3.30M |
| 8 | Osaic Holdings, Inc. | 85.0K | $2.84M |
| 9 | Central Valley Advisors, LLC | 80.5K | $2.69M |
| 10 | Kellett Wealth Advisors, LLC | 77.4K | $2.58M |