Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C821US EQTY ULTRA BUOCTQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
26.8%
Max % of class reported
Institutional Holders
90
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Dec 2, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 2, 2025 | Brookstone Capital Management, LLC | 13G/A | 26.8% | 1.65M | SEC |
| 2 | Jun 4, 2025 | Brookstone Capital Management, LLC | 13G/A | 1.3% | 58.9K | SEC |
| 3 | Mar 4, 2025 | Brookstone Capital Management, LLC | 13G/A | 25.4% | 1.45M | SEC |
| 4 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 16.9% | 871.1K | SEC |
| 5 | Nov 4, 2024 | Brookstone Capital Management | 13G | 12.5% | 570.0K | SEC |
| 6 | Feb 1, 2024 | Brookstone Capital Management | 13G/A | 1.9% | 54.5K | SEC |
| 7 | Nov 2, 2023 | Brookstone Capital Management | 13G | 12.2% | 414.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookstone Capital Management | 1.68M | $64.29M |
| 2 | Talon Private Wealth, LLC | 943.2K | $36.07M |
| 3 | Commonwealth Equity Services, LLC | 383.7K | $14.67M |
| 4 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 150.0K | $5.74M |
| 5 | Cwm, LLC | 125.4K | $4.79M |
| 6 | Kfg Wealth Management, LLC | 124.4K | $4.76M |
| 7 | Kestra Advisory Services, LLC | 104.3K | $3.99M |
| 8 | Advisory Services Network, LLC | 90.3K | $3.45M |
| 9 | Osaic Holdings, Inc. | 84.9K | $3.25M |
| 10 | Spire Wealth Management | 82.2K | $3.14M |