Institutional Ownership
Innovator Etfs Trust
CUSIP 45782C839US EQT ULTRA BFUJULQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
28.5%
Max % of class reported
Institutional Holders
73
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Jan 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 6, 2026 | Brookstone Capital Management, LLC | 13G/A | 2.1% | 85.4K | SEC |
| 2 | Aug 4, 2025 | Brookstone Capital Management, LLC | 13G | 28.5% | 1.63M | SEC |
| 3 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 1.1% | 39.9K | SEC |
| 4 | Dec 5, 2024 | Foundations Investment Advisors, LLC | 13G/A | — | 1.3K | SEC |
| 5 | Aug 2, 2024 | Brookstone Capital Management | 13G | 13.5% | 540.0K | SEC |
| 6 | Apr 2, 2024 | Brookstone Capital Management | 13G/A | 2.1% | 53.6K | SEC |
| 7 | Mar 4, 2024 | Brookstone Capital Management | 13G/A | 16.4% | 526.5K | SEC |
| 8 | Dec 4, 2023 | Brookstone Capital Management | 13G | 10.9% | 506.7K | SEC |
| 9 | Aug 8, 2023 | Foundations Investment Advisors, LLC | 13G | 15.1% | 867.2K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Raymond James Financial Inc | 301.9K | $11.56M |
| 2 | Osaic Holdings, Inc. | 278.2K | $10.65M |
| 3 | Kestra Advisory Services, LLC | 248.6K | $9.52M |
| 4 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 175.4K | $6.72M |
| 5 | Cwm, LLC | 125.4K | $4.80M |
| 6 | Kfg Wealth Management, LLC | 102.1K | $3.91M |
| 7 | Brookstone Capital Management | 82.9K | $3.17M |
| 8 | Foundations Investment Advisors, LLC | 75.7K | $2.90M |
| 9 | Img Wealth Management, Inc. | 64.1K | $2.46M |
| 10 | Commonwealth Equity Services, LLC | 63.0K | $2.41M |