Institutional Ownership
Innovator Etfs Trust
CUSIP 45783Y731BUFFER STEP UP SBSTPQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
13.9%
Max % of class reported
Institutional Holders
41
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest May 5, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 5, 2025 | Brookstone Capital Management, LLC | 13G/A | 1.7% | 28.2K | SEC |
| 2 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 11.8% | 240.3K | SEC |
| 3 | Jan 3, 2024 | Brookstone Capital Management | 13G | 13.9% | 228.7K | SEC |
| 4 | Aug 10, 2022 | Truist Financial Corp | 13G/A | 4.7% | 45.4K | SEC |
| 5 | May 9, 2022 | Truist Financial Corp | 13G | 11.5% | 49.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | D.B. Root & Company, LLC | 211.4K | $7.61M |
| 2 | Sunbelt Securities, Inc. | 205.7K | $7.41M |
| 3 | Osaic Holdings, Inc. | 114.2K | $4.11M |
| 4 | Triton Financial Group Inc | 90.4K | $3.30M |
| 5 | Cambridge Advisors Inc. | 86.1K | $3.10M |
| 6 | Nations Financial Group Inc, /Ia/ /Adv | 75.5K | $2.72M |
| 7 | Cetera Investment Advisers | 63.5K | $2.29M |
| 8 | Commonwealth Equity Services, LLC | 55.8K | $2.01M |
| 9 | Valtinson Bruner Financial Planning LLC | 49.8K | $1.79M |
| 10 | Capital Investment Advisory Services, LLC | 41.9K | $1.51M |