DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
BJAN

INNOVATOR ETFS TRUST

133 institutions still hold INNOVATOR ETFS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C409·133 13F holders·last filed Mar 31, 2026
Market cap
6.2%
vs prior quarter
13F value held
$179M
67.0% inst. owned
of float
Holders
133
+121 QoQ
filers reporting
Activity
+85 / −62
+957 added · −905 reduced
this quarter
Concentration
18.81%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q1 2026

133 institutions reported BJAN in Q1 2026. Brookstone Capital Management leads at 18.8% of the visible book. +121 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$34M633K0.39%Q1 2026
02
COFG Advisors, LLC
CIK 0002104330
$21M396K5.22%Q1 2026
03
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$14M266K3.53%Q1 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M262K0.02%Q1 2026
05
PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501
$13M234K1.76%Q1 2026
06
HighTower Advisors, LLC
CIK 0001462245
$9M159K0.01%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$8M143K0.01%Q1 2026
08
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$7M138K0.19%Q1 2026
09
Marcum Wealth, LLC
CIK 0001784450
$7M157K0.63%Q1 2025
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M129K0.01%Q1 2026
11
Lido Advisors, LLC
CIK 0001650150
$6M108K0.02%Q1 2026
12
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M102K0.03%Q1 2026
13
LPL Financial LLC
CIK 0001403438
$5M96K0.00%Q1 2026
14
Crown Wealth Group, LLC
CIK 0001845698
$5M89K1.40%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M88K0.00%Q1 2026
16
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M87K0.00%Q1 2026
17
Maltin Wealth Management, Inc.
CIK 0001764260
$5M85K1.73%Q1 2026
18
Cerity Partners LLC
CIK 0001566475
$4M72K0.01%Q1 2026
19
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M71K0.00%Q1 2026
20
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$4M66K1.17%Q1 2026
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