13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
BOCT

INNOVATOR ETFS TRUST

120 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 45782C771·120 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.1%
vs prior quarter
13F value held
$142M
70.0% inst. owned
of float
Holders
120
+56 QoQ
filers reporting
Activity
+49 / −98
+1,036 added · −852 reduced
this quarter
Concentration
21.00%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q1 2026

120 institutions reported BOCT in Q1 2026. Brookstone Capital Management leads at 21.0% of the visible book. +56 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
$30M622K0.34%Q1 202602
COFG Advisors, LLC
CIK 0002104330
$18M371K4.40%Q1 202603
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$14M290K3.47%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M266K0.02%Q1 202605
Cerity Partners LLC
CIK 0001566475
$9M182K0.01%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$8M162K0.01%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$8M157K0.01%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M121K0.00%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M119K0.01%Q1 202610
Wealthquest Corp
CIK 0001632968
$4M89K0.16%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M78K0.01%Q1 202612
LPL Financial LLC
CIK 0001403438
$3M71K0.00%Q1 202613
Kestra Advisory Services, LLC
CIK 0001830819
$3M68K0.01%Q1 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M67K0.01%Q1 202615
Fragasso Financial Advisors Inc
CIK 0001613331
$3M65K0.19%Q1 202616
Berkshire Money Management, Inc.
CIK 0001535172
$3M56K0.27%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M51K0.00%Q1 202618
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M43K0.01%Q1 202619
FSA Advisors, Inc.
CIK 0001905627
$2M40K1.37%Q4 202520
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M41K0.00%Q1 2026
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