13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
UFEB

INNOVATOR ETFS TRUST

97 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 45782C425·97 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$190M
57.0% inst. owned
of float
Holders
97
+18 QoQ
filers reporting
Activity
+11 / −86
+909 added · −819 reduced
this quarter
Concentration
32.61%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported UFEB in Q1 2026. Brookstone Capital Management leads at 32.6% of the visible book. +18 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
$62M1.7M0.71%Q1 202602
Talon Private Wealth, LLC
CIK 0001990467
$36M985K4.75%Q1 202603
HighTower Advisors, LLC
CIK 0001462245
$24M656K0.03%Q1 202604
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$14M379K1.78%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M166K0.01%Q1 202606
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M158K0.33%Q1 202607
Strategic Blueprint, LLC
CIK 0001767821
$5M134K0.28%Q1 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$5M131K0.01%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M125K0.00%Q1 202610
World Investment Advisors
CIK 0001652594
$4M109K0.06%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M106K0.01%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M106K0.01%Q1 202613
Spire Wealth Management
CIK 0001858740
$3M80K0.10%Q1 202614
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M67K0.66%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$2M65K0.01%Q1 202616
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M63K0.14%Q1 202617
Trek Financial, LLC
CIK 0001768195
$2M54K0.10%Q1 202618
IHT Wealth Management, LLC
CIK 0001697490
$2M49K0.04%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$2M49K0.00%Q1 202620
Berger Financial Group, Inc
CIK 0001826136
$2M48K0.10%Q1 2026
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