DOSSIER · 13F Holders · Q2 2026
UFEB

INNOVATOR ETFS TRUST

107 institutions still hold INNOVATOR ETFS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C425·107 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$128M
visible holders
Holders
107
filers reporting
Concentration
22.12%
Talon Private Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

107 institutions reported UFEB in Q2 2026. Talon Private Wealth, LLC leads at 22.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Talon Private Wealth, LLC
CIK 0001990467
$28M735K3.32%Q2 2026
02
HighTower Advisors, LLC
CIK 0001462245
$24M631K0.02%Q2 2026
03
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$17M426K1.83%Q3 2026
04
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$7M178K0.35%Q3 2026
05
Strategic Blueprint, LLC
CIK 0001767821
$5M137K0.27%Q3 2026
06
TRUIST FINANCIAL CORP
CIK 0000092230
$5M130K0.01%Q2 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M109K0.01%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M106K0.00%Q2 2026
09
World Investment Advisors
CIK 0001652594
$4M109K0.06%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M102K0.00%Q2 2026
11
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M96K0.01%Q1 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M84K0.01%Q2 2026
13
Spire Wealth Management
CIK 0001858740
$3M80K0.09%Q2 2026
14
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M65K0.02%Q3 2026
15
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M64K0.64%Q2 2026
16
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M60K0.13%Q2 2026
17
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M54K0.00%Q2 2026
18
Brookstone Capital Management
CIK 0001599584
$2M49K0.02%Q3 2026
19
Trek Financial, LLC
CIK 0001768195
$2M50K0.10%Q2 2026
20
LPL Financial LLC
CIK 0001403438
$2M48K0.00%Q2 2026
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