13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
UJAN

INNOVATOR ETFS TRUST

114 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 45782C300·114 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.8%
vs prior quarter
13F value held
$196M
65.0% inst. owned
of float
Holders
114
+109 QoQ
filers reporting
Activity
+89 / −6
+837 added · −730 reduced
this quarter
Concentration
33.04%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q1 2026

114 institutions reported UJAN in Q1 2026. Brookstone Capital Management leads at 33.0% of the visible book. +109 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
$65M1.5M0.74%Q1 202602
Talon Private Wealth, LLC
CIK 0001990467
$36M845K4.77%Q1 202603
Sonoma Allocations LLC
CIK 0002084965
$18M410K6.05%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M203K0.00%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M189K0.01%Q1 202606
Campbell Deegan Wealth Management, LLC
CIK 0002059743
$6M150K5.12%Q1 202607
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M142K0.34%Q1 202608
VanWeelden Wealth Management, LLC
CIK 0001740451
$6M135K4.58%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M120K0.01%Q1 202610
CWM, LLC
CIK 0001535847
$5M114K0.01%Q1 202611
Strategic Blueprint, LLC
CIK 0001767821
$5M110K0.27%Q1 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$4M89K0.01%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$4M89K0.00%Q1 202614
Clearstead Advisors, LLC
CIK 0000842775
$3M80K0.03%Q1 202615
Berkshire Money Management, Inc.
CIK 0001535172
$3M80K0.35%Q1 202616
Spire Wealth Management
CIK 0001858740
$3M77K0.11%Q1 202617
Prairie Wealth Advisors, Inc.
CIK 0002022783
$3M01.20%Q1 202618
LPL Financial LLC
CIK 0001403438
$3M65K0.00%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M58K0.00%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$2M57K0.01%Q1 2026
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