DOSSIER · 13F Holders · Q2 2026
UJAN

INNOVATOR ETFS TRUST

123 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 45782C300·123 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$126M
visible holders
Holders
123
filers reporting
Concentration
22.67%
Talon Private Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

123 institutions reported UJAN in Q2 2026. Talon Private Wealth, LLC leads at 22.7% 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
$29M629K3.34%Q2 2026
02
Sonoma Allocations LLC
CIK 0002084965
$18M387K5.46%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M190K0.01%Q2 2026
04
Campbell Deegan Wealth Management, LLC
CIK 0002059743
$8M178K5.73%Q2 2026
05
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$8M162K0.37%Q3 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M123K0.01%Q2 2026
07
Strategic Blueprint, LLC
CIK 0001767821
$5M109K0.25%Q3 2026
08
CWM, LLC
CIK 0001535847
$5M114K0.01%Q1 2026
09
Brookstone Capital Management
CIK 0001599584
$5M100K0.05%Q3 2026
10
TRUIST FINANCIAL CORP
CIK 0000092230
$4M89K0.00%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$4M83K0.00%Q2 2026
12
Clearstead Advisors, LLC
CIK 0000842775
$4M80K0.03%Q2 2026
13
Spire Wealth Management
CIK 0001858740
$3M77K0.10%Q2 2026
14
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M73K0.02%Q3 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M74K0.00%Q2 2026
16
LPL Financial LLC
CIK 0001403438
$3M69K0.00%Q2 2026
17
Prairie Wealth Advisors, Inc.
CIK 0002022783
$3M00.70%Q2 2026
18
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M59K0.02%Q2 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M56K0.00%Q2 2026
20
Lantz Financial LLC
CIK 0001766883
$3M54K0.46%Q3 2026
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