DOSSIER · 13F Holders · Q2 2026
UJUN

INNOVATOR ETFS TRUST

68 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 45782C730·68 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$113M
visible holders
Holders
68
filers reporting
Concentration
49.19%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

68 institutions reported UJUN in Q2 2026. Brookstone Capital Management leads at 49.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$56M1.4M0.56%Q2 2026
02
Berger Financial Group, Inc
CIK 0001826136
$7M185K0.36%Q2 2026
03
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M162K0.31%Q2 2026
04
Trek Financial, LLC
CIK 0001768195
$6M151K0.29%Q2 2026
05
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$5M141K0.62%Q2 2026
06
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M104K0.01%Q2 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M97K0.00%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M96K0.00%Q2 2026
09
Spire Wealth Management
CIK 0001858740
$3M68K0.08%Q2 2026
10
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M66K0.65%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M60K0.00%Q2 2026
12
Kestra Advisory Services, LLC
CIK 0001830819
$2M60K0.01%Q2 2026
13
LPL Financial LLC
CIK 0001403438
$2M44K0.00%Q2 2026
14
Cetera Investment Advisers
CIK 0001666741
$2M40K0.00%Q2 2026
15
Castle Rock Wealth Management, LLC
CIK 0001727605
$2M40K0.30%Q2 2026
16
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$2M39K0.15%Q2 2026
17
PFG Advisors
CIK 0001694435
$1M38K0.07%Q2 2026
18
Strategic Blueprint, LLC
CIK 0001767821
$1M33K0.06%Q2 2026
19
IMG Wealth Management, Inc.
CIK 0002032103
$1M32K0.68%Q2 2026
20
O'Connor Financial Group LLC
CIK 0001973783
$1M31K0.42%Q2 2026
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