13F Insight
DOSSIER · 13F Holders · Q2 2026
UJUN

INNOVATOR ETFS TRUST

72 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 45782C730·72 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$141M
visible holders
Holders
72
filers reporting
Concentration
39.36%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

72 institutions reported UJUN in Q2 2026. Brookstone Capital Management leads at 39.4% 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 202602
Talon Private Wealth, LLC
CIK 0001990467
$28M728K3.28%Q2 202603
Berger Financial Group, Inc
CIK 0001826136
$7M185K0.36%Q2 202604
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$7M176K0.34%Q3 202605
Trek Financial, LLC
CIK 0001768195
$6M151K0.29%Q2 202606
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$6M141K0.60%Q3 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M104K0.01%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M97K0.00%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M96K0.00%Q2 202610
Spire Wealth Management
CIK 0001858740
$3M68K0.08%Q2 202611
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M66K0.65%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M60K0.00%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$2M60K0.01%Q2 202614
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M52K0.01%Q3 202615
LPL Financial LLC
CIK 0001403438
$2M44K0.00%Q2 202616
Castle Rock Wealth Management, LLC
CIK 0001727605
$2M39K0.29%Q3 202617
Cetera Investment Advisers
CIK 0001666741
$2M40K0.00%Q2 202618
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$2M39K0.15%Q2 202619
Strategic Blueprint, LLC
CIK 0001767821
$1M33K0.06%Q2 202620
IMG Wealth Management, Inc.
CIK 0002032103
$1M32K0.68%Q2 2026
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