DOSSIER · 13F Holders · Q2 2026
UMAR

INNOVATOR ETFS TRUST

89 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 45782C375·89 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$126M
visible holders
Holders
89
filers reporting
Concentration
44.21%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

89 institutions reported UMAR in Q2 2026. Brookstone Capital Management leads at 44.2% 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
$56M1.3M0.56%Q2 2026
02
Lantz Financial LLC
CIK 0001766883
$9M203K1.57%Q2 2026
03
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$8M196K0.93%Q2 2026
04
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M152K0.32%Q2 2026
05
CALIBER WEALTH MANAGEMENT, LLC / KS
CIK 0002067120
$6M139K0.57%Q2 2026
06
MGO ONE SEVEN LLC
CIK 0001731444
$6M137K0.10%Q2 2026
07
Kestra Advisory Services, LLC
CIK 0001830819
$5M110K0.01%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M100K0.01%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M93K0.00%Q2 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M78K0.00%Q2 2026
11
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M71K0.77%Q2 2026
12
Cetera Investment Advisers
CIK 0001666741
$2M58K0.00%Q2 2026
13
Berger Financial Group, Inc
CIK 0001826136
$2M57K0.12%Q2 2026
14
Archer Investment Corp
CIK 0001803804
$2M47K0.19%Q2 2026
15
Kellett Wealth Advisors, LLC
CIK 0001910381
$2M46K0.90%Q2 2026
16
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M43K0.00%Q2 2026
17
WealthPlan Investment Management, LLC
CIK 0001929986
$2M37K0.08%Q2 2026
18
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M35K0.02%Q2 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M34K0.00%Q2 2026
20
Arax Advisory Partners
CIK 0001586767
$1M33K0.01%Q2 2026
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