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

INNOVATOR ETFS TRUST

62 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 45782C292·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
62
filers reporting
Concentration
60.37%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported UMAY in Q2 2026. Brookstone Capital Management leads at 60.4% 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
$56M1.5M0.56%Q2 202602
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M165K0.31%Q2 202603
Cerity Partners LLC
CIK 0001566475
$3M84K0.00%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M66K0.00%Q2 202605
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M65K0.64%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M63K0.00%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$2M58K0.01%Q2 202608
Spire Wealth Management
CIK 0001858740
$2M58K0.07%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$2M56K0.00%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M54K0.00%Q2 202611
Castle Rock Wealth Management, LLC
CIK 0001727605
$2M47K0.35%Q2 202612
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$2M45K0.19%Q2 202613
O'Connor Financial Group LLC
CIK 0001973783
$1M33K0.45%Q2 202614
Lantz Financial LLC
CIK 0001766883
$1M30K0.21%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M28K0.00%Q2 202616
OLD MISSION CAPITAL LLC
CIK 0001455915
$921K24K0.01%Q2 202617
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$901K24K0.01%Q2 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$879K23K0.00%Q2 202619
SteelPeak Wealth, LLC
CIK 0001801868
$835K22K0.02%Q2 202620
Trek Financial, LLC
CIK 0001768195
$730K19K0.04%Q2 2026
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