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

INNOVATOR ETFS TRUST

65 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 45782C292·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$122M
visible holders
Holders
65
filers reporting
Concentration
45.75%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported UMAY in Q2 2026. Brookstone Capital Management leads at 45.8% 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
Talon Private Wealth, LLC
CIK 0001990467
$28M739K3.29%Q2 202603
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$7M179K0.34%Q3 202604
Cerity Partners LLC
CIK 0001566475
$3M84K0.00%Q2 202605
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M65K0.02%Q3 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M66K0.00%Q2 202607
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M65K0.64%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M63K0.00%Q2 202609
Kestra Advisory Services, LLC
CIK 0001830819
$2M58K0.01%Q2 202610
Spire Wealth Management
CIK 0001858740
$2M58K0.07%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$2M56K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M54K0.00%Q2 202613
Castle Rock Wealth Management, LLC
CIK 0001727605
$2M47K0.35%Q3 202614
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$1M37K0.15%Q3 202615
O'Connor Financial Group LLC
CIK 0001973783
$1M33K0.45%Q2 202616
Lantz Financial LLC
CIK 0001766883
$1M30K0.21%Q3 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M28K0.00%Q2 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$921K24K0.01%Q2 202619
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$901K24K0.01%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$879K23K0.00%Q2 2026
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