13F Insight
DOSSIER · 13F Holders · Q1 2026
UNOV

INNOVATOR ETFS TRUST

71 institutions still hold INNOVATOR ETFS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C565·71 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$90M
visible holders
Holders
71
filers reporting
Concentration
40.04%
Talon Private Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

71 institutions reported UNOV in Q1 2026. Talon Private Wealth, LLC leads at 40.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Talon Private Wealth, LLC
CIK 0001990467
$36M967K4.79%Q1 202602
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$6M160K0.32%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M154K0.00%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M143K0.01%Q1 202605
IFP Advisors, Inc
CIK 0001641866
$4M96K0.07%Q2 202606
Brookstone Capital Management
CIK 0001599584
$3M79K0.03%Q2 202607
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$3M78K0.81%Q2 202608
Kellett Wealth Advisors, LLC
CIK 0001910381
$3M70K1.31%Q2 202609
Kestra Advisory Services, LLC
CIK 0001830819
$3M68K0.01%Q1 202610
Spire Wealth Management
CIK 0001858740
$3M63K0.08%Q2 202611
RK Capital Management, LLC/FL
CIK 0001905218
$2M67K0.10%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M61K0.00%Q1 202613
4J Wealth Management LLC
CIK 0001840775
$2M55K1.08%Q2 202614
HighTower Advisors, LLC
CIK 0001462245
$2M49K0.00%Q1 202615
IHT Wealth Management, LLC
CIK 0001697490
$2M47K0.04%Q1 202616
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$2M43K0.19%Q2 202617
AE Wealth Management LLC
CIK 0001697723
$2M44K0.01%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M43K0.00%Q1 202619
Trek Financial, LLC
CIK 0001768195
$1M40K0.08%Q1 202620
O'Connor Financial Group LLC
CIK 0001973783
$1M36K0.51%Q2 2026
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