DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

UNOV

INNOVATOR ETFS TRUST

69 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 45782C565·69 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 0.3%

vs prior quarter

13F value held

$149M

75.0% inst. owned

of float

Holders

69

-26 QoQ

filers reporting

Activity

+19 / −109

+899 added · −777 reduced

this quarter

Concentration

42.79%

Brookstone Capital Management #1

top holder share

AI Holders Summary · Q1 2026

69 institutions reported UNOV in Q1 2026. Brookstone Capital Management leads at 42.8% of the visible book. -26 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Brookstone Capital Management

$64M1.7M0.73%Q1 2026 02

Talon Private Wealth, LLC

$36M967K4.79%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

$6M154K0.00%Q1 2026 04

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

$6M153K0.32%Q1 2026 05

OSAIC HOLDINGS, INC.

$5M143K0.01%Q1 2026 06

IFP Advisors, Inc

$4M95K0.07%Q1 2026 07

CENTRAL VALLEY ADVISORS, LLC

$3M81K0.82%Q1 2026 08

Kellett Wealth Advisors, LLC

$3M71K1.43%Q1 2026 09

Kestra Advisory Services, LLC

$3M68K0.01%Q1 2026 10

RK Capital Management, LLC/FL

$2M67K0.10%Q1 2026 11

Spire Wealth Management

$2M64K0.08%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

$2M61K0.00%Q1 2026 13

4J Wealth Management LLC

$2M57K1.20%Q1 2026 14

HighTower Advisors, LLC

$2M49K0.00%Q1 2026 15

IHT Wealth Management, LLC

$2M47K0.04%Q1 2026 16

KFG WEALTH MANAGEMENT, LLC

$2M44K0.21%Q1 2026 17

AE Wealth Management LLC

$2M44K0.01%Q1 2026 18

ENVESTNET ASSET MANAGEMENT INC

$2M43K0.00%Q1 2026 19

Trek Financial, LLC

$1M40K0.08%Q1 2026 20

O'Connor Financial Group LLC

$1M36K0.55%Q1 2026

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