DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

UOCT

INNOVATOR ETFS TRUST

93 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 45782C821·93 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.8%

vs prior quarter

13F value held

$166M

64.0% inst. owned

of float

Holders

93

+47 QoQ

filers reporting

Activity

+92 / −89

+820 added · −780 reduced

this quarter

Concentration

38.69%

Brookstone Capital Management #1

top holder share

AI Holders Summary · Q1 2026

93 institutions reported UOCT in Q1 2026. Brookstone Capital Management leads at 38.7% of the visible book. +47 net new institutions vs prior quarter — accumulation 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

$36M943K4.79%Q1 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

$15M384K0.02%Q1 2026 04

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

$6M150K0.33%Q1 2026 05

$5M125K0.01%Q1 2026 06

KFG WEALTH MANAGEMENT, LLC

$5M124K0.61%Q1 2026 07

Kestra Advisory Services, LLC

$4M104K0.02%Q1 2026 08

Advisory Services Network, LLC

$3M90K0.05%Q1 2026 09

OSAIC HOLDINGS, INC.

$3M85K0.00%Q1 2026 10

Spire Wealth Management

$3M82K0.11%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

$3M76K0.00%Q1 2026 12

IMG Wealth Management, Inc.

$3M66K1.61%Q1 2026 13

CENTRAL VALLEY ADVISORS, LLC

$2M61K0.64%Q1 2026 14

Orion Porfolio Solutions, LLC

$2M60K0.02%Q1 2026 15

FOUNDATIONS INVESTMENT ADVISORS, LLC

$2M56K0.03%Q1 2026 16

MERCER GLOBAL ADVISORS INC /ADV

$2M56K0.00%Q1 2026 17

LPL Financial LLC

$2M54K0.00%Q1 2026 18

SageView Advisory Group, LLC

$2M48K0.06%Q4 2025 19

Creative Planning

$2M49K0.00%Q1 2026 20

RAYMOND JAMES FINANCIAL INC

$2M49K0.00%Q1 2026

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