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

INNOVATOR ETFS TRUST

95 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 45782C821·95 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$105M
visible holders
Holders
95
filers reporting
Concentration
34.38%
Talon Private Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported UOCT in Q1 2026. Talon Private Wealth, LLC leads at 34.4% 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
$36M943K4.79%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M384K0.02%Q1 202603
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$7M159K0.32%Q2 202604
CWM, LLC
CIK 0001535847
$5M125K0.01%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$4M104K0.02%Q1 202606
Brookstone Capital Management
CIK 0001599584
$4M87K0.04%Q2 202607
Advisory Services Network, LLC
CIK 0001573876
$3M90K0.05%Q1 202608
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$3M80K0.37%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M85K0.00%Q1 202610
Spire Wealth Management
CIK 0001858740
$3M79K0.10%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M76K0.00%Q1 202612
IMG Wealth Management, Inc.
CIK 0002032103
$3M66K1.61%Q1 202613
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M58K0.61%Q2 202614
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M60K0.02%Q1 202615
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$2M56K0.03%Q1 202616
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M56K0.00%Q1 202617
LPL Financial LLC
CIK 0001403438
$2M54K0.00%Q1 202618
SageView Advisory Group, LLC
CIK 0001914558
$2M48K0.06%Q4 202519
Creative Planning
CIK 0001540235
$2M49K0.00%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M49K0.00%Q1 2026
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