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

INNOVATOR ETFS TRUST

99 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 45782C821·99 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$107M
visible holders
Holders
99
filers reporting
Concentration
33.82%
Talon Private Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

99 institutions reported UOCT in Q1 2026. Talon Private Wealth, LLC leads at 33.8% 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
$15M366K0.02%Q2 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
Advisory Services Network, LLC
CIK 0001573876
$4M90K0.04%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M88K0.00%Q2 202607
Brookstone Capital Management
CIK 0001599584
$4M87K0.04%Q2 202608
Kestra Advisory Services, LLC
CIK 0001830819
$3M81K0.01%Q2 202609
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$3M80K0.37%Q2 202610
Spire Wealth Management
CIK 0001858740
$3M79K0.10%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M69K0.00%Q2 202612
IMG Wealth Management, Inc.
CIK 0002032103
$3M67K1.53%Q2 202613
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M66K0.02%Q2 202614
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$2M58K0.61%Q2 202615
LPL Financial LLC
CIK 0001403438
$2M58K0.00%Q2 202616
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$2M57K0.02%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M55K0.00%Q2 202618
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M51K0.00%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$2M47K0.00%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$2M43K0.00%Q2 2026
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