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Innovator Index AC in ST ETF (ACII)

CUSIP: 45784N585 | NYSE | 71 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABrookstone Capital Management1,773,68824.2%+865,826Oct 30, 202630d ahead of 13F (930,224 sh) · +843,464
13G/ABrookstone Capital Management

Institutional Holders — Q3 2026

Brookstone Capital Management930,224
0.2% of portfolio›$23.6M
Cornerstone Wealth, LLC323,908
3.9% of portfolio›$8.2M
Mid-American Wealth Advisory Group, Inc.194,029
1.7% of portfolio›$4.9M
POM Investment Strategies, LLC193,430
4.0% of portfolio›$4.9M
Soltis Investment Advisors LLC170,965
0.2% of portfolio›$4.3M
Diversify Wealth Management, LLC136,408
0.1% of portfolio›$3.5M
Diversify Advisory Services, LLC136,408
0.1% of portfolio›$3.5M
Founders Financial Securities LLC112,077
0.1% of portfolio›$2.8M
Visionary Wealth Advisors99,959
0.1% of portfolio›$2.5M
Commonwealth Equity Services, LLC54,703
0.0% of portfolio›$1.4M
WealthPlan Investment Management, LLC53,737
0.1% of portfolio›$1.4M
Rose Capital Advisors LLC51,695
0.3% of portfolio›$1.3M
Aegis Wealth Management, Inc.51,086
0.8% of portfolio›$1.3M
Strategic Blueprint, LLC50,872
0.1% of portfolio›$1.3M
Beacon Capital Management, LLC47,311
0.2% of portfolio›$1.2M
Arlington Capital Management Inc41,296
0.6% of portfolio›$1.0M
Outlook Wealth Advisors, LLC33,470
0.2% of portfolio›$850.2K
Bright Futures Wealth Management, Llc.31,175
0.5% of portfolio›$791.9K
Goldenstone Wealth Management LLC25,646
0.4% of portfolio›$651.5K
Triad Wealth Partners, LLC20,489
0.0% of portfolio›$520.5K
Maia Wealth LLC18,040
0.1% of portfolio›$458.3K
PFG Advisors17,357
0.0% of portfolio›$440.9K
Victory Financial Group, LLC14,423
0.0% of portfolio›$366.4K
Winnacle Wealth LLC14,071
0.2% of portfolio›$357.4K
Brown Wealth Management, LLC13,756
0.1% of portfolio›$349.4K
TrustBank13,500
0.1% of portfolio›$342.9K
Csenge Advisory Group12,155
0.0% of portfolio›$308.8K
Signal Advisors Wealth, LLC11,400
0.0% of portfolio›$289.6K
Straight Path Wealth Management9,400
0.1% of portfolio›$238.8K
Networth Advisors, LLC8,560
0.1% of portfolio›$217.5K
Trek Financial, LLC8,028
0.0% of portfolio›$203.9K
Evolution Wealth Management Inc.7,239
0.1% of portfolio›$183.9K
Key Capital Management, Inc5,971
0.1% of portfolio›$151.7K
IFP Advisors, Inc2,489
0.0% of portfolio›$63.2K
Decker Retirement Planning Inc.1,403
0.0% of portfolio›$35.6K
Ashton Thomas Private Wealth, LLC530
0.0% of portfolio›$13.5K
StyleTurnoverLocationFiled
Brookstone Capital Management
930,224$23.6M0.2%ETFMediumWheaton, IL2026-10-22
Cornerstone Wealth, LLC
323,908$8.2M3.9%ETFMediumGreeneville, TN2026-10-28
Mid-American Wealth Advisory Group, Inc.
194,029$4.9M1.7%ETFMediumKansas City, MO2026-10-21
POM Investment Strategies, LLC
193,430$4.9M4.0%ETFVery HighRaleigh, NC2026-10-20
Soltis Investment Advisors LLC
170,965$4.3M0.2%CoreMediumSt. George, UT2026-10-28
Diversify Wealth Management, LLC
136,408$3.5M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
136,408$3.5M0.1%GrowthLowSandy, UT2026-10-20
Founders Financial Securities LLC
112,077$2.8M0.1%ETFMediumTowson, MD2026-10-28
Visionary Wealth Advisors
99,959$2.5M0.1%ETFLowO'Fallon, IL2026-11-04
Commonwealth Equity Services, LLC
54,703$1.4M0.0%ETFLowWaltham, MA2026-11-02
WealthPlan Investment Management, LLC
53,737$1.4M0.1%GrowthMediumOmaha, NE2026-10-15
Rose Capital Advisors LLC
51,695$1.3M0.3%ETFN/AMiami Beach, FL2026-11-04
Aegis Wealth Management, Inc.
51,086$1.3M0.8%ETFMediumGuthrie Center, IA2026-10-26
Strategic Blueprint, LLC
50,872$1.3M0.1%ETFLowAtlanta, GA2026-10-22
Beacon Capital Management, LLC
47,311$1.2M0.2%ETFMediumFranklin, TN2026-10-23
Arlington Capital Management Inc
41,296$1.0M0.6%GARPHighArlington Heights, IL2026-10-30
Outlook Wealth Advisors, LLC
33,470$850.2K0.2%ETFMediumShenandoah, TX2026-10-28
Bright Futures Wealth Management, Llc.
31,175$791.9K0.5%CoreHighWebster, Ny 14580, NY2026-10-23
Goldenstone Wealth Management LLC
25,646$651.5K0.4%GrowthLowEl Dorado Hills, CA2026-11-04
Triad Wealth Partners, LLC
20,489$520.5K0.0%ETFMediumLawrence, KS2026-10-26
Maia Wealth LLC
18,040$458.3K0.1%ETFMediumDenver, CO2026-10-19
PFG Advisors
17,357$440.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Victory Financial Group, LLC
14,423$366.4K0.0%ETFLowAustin, TX2026-10-27
Winnacle Wealth LLC
14,071$357.4K0.2%CoreMediumWaco, TX2026-10-15
Brown Wealth Management, LLC
13,756$349.4K0.1%ETFMediumNaperville, IL2026-10-20
TrustBank
13,500$342.9K0.1%ETFVery LowOlney, IL2026-10-20
Csenge Advisory Group
12,155$308.8K0.0%ETFMediumClearwater, FL2026-11-04
Signal Advisors Wealth, LLC
11,400$289.6K0.0%ETFLowDetroit, MI2026-10-13
Straight Path Wealth Management
9,400$238.8K0.1%ETFLowJenison, MI2026-10-23
Networth Advisors, LLC
8,560$217.5K0.1%ETFMediumCanonsburg, PA2026-11-03
Trek Financial, LLC
8,028$203.9K0.0%ETFHighScottsdale, AZ2026-10-29
Evolution Wealth Management Inc.
7,239$183.9K0.1%ETFMediumFort Myers, FL2026-10-28
Key Capital Management, Inc
5,971$151.7K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
IFP Advisors, Inc
2,489$63.2K0.0%GrowthLowTampa, FL2026-10-16
Decker Retirement Planning Inc.
1,403$35.6K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Ashton Thomas Private Wealth, LLC
530$13.5K0.0%CoreMediumScottsdale, AZ2026-11-03
1,773,688
24.2% of class · Oct 30, 2026+865,826
30d ahead of 13F (930,224 sh) · +843,464